PENSIONS see also Social Security Act; Veterans

Amendments

Civil Service Spouse Retirement Equity Act: enact (H.R. 2300), 31144-31148, 31150, 31355-31359 [10OC]

Federal employees: benefits for certain former spouses (H.R. 2300), 31250, 31254 [10OC]

Hospice care: public pension offset provisions, 31938 [11OC]

Retirement Equity Act: enact (H.R. 4280), Senate amendment, 23472-23480 [9AU]

Veterans: increase rates of disability compensation (S. 2736; H.R. 5688), 28241, 28243 [2OC]

Analyses

Labor-Management Reporting and Disclosure Act Amendments (S. 2971), 24397 [6SE]

Multiemployer Pension Plan—Termination Insurance Reform Act (S. 2329), 2920 [22FE]

Articles and editorials

Designing a New Civil Service Retirement System (series), 9820-9825 [25AP]

Don't Give Away Pension Surpluses, 32543 [12OC]

Governors, Social Security and the Deficit, 1881 [6FE]

Inflation Is Key to Surplus Debate, 5749 [15MR]

Is Social Security a Federal Ponzi Game?, 6438 [22MR]

Looming Federal Surplus, 7506 [3AP], 8255-8260 [5AP]

Sizing Each Slice of the Surplus Pie, 32543 [12OC]

Social Security False Alarm, 5945 [20MR]

Threats to Retirement, 5748 [15MR]

Bills and resolutions

Armed Forces: eliminate certain reductions from amount received by spouse or former spouse (see H.R. 6246)

———improve and expand benefits (see H.R. 6410)

———retired pay to spouses and former spouses (see S. 2411; H.R. 5027)

Banks and banking: restrictions on increase of fees on individual retirement accounts (see H.R. 6405)

Benefit accruals: application to employees over 65 years (see H.R. 5387)

Children: determining social security benefits eligibility for adoptive individuals (see H.R. 6368)

CIA: benefits to certain former spouses (see H.R. 5805)

Civil service retirement: credit for periods of service performed as an employee of a State or instrumentality thereof (see H.R. 5935)

———prohibition for retired military personnel (see H.R. 6116)

Collective bargaining: retirement benefits (see H.R. 6187)

Courts: civil penalties for false claims and statements (see H.R. 5509)

Entitlement programs: progressive cost-of-living adjustments (see H.R. 5304)

ERISA: accurate and comprehensive descriptions of plan provisions (see H.R. 4945)

———clarify effective date provisions retroactively applying benefit guarantees to certain plans (see H.R. 6305)

———clarify retroactive date for benefits to certain employees whose plans were terminated (see S. 2897; H.R. 6048)

———effective control of single-employer plan terminations (see H.R. 6404)

———employer participation (see S. 2329; H.R. 4834)

———greater equity for workers, spouses, and dependents (see H.R. 5127)

———improve delivery of benefits (see H.R. 4980)

———preventing cutbacks in benefits upon merger or consolidation of plans or transfers of assets or liabilities between plans (see H.R. 5475)

———private multiemployer pension plans (see S. 2329; H.R. 4834)

Federal employees: 1-year period to modify or revoke survivor benefit election (see H.R. 5877, 5912)

———annuities based on rate of pay received by those on active service (see H.R. 6010)

———commission to review retirement systems (see H.R. 6011)

———credit for National Guard technician services (see S. 2313)

———equitable benefits for spouses and former spouses (see H.R. 6273)

———improve protection for former spouses (see S. 2821)

———service annuity credit (see H.R. 4838)

Fire fighters: actuarial adjustments in plan limitations (see H.R. 4934)

———treatment of income from pension funds (see S. 2305)

Individual retirement accounts: extend credit holding account as security (see H.R. 5375)

———increase amount limitation on deductions allowed for contributions and modify certain requirement and computation (see H.R. 5940)

Judges: survivor benefits for certain remarried spouses (see H.R. 6313)

Labor-Management Reporting and Disclosure Act: amend (see S. 2971)

Law enforcement officers: actuarial adjustments in plan limitations (see H.R. 4934)

———treatment of income from pension funds (see S. 2305)

Lottery: financing social security retirement and medicare programs (see H.R. 6278)

Mexican border period veterans (see S. 2298)

Military personnel: annuities based on rate of pay received by those on active service (see H.R. 6010)

———commission to review retirement systems (see H.R. 6011)

Military retirees: prohibition from civil service retirement benefits (see H.R. 6116)

National Labor Relations Act: collective bargaining (see H.R. 6187)

Peacetime veterans: benefits (see H.R. 6349)

Plan reversions: 9-month moratorium (see S. 2435; H.R. 5168)

Railroad Retirement Act: survivors' annuities to certain employees (see H.R. 5704)

Railroads: adjustments in benefits contingent on financial condition of retirement system (see H.R. 5013)

———eliminate certain reductions in cost-of-living increases (see H.R. 6053)

———remove ``last employer'' limitation on receipt of certain annuities in case of nonrailroad employment (see H.R. 4789)

Retirement accounts: acquisition and disposal of tangible investment assets (see H.R. 6253)

———increase limitation on contributions to spouse account (see H.R. 4919)

———nonworking spouses (see S. 2345)

———tax credit in lieu of deduction (see S. 2345)

———tax deduction computed on basis of compensation of spouse (see H.R. 4950)

Retirement benefits: determination of exclusion from modified adjusted gross income of interest (see H.R. 6128)

Retirement savings: permit tax-free rollover of partial distributions from qualified employer plans by increasing the limitations on deduction (see H.R. 6052)

Social security: annual effective date for cost-of-living increases (see H.R. 6126)

———correction of benefit disparity known as the notch problem (see S. 2644; H.R. 5005, 5106, 5595, H. Con. Res. 279)

———cost-of-living increase for 1985 without regard to 3% threshold (see S. 2923; H.R. 6019, 6126)

———cost-of-living increases (see H.R. 6299)

———delegations of authority to independent agency to administer old-age, survivors, and disability insurance (see S. 2778, 2922; H.R. 5904)

———earnings test (see H.R. 5356)

———exemption from coverage for religious objectors (see H.R. 6102)

———national lottery to finance retirement and medicare programs (see H.R. 6278)

———overpayment provision (see H.R. 5411)

———proportionate payment of benefit for month in which the recipient dies (see H.R. 5110)

———remove limitation on outside income (see H.R. 6095)

State and local deferred compensation plans: increase dollar limit (see H.R. 5178)

State and local public employees: reporting, disclosure, and fiduciary standards for retirement plans (see H.R. 5143, 5144)

———tax exemption for retirement plans (see H.R. 5144)

State investment units (see H.R. 4718)

Taxation: abate assessment of any deficiency attributable to the application of the dual plan restriction to the deduction for individual plans (see H.R. 6331)

———deduction for retirement savings (see S. 2229)

———deduction for retirement savings computed on basis of compensation of the spouse (see S. 2322)

———deduction of contributions to social security (see H.R. 4852)

———deductions for contributions to qualified plans (see H.R. 5179)

———income from IRA and Keogh funds invested in State or local bonds (see S. 2249)

———increase authorized deductible contributions to retirement savings (see H.R. 5792)

———treatment of retirement income for two-earner married couples (see H.R. 5487)

———underpayments attributable to inclusion in gross income of certain railroad retirement benefits (see H.R. 5139)

Tax-exempt organizations (see H.R. 4713)

Veterans: exclusion of payments received for employment for determination of benefit levels for nonservice-connected disability (see H.R. 5208)

World War I veterans (see S. 2274, 2298)

Comparisons

Retirement Equity Act, H.R. 2769 and 4280 and Senate amendment to H.R. 4280, 23483 [9AU]

Court decisions

Pension Benefit Guaranty Corp. v. R. A. Gray & Co.: Supreme Court, 19028 [27JN]

U.S. v. Western Electric Co., Inc., 524 [26JA]

Explanations

Congressional budget amendment relative to proposed cost-of-living adjustment for civilian and military retirees, 7775 [4AP]

Retirement Equity Act (H.R. 4280), 22121, 22131 [2AU]

Factsheets

Old-Age, Survivors, and Disability Insurance Program Administration by Independent Agency (S. 2778), 17577 [20JN]

Letters

CIA retirement benefits: Select Committee on Intelligence, 32249 [11OC]

Cost-of-living adjustments for Federal and military personnel (S. 2062; H.R. 4169): Senator Warner, 8075 [5AP]

Impact of AT&T divestiture: American Information Technologies, 525 [26JA]

———BellSouth Corp., 525 [26JA]

———Charles L. Brown for AT&T, 524 [26JA]

———Dept. of Justice, 524 [26JA]

———Mountain Bell, 524 [26JA]

———Northwestern Bell, 524 [26JA]

———NYNEX Corp., 525 [26JA]

———Pacific Northwest Bell, 524 [26JA]

———Southwestern Bell, 524 [26JA]

Military retirees cost-of-living adjustment: Sec. of Defense Weinberger, 15315 [7JN]

Pension rights: excerpt, 22501 [6AU]

Qualifications for enhanced retirement for bankruptcy judges: James M. Burns, 13074 [21MY]

Service pension for World War I veterans (H.R. 1918): Veterans of World War I of the U.S.A., Inc., 3297 [23FE]

Social Security Administration Board of Trustees appointments: Senator Moynihan, 20792 [25JY]

———White House, 20792 [25JY]

Social security is in good shape, 5945 [20MR]

Support for Retirement Equity Act (H.R. 4280): Older Women's League, 13329 [22MY]

Memorials of legislature

California, 20550 [23JY]

Pennsylvania, 13048 [21MY]

Texas, 20703 [24JY], 23321, 23322 [9AU]

Petitions

Cost-of-living adjustments in social security benefits (H.R. 6019): National Committee To Preserve Social Security and Medicare, 26639 [24SE]

Remarks in House

Age Discrimination in Employment Act: amend (H.R. 5387), 8269 [5AP]

Armed Forces: eliminate certain reductions from retired or retainer pay for spouses or former spouses (H.R. 6246), 26310 [20SE]

———modify retirement pay procedures to spouses and former spouses in compliance with court orders (H.R. 5027), 10528 [1MY]

Benefits: prohibit freezing of certain, 3553 [28FE]

Civil Service Spouse Retirement Equity Act: enact (H.R. 2300), 26557-26560 [24SE], 31354-31364 [10OC]

———enact (H.R. 2300), Senate amendments, 31354 [10OC], 31363 [12OC]

Democratic Party: policy comparison, 24662 [10SE]

District of Columbia Retired Judge Service Act: enact (H.R. 6007), 21463 [30JY]

Federal employees: retirement equity for spouse (H.R. 6273), 26199 [19SE]

Federal pension system: improve, 28452 [2OC]

Foreign Service officers: compensation for former spouses (H.R. 5598), 11037, 11064 [3MY]

Government retirement programs: cost, 28131 [1OC]

Guardsmen and Reservists: guarantee right to remain under civil service retirement (H.R. 4170), 1979 [7FE]

Individual retirement accounts: spousal (H.R. 5940), 20930 [25JY]

Military retirement benefits: recipients not be credited with civil service retirement benefits in addition (H.R. 6116), 24131 [10AU]

Pension Plan Reversion Moratorium Act: enact (H.R. 5168), 5809 [15MR]

Police and fire fighters: pension plan adjustments (H.R. 4934), 3308 [23FE]

Public employee pension benefit plans: protect interests, 6306 [21MR]

Public Employee Pension Plan Reporting and Accountability Act: enact (H.R. 5144), 5803 [15MR]

Railroad retirees: cost-of-living adjustment (H.R. 6053), 21648 [31JY]

Railroad retirement equity (H.R. 5013), 4234 [1MR]

Reagan, President: social security policy, 30923 [9OC]

Republican Party: policy comparison, 24662 [10SE]

Retirement Equity Act: enact (H.R. 4280), 13316-13346 [22MY], 14391, 14402 [24MY], 14551 [30MY], 22323, 22326 [3AU], 23471-23492 [9AU]

Social security: assure annual cost-of-living adjustments (H.R. 6019), 21230 [26JY], 21430 [27JY]

———cost-of-living adjustments (H.R. 6019), 21646 [31JY], 23581 [9AU], 24114, 24178 [10AU], 26638, 26641 [24SE], 28452 [2OC]

———cost-of-living adjustments (H.R. 6299), 28453-28462 [2OC], 30754 [5OC]

———establish as independent agency, 15882 [12JN], 16298 [13JN]

———financial solvency of trust fund, 8794 [11AP]

———overpayment provision (H.R. 5411), 8483 [10AP]

———proposed conversion from a universal to a limited coverage benefit program, 12039 [14MY]

Uniformed Services Former Spouse Protection Act: amend (H.R. 6246), 26310 [20SE]

VA: physicians' military retirement pay waiver (H.R. 4694), 18499, 18500 [25JN]

Women: insure equity, 13316-13346 [22MY]

World War I veterans: authorize service pension (H.R. 1918), 3297 [23FE]

Remarks in Senate

Air traffic controllers: exemption of dual compensation recipients from pension limitations, 22763 [8AU]

AT&T: impact of divestiture, 522-523 [26JA], 701 [27JA], 22491 [6AU]

Civil Service Spouse Retirement Equity Act: enact (H.R. 2300), 31143-31153 [10OC]

———enact (H.R. 2300), held at desk, 27785 [28SE]

Cost-of-living adjustments: cap, 11238-11247 [8MY]

———deferral for Federal and military personnel (S. 2062; H.R. 4169), 8070-8077 [5AP]

———Members of Congress (S. 2062; H.R. 4169), 8072, 8074-8077 [5AP]

Dept. of Labor: clarify ERISA violations responsibility, 874-877 [30JA]

Disabled veterans: trial work periods (S. 2759), 16163 [13JN]

District of Columbia: raise mandatory retirement age of judges (H.R. 3655), 2574 [9FE]

District of Columbia Retired Judge Service Act: enact (H.R. 6007), 27790 [28SE]

ERISA: clarify retroactive date for benefits to certain employees whose pension plans were terminated (S. 2897), 21629 [31JY], 23395 [9AU]

Federal employees: improve pension protection of former spouses (S. 2821), 19657, 19660 [28JN]

Federal pension system: redevelopment process, 7663 [4AP]

Firefighters: limitation on withdrawal of pension benefits, 9180 [12AP]

———tax exemptions for certain pension funds (S. 2305), 2519 [9FE]

Hospice care: public pension offset provisions, 31938 [11OC]

Individual retirement accounts: increase maximum interspousal contribution (S. 2229), 1803 [3FE]

———tax treatment of certain income (S. 2249), 1677 [2FE]

Labor Management Racketeering Act: enact (S. 336), 2146 [7FE]

Labor-Management Reporting and Disclosure Act: amend (S. 2971), 24395-24397 [6SE]

Military retired personnel: cost-of-living adjustments, 15314-15317 [7JN]

Multiemployer Pension Plan—Termination Insurance Reform Act: introduction (S. 2329), 2920 [22FE]

Multiemployer plans: modify regulations governing, 2920 [22FE]

National Commission on Social Security Reform: implementation of recommendations, 5945 [20MR]

National Committee To Preserve Social Security and Medicare: activities, 15620 [11JN]

National Guard: equity in civil service benefits (S. 2313), 2714 [21FE]

Pension Equity Act: enact (H.R. 4032), 1703 [2FE]

Pension Plan Reversion Moratorium Act: enact (S. 2435), referred, 5951 [20MR]

———introduction (S. 2435), 5746-5748 [15MR]

Policemen: limitation on withdrawal of pension benefits, 9180 [12AP]

———tax exemptions for certain pension funds (S. 2305), 2519 [9FE]

Retirement Equity Act: enact (H.R. 4280), 22492, 22500-22506 [6AU], 22650 [7AU]

Social security: delegation of authority to independent agency to administer old-age, survivors, and disability insurance (S. 2922), 22840 [8AU]

———delegation of authority to independent agency to administer old-age, survivors, and disability insurance program (S. 2778), 17576, 17584 [20JN]

———eliminate disparity in benefits resulting from changes made in 1977 and affecting individuals who retired in, or after, 1979 (S. 2644), 16028 [13JN], 17193 [19JN]

———taxation of benefits, 9087-9096, 9225 [12AP], 17192 [19JN]

Social Security Administration: appointments to Board of Trustees, 20785-20787, 20792 [25JY]

Social Security Administrative Reorganization Act: introduction (S. 2922), 22840 [8AU]

Social security benefits: cost-of-living increases (H.R. 6299), 31949-31951 [11OC]

Social security trust fund: financial solvency, 1881 [6FE], 5945 [20MR], 6437 [22MR], 7506 [3AP], 7897 [4AP], 8254 [5AP], 20785-20787 [25JY]

VA: modify starting date of Vietnam era for pension purposes, 22937 [8AU]

———treatment of income derived by veterans from incentive or work therapy programs, 22937 [8AU]

Veterans: increase rates of disability compensation (S. 2736; H.R. 5688), 28236-28262 [2OC]

———increase rates of disability compensation (S. 2736; H.R. 5688), H.R. 5688 passed in lieu, 28263 [2OC]

———increase rates of disability compensation (H.R. 5688), S. 2736 indefinitely postponed, 28263 [2OC]

World War I Veterans' Service Pension Act: introduction (S. 2274), 2262 [8FE]

Reports

CIA and Intelligence Activities Appropriations: Committee on Rules (H.R. 5399; H. Res. 520) (H. Rept. 98-836), 16300 [13JN]

Cost-of-Living Increase to Veterans With Service-Connected Disabilities and Dependency and Indemnity Compensation for Survivors: Committee on Veterans' Affairs (H.R. 5688) (H. Rept. 98-828), 15483 [7JN]

ERISA Benefit Improvement: Committee on Finance (H.R. 4280), 22121 [2AU]

———Committee on Finance (H.R. 4280) (S. Rept. 98-575), 22512 [6AU]

Extension of Protection for Employees in Communications Industry Transferring Between Telephone Companies: Committee on Energy and Commerce (H.R. 5391) (H. Rept. 98-746), 12321 [15MY]

Federal Employee Spouses Annuity: Committee on Post Office and Civil Service (H.R. 2300) (H. Rept. 98-1054), 26589 [24SE]

Fiduciary Standards for State and Local Public Employee Pension Plans and Federal Regulation Limitation and Taxation: Committee on Education and Labor (H.R. 5144) (H. Rept. 98-1138), 30204 [4OC]

———Committee on Education and Labor (H.R. 5143) (H. Rept. 98-1139), 30204 [4OC]

Improvement of Retirement Benefits and Provision for Greater Equity Under Worker's Pension Plans: Committee on Ways and Means (H.R. 4280) (H. Rept. 98-655), 12839 [17MY]

Long-Range Projections of Social Security Trust Fund Operations in Dollars: Social Security Administration, 7507-7511 [3AP]

Modification of Procedures for Payment of Military Retired Pay to Spouses and Former Spouses: Committee on Armed Services (H.R. 5027) (H. Rept. 98-700), 9982 [25AP]

Statements

Congressional Budget Proposed Delay of Cost-of-Living Adjustment for Civilian and Military Retirees: Representative Wolf, 7775 [4AP]

Plan Termination and Reversion Control Act: Representative Roybal, 30715-30719 [5OC]

Social Security and the Cost-of-Living Adjustment: Robert M. Ball, 1881-1883 [6FE]

Summaries

Present Law Regarding Retirement Income, 23482 [9AU]

Retirement Equity Act (H.R. 4280), 13334 [22MY]

Veterans Disability Compensation Rates: Committee on Veterans' Affairs, 28245-28258 [2OC]

Synopses

Permanent 50% CPI Cost-of-Living Adjustment Cap, 15315 [7JN]

Tables

Central States, southeast and southwest areas health and welfare and pension funds, 30742 [5OC]

Summary of Retirement Equity Act (S. 4280), 13326 [22MY]

Texts of

H.R. 2300, Civil Service Spouse Retirement Equity Act, 26553-26557 [24SE]

H.R. 4280, Retirement Equity Act, 22492, 22500 [6AU]

H.R. 4694, VA military retirement pay waiver for physicians, 18499 [25JN]

H.R. 5027, modify procedures for payment of military retired pay to spouses and former spouses in compliance with court orders, 10528 [1MY]

H.R. 6007, District of Columbia Retired Judge Service Act, 21464 [30JY], 27790 [28SE]

H.R. 6299, social security cost-of-living adjustments, 28453 [2OC]

S. 2274, World War I Veterans' Service Pension Act, 2263 [8FE]

S. 2313, equity in civil service benefits to National Guard personnel, 2715 [21FE]

S. 2435, Pension Plan Reversion Moratorium Act, 5748 [15MR]

S. 2736, increase rates of disability compensation for veterans, 28236-28241 [2OC]

S. 2759, trial work periods for disabled veterans, 16164 [13JN]

S. 2778, old-age, survivors, and disability insurance program administration by independent agency, 17578-17583 [20JN]

S. 2821, improve pension protection of former spouses of Federal employees, 19658-19660 [28JN]

S. 2897, clarify retroactive date for benefits to certain employees whose pension plans were terminated, 21630 [31JY]

S. 2922, Social Security Administrative Reorganization Act, 22841-22845 [8AU]

S. 2971, Labor-Management Reporting and Disclosure Act, 24396 [6SE]

S. 4280, Retirement Equity Act, 13317-13325 [22MY]