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Reducing Cost-of-Living Adjustments for Military Retirees and the Bipartisan Budget Act: In Brief

Description: This report discusses the reduction of cost-of-living adjustments (COLAs) for military retirees through the Bipartisan Budget Act (BBA). It includes an overview of the changes, demographics of military retirees, and potential effects of the changes.
Date: February 19, 2014
Creator: Belasco, Amy & Kapp, Lawrence
Partner: UNT Libraries Government Documents Department
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Cost-of-Living Adjustments for Federal Civil Service Annuities

Description: This report discusses the Cost-of-living adjustments (COLAs) for the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS) are based on the rate of inflation as measured by the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). All CSRS retirees and survivors receive COLAs. Under FERS, however, non-disabled retirees under age 62 do not receive COLAs. This report discusses cost-of-living adjustments for government retirees, as well as re… more
Date: November 1, 2013
Creator: Isaacs, Katelin P.
Partner: UNT Libraries Government Documents Department
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Cost-of-Living Adjustments for Federal Civil Service Annuities

Description: Cost-of-living adjustments (COLAs) for the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS) are based on the rate of inflation as measured by the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). All CSRS retirees and survivors receive COLAs. Under FERS, however, non-disabled retirees under age 62 do not receive COLAs. This report discusses cost-of-living adjustments for government retirees, as well as related legislation.
Date: October 15, 2010
Creator: Isaacs, Katelin P.
Partner: UNT Libraries Government Documents Department
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Military Benefits for Former Spouses: Legislation and Policy Issues

Description: This report provides a general discussion of legislative provisions and proposals relating to the military benefits for former spouses. Questions that this report seeks to answer include: What benefits can former spouses of members or retirees of the uniformed services receive under law? What role do the services play in facilitating delivery of those benefits? What practical problems arise in the implementation of and service involvement in claims on those benefits? How does the current syste… more
Date: November 30, 2017
Creator: Kamarck, Kristy N.
Partner: UNT Libraries Government Documents Department
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Retirement Benefits for Members of Congress

Description: This report outlines the Congressional retirement plans available -- depending on when a Member first started serving and their length of service -- and describes the major parts of the retirement plans and their benefits.
Date: December 5, 2017
Creator: Isaacs, Katelin P.
Partner: UNT Libraries Government Documents Department
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Qualified Charitable Distributions from Individual Retirement Accounts: Features and Legislative History

Description: A provision of the Pension Protection Act of 2006 (P.L. 109-280) allows tax-free distributions from Individual Retirement Accounts (IRAs) for charitable purposes. This report describes the IRA Qualified Charitable Distribution (QCD) provision.
Date: February 4, 2015
Creator: Topoleski, John J. & Sidor, Gary
Partner: UNT Libraries Government Documents Department
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Federal Employees' Retirement System: Summary of Recent Trends

Description: This report describes recent trends in the characteristics of annuitants and current employees covered by the Civil Service Retirement System (CSRS) and the Federal Employees' Retirement System (FERS) as well as the financial status of the Civil Service Retirement and Disability Fund (CSRDF).
Date: February 2, 2018
Creator: Isaacs, Katelin P.
Partner: UNT Libraries Government Documents Department
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Multiemployer Defined Benefit (DB) Pension Plans: A Primer and Analysis of Policy Options

Description: This report discusses the nature of multiemployer defined benefit (DB) pension plans, and issues regarding their financial solvency. DB pension plans are sponsored by more than one employer and maintained as part of a collective bargaining agreement.
Date: July 24, 2015
Creator: Topoleski, John J.
Partner: UNT Libraries Government Documents Department
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Securities and Exchange Commission Rule 151A and Annuities: Issues and Legislation

Description: This report explains the different types of annuities, the taxation of annuities, and disentangles the federal and state roles in the regulation of annuities. It outlines the SEC rule, including practical considerations for implementation. It also discusses congressional action in response to the SEC rule.
Date: July 1, 2010
Creator: Webel, Baird & Miller, Rena S.
Partner: UNT Libraries Government Documents Department
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Cost-of-Living Adjustments for Federal Civil Service Annuities

Description: This report discusses cost-of-living adjustments (COLAs) for the Civil Service Retirement System (CSRS) and the Federal Employee Retirement System (FERS). It includes the formulas used to calculate rates of inflation, amounts paid, and a table of retirement benefits.
Date: October 11, 2018
Creator: Isaacs, Katelin P.
Partner: UNT Libraries Government Documents Department
open access

Cost-Of-Living Adjustments for Federal Civil Service Annuities

Description: This report discusses cost-of-living adjustments (COLAs) for the Civil Service Retirement System (CSRS) and the Federal Employee Retirement System (FERS). It includes the formulas used to calculate rates of inflation, amounts paid, and a table of retirement benefits.
Date: October 16, 2017
Creator: Isaacs, Katelin P.
Partner: UNT Libraries Government Documents Department
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Early Withdrawals and Required Minimum Distributions in Retirement Accounts: Issues for Congress

Description: In response to the economic downturn, Congress considered providing relief to Americans by suspending two tax penalties on defined contribution retirement plans and Individual Retirement Accounts (IRAs). This report discusses the reasons offered in support of suspending these provisions, as well as the drawbacks. This report also presents data that estimates the number of households that these proposals would impact. Borrowing from retirement plans as an alternative to withdrawals is also discu… more
Date: January 7, 2011
Creator: Topoleski, John J.
Partner: UNT Libraries Government Documents Department
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Delphi Corporation: Pension Plans and Bankruptcy

Description: This report provides background on Delphi corporation, relevant pension law, the role of the PGBC, a description of major events at Delphi since 1999, and a listing of congressional hearings and legislation introduced related to the Delphi corporation in the 111th and 112th congresses.
Date: January 30, 2013
Creator: Topoleski, John J.
Partner: UNT Libraries Government Documents Department
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Joint Select Committee on Solvency of Multi-employer Pensions Plans: Structure, Procedures, and CRS Experts

Description: This report discusses the structure, powers, and funding of the Joint Select Committee on Solvency of Multiemployer Pension Plans and provides an overview of the parliamentary procedures the chambers may use to consider its work product. The report includes contact information for CRS policy analysts who work on issues related to the structure and policy work of the panel.
Date: February 20, 2018
Creator: Davis, Christopher M.
Partner: UNT Libraries Government Documents Department
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Automatic Cost of Living Adjustments: Some Economic and Practical Considerations

Description: This report looks at how automatic cost-of-living adjustments (COLAs) influence the budget and identifies major programs that have indexing provisions. It also explains what price indexes attempt to measure and discusses some of their weaknesses. Finally, it points out some practical things to keep in mind when establishing an indexing provision.
Date: January 11, 2010
Creator: Cashell, Brian W.
Partner: UNT Libraries Government Documents Department
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Veterans Affairs: "Gray Area Retirees"-- Issues and Related Legislation

Description: The United States Department of Veterans Affairs (VA) provides a broad range of benefits and services to American veterans and to certain members of their families. In addition, the Department of Defense (DOD) offers a variety of benefits to veterans who are also military retirees. When members of the National Guard or the Reserve who have not yet reached age 60 retire (usually after at least 20 years of service), however, they are not entitled to certain federal benefits, including health care… more
Date: June 21, 2010
Creator: Weimer, Douglas R.
Partner: UNT Libraries Government Documents Department
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