Retirement

Valuing Benefits Payable As A Lump Sum

Pension Committee exposure draft of practice note on current and emerging practices in the development of liabilities and cost estimates for pension plans with benefits paid as a lump sum. The…

Testimony

Academy ERISA Advisory Council Testimony on Lifetime Income Solutions

Ted Goldman, Senior Pension Fellow, testimony before the U.S. Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit Plans on “Lifetime Income Solutions as a Qualified…

Committee Notes from Meeting with Treasury, Labor, and PBGC

Notes from the Multiemployer Plans Committee meeting on Feb. 23, 2018 with officials of the Treasury and Labor departments, and Pension Benefit Guaranty Corporation to discuss applications by…

Joint Select Committee on Solvency of Multiemployer Pension Plans Hearing “The History and Structure of the Multiemployer Pension System” Responses for the Record

Joint Select Committee on Solvency of Multiemployer Pension Plans Hearing “The History and Structure of the Multiemployer Pension System” Responses for the Record Ted Goldman, Senior Pension…

Issue Brief

Social Security — Automatic Adjustments

Social Security Committee issue brief examining automatic adjustment options to address Social Security’s financial challenges.

Issue Brief

Social Security — Automatic Adjustments

al Security Committee issue brief examining automatic adjustment options to address Social Security’s financial challenges

Loan Programs for Underfunded Multiemployer Plans

Multiemployer Plans Committee issue brief discussing the costs and risks associated with multiemployer loan programs, and the ways in which these programs could benefit troubled plans and their…

Presentation

Capitol Hill Briefing Presentation—Making Retirement Income Last a Lifetime: Public Policy Options and Practical Tools

tol hill briefing presentation on lifetime income, highlighting public policy options and tools

Policy Paper

Essential Elements: Income to Last a Lifetime

Academy Essential Elements paper on lifetime income, highlighting the challenges that workers face in planning for the risk that they may live longer in retirement than expected, and outlining…

Issue Brief

The Pension Protection Act: Successes, Shortcomings, and Opportunities for Improvement

Pension Committee issue brief that analyzes the Pension Protection Act of 2006 (PPA) and its subsequent amendments against the principles underlying funding reform.