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From the Newsroom

Academy in the News

Retirement Planners See New Opportunities As SECURE Act 2.0 Nears Final Approval

Financial Advisor
Topics: Retirement
Date Published: 12/29/2022
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Academy in the News

Federal $1.7 Trillion Fiscal Plan Includes Retirement, Annuity Changes to Bolster Industry

A.M. Best
Topics: Retirement
Date Published: 12/27/2022
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Academy in the News

The Passage Of SECURE 2.0 Is A Win For Retirement Security

Advisor Magazine
Topics: Retirement
Date Published: 12/26/2022
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Article

Academy: Today’s Passage of SECURE 2.0 Is a Win for Retirement Security

WASHINGTON—The SECURE 2.0 legislation that passed today as part of Congress’ year-end, omnibus spending bill is a significant and welcome step forward in improving the U.S. retirement…
Topics: Benefits Financial Security Professionalism Public Policy Retirement
Date Published: 12/23/2022
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Academy in the News

Pension, retirement policy committees send letter to Congress: Pass SECURE 2.0 already!

BenefitsPro
Topics: Benefits Retirement
Date Published: 12/15/2022
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Academy in the News

This Is How Many More Years in Retirement an Extra $100K Could Get You

AOL
Topics: Retirement
Date Published: 10/14/2022
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Academy in the News

5 Simple Tips for a Retirement Income Plan

ETF Trends
Topics: Retirement
Date Published: 09/14/2022
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Academy in the News

This Chart Shows You How Many Years an Extra $100K Buys You in Retirement

Smart Asset
Topics: Retirement
Date Published: 08/15/2022
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Academy in the News

Reframing Retirement Income Discussions

Investment News
Topics: Retirement
Date Published: 08/01/2022
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Academy in the News

Live Long and Prosper: Use Life-Expectancy Calculators for a Better Retirement Plan

AARP
Topics: Retirement
Date Published: 06/09/2022
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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
Policy & Research
Download

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
Policy & Research
Download

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
Policy & Research
Download
Issue Brief

Social Security: Evaluating the Structure for Basic Benefits

Social Security Committee issue brief evaluating the structure of basic Social Security benefits.  
Topics: Benefits Retirement Social Security
Date Published: 09/01/2007
Policy & Research
Download
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
Policy & Research
Download
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.
Topics: Benefits Retirement
Date Published: 05/10/2007
Policy & Research
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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
Policy & Research
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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.  
Topics: Retirement Social Security
Date Published: 03/01/2007
Policy & Research
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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
Policy & Research
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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
Policy & Research
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