Retirement

Comments on Exposure Draft of Modeling ASOP

Pension Committee comments to the Actuarial Standards Board on its recent modeling ASOP exposure draft that included concerns that the potential ASOP could be applied too broadly. 

Comments to IRS on Form 5500

Pension Committee comments to the Internal Revenue Service regarding the Annual Return/Report of Employee Benefit Plan (Form 5500) that focus on the electronic submission of data on Schedules SB and…

Presentation

Risky Business Presentation to NAIC

Presentation to the NAIC ERISA Retirement Income Working examining the financial risks of increased lifespans and the needs for retirees to secure lifetime income.   

Issue Brief

Perspectives on the PBGC Single-Employer Deficit

Issue brief addressing the Pension Benefit Guaranty Corporation’s deficit in its single-employer program. The issue brief concludes that the agency’s methods and assumptions have produced a…

Pension Committee Comments on Proposed Lifetime Income Benefit Statements

Pension Committee comments on Department of Labor’s advance notice of proposed rulemaking regarding pension benefit statement requirements under section 105 of the Employee Retirement Income…

Comment / Letter

Academy Follow-Up Response to House Subcommittee on Raising Social Security Retirement Age

Letter from Senior Pension Fellow Don Fuerst to Chairman Johnson and Ranking Member Becerra of the House Ways and Means Subcommittee on Social Security in response to questions from Chairman Johnson…

Presentation

Capitol Hill Briefing Presentation—Risky Business: Living Longer Without Income for Life

Capitol Hill briefing presentation that examines the financial risks of increased lifespans and the need for retirees to secure lifetime income

Pension Committee Comments on PBGC’s Proposed Rule on Reportable Events

Pension Committee Comments on PBGC’s Proposed Rule on Reportable EventsPension Committee comments to the Pension Benefit Guaranty Corporation regarding its proposed rule on reportable events under…

Pension Committee Comments on ASOP No. 4

Pension Committee comments to the Actuarial Standards Board on revisions to ASOP No. 4, Measuring Pension Obligations and Determining Pension Plan Costs or Contributions. 

Testimony

Academy Testimony to Congressional Subcommittee on Social Security

Senior Pension Fellow Donald Fuerst’s testimony at a House Committee on Ways and Means, Subcommittee on Social Security, hearing that examines bipartisan proposals to adjust Social Security…