Description: Chapter 10 of the Models for Retirement Policy Analysis. This chapter describes the Macroeconomic-Demographic Model of the U.S. Retirement Income System used to investigate alternative approaches to investment of the OASDI trust funds.

Description: Paper discussing the pension termination insurance program for single employer plans established under Title IV of the Employee Retirement Income Security Act. Followed by 2 discussion papers submitted

Description: This report presents the results of the work undertaken in response to the SIPF’s request. The premise of this work is that there is a need for a concise but still comprehensive and focused report on the financial health and prospects of state and municipal plans to give stakeholders the overview they need to come to informed opinions about the need for changes to the structure of these plans. The report needs to strike a balance between narrative and quantitative indicators of a plan’s financial health.

Description: This paper reports on the status of the Welfare Plan Disclosure Acts in states and plans subject to the law. From Transactions of Society of Actuaries 1959, Vol. 11, No. 31.

Description: This is a digest of reports on topics of current interest including: 1. Future Outlook Study, 2. Mortality Investigation on Individual Lives, and 3. Legislative Matters of Interest to Actuaries. From Transactions of Society of Actuaries 1968, Vol. 20 Pt. 2, No. 56.

Description: This paper examines five problematic areas of the Life Insurance Company Income Tax Act of 1959 including the 10-for-1 rule, the deduction for investment income on qualified pension and profit-sharing plans, limitations on certain deductions, policyholder surplus account and shareholders surplus account. A discussion of the paper follows. From Transactions of Society of Actuaries 1976, Vol. 28.

Description: Chapter 8 of the Models for Retirement Policy Analysis. This chapter describes MINT, or Modeling Income in the Near Term, which is one of three retirement income and social security models now being developed in the Office of Research, Evaluation, and Statistics of the Social Security Administration. The accessibility, ease of use, cost as well as the strengths and limitations of the approach are addressed.

Description: Chapter 3 of the Models for Retirement Policy Analysis. This chapter describes the Dynamic Simulation of Model Income DYNASIM which was the first large scale dynamic microsimulation model of the socioeconomic status and behavior of individuals and families. The strengths and limitations of the approach are addressed as well as accessibility and ease of use.

Description: Chapter 4 of Models for Retirement Policy Analysis. The PRISM Pension and Retirement Income Simulation Model is a dynamic microsimulation model designed to simulate the retirement income and long term care utilization and financing of the elderly population. The strengths and limitations of the approach are addressed as well as accessibility and ease of use.

Description: This report provides a system-wide analysis of the expected contribution requirements for the U.S. single-employer defined benefit pension universe over the remainder of this decade.