Description: The author analyzes the arguments for and against a Social Security earnings test and concludes with a recommendation the author believes is consistent with the proper purpose and nature of the old-age, survivors, and disability insurance [OASDI] system. Includes discussion and author’s review of discussion. From Transactions of Society of Actuaries 1982 Volume 34.

Description: This paper discusses decoupling of social security - meaning that the coupling of actual benefits for those already beneficiaries and potential benefits for future beneficiaries be broken. The purposes are to describe the environment, the problem which decoupling addresses and the importance of a rational solution. The paper discusses the wage-indexing approach and the price-indexing approach. From Transactions of Society of Actuaries 1977, Vol. 29.

Description: This paper offers a mathematical discussion of integrating private pension plans with social security and looks at IRS rules, earnings replacement by social security, integrating defined benefit and defined contribution plans, early retirement, target plans, discrimination test and other issues. From Transactions of Society of Actuaries 1976, Vol. 28.

Description: OASDI Trust Fund: Principal Economic and Demographic Assumptions from Pension Section News, October 1999, Issue No. 41.

Description: An excerpt from the 2003 Annual report of the Board of Trustees of the federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds which describes the assumptions and methods underlying the actuarial estimates.

Description: This excerpt is taken from Section V., Assumptions and Methods Underlying Actuarial Estimates, in the 2004 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds. From Pension Section News, September 2004, Issue No. 56.

Description: This article discusses amendments to the Social Security Act recommended by President Johnson which are incorporated in H.R. 5710. The bill amends the provisions and of the OASDI, Medicare and Medicaid programs.

Description: Overview of SOA-sponsored seminars held in July 1978 in four cities to discuss current issues in the private sector relating to the new OASDI benefit formulas.

Description: The 1977 introduction of Average Indexed Monthly Earnings into the U.S. Social Security benefit formula makes it necessary to seek new ways to estimate the Primary Insurance Amount - the author proposes a formula for this estimate.

Description: History of different treatment of men and women under the rules of the U.S. Social Security program.