PENSIONS related term(s) Income

Amendments

Federal employees: establish additional Thrift Savings Plan investment funds (S. 1080), S10710, S10726 [17SE]

Veterans: increase service-connected disability benefits for veterans and survivors (H.R. 3458), H12121 [28SE]

Analyses

Federal Employment Reduction Assistance Act (S. 1833), S5770 [4JN]

Improve Protections for Workers in Multiple Employer Pension Plans (S. 1842), S5863 [5JN]

Articles and editorials

When a 401(k) Is Not OK, E1345 [23JY]

Bills and resolutions

AID: provide voluntary separation incentives to reduce employment levels (see H.R. 3870), H8247 [23JY]

Armed Forces: revise payment of retired pay to former spouses of retired members (see H.R. 3408), H4503 [7MY]

Benefits: require the offer in certain benefit plans and require comparative disclosure of benefit options to both spouses (see S. 1909), S7027 [26JN]

Budget: sequestration of all budgetary accounts except Social Security, Federal retirement, and interest on the debt (see H.R. 3414), H4646 [8MY]

Business and industry: ensure economic equity for women (see H.R. 3857), H8029 [18JY]

———improve job, income, and retirement security for employees (see S. 1722), S4618 [2MY]

———improve job, income and retirement security for employees (see S. 1668), S3311 [15AP]

———prohibit certain transaction rules relative to 401(k) pension plans (see H.R. 3688), H6690 [20JN]

Children and youth: establish child retirement accounts (see H.R. 4253), H11526 [27SE]

Commission on Retirement Income Policy: establish (see S. 1969; H.R. 3077), S8013 [17JY], H2224 [13MR]

Crime: assignment of pension benefits of convicted felons toward victim restitution or payment of fines (see S. 1570), S1276 [20FE]

Dept. of Defense: early deferred annuities for certain employees who are separated from service due to defense base closures (see S. 1686; H.R. 3279), S3626 [18AP], H3649 [18AP]

Dept. of HHS: making appropriations for Public Health Service commissioned officers retirement and health benefits (see S. 1516), S98 [5JA]

Dept. of Labor: issuance of guidelines relative to ERISA and insurance company general accounts (see H.R. 3114), H2466 [19MR]

District of Columbia: treatment of pension funds relative to certain public employees (see H.R. 3389), H4423 [2MY]

———waive reduction for early retirement to assist in workforce downsizing efforts (see H.R. 3336), H4109 [25AP]

Employment: enhance and protect retirement savings (see H.R. 4321), H12175 [28SE]

———provide for retirement savings and security (see S. 1818, 1819, 1820, 1821; H.R. 3520, 3708), S5567 [23MY], H5569 [23MY], H6764 [25JN]

———treatment of temporary and part-time workers (see H.R. 3682), H6532 [19JN]

ERISA: amend rules governing litigation relative to retiree health benefits (see H.R. 4237), H11525 [27SE]

———improve protections for workers in multiple employer pension plans (see S. 1842), S5856 [5JN]

———limits on investments of 401(k) pension plans by employers (see S. 1837), S5856 [5JN]

Federal employees: allow loans under the Thrift Savings Plan for child adoption expenses (see H.R. 3129), H2558 [20MR]

———extend health insurance and survivor annuity benefits to certain former spouses (see H.R. 4153), H11047 [24SE]

———pension eligibility of former spouses who remarry (see H.R. 3574), H5817 [4JN]

———provide voluntary separation incentives to reduce employment levels (see S. 1833; H.R. 3532), S5763 [4JN], H5569 [23MY]

———treatment of deferred annuities during time between separation from Government service and when payments commence (see H.R. 2978), H1324 [27FE]

———treatment of survivor annuities for children relative to marriage (see H.R. 2858), H330 [5JA]

Government: forfeiture of retirement benefits by any Member of Congress, congressional employee, Federal judge, or the President if convicted of an offense relative to official duties (see S. 1794), S5492 [22MY]

Income: improve retirement income security by expanding employer contributions, increasing portability, and protecting accounts (see S. 1922, 1923), S7302 [28JN]

———promote availability of private pensions (see H.R. 4005), H9924 [2AU]

Investments: prohibit 401(k) pension plans from investing in collectibles and require annual report of investments to participants (see S. 1927), S7302 [28JN]

Law enforcement officers: ensure benefits for chaplains killed in the line of duty (see H.R. 3647), H6413 [13JN]

Medicaid: treatment of certain veterans' benefits received by individuals residing in State veterans homes (see S. 2099), S11090 [20SE]

Members of Congress: deny Federal retirement annuities to Members convicted of felonies (see H.R. 3310, 3447, 4011), H3819 [24AP], H4902 [10MY], H9924 [2AU]

———limit participation in Federal Employees' Retirement System and Civil Service Retirement System (see S. 1776), S5267 [17MY]

———retirement eligibility (see H.R. 3887), H8374 [24JY]

National Infrastructure Development Corp.: establish (see S. 2116), S11169 [24SE]

OPM: require annual reports to Congress on changes to Federal retiree health benefits (see S. 1759; H.R. 3462), S5093 [15MY], H5173 [15MY]

Railroad Retirement Board: prevent the canceling of annuities to certain divorced spouses of workers whose widows elect to receive lump sum payements (see H.R. 2942), H1224 [1FE]

———prevent the canceling of annuities to certain divorced spouses of workers whose widows elect to receive lump sum payments (see S. 1552), S736 [1FE]

Railroads: making continuing appropriations for railroad retirement benefits (see H.J. Res. 156), H187 [4JA]

Senior citizens: improvements relative to financial security (see H.R. 3125), H2558 [20MR]

Social Security: allow diversion of percentage of payroll tax payments into personal investment plans (see H.R. 2953), H1225 [1FE]

Social Security Administration: develop plan with the IRS to eliminate mismatching of earnings information (see H.R. 4274), H12172 [28SE]

States: reduce certain assistance relative to continuation of health benefits to public safety officers injured in the line of duty (see S. 1984), S8636 [24JY]

Taxation: contribution limits for certain pension plans (see H.R. 3209), H3230 [29MR]

———modify the application of pension nondiscrimination rules to governmental plans (see S. 2047; H.R. 4099), S9555 [2AU], H10524 [17SE]

———permit penalty-free withdrawals from certain retirement accounts by unemployed individuals (see H.R. 3807), H7533 [12JY]

———reduce Social Security taxation rates and corresponding old-age insurance benefits, and provide for individual Social Security retirement accounts (see H.R. 2952), H1224 [1FE]

———treatment of and limitations on loans made from qualified employer plans (see H.R. 4004), H9924 [2AU]

———treatment of certain capital gains deposited in individual retirement accounts (see H.R. 3550), H5646 [29MY]

———treatment of deferred compensation plans of State and local governments (see H.R. 3316), H3819 [24AP]

Veterans: increase service-connected disability benefits for veterans and survivors (see S. 1791; H.R. 3458), S5492 [22MY], H5173 [15MY]

———permit concurrent receipt of military retired pay with service-connected disability benefits (see H.R. 4103), H10601 [18SE]

Women: comprehensive pension protection (see S. 2132; H.R. 4204), S11426 [26SE], H11394 [26SE]

———treatment of pensions relative to spouses and former spouses (see S. 1756; H.R. 3510, 3511), S5004 [14MY], H5500 [22MY]

Letters

Assignment of pension benefits of convicted felons toward victim restitution or payment of fines: David Beatty, National Victim Center, S1277 [20FE]

Changes to prescription drug policies under certain Federal retiree health benefits programs: several Members of Congress, E812 [15MY]

Commission on Retirement Income Policy: Carroll A. Campbell, Jr., American Council of Life Insurance, S8027 [17JY]

———Chester J. Salkind, American Society of Pension Actuaries, S8025 [17JY]

———E.L. Cussler, American Association of Engineering Societies, S8027 [17JY]

———Mary R. Barneby, National Defined Contribution Council, S8027 [17JY]

———Michael R. Losey, Society for Human Resources Management, S8027 [17JY]

———Thomas R. Berkelman, AT&T, S8027 [17JY]

Federal Employment Reduction Assistance Act: James B. King, OPM, S5770 [4JN]

Individual retirement account reform: Charles R. Schwab, S130 [10JA]

Police chaplain death benefits: William R. Wentink, Rockford, IL, Police Dept., E1085 [13JN]

Memorandums

Repeal of Pension Limited Scope Audit Relative to ERISA, S10752 [18SE]

Messages

Railroad Retirement Board Report: President Clinton, S11537 [27SE], H11469 [27SE]

Retirement Savings and Security Act: President Clinton, S5564 [23MY], H5552 [23MY]

Outlines

Defense Base Closure and Realignment Commission recommendations relative to civil service retirement, S10033 [9SE]

Press releases

Restoring the Public Trust: Representative Gekas, E1829 [30SE]

Remarks in House

AID: provide voluntary separation incentives to reduce employment levels (H.R. 3870), H8626, H8627 [29JY], E1351 [23JY]

Budget: treatment of annuity checks for retired railroad workers relative to Government shutdown, E16 [4JA]

Business and industry: ensure economic equity for women, H9856 [2AU]

———ensure economic equity for women (H.R. 3857), E1319, E1325 [18JY]

———prohibit certain transaction rules relative to 401(k) pension plans (H.R. 3688), E1345 [23JY]

Children and youth: establish child retirement accounts (H.R. 4253), E1811 [28SE]

Corporations: pension plans, H9457 [31JY]

———responsibilities during downsizing and layoffs, E1687 [25SE]

Courts: establish a Federal cause of action for failure of State and local governments to fulfill the terms of pensions plans (H.R. 1683), E318 [8MR]

Dept. of Labor: issuance of guidelines relative to ERISA and insurance company general accounts, H9850 [2AU]

———issuance of guidelines relative to ERISA and insurance company general accounts (H.R. 3114), E389 [20MR]

———Pension Benefits and Welfare Administration funding relative to genetic nondiscrimination enforcement activities, H7237 [10JY]

District of Columbia: treatment of pension funds relative to certain public employees (H.R. 3389), E705 [2MY]

Employment: treatment of temporary and part-time workers (H.R. 3682), E1127 [20JN]

Federal employees: delays in cost of living adjustments, H4401 [2MY]

———establish additional Thrift Savings Plan investment funds, H11211 [25SE]

———pension eligibility of former spouses who remarry (H.R. 3574), E979 [4JN]

———treatment of deferred annuities during time between separation from Government service and when payments commence (H.R. 2978), E214 [27FE]

Income: improve retirement income security by expanding employer contributions, increasing portability, and protecting accounts, H9845, H9848 [2AU]

———revise effective date for cost-of-living adjustments for military retirees, H786-H788, H792, H796-H798 [24JA], E78, E81 [24JA]

Intelligence services: eliminate double surcharge on CIA relative to retiring employees, H5415 [22MY]

Law enforcement officers: ensure benefits for chaplains killed in the line of duty (H.R. 3647), E1085 [13JN]

Members of Congress: deny Federal retirement annuities to Members convicted of felonies (H.R. 3310), H4660 [9MY]

———deny Federal retirement annuities to Members convicted of felonies (H.R. 4011), H10978 [24SE], H11283-H11289 [26SE], E1487 [2AU], E1771 [28SE], E1829 [30SE]

———limit participation in Federal Employees' Retirement System and Civil Service Retirement System (H.R. 1618), H7508 [12JY]

OPM: require annual reports to Congress on changes to Federal retiree health benefits (H.R. 3462), E811 [15MY]

Republican Party: national agenda, H10099-H10101 [5SE]

Senior citizens: provide for retirement savings and security (H.R. 3520), E889 [23MY]

Social Security Administration: develop plan with the IRS to eliminate mismatching of earnings information (H.R. 4274), E1836 [30SE]

Taxation: contribution limits for certain pension plans (H.R. 3209), H3210 [29MR]

———permit penalty-free withdrawals from certain retirement accounts by unemployed individuals (H.R. 3807), E1272 [12JY]

———treatment of deferred compensation plans of State and local governments (H.R. 3316), E629 [25AP]

Veterans: increase service-connected disability benefits for veterans and survivors (H.R. 3458), H7545, H7546 [16JY], H12121 [28SE]

Women: comprehensive pension protection (S. 2132), E1758 [27SE]

———treatment of pensions relative to spouses and former spouses (H.R. 3510), E877 [22MY]

———treatment of pensions relative to spouses and former spouses (H.R. 3511), H5764 [4JN]

Remarks in Senate

AID: provide voluntary separation incentives to reduce employment levels (H.R. 3870), S9671 [2AU]

Armed Forces: retirement pay for former spouses relative to civil service, S7009, S7010 [26JN]

Budget: use of budgetary savings in the mandatory spending area, S5233 [17MY]

Business and industry: improve job, income, and retirement security for employees (S. 1722), S4619-S4622 [2MY]

———improve job, income and retirement security for employees (S. 1668), S3312-S3314 [15AP]

Commission on Retirement Income Policy: establish (S. 1969), S8025-S8027 [17JY]

Crime: assignment of pension benefits of convicted felons toward victim restitution or payment of fines (S. 1570), S1276 [20FE]

Democratic Party: national agenda, S7680-S7685 [11JY]

Dept. of Defense: early deferred annuities for certain employees who are separated from service due to defense base closures, S7519 [10JY]

———early deferred annuities for certain employees who are separated from service due to defense base closures (S. 1686), S3630 [18AP]

Dept. of Energy: employee buyout authority, S9100 [30JY]

Dept. of HHS: making appropriations for Public Health Service commissioned officers retirement and health benefits (S. 1516), S98 [5JA]

Dept. of HUD: voluntary retirement program funding, S9732 [3SE]

Employment: age discrimination regulations relative to hiring and retirement plans for State and local law enforcement officers and firefighters (H.R. 849), unanimous-consent agreement, S1262 [9FE]

———provide for retirement savings and security, S8600 [24JY]

———provide for retirement savings and security (S. 1818), S5599, S5600 [23MY]

———provide for retirement savings and security (S. 1819), S5599, S5600 [23MY]

———provide for retirement savings and security (S. 1820), S5599, S5600 [23MY]

———provide for retirement savings and security (S. 1821), S5599, S5600 [23MY]

Entitlements: increase eligibility age and make cost-of-living adjustments for certain retirement benefits and allow contributions to private pension plans, S5343-S5352 [20MY], S5401 [21MY], S5485 [22MY], S5512 [23MY]

ERISA: audit requirements, S10680 [17SE], S10752 [18SE]

———improve protections for workers in multiple employer pension plans (S. 1842), S5863 [5JN]

———limits on investments of 401(k) pension plans by employers (S. 1837), S5857 [5JN]

———reform, S3519 [18AP]

———treatment of pension assets by insurance companies, S7424, S7433, S7434 [9JY], S9545 [2AU]

Federal employees: civilian and military cost-of-living adjustments, S5314 [20MY]

———establish additional Thrift Savings Plan investment funds (S. 1080), S10724-S10727 [17SE]

———provide voluntary separation incentives to reduce employment levels (S. 1833), S5769 [4JN]

Fink, Thomas A.: nomination to the Federal Retirement Thrift Investment Board, S1900 [12MR]

Government: forfeiture of retirement benefits by any Member of Congress, congressional employee, Federal judge, or the President if convicted of an offense relative to official duties, S7108, S7109 [27JN]

———forfeiture of retirement benefits by any Member of Congress, congressional employee, Federal judge, or the President if convicted of an offense relative to official duties (S. 1794), S5498 [22MY], S5614 [23MY]

Income: improve retirement income security by expanding employer contributions, increasing portability, and protecting accounts (S. 1922), S7302-S7304 [28JN]

———improve retirement income security by expanding employer contributions, increasing portability, and protecting accounts (S. 1923), S7302-S7304 [28JN]

———provide homemakers with retirement opportunities, S5325, S5326 [20MY], S9533 [2AU]

Medicaid: treatment of certain veterans' benefits received by individuals residing in State veterans homes (S. 2099), S11091 [20SE]

NASA: voluntary retirement program funding, S9707 [3SE]

National Infrastructure Development Corp.: establish (S. 2116), S11186 [24SE]

OPM: expand flexibility in providing services to CSRS and FERS annuitants, S10167 [10SE]

———require annual reports to Congress on changes to Federal retiree health benefits (S. 1759), S5094 [15MY]

Railroad Retirement Board: prevent the canceling of annuities to certain divorced spouses of workers whose widows elect to receive lump sum payments (S. 1552), S738 [1FE]

Small business: tax treatment of pension plans, S7444, S7445, S7447 [9JY], S9538 [2AU]

States: reduce certain assistance relative to continuation of health benefits to public safety officers injured in the line of duty (S. 1984), S8636 [24JY]

———tax treatment of certain pension income (H.R. 394), S859 [1FE]

Taxation: church pension benefit plans, S7447, S7456 [9JY], S9538 [2AU]

———modify the application of pension nondiscrimination rules to governmental plans (S. 2047), S9607, S9629 [2AU]

———waiver of penalty excise taxes relative to liquidity of small business pension plans, S7459 [9JY]

Veterans: increase service-connected disability benefits for veterans and survivors (H.R. 3458), insert language of S. 1791 in lieu, S11461 [26SE]

———increase service-connected disability benefits for veterans and survivors (S. 1791), S5495 [22MY], S11460-S11462 [26SE]

Women: comprehensive pension protection (S. 2132), S11426 [26SE]

———treatment of pensions relative to spouses and former spouses, S7439 [9JY], S7625 [10JY]

———treatment of pensions relative to spouses and former spouses (S. 1756), S5005-S5010 [14MY], S9533 [2AU]

Reports

Base Realignment and Closure Commission Privatization—the CSRS Issue, S3631 [18AP]

State Regulation of Health Plans: Jonathan Ratner, GAO, S3520 [18AP]

Reports filed

Increase Service-Connected Disability Benefits for Veterans and Survivors: Committee on Veterans Affairs (House) (H.R. 3458) (H. Rept. 104-647), H7105 [27JN]

Thrift Savings Investment Funds Act: Committee on Governmental Affairs (Senate) (S. 1080) (S. Rept. 104-274), S5191 [16MY]

Veterans' Compensation Cost-of-Living Adjustment Act: Committee on Veterans Affairs (Senate) (S. 1791) (S. Rept. 104-367), S10075 [9SE]

Reports to constituents

Hamilton, Representative: Pension Plans—Saving for a Secure Retirement, E463 [27MR]

Rulings of the Chair

Members of Congress: deny Federal retirement annuities to Members convicted of felonies (H.R. 4011), H11286, H11287 [26SE]

Summaries

Comprehensive Women's Pension Protection Act (S. 2132), S11431 [26SE]

Women's Pension Equity Act (S. 1756), S5009 [14MY]

Texts of

H.R. 3458, Veterans' Compensation Cost-of-Living Adjustment Act, S11461 [26SE], H7545 [16JY]

H.R. 3688, prohibit certain transaction rules relative to 401(k) pension plans, E1345 [23JY]

H.R. 3870, voluntary separation incentives to AID employees to reduce employment levels, H8626 [29JY]

H.R. 4011, Congressional Pension Forfeiture Act, H11283 [26SE]

S. 1080, Thrift Savings Investment Funds Act, S10724-S10727 [17SE]

S. 1552, prevent the canceling of annuities to certain divorced spouses of railroad workers whose widows elect to receive lump sum payments, S739 [1FE]

S. 1686, early deferred annuities for certain Dept. of Defense employees who are separated from service due to defense base closures, S3630 [18AP]

S. 1756, Women's Pension Equity Act, S5007 [14MY]

S. 1791, Veterans' Compensation Cost-of-Living Adjustment Act, S5496 [22MY]

S. 2047, modify the application of pension nondiscrimination rules to governmental plans, S9608 [2AU]

S. 2132, Comprehensive Women's Pension Protection Act, S11427-S11431 [26SE]