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 Collection: Congressional Research Service Reports
Individual Retirement Accounts (IRAs): Issues and Proposed Expansion

Individual Retirement Accounts (IRAs): Issues and Proposed Expansion

Date: January 13, 2003
Creator: Gravelle, Jane G
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Employer Stock in Retirement Plans: Investment Risk and Retirement Security

Employer Stock in Retirement Plans: Investment Risk and Retirement Security

Date: January 28, 2003
Creator: Purcell, Patrick J
Description: This CRS Report begins by describing the shift from traditional defined benefit pensions to defined contribution plans – like the 401(k) – that has occurred over the last 20 to 25 years. It then summarizes recent research findings on the extent to which employees’ retirement savings are invested in employer stock. The third section of the report outlines the provisions of federal law that define an employer’s duty to manage its retirement plan in the best interest of the plan’s participants. The report concludes with a summary of pension reform legislation passed by the House of Representatives in April 2002 and a description of several pension reform bills that have been introduced in the Senate in 2002.
Contributing Partner: UNT Libraries Government Documents Department
Pension Reform: The Economic Growth and Tax Relief Reconciliation Act of 2001

Pension Reform: The Economic Growth and Tax Relief Reconciliation Act of 2001

Date: January 28, 2003
Creator: Purcell, Patrick J
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: February 5, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Social Security: The Government Pension Offset

Social Security: The Government Pension Offset

Date: February 13, 2003
Creator: Kollmann, Geoffrey
Description: This report discusses the Government Pension Offset (GPO) provision, which reduces Social Security benefits that a person receives as a spouse if he or she also has a government pension based on work that was not covered by Social Security. Its purpose is to replicate Social Security’s “dual entitlement” rule, which requires that a Social Security benefit earned as a worker be subtracted from any Social Security spousal benefit to which the worker is eligible. Its intent is to remove an advantage these workers would otherwise receive if they could receive both a government pension and full Social Security spousal benefits. Opponents contend that the provision is basically inaccurate and often unfair. Five bills have been introduced in the 108th Congress that would modify or repeal the provision.
Contributing Partner: UNT Libraries Government Documents Department
Retirement Plans with Individual Accounts: Federal Rules and Limits

Retirement Plans with Individual Accounts: Federal Rules and Limits

Date: February 27, 2003
Creator: Storey, James R & Graney, Paul J
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Social Security Notch Issue: A Summary

Social Security Notch Issue: A Summary

Date: March 6, 2003
Creator: Kollmann, Geoffrey
Description: This report discusses recent attempts at legislative action regarding changes to the computation of benefits under Social Security Amendments of 1977 (P.L. 95-216), which directly affected retirees born in the 5- to 15-year period after 1916. These persons fall in the "notch" between previous Social Security legislation and those affected by the amendments.
Contributing Partner: UNT Libraries Government Documents Department
Individual Retirement Accounts (IRAs): Issues and Proposed Expansion

Individual Retirement Accounts (IRAs): Issues and Proposed Expansion

Date: March 11, 2003
Creator: Gravelle, Jane G
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: March 12, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Funding Postal Service Obligations to the Civil Service Retirement System

Funding Postal Service Obligations to the Civil Service Retirement System

Date: March 28, 2003
Creator: Purcell, Patrick J & Stevens, Nye
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: March 28, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Federal Employees' Retirement Benefits: Bills in the 108th Congress

Federal Employees' Retirement Benefits: Bills in the 108th Congress

Date: April 14, 2003
Creator: Purcell, Patrick J
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: May 16, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: June 4, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Federal Employees' Retirement Benefits: Bills in the 108th Congress

Federal Employees' Retirement Benefits: Bills in the 108th Congress

Date: June 5, 2003
Creator: Purcell, Patrick J
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: June 26, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: July 10, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: August 12, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: September 2, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: September 10, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: September 30, 2003
Creator: Goldich, Robert L
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Pensions and Retirement Saving Plans: Comparison of H.R. 1776 with Current Law

Pensions and Retirement Saving Plans: Comparison of H.R. 1776 with Current Law

Date: October 3, 2003
Creator: Purcell, Patrick J
Description: None
Contributing Partner: UNT Libraries Government Documents Department
Military Retirement: Major Legislative Issues

Military Retirement: Major Legislative Issues

Date: October 21, 2003
Creator: Goldich, Robert L.
Description: This report discusses various proposed changes to the military retirement system, which includes benefits for retirement after an active or reserve military career, disability retirement, and survivor benefits for eligible survivors of deceased retirees. Major issues include whether some or all military retirees should be allowed to receive both military retired pay and any VA disability compensation to which they are otherwise entitled -- referred to as "concurrent receipt" -- whether some military personnel should be entitled to military retired pay with less than 20 years of service, and whether many more personnel should serve well past the 20-year point before retiring.
Contributing Partner: UNT Libraries Government Documents Department
Former Presidents: Federal Pension and Retirement Benefits

Former Presidents: Federal Pension and Retirement Benefits

Date: November 13, 2003
Creator: Smith, Stephanie
Description: None
Contributing Partner: UNT Libraries Government Documents Department