From the Newsroom

Date Published: 03/03/2024
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Article

New Academy Issue Brief Provides Useful Overview of ERISA-Exempt Church-Sponsored Retirement Plans

WASHINGTON—A new issue brief from the American Academy of Actuaries provides an overview of retirement plans sponsored by churches and church-related organizations, in an effort to help plan…
Date Published: 01/24/2024
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Date Published: 11/20/2023
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Article

American Academy of Actuaries: Earlier Congressional Reform of Social Security Could Ease Reform Impacts on Beneficiaries

WASHINGTON—The reform options at Congress’ disposal to address the depletion of Social Security’s combined trust fund reserves in 2034 will become only more limited in number and…
Date Published: 10/30/2023
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Academy in the News

A Retirement Tax Break That Ends the Fear of Outliving Your 401(k)

Wall Street Journal
Topics: Retirement
Date Published: 07/20/2023
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Article

Up to the Challenge? New American Academy of Actuaries Web App Puts You in Charge of Fixing Social Security Financing

WASHINGTON—A new “Social Security Challenge” web app published by the nonpartisan American Academy of Actuaries at actuary.org/socialsecurity immerses users in an animated…
Date Published: 03/15/2023
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Academy in the News

Longevity Is the Biggest Threat to Successful Retirement

Wealth Management
Topics: Retirement
Date Published: 02/09/2023
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Academy in the News

Work is the new retirement, even for the rich

Financial Planning
Topics: Retirement
Date Published: 01/25/2023
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Date Published: 01/09/2023
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Related Resources

Comment / Letter

Letter to Treasury Department on Method for Applying Anti-Backloading Rule to Cash Balance Plans

Pension Committee letter to the Department of the Treasury requesting that Treasury reconsider its method for applying an anti-backloading rule (the four-thirds rule) to cash balance plans.
Topics: Retirement
Date Published: 09/03/2007
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Letter to JBEA on Audits of Enrolled Actuaries’ CE Filings

Pension Committee letter to Joint Board for the Enrollment of Actuaries (JBEA) requesting the JBEA provide a summary of key mistakes or problems it has found in audits of enrolled actuaries CE…
Topics: Retirement
Date Published: 09/03/2007
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Letter to JBEA on Audits of Enrolled Actuaries’ CE Filings

Pension Committee letter to Joint Board for the Enrollment of Actuaries (JBEA) requesting the JBEA provide a summary of key mistakes or problems it has found in audits of enrolled actuaries CE…
Topics: Retirement
Date Published: 09/03/2007
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Issue Brief

Social Security: Evaluating the Structure for Basic Benefits

Social Security Committee issue brief evaluating the structure of basic Social Security benefits.  
Date Published: 09/01/2007
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Comment / Letter

Letter to Texas Officials Clarifying Comments on OPEB Accounting Standards

Joint Committee on Retiree Health letter to Texas officials about misinterpretations of the committee’s 2006 comments on accounting standards for OPEBs
Topics: Retirement
Date Published: 06/15/2007
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Comment / Letter

Letter to Energy Department on Pension Reimbursement Policy for DOE Contractors

Pension Committee comments to the Department of Energy (DOE) on the issues faced by the DOE and its contractors in managing the costs of pension and medical benefits.
Date Published: 05/10/2007
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Comment / Letter

Letter to IRS on Combined Plan Deduction Limits under Notice 2007-28

Pension Committee comments to the Internal Revenue Service (IRS) regarding changes to the combined plan deduction limit under IRS Notice 2007-28.
Topics: Retirement
Date Published: 03/01/2007
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Issue Brief

Investing Social Security Assets in the Securities Markets

Social Security Committee issue brief on Investing Social Security Assets in the Securities Market.  
Date Published: 03/01/2007
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Comment / Letter

Comments to IRS and Treasury on Substitute Mortality Tables

Pension Committee discussion paper to the Internal Revenue Service (IRS) and Department of the Treasury regarding the use of substitute mortality tables.
Topics: Retirement
Date Published: 11/06/2006
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Letter to IRS on Requests for Technical Guidance on Circular 230

Pension Practice Council letter to the Internal Revenue Service (IRS) requesting technical guidance on regulatory issues related to IRS Circular 230
Topics: Retirement
Date Published: 08/29/2006
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