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Data on Multiemployer Defined Benefit (DB) Pension Plans

Description: This report provides data on multiemployer defined benefit (DB) plans categorized in several ways. First, the report categorizes the data based on plans' zone status in 2015. Next, it provides a year-by-year breakdown of the number of plans that are expected to become insolvent and the number of participants in those plans. Finally, the report provides information on the 25 largest multiemployer DB plans in 2015 (each plan has at least 75,000 participants).
Date: May 1, 2018
Creator: Topoleski, John J.
Item Type: Refine your search to only Report
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.
Item Type: Refine your search to only Report
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.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
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Social Security Primer

Description: This report provides an overview of Social Security financing and benefits under current law. The report covers a brief history of the program; Social Security financing and the status of the trust funds; how Social Security benefits are computed; the types of Social Security benefits available to workers and their family members; the basic eligibility requirements for each type of benefit; the scheduled increase in the Social Security retirement age; and the federal income taxation of Social S… more
Date: November 30, 2017
Creator: Nuschler, Dawn
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
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Retirement Benefits for Federal Law Enforcement Personnel

Description: This report discusses federal law enforcement officers enhanced retirement benefits due to mandatory retirement ages making these employees retire younger than the average government employee. Many individuals and employee groups who work in law enforcement-related positions, but who have not qualified as law enforcement officers for retirement purposes, have sought enhanced benefits through legislation in recent Congresses. Possible pros and cons of such legislation are discussed.
Date: September 5, 2017
Creator: Isaacs, Katelin P.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
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Traditional and Roth Individual Retirement Accounts (IRAs): A Primer

Description: This report describes the primary features of two common retirement savings accounts that are available to individuals: traditional and Roth Individual Retirement Accounts (IRAs). In response to concerns over the adequacy of retirement savings, Congress has created incentives to encourage individuals to save more for retirement through a variety of retirement plans. Some retirement plans are employer-sponsored, such as 401(k) plans, and others are established by individual employees, such as I… more
Date: April 27, 2016
Creator: Topoleski, John J.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
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Federal Employees' Retirement System: The Role of the Thrift Savings Plan

Description: This report discusses the two retirement systems available to federal employees. The Civil Service Retirement System (CSRS) was established in 1920 and covers only employees hired before 1984. The Federal Employees' Retirement System (FERS) was created to involve Social Security, a basic retirement annuity, and the Thrift Savings Plan (TSP). The TSP is discussed and illustrated.
Date: March 10, 2015
Creator: Isaacs, Katelin P.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

Traditional and Roth Individual Retirement Accounts (IRAs): A Primer

Description: This report describes the primary features of two common retirement savings accounts that are available to individuals. Although the accounts have many features in common, they differ in some very important aspects. Both traditional and Roth IRAs offer tax incentives to encourage individuals to save for retirement.
Date: February 12, 2015
Creator: Topoleski, John J.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

U.S. Household Savings for Retirement in 2010

Description: Report that provides data on a variety of household wealth measures in 2010 from the Federal Reserve's triennial Survey of Consumer Finances. The report classifies the amount of assets and debt by the age of the head of the household for both single and married households.
Date: July 23, 2013
Creator: Topoleski, John J.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

U.S. Household Savings for Retirement in 2010

Description: This report provides data on a variety of household wealth measures in 2010 from the Federal Reserve's triennial Survey of Consumer Finances. Although the amount of retirement assets is the primary focus of the report, other measures of wealth (such as the amount of total assets, financial assets, total debt, net worth, and housing equity) are also included.
Date: April 30, 2013
Creator: Topoleski, John J.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

Social Security Retirement Earnings Test: How Earnings Affect Benefits

Description: Social Security benefits received before a person attains full retirement age (FRA) are subject to an actuarial reduction for early retirement and also may be reduced by the Social Security Retirement Earnings Test (RET) if the beneficiary has earnings that exceed an annual threshold. This report explains how the RET is applied under current law and provides detailed benefit examples to show how the RET affects both the worker beneficiary and any family members (auxiliary beneficiaries) who rec… more
Date: January 4, 2012
Creator: Nuschler, Dawn & Shelton, Alison M.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
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Military Retirement Reform: A Review of Proposals and Options for Congress

Description: This report reviews various reform proposals and presents several potential options for Congress, ranging from maintaining the current system to a national commission to review military compensation, benefits, and retirement. Few military subjects have generated as much interest or commentary as the military retirement system and efforts to reform the system have been many. Heightened concern over the national debt crisis, the economic recession, and stubbornly high unemployment has resulted in… more
Date: November 17, 2011
Creator: Henning, Charles A.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

Social Security Retirement Earnings Test: How Earnings Affect Benefits

Description: Social Security benefits received before a person attains full retirement age (FRA) are subject to an actuarial reduction for early retirement and also may be reduced by the Social Security Retirement Earnings Test (RET) if the beneficiary has earnings that exceed an annual threshold. This report explains how the RET is applied under current law and provides detailed benefit examples to show how the RET affects both the worker beneficiary and any family members (auxiliary beneficiaries) who rec… more
Date: January 14, 2011
Creator: Nuschler, Dawn & Shelton, Alison M.
Item Type: Refine your search to only Report
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.
Item Type: Refine your search to only Report
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.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

Social Security Retirement Earnings Test: How Earnings Affect Benefits

Description: Social Security benefits received before a person attains full retirement age (FRA) are subject to an actuarial reduction for early retirement and also may be reduced by the Social Security Retirement Earnings Test (RET) if the beneficiary has earnings that exceed an annual threshold. This report explains how the RET is applied under current law and provides detailed benefit examples to show how the RET affects both the worker beneficiary and any family members (auxiliary beneficiaries) who rec… more
Date: May 17, 2010
Creator: Nuschler, Dawn & Shelton, Alison M.
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

Income and Poverty Among Older Americans in 2008

Description: This report describes the sources and amounts of income received by the 37.8 million Americans aged 65 and older who lived in non-institutional settings in 2008. The report also describes how the proportion of total income received from each source differs between high-income individuals and households and low-income individuals and households.
Date: October 2, 2009
Creator: Purcell, Patrick
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
open access

Older Workers: Employment and Retirement Trends

Description: This report begins by describing the change in the age distribution of the U.S. population that will occur between 2010 and 2030 and by summarizing the historical data on the labor force participation of older workers. This discussion is followed by an analysis of data from the Census Bureau's Current Population Survey (CPS) on employment and receipt of pension income among persons aged 55 and older.
Date: September 16, 2009
Creator: Purcell, Patrick
Item Type: Refine your search to only Report
Partner: UNT Libraries Government Documents Department
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