PENSIONS

Amendments

Income: reform funding rules (H.R. 2830), H11708 [15DE]

———reform funding rules (S. 1783), S10905 [3OC], S12892, S12960, S13032, S13033 [16NO]

Taxation: allow deduction for Armed Forces serving in a combat zone for contributions to individual retirement plans even if the compensation on which contributions are based is excluded from gross income (H.R. 1499), S12868, S12871 [15NO]

Veterans: increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (S. 1234), S13033, S13041 [16NO]

Articles and editorials

Bush May Back Curbs on Accounts—President Courts Critics of Social Security Plan, H269 [1FE]

``Fundamentally Broken'' Pension System in ``Crying Need'' of a Fix, H10197 [15NO]

Pension Loopholes Helped United Hide Troubles, H4163 [7JN]

Push-Button Picks Just Too Simple, E973 [13MY]

Bills and resolutions

Armed Forces: ensure equal treatment for members of Reserve components who perform inactive-duty training in determining entitlement for certain special pay categories (see H.R. 1371), H1691 [17MR]

———provide military reservists retained in active status after qualifying for Reserve retired pay be given credit toward computation for services performed after qualifying (see H.R. 716), H522 [9FE]

———reduce the age for receipt of military retired pay for non-regular service (see S. 639), S2846 [16MR] (see H.R. 783), H583 [10FE]

———repeal requirement for reduction of certain Survivor Benefit Plan annuities by the amount of dependency and indemnity compensation and modify effective date for paid-up coverage under the Survivor Benefit Plan (see S. 185), S574 [26JA]

———revise age and service requirements for receipt of military retired pay for non-regular service and improve health care for reservists and their families by making TRICARE benefits permanent (see S. 337), S1198 [9FE] (see H.R. 558), H350 [2FE]

Bankruptcy: increase amount of claims for income given priority in bankruptcy and provide cash payments to retirees for lost health benefits from bankruptcy of their former employer (see S. 329), S1198 [9FE]

———reform rules governing venue in bankruptcy cases to combat forum shopping by corporate debtors (see S. 314), S1115 [8FE]

Benefits: limit availability under nonqualified deferred compensation plans subject to distress or termination resulting from bankruptcy reorganization or conversion to cash balance plan (see S. 991), S4869 [10MY] (see H.R. 2233), H3112 [10MY]

Bush, President: request certain information relative to a claim made that there is not a Social Security trust (see H. Res. 170), H1695 [17MR]

———request transmission of certain information to the House of Representatives relative to plan assets and liabilities of single-employer pension plans (see H. Res. 134), H941 [2MR]

Business and industry: protect benefits for employees of companies which sell the division for which the employee works (see S. 607), S2517 [11MR]

———require advance disclosure to shareholders of certain executive pension plans (see H.R. 3031), H4984 [22JN]

Capital Construction Fund: provide for qualified withdrawals for fishermen leaving the industry and for the rollover to individual retirement plans (see S. 343), S1259 [10FE] (see H.R. 2174), H3053 [5MY]

Civil Service Retirement and Disability Fund: exclude from the Federal budget (see H.R. 692), H521 [9FE]

Corporations: make internal auditing control requirements of companies subject to securities laws voluntary (see H.R. 1641), H2100 [14AP]

Courts: enhance retirement benefits of administrative law judges (see H.R. 1864), H2550 [26AP]

———provide for the payment of certain annuities to survivors of judicial officials (see H.R. 2304), H3198 [11MY]

Crime: deny Federal retirement benefits to Government officials convicted of certain crimes and increase penalties for certain corruption-related offenses (see H.R. 4518), H11503 [13DE]

Dept. of Labor: create an independent office to advocate on behalf of pension participants (see S. 608), S2517 [11MR]

Dept. of Veterans Affairs: extend eligibility for pension benefits to veterans who received an expeditionary medal during a period of military service other than a period of war (see H.R. 2301), H3198 [11MY]

———extend eligibility for pension benefits to veterans who served during certain periods of time in specified locations (see H.R. 2300), H3198 [11MY]

———recalculate retirement annuities for certain health care professionals performing part-time services (see H.R. 4298), H10156 [10NO]

———repeal the offset from surviving spouse annuities under the military Survivor Benefit Plan for amounts paid as dependency and indemnity compensation (see H.R. 808), H628 [15FE]

———repeal the offset from surviving spouse annuities under the military Survivor Benefit Plan for amounts paid as dependency and indemnity compensation (H.R. 808), consideration (see H. Res. 271), H3198 [11MY]

District of Columbia: permit nonjudicial employees of the District of Columbia courts and other court-related services to include service prior to conversion to Federal status in determining retirement eligibility (see H.R. 4087), H8985 [19OC]

Employment: clarify overtime regulations, provide a fair minimum wage, and express support for multiemployer pension plans (see S. 846), S3897 [19AP]

———facilitate automatic enrollment of employees in certain pension plans (see H.R. 1508), H1845 [6AP]

ERISA: ensure employees are not improperly disqualified from pension and welfare benefits based on status misclassification or reclassification (see H.R. 1058), H940 [2MR]

———impose a moratorium on terminations of certain plans in cases in which reorganization of contributing sponsors is sought in bankruptcy or insolvency proceedings (see S. 1158), S6022 [26MY] (see H.R. 2327), H3260 [12MY]

———improve disclosure of the funding status of pension plans (see H.R. 2321), H3259 [12MY]

———provide appropriate waivers, suspensions, or exemptions for individual account plans of persons affected by Hurricane Katrina (see H.R. 3862), H8340 [22SE]

———provide appropriate waivers, suspensions, or exemptions for individual account plans of persons affected by Hurricanes Katrina or Rita (see S. 1802), S10724 [29SE]

———require Pension Benefit Guaranty Corp., to compute the actuarial value of monthly benefits in the form of a life annuity for certain retired airline pilots (see S. 685), S2995 [17MR] (see H.R. 2926), H4560 [15JN]

Federal employees: allow individuals who return to Government service after receiving a refund of retirement contributions to recapture credit for their initial service by repaying such refund (see H.R. 1739), H2394 [20AP]

———amend the definition of a law enforcement officer to include certain positions relative to retirement benefits (see H.R. 1002), H846 [1MR]

———clarify the computation of certain civil service retirement system annuities based on part-time service (see H.R. 480), H284 [1FE]

———deny Federal retirement benefits to individuals convicted of certain offenses (see H.R. 4546, 4548), H11653 [14DE]

———grant retirement credit for certain periods of service with Air America, Inc., Air Asia Co., Ltd., or the Pacific Division of Southern Air Transport, Inc. (see S. 651), S2994 [17MR] (see H.R. 1276), H1416 [14MR]

———index deferred annuities and provide survivor annuities to spouses of former employees entitled to a deferred annuity who died after leaving the Government before establishing a claim (see H.R. 2517), H3694 [19MY]

———provide a real estate stock index investment option under the Thrift Savings Plan (see H.R. 1578), H1894 [12AP]

———provide assistant U.S. attorneys the same retirement benefits as are afforded to Federal law enforcement officers (see S. 2076), S13361 [18NO] (see H.R. 3183), H5601 [30JN]

———provide that spouses of Federal public safety officers who are killed in the line of duty may remarry and continue to receive a survivor annuity (see S. 968), S4547 [28AP]

Federal firefighters: establish presumptive disability benefits for certain diseases and disabilities (see S. 1221), S6299 [9JN] (see H.R. 697), H521 [9FE]

Financial institutions: divest U.S. pension or thrift savings plans and mutual funds sold or distributed in any U.S. financial institution that has outstanding loans to, or financial activities in Saudi Arabia (see H.R. 4543), H11653 [14DE]

Firefighters: provide death and disability benefits to certain contracted aerial firefighters who suffer death or disability in the line of duty (see S. 1143), S6021 [26MY] (see H.R. 1232), H1369 [10MR]

Government regulations: make improvements in benefit accrual standards (see H.R. 2831), H4354 [9JN]

Health: improve access to health insurance and Medicare benefits for individuals aged 55 to 65 and allow tax credits for payment of such premiums (see H.R. 2072), H2975 [4MY]

Income: provide necessary reforms for employee pension benefit plans (see H.R. 4055), H8809 [7OC]

———reform funding rules (see S. 1783), S10594 [28SE] (see H.R. 2830), H4354 [9JN]

———reform funding rules (H.R. 2830), consideration (see H. Res. 602), H11652 [14DE]

Insurance: require plan administrators that provide access to automobile insurance to submit certain information on such insurance to the FTC (see H.R. 3515), H7557 [28JY]

Investments: combine defined benefit plans and deferred compensation arrangements in a single plan (see H.R. 3899), H8386 [27SE]

———increase participation in section 401(k) plans through automatic contribution trusts (see S. 875), S4108 [21AP]

———protect accrued benefits of participants during conversions of pension plans to cash balance plans (see H.R. 4274), H10144 [9NO]

———protect employee benefits in defined benefit plans and enforce age discrimination requirements that apply to conversion of pension plans to cash balance plans (see S. 1304), S7294 [23JN] (see H.R. 4052), H8808 [7OC]

———protect retirement security of workers by ensuring assets are adequately diversified and providing workers with access to information about their plans (see S. 219), S647 [31JA] (see S. 1953), S12238 [2NO]

———provide a corporate responsibility investment option under the Thrift Savings Plan (see H.R. 2187), H3054 [5MY]

———provide for enhanced retirement security in the form of an Individual Social Security Investment Program (see H.R. 530), H349 [2FE]

———provide the opportunity to provide for retirement through Savings Account for Every American (S.A.F.E.) accounts (see H.R. 3069), H5176 [24JN]

———revise funding and deduction rules for multiemployer defined benefit plans (see S. 1825), S11130 [5OC]

Law enforcement officers: adjust certain U.S. Park Police and Secret Service pension benefits as a result of the conversion to a new salary schedule (see H.R. 960), H795 [17FE]

Medicaid: prevent a severe reduction in the Federal medical assistance percentage determined for a State and provide adjustment in computation for extraordinary employer pension contributions (see H.R. 3335), H6106 [19JY]

Members of Congress: deny congressional retirement benefits to Members convicted of felonies (see H.R. 4524), H11652 (see H.R. 4535), H11653 [14DE]

National Guard: count service in counties declared disaster areas in response to terrorist attacks, and under State duty in response to the attacks, as Federal active duty for purposes of military retirement credit (see H.R. 948), H794 [17FE]

———credit certain service performed in counties declared disasters in response to the September 11, 2001, terrorist attacks as Federal active duty for purposes of military retirement credit (see S. 1144), S6021 [26MY] (see H.R. 2499), H3694 [19MY]

Public safety officers: provide benefits to those who die or become disabled as a result of certain injuries (see H.R. 1147), H1023 [8MR]

Railroad Retirement Act: eliminate a limitation on benefits (see H.R. 2754), H4186 [7JN]

———provide that a current connection is not lost by an individual who is misled or misinformed by the Railroad Retirement Board (see H.R. 2738), H4141 [26MY]

Senior citizens: establish grant program to provide financial and retirement education programs to reduce financial abuse and fraud among mid-life and older individuals (see S. 924), S4398 [27AP] (see H.R. 392), H234 [26JA]

———improve opportunities for older workers by providing tax incentives to employers, extending COBRA coverage, improving job training, and establishing a Federal Task Force on Older Workers (see S. 1826), S11212 [6OC]

Social Security: allow choice of benefit payment method relative to computation rule application to workers attaining age 65 in or after 1982 (see H.R. 615), H410 [8FE]

———allow diversion of percentage of payroll tax payments into personal investment plans and extend the Old-Age, Survivors, and Disability Insurance Program (see H.R. 440), H283 [1FE]

———computation system for benefits relative to spouses' or surviving spouses' Government pensions (see S. 1799), S10724 [29SE]

———coordinate the threshold requirement for coverage of domestic employees with the amount required for a quarter of coverage (see H.R. 1761), H2470 [21AP]

———create personal guarantee accounts ensuring full benefits for all workers and their families, restore long-term solvency, and make certain benefit improvements (see H.R. 750), H582 [10FE]

———dedicate surpluses to personal accounts that can only be used to pay Social Security benefits (see S. 1302), S7294 [23JN] (see H.R. 3304), H5913 [14JY]

———eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions (see H.R. 3249), H5740 [12JY]

———eliminate waiting period for entitlement to disability benefits and requirement for reconsideration between benefit entitlement decision and hearing (see H.R. 308), H193 [25JA]

———establish a procedure to safeguard trust funds (see S. 292), S979 [3FE]

———establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund and enact legislation allowing for investment of the Trust Fund in non-Federal obligations (see H.R. 3435), H6649 [26JY]

———establish and maintain personal Social Security investment accounts (see H.R. 1800), H2471 [21AP]

———express concern relative to pending bankruptcy and call for reform (see H. Res. 168), H1695 [17MR]

———guarantee the right of individuals to receive certain benefits in full with an accurate annual cost-of-living adjustment (see S. 1750), S10378 [22SE] (see H.R. 1164), H1024 [8MR]

———include a ``Community Bank Option'' in reform legislation (see H. Res. 209), H1895 [12AP]

———include comprehensive fiduciary standards in any legislation providing for individual accounts (see H. Con. Res. 54), H584 [10FE]

———increase in widow's and widower's insurance benefits relative to delayed retirement (see H.R. 2190), H3054 [5MY]

———protect cost-of-living adjustments (see S. 1795), S10724 [29SE] (see H.R. 3954), H8642 [29SE]

———protect solvency by mandating that trust fund monies cannot be diverted to create private accounts (see H.R. 1330), H1620 [16MR]

———provide full benefits for disabled widow's and widower's regardless of age (see H.R. 2191), H3054 [5MY]

———recognize effects of reform proposals on women (see H. Res. 61), H286 [1FE]

———reform by establishing a Personal Social Security Savings Program and provide new limitations on the budget (see S. 857), S4021 [20AP] (see H.R. 1776), H2470 [21AP]

———reform proposals relative to coverage of State and local government employees (see H. Con. Res. 43), H353 [2FE]

———remove limitations on the amount of outside income which an individual may earn while receiving certain benefits (see H.R. 276), H137 [6JA]

———repeal Government pension offset and windfall elimination provisions (see S. 619), S2644 [14MR] (see H.R. 147), H76 [4JA]

———repeal the windfall elimination provision and protect the retirement of public servants (see S. 866), S4108 [21AP] (see H.R. 1714), H2393 [20AP]

———replace certain employment requirements for Government pension offset exemption with the rule that last applied prior to enactment of the Social Security Protection Act (see H.R. 3661), H7673 [6SE]

———strengthen and permanently preserve (see S. 540), S2148 [7MR]

Social Security Investment Commission: establish (see H.R. 3435), H6649 [26JY]

Taxation: allow deduction for Armed Forces serving in a combat zone for contributions to individual retirement plans even if the compensation on which contributions are based is excluded from gross income (see H.R. 1499), H1844 [6AP]

———allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and allow a deduction for TRICARE supplemental premiums (see S. 484), S1867 [1MR] (see H.R. 994), H845 [1MR]

———allow investment of certain coins in individual retirement accounts and other individually directed pension plan accounts (see S. 804), S3653 [14AP]

———allow loans from individual retirement plans for qualified small business capital assets (see H.R. 3872), H8341 [22SE]

———allow penalty-free withdrawals from individual retirement plans for adoption expenses (see H.R. 2968), H4721 [17JN]

———allow seniors with Social Security and pension income to file income tax form 1040S without regard to amount of interest or taxable income (see H.R. 1581), H1895 [12AP]

———allow tax-free distributions from individual retirement accounts for charitable contributions (see S. 1366), S7820 [30JN] (see H.R. 1607), H1968 [13AP]

———allow victims of Hurricane Katrina to withdraw funds from retirement plans without penalty (see H.R. 3733), H7860 (see H.R. 3759), H7861 [13SE]

———allow victims of Presidentially-declared disasters to withdraw funds from retirement plans without penalty (see H.R. 3741, 3742), H7860 [13SE]

———assist families to save and invest by modifying the saver's credit that matches retirement savings of low-income families (see H.R. 1519), H1845 [6AP]

———clarify treatment of self-employment for purposes of the limitation on State taxation of retirement income (see H.R. 4019), H8807 [7OC]

———encourage guaranteed lifetime income payments by excluding from income a portion of such payments (see H.R. 2951), H4655 [16JN]

———exclude from gross income a portion of lifetime income payments from annuities and similiar payments of life insurance proceeds at dates later than death (see S. 381), S1413 [15FE] (see H.R. 819), H629 [15FE]

———exempt withdrawals from retirement plans by victims of Presidentially-declared disasters from gross income and the additional tax on early distributions (see H.R. 3751), H7860 [13SE]

———extend the exemption from unrelated business tax for debt-financed property to church pension plans (see H.R. 3587), H7560 [28JY]

———include combat pay in determining allowable contributions to an individual retirement plan (see S. 601), S2482 [10MR]

———increase participation and savings in cash or deferred plans through automatic contribution and default investment arrangements (see S. 1590), S9468 [29JY] (see S. 1819), S10972 [4OC]

———increase retirement savings and security, facilitate provision of guaranteed retirement income for life, and make retirement plan rules simpler and more equitable (see S. 1359), S7820 [30JN]

———make permanent and refundable, and expand, the saver's credit (see H.R. 1305), H1507 [15MR]

———make the additional tax on early distributions from certain pension plans inapplicable for certain employees due to facility closures, employers in bankruptcy, or plan termination proceedings (see H.R. 4193), H9472 [1NO]

———make the additional tax on early distributions from certain pension plans inapplicable for public safety employees (see H.R. 448), H283 [1FE]

———modify definition of compensation for purposes of determining the limits on contributions to individual retirement accounts and annuities (see S. 2086), S13501 [13DE]

———permit one-time, tax-free distributions from retirement plans to fund health savings accounts (see H.R. 2063), H2879 [3MY]

———permit rollovers from retirement plans to health savings accounts (see H.R. 3873), H8341 [22SE]

———permit tax-free distribution from governmental retirement plans for payment of health and long-term care insurance premiums for public safety officers (see H.R. 2177), H3054 [5MY]

———provide for employer retirement savings accounts (see S. 547), S2244 [8MR] (see H.R. 1161), H1024 [8MR]

———provide for retirement savings accounts (see S. 546), S2244 [8MR] (see H.R. 1162), H1024 [8MR]

———provide retirement security and pension reform (see H.R. 1960, 1961), H2735 [28AP]

———provide that distributions from certain retirement plans are not included in gross income if used to pay long-term care insurance premiums (see S. 1706), S10119 [15SE] (see H.R. 976), H795 [17FE] (see H.R. 4220), H9640 [3NO]

———provide transition funding rules for certain plans, including airline industry pension plans, electing to cease future benefit accruals (see S. 861), S4021 [20AP] (see H.R. 2106), H2977 [4MY]

———remove the requirement of a mandatory beginning date for distributions from individual retirement accounts and elective deferrals under qualified cash or deferred arrangements (see H.R. 195), H77 [4JA]

———repeal tax increase on Social Security benefits (see S. 774), S3555 [13AP] (see H.R. 137), H76 (see H.R. 179), H77 [4JA] (see H.R. 1014), H846 [1MR] (see H.R. 1517), H1845 [6AP]

———repeal tax increase on Social Security benefits and increase the distribution age for certain retirement plans (see H.R. 1809), H2471 [21AP]

———treatment of income earned by individuals who are not citizens or U.S. nationals relative to coverage under the old-age, survivors, and disability insurance program (see H.R. 858), H718 [16FE]

———waive early withdrawal penalty for distributions from qualified retirement plans for individuals who served in a combat zone as a member of the Armed Forces (see H.R. 1094), H982 [3MR]

———waive early withdrawal penalty for distributions from qualified retirement plans to certain unemployed individuals who have attained age 50 (see H.R. 350), H195 [25JA]

———waive early withdrawal penalty for distributions from qualified retirement plans to individuals called to active duty for an extended period (see H.R. 621), H410 [8FE]

Tubman, Harriet Ross: payment of pension for Army services as a nurse and a scout during the Civil War (see H. Con. Res. 13), H136 [6JA]

Veterans: change effective date for paid-up coverage under the Survivor Benefit Plan (see H.R. 968), H795 [17FE]

———continuation of dependency and indemnity compensation for the surviving spouse of a veteran if such spouse remarries after a certain age (see H.R. 1462), H1777 [5AP]

———expand eligibility for concurrent receipt of combat-related compensation with service-connected disability benefits (see H.R. 1366), H1691 [17MR]

———expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits (see S. 558), S2244 [8MR] (see H.R. 303), H193 [25JA]

———expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits (H.R. 303), consideration (see H. Res. 270), H3113 [10MY]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 1234), S6481 [14JN] (see H.R. 1220), H1368 [10MR]

———permit concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits (see S. 845), S3897 [19AP]

———permit concurrent receipt of military retired pay with service-connected disability benefits (see H.R. 2076), H2976 [4MY] (see H.R. 2368), H3330 [16MY]

———revise effective date for payment of lump sums to certain persons awarded the Medal of Honor who are in receipt of special pensions (see H.R. 520), H348 [2FE]

YWCA: clarify the status of retirement benefits under certain benefit accrual standards (see H.R. 4428), H11034 [18NO] (see H.R. 4455), H11219 [7DE]

Factsheets

Commission on the National Guard and Reserves Mission and Issues, S12425 [7NO]

Letters

Clarify treatment of multiemployer defined benefit plans: several Senators, S12912 [16NO]

Concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits: Charles S. Abell, Dept. of Defense, S3620 [14AP]

Older Worker Opportunity Act: Carol Eschner and Patricia Delmenhorst, Interfaith Older Adult Programs, Inc., S11218 [6OC]

———Charles E.M. Kolb, Committee for Economic Development, S11219 [6OC]

———John L. Miller, Goodwill Industries of Southeastern Wisconsin, Inc., S11218 [6OC]

———Robert Kellerman and Michael Krauss, AgeAdvantAge, Inc., S11218 [6OC]

Pension Protection Act: William D. Novelli, AARP, H11667 [15DE]

Protect employees and retirees from corporate practices that deprive them of earnings and retirement savings when businesses file for bankruptcy: Kenneth Schmidt, H11755 [15DE]

———William Samuel, AFL-CIO, S1989 [3MR]

———several consumer organizations, S1989 [3MR]

Reduce the age for receipt of military retired pay for non-regular service: Casey W. Coane, Naval Reserve Association, S12585 [9NO]

———Stephen M. Koper, National Guard Association of the U.S., S12570 [9NO]

Reform rules governing venue in bankruptcy cases to combat forum shopping by corporate debtors: Berry D. Spears, S1128 [8FE]

———Commercial Law League of America, S1127 [8FE]

———Corinne Cooper, S1128 [8FE]

———Elizabeth Warren, S1127 [8FE]

———Greg Abbott, Texas Attorney General, S1126 [8FE]

———Jay L. Westbrook and Benno C. Schmidt, S1128 [8FE]

———L.E. Creel III, S1128 [8FE]

———Lynn M. LoPucki, S1128 [8FE]

———Robin Schausell, National Association of Credit Management, S1129 [8FE]

———Russell L. Munsch, S1129 [8FE]

———Scott Harshbarger, S1127 [8FE]

———Travis B. Plunkett, Consumer Federation of America, S1909 [2MR]

———William Greendyke, S1129 [8FE]

———several State attorneys general, S1903 [2MR]

Repeal Survivor Benefit Plan annuities reduction requirement and modify effective date for paid-up coverage: Candace A. Wheeler, National Military Family Association, S12486 [8NO]

———Charles D. Revie, Uniformed Services Disabled Retirees (organization), S12487 [8NO]

———Deidre Parke Holleman, Retired Enlisted Association, S12486 [8NO]

———Gerard M. Farrell, Commissioned Officers Association, S12487 [8NO]

———Gordon R. Sullivan, Association of the U.S. Army, S12487 [8NO]

———James E. Lokovic, Air Force Sergeants Association, S12487 [8NO]

———Michael P. Cline, Enlisted Association of the National Guard of the U.S., S12487 [8NO]

———Norbert R. Ryan, Jr., Military Officers Association of America, S12486 [8NO]

———Rick Jones, National Association for Uniformed Services, S12486 [8NO]

Require Pension Benefit Guaranty Corp., to compute the actuarial value of monthly benefits in the form of a life annuity for certain retired airline pilots: Duane E. Woerth, Air Line Pilots Association, S12893 [16NO]

Social Security reform: Michael Pesho, S723 [1FE]

Social Security reform proposals based on race and gender: Representatives Maloney and Pallone, H225, H226 [26JA]

———several Members of Congress, H264 [1FE]

United Airlines, Inc., pension plan termination: Carolyn A. Rosenberg, H4282 [8JN]

———James P. Lattimer, H4285 [8JN]

———Leola Robinson, H4285 [8JN]

Lists

Commission on the National Guard and Reserves, S12426 [7NO]

Multi-Employer Pension Plan Coalition members, S12896 [16NO]

Organizations opposed to Social Security privatization proposals, H841 [1MR]

Motions

Income: reform funding rules (H.R. 2830), H11770 [15DE]

Remarks in House

AARP: characterization in certain television ads relative to position on Social Security privatization proposals, H842 [1MR]

Aviation: comprehensive airline pension reform, H8062 [15SE], H11756, H11757, H11758, H11760, H11761 [15DE]

Bankruptcy: protect employees and retirees from corporate practices that deprive them of earnings and retirement savings when businesses file for bankruptcy, H4160, H4162 [7JN], H4277-H4285 [8JN], H4564 [16JN], H6207 [21JY], H8134 [20SE], H9350 [27OC]

Benefits: limit availability under nonqualified deferred compensation plans subject to distress or termination resulting from bankruptcy reorganization or conversion to cash balance plan (H.R. 2233), E923 [10MY]

Budget: constitutional amendment on ensuring Social Security trust funds are outside the U.S. budget, H4926 [22JN]

Bush, President: request certain information relative to a claim made that there is not a Social Security trust, H1755 [5AP], H1787, H1788 [6AP]

———request certain information relative to a claim made that there is not a Social Security trust (H. Res. 170), H1787 [6AP], H1971 [14AP]

———request transmission of certain information to the House of Representatives relative to plan assets and liabilities of single-employer pension plans (H. Res. 134), E335 [2MR]

Business and industry: require advance disclosure to shareholders of certain executive pension plans (H.R. 3031), E1318 [23JN]

Class Act Group, Inc.: tribute, E2478 [7DE]

Democratic Party: national agenda, H2533 [26AP]

Dept. of Energy: provide retirement benefits to workers at the Rocky Flats Environmental Technology Site, E2328 [10NO]

Dept. of Veterans Affairs: extend eligibility for pension benefits to veterans who received an expeditionary medal during a period of military service other than a period of war (H.R. 2301), E943 [11MY]

———extend eligibility for pension benefits to veterans who served during certain periods of time in specified locations (H.R. 2300), E943 [11MY]

———repeal the offset from surviving spouse annuities under the military Survivor Benefit Plan for amounts paid as dependency and indemnity compensation, H3906 [25MY]

———repeal the offset from surviving spouse annuities under the military Survivor Benefit Plan for amounts paid as dependency and indemnity compensation (H.R. 808), E934 [11MY]

District of Columbia: permit nonjudicial employees of the District of Columbia courts and other court-related services to include service prior to conversion to Federal status in determining retirement eligibility (H.R. 4087), E2126 [19OC]

Employment: facilitate automatic enrollment of employees in certain pension plans (H.R. 1508), H6179 [20JY]

ERISA: impose a moratorium on terminations of certain plans in cases in which reorganization of contributing sponsors is sought in bankruptcy or insolvency proceedings, H4903 [22JN]

———impose a moratorium on terminations of certain plans in cases in which reorganization of contributing sponsors is sought in bankruptcy or insolvency proceedings (H.R. 2327), H4160 [7JN]

Firefighters: provide death and disability benefits to certain contracted aerial firefighters who suffer death or disability in the line of duty (H.R. 1232), E413 [10MR]

Government regulations: make improvements in benefit accrual standards (H.R. 2831), H10196 [15NO]

Health: improve access to health insurance and Medicare benefits for individuals aged 55 to 65 and allow tax credits for payment of such premiums (H.R. 2072), E862 [4MY]

House of Representatives: legislative priorities, H4145 [7JN]

Income: reform funding rules (H.R. 2830), H10013-H10017 [8NO], H11678-H11798 [15DE], E2566, E2584, E2601 [17DE], E2610 [18DE], E2634, E2645 [22DE]

———reform funding rules (H.R. 2830), consideration (H. Res. 602), H11660-H11670 [15DE]

———reform funding rules (H.R. 2830), motion to recommit, H11796, H11797 [15DE]

Investments: increase participation in section 401(k) plans through automatic contribution trusts, H3337 [17MY]

———provide for enhanced retirement security in the form of an Individual Social Security Investment Program, E740 [22AP]

———provide for enhanced retirement security in the form of an Individual Social Security Investment Program (H.R. 530), H3031 [5MY]

Labor unions: use of pension and financial services funds to back Social Security privatization proposals, H2751 [3MY]

Los Alamos National Laboratory: contract management and operations, H3863 [24MY]

Marietta, GA: supplemental pension plan for city employees, H3201 [12MY]

Members of Congress: deny congressional retirement benefits to Members convicted of felonies (H.R. 4535), H11511 [14DE]

National Guard: count service in counties declared disaster areas in response to terrorist attacks, and under State duty in response to the attacks, as Federal active duty for purposes of military retirement credit, E2643 [22DE]

———count service in counties declared disaster areas in response to terrorist attacks, and under State duty in response to the attacks, as Federal active duty for purposes of military retirement credit (H.R. 948), E267 [17FE]

———credit certain service performed in counties declared disasters in response to the September 11, 2001, terrorist attacks as Federal active duty for purposes of military retirement credit, H3909, H3926 [25MY]

Pension Benefit Guaranty Corp.: prohibit use of funds to administer agreement with United Airlines, Inc., to terminate the company's pension plan, H5114-H5117 [24JN]

———protect employees and retirees from corporate practices that deprive them of earnings and retirement savings when businesses file for bankruptcy, H10013-H10017 [8NO], H11759 [15DE]

Postal Service: use the Civil Service Retirement System savings for the Postal Service's unfunded health care liability and maintain military service retirement credits costs, H6544 [26JY]

Reform, H4903 [22JN], H11224 [8DE]

SBA: New Market Venture Capital Program funding through reductions in SBA salary and expense account funding, H4511 [15JN]

Social Security: create personal guarantee accounts ensuring full benefits for all workers and their families, restore long-term solvency, and make certain benefit improvements (H.R. 750), E220 [10FE]

———dedicate surpluses to personal accounts that can only be used to pay Social Security benefits, H5644 [12JY], H5791-H5798 [13JY], E1692 [29JY]

———dedicate surpluses to personal accounts that can only be used to pay Social Security benefits (H.R. 3304), H5804 [14JY], H5948 [18JY], H6190-H6196 [20JY], H6440 [26JY], E1499 [15JY]

———establish and maintain personal Social Security investment accounts (H.R. 1800), E734 [22AP]

———impact of privatization on African Americans, H1973 [14AP]

———impact of privatization on Hispanic Americans, H1857 [12AP], E829 [28AP]

———impact of privatization on women, H144 [25JA], H290 [2FE], H510 [9FE], H634 [16FE], H840 [1MR], H926, H928-H931 [2MR], H3294 [16MY], H4965, H4966-H4970 [22JN], H6112, H6113 [20JY], E129 [1FE], E344 [2MR]

———impact of reform proposals on young Americans, H3550 [18MY]

———privatization proposals, H202 [26JA], H241, H262-H270 [1FE], H291, H292, H339 [2FE], H375 [8FE], H418, H484, H485, H495-H506, H507, H509-H512 [9FE], H526, H527, H568 [10FE], H615, H619 [15FE], H634, H635, H691, H695, H696 [16FE], H721 [17FE], H812, H836-H842 [1MR], H852, H920-H937 [2MR], H945, H947 [3MR], H992, H994, H996, H1004, H1016-H1021 [8MR], H1028, H1206, H1208 [9MR], H1270, H1271, H1272, H1339, H1341, H1344-H1349 [10MR], H1426 [15MR], H1512, H1514, H1537-H1544, H1556, H1579, H1607, H1611-H1614 [16MR], H1626, H1683 [17MR], H1738, H1753, H1769-H1774 [5AP], H1787, H1788 [6AP], H1953-H1958 [13AP], H1972, H1974, H2087-H2092 [14AP], H2128, H2139-H2143 [19AP], H2458-H2464 [21AP], H2481, H2535-H2541 [26AP], H2556, H2633, H2634-H2637 [27AP], H2653, H2721 [28AP], H2745, H2747, H2749, H2750, H2782, H2785 [3MY], H2969-H2973 [4MY], H2984 [5MY], H3092-H3098 [10MY], H3201, H3241 [12MY], H3294 [16MY], H3336, H3408-H3414, H3432 [17MY], H3441 [18MY], H3587 [19MY], H3756-H3758 [23MY], H3898, H3900 [25MY], H4123 [26MY], H4173-H4179 [7JN], H4193 [8JN], H4300 [9JN], H4474 [14JN], H4490 [15JN], H4658, H4712-H4714 [17JN], H4900, H4965, H4977-H4983 [22JN], H4988, H4989, H4990 [23JN], H5103, H5104, H5105 [24JN], H5239-H5242 [27JN], H5258, H5259, H5260, H5262 [28JN], H5368, H5369, H5370, H5371 [29JN], H5596 [30JN], H5643, H5645 [12JY], H5745, H5791-H5798 [13JY], H5895-H5898 [14JY], H6110, H6111 [20JY], H6439 [26JY], H6655 [27JY], H6941 [28JY], E127 [1FE], E584 [7AP], E973 [13MY], E1692 [29JY]

———protect cost-of-living adjustments (H.R. 3954), E1998 [29SE]

———protect solvency by mandating that trust fund monies cannot be diverted to create private accounts (H.R. 1330), H1540, H1543 [16MR]

———reform, H202 [26JA], H241, H262-H270 [1FE], H375, H390, H393 [8FE], H418, H484, H485, H495-H512 [9FE], H526, H568 [10FE], H614-H621 [15FE], H634, H635 [16FE], H721 [17FE], H800, H812, H816, H836-H842 [1MR], H852, H920-H937 [2MR], H945, H947, H948 [3MR], H992, H994, H995, H996, H1004, H1016-H1021 [8MR], H1027, H1028, H1206, H1208 [9MR], H1270, H1271, H1272, H1337-H1349 [10MR], H1374 [14MR], H1426 [15MR], H1512, H1513, H1514, H1537-H1544, H1556, H1579, H1582, H1583, H1594, H1607, H1610-H1614 [16MR], H1626, H1683 [17MR], H1738, H1753, H1755, H1769-H1774 [5AP], H1787, H1788 [6AP], H1857, H1869, H1881-H1886 [12AP], H1952-H1958 [13AP], H1972, H1973, H1974, H2087-H2092 [14AP], H2128, H2139-H2143 [19AP], H2458-H2464 [21AP], H2535-H2541 [26AP], H2555, H2556, H2632-H2638, H2640 [27AP], H2653, H2697, H2698, H2721 [28AP], H2745, H2747, H2749, H2750, H2782, H2785, H2802-H2804 [3MY], H2885, H2887, H2969-H2973 [4MY], H2982, H2984 [5MY], H3092-H3098 [10MY], H3116, H3118, H3119, H3171-H3177 [11MY], H3241 [12MY], H3294 [16MY], H3336, H3337, H3408-H3414 [17MY], H3441 [18MY], H3587, H3589 [19MY], H3756-H3758 [23MY], H3774 [24MY], H3898, H3900 [25MY], H4123 [26MY], H4173-H4179 [7JN], H4193 [8JN], H4300 [9JN], H4474 [14JN], H4490 [15JN], H4565 [16JN], H4658, H4712-H4714 [17JN], H4900, H4902, H4965, H4977-H4983 [22JN], H4988, H4989, H4990 [23JN], H5103, H5104, H5105 [24JN], H5239-H5242 [27JN], H5258, H5259, H5260, H5262 [28JN], H5368, H5369, H5370, H5371 [29JN], H5596 [30JN], H5643, H5645 [12JY], H5791-H5798 [13JY], H5895-H5898 [14JY], H6110, H6111, H6113 [20JY], H6207 [21JY], H6439 [26JY], H6655 [27JY], H10507 [17NO], E584 [7AP], E973 [13MY], E1692 [29JY]

———reform by establishing a Personal Social Security Savings Program and provide new limitations on the budget (H.R. 1776), H2634, H2636 [27AP], H3031 [5MY], H6111 [20JY], E750 [22AP]

———reform proposals based on race and gender, H225 [26JA], H262-H270 [1FE], H498, H509 [9FE]

———reject privatization proposals, H82 [6JA]

———repeal Government pension offset and windfall elimination provisions (H.R. 147), H6522 [26JY]

———replace certain employment requirements for Government pension offset exemption with the rule that last applied prior to enactment of the Social Security Protection Act (H.R. 3661), E1760 [6SE]

———restore solvency, H6209 [21JY]

Taxation: allow deduction for Armed Forces serving in a combat zone for contributions to individual retirement plans even if the compensation on which contributions are based is excluded from gross income (H.R. 1499), H3712-H3714 [23MY], E1109 [26MY]

———allow tax-free distributions from individual retirement accounts for charitable contributions (H.R. 1607), E644 [13AP]

———clarify treatment of self-employment for purposes of the limitation on State taxation of retirement income (H.R. 4019), E2064 [7OC]

———make permanent and refundable, and expand, the saver's credit (H.R. 1305), H6179 [20JY]

———make the additional tax on early distributions from certain pension plans inapplicable for public safety employees, H11770 [15DE]

———provide retirement security and pension reform, H6408 [25JY]

———provide retirement security and pension reform (H.R. 1960), E831 [28AP]

———provide retirement security and pension reform (H.R. 1961), E831 [28AP]

———provide transition funding rules for certain plans, including airline industry pension plans, electing to cease future benefit accruals (H.R. 2106), H2883 [4MY], H3117 [11MY], H4146 [7JN], H4990 [23JN]

———repeal tax increase on Social Security benefits (H.R. 179), E5 [4JA]

———treatment of income earned by individuals who are not citizens or U.S. nationals relative to coverage under the old-age, survivors, and disability insurance program (H.R. 858), E255 [16FE]

Veterans: expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits (H.R. 303), E934 [11MY]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (H.R. 1220), H5749-H5754 [13JY], E412 [10MR], E1491 [14JY], E1493 [15JY]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (S. 1234), H10357-H10360 [16NO]

———permit concurrent receipt of military retired pay with service-connected disability benefits, H3906 [25MY]

———permit concurrent receipt of military retired pay with service-connected disability benefits (H.R. 2368), E984 [16MY]

Remarks in Senate

Armed Forces: reduce the age for receipt of military retired pay for non-regular service, S12423-S12426 [7NO], S12569, S12573, S12584-S12586 [9NO]

———reduce the age for receipt of military retired pay for non-regular service (S. 639), S2852 [16MR]

———repeal requirement for reduction of certain Survivor Benefit Plan annuities by the amount of dependency and indemnity compensation and modify effective date for paid-up coverage under the Survivor Benefit Plan, S8814, S8815 [25JY], S12378 [4NO], S12485-S12488, S12514 [8NO]

———repeal requirement for reduction of certain Survivor Benefit Plan annuities by the amount of dependency and indemnity compensation and modify effective date for paid-up coverage under the Survivor Benefit Plan (S. 185), S593, S594 [26JA]

———revise age and service requirements for receipt of military retired pay for non-regular service and improve health care for reservists and their families by making TRICARE benefits permanent, S12423 [7NO]

———revise age and service requirements for receipt of military retired pay for non-regular service and improve health care for reservists and their families by making TRICARE benefits permanent (S. 337), S1261 [10FE]

Aviation: reform funding rules relative to airlines, S12886, S12889-S12891, S12918 [16NO]

Bankruptcy: increase amount of claims for income given priority in bankruptcy and provide cash payments to retirees for lost health benefits from bankruptcy of their former employer (S. 329), S1203 [9FE]

———protect employees and retirees from corporate practices that deprive them of earnings and retirement savings when businesses file for bankruptcy, S1986-S1991, S1995 [3MR], S5049-S5052 [12MY], S5205 [16MY], S9110, S9115 [27JY]

———reform rules governing venue in bankruptcy cases to combat forum shopping by corporate debtors, S1902 [2MR]

———reform rules governing venue in bankruptcy cases to combat forum shopping by corporate debtors (S. 314), S1125 [8FE]

Benefits: limit availability under nonqualified deferred compensation plans subject to distress or termination resulting from bankruptcy reorganization or conversion to cash balance plan (S. 991), S4876 [10MY], S5050 [12MY]

Bush, President: evaluation of administration, S6721 [16JN]

Business and industry: protect benefits for employees of companies which sell the division for which the employee works (S. 607), S2522 [11MR]

Capital Construction Fund: provide for qualified withdrawals for fishermen leaving the industry and for the rollover to individual retirement plans (S. 343), S1271 [10FE]

Committee on Health, Education, Labor, and Pensions (Senate): legislative agenda, S542 [26JA]

Democratic Party: national agenda, S116 [24JA]

Dept. of Energy: provide regular and early retirement benefits to workers at the Rocky Flats Environmental Technology Site, S7789, S7790 [30JN], S8729-S8731 [22JY]

———provide retirement benefits to workers at the Rocky Flats Environmental Technology Site, S12386-S12389 [4NO], S12440-S12442 [7NO], S12514 [8NO]

Dept. of Labor: create an independent office to advocate on behalf of pension participants (S. 608), S2522 [11MR]

Employment: clarify overtime regulations, provide a fair minimum wage, and express support for multiemployer pension plans (S. 846), S3957 [19AP], S4038 [20AP]

ERISA: impose a moratorium on terminations of certain plans in cases in which reorganization of contributing sponsors is sought in bankruptcy or insolvency proceedings (S. 1158), S6054 [26MY]

———provide appropriate waivers, suspensions, or exemptions for individual account plans of persons affected by Hurricanes Katrina or Rita (S. 1802), S10759, S10771 [29SE], S10809 [30SE]

———require Pension Benefit Guaranty Corp., to compute the actuarial value of monthly benefits in the form of a life annuity for certain retired airline pilots, S12892, S12905, S12918 [16NO]

———require Pension Benefit Guaranty Corp., to compute the actuarial value of monthly benefits in the form of a life annuity for certain retired airline pilots (S. 685), S3066 [17MR]

FAA: allow flight service station employees who are near retirement to maintain Federal employee status following transfer of duties to Lockheed Martin Corp., contract, S11646 [20OC]

Federal employees: provide assistant U.S. attorneys the same retirement benefits as are afforded to Federal law enforcement officers (S. 2076), S13388 [18NO]

Gonzales, Alberto R.: recusal from Dept. of Justice investigation on matters relating to Enron Corp., S932 [3FE]

Hurricanes: provide financial relief to individuals and entities affected by Hurricane Katrina, S9887 [9SE], S10071 [15SE]

Income: reform funding rules (S. 1783), S10624 [28SE], S12884-S12897, S12902-S12921 [16NO], S14424 [22DE]

———reform funding rules (S. 1783), unanimous-consent agreement, S12869 [15NO]

Investments: clarify treatment of multiemployer defined benefit plans, S12911 [16NO]

———increase participation in section 401(k) plans through automatic contribution trusts (S. 875), S4118 [21AP]

———protect accrued benefits of participants during conversions of pension plans to cash balance plans, S12906 [16NO]

———protect employee benefits in defined benefit plans and enforce age discrimination requirements that apply to conversion of pension plans to cash balance plans (S. 1304), S7312 [23JN]

———protect retirement security of workers by ensuring assets are adequately diversified and providing workers with access to information about their plans (S. 219), S671, S672 [31JA]

———revise funding and deduction rules for multiemployer defined benefit plans, S12895 [16NO]

National Guard: credit certain service performed in counties declared disasters in response to the September 11, 2001, terrorist attacks as Federal active duty for purposes of military retirement credit, S12806 [15NO]

Pension Benefit Guaranty Corp.: protect employees and retirees from corporate practices that deprive them of earnings and retirement savings when businesses file for bankruptcy, S12094 [1NO]

Reform, S4522 [28AP], S6146 [7JN], S13436 [12DE]

Republican Party: national agenda, S3353 [7AP]

Senate: legislative priorities, S6188-S6190 [8JN], S6278 [9JN]

Senior citizens: establish grant program to provide financial and retirement education programs to reduce financial abuse and fraud among mid-life and older individuals (S. 924), S4419 [27AP]

———improve opportunities for older workers by providing tax incentives to employers, extending COBRA coverage, improving job training, and establishing a Federal Task Force on Older Workers (S. 1826), S11214 [6OC]

Social Security: advertising campaign designed to build public support for privatization proposals, S547 [26JA]

———computation system for benefits relative to spouses' or surviving spouses' Government pensions (S. 1799), S10748 [29SE]

———dedicate surpluses to personal accounts that can only be used to pay Social Security benefits (S. 1302), S7303 [23JN], S12832 [15NO]

———guarantee the right of individuals to receive certain benefits in full with an accurate annual cost-of-living adjustment (S. 1750), S10379 [22SE], S12828-S12835 [15NO]

———guarantee the right of individuals to receive certain benefits in full with an accurate annual cost-of-living adjustment (S. 1750), unanimous-consent request, S12832 [15NO]

———history, S2057-S2059 [4MR]

———impact of privatization on women, S909-S918 [3FE]

———impact of progressive price indexing on benefits, S7544 [29JN]

———privatization proposals, S109, S114, S116 [24JA], S617, S625 [31JA], S686, S722 [1FE], S917, S921, S923, S961-S964 [3FE], S1154-S1156 [9FE], S1222, S1223 [10FE], S1314-S1316 [14FE], S1439-S1444, S1454-S1457 [16FE], S1583-S1586, S1589 [17FE], S1815 [1MR], S1915 [2MR], S1960 [3MR], S2059-S2061 [4MR], S2232 [8MR], S2305 [9MR], S2510 [11MR], S2611, S2623 [14MR], S2662-S2665, S2667, S2668, S2689, S2690, S2711 [15MR], S3228-S3235 [5AP], S3352 [7AP], S3444 [12AP], S4447 [28AP], S5051 [12MY], S7402 [27JN], S7544 [29JN]

———protect cost-of-living adjustments (S. 1795), S10737 [29SE]

———protection of disability benefits, S625 [31JA]

———reform, S96 [20JA], S119 [24JA], S617, S618, S619, S624-S626 [31JA], S1106 [8FE], S1154-S1156 [9FE], S1219-S1223, S1254 [10FE], S1314-S1316 [14FE], S1439-S1444, S1454-S1457 [16FE], S1583-S1590 [17FE], S1815 [1MR], S1915 [2MR], S1960 [3MR], S2059-S2061 [4MR], S2232 [8MR], S2305 [9MR], S2510 [11MR], S2589, S2611, S2623 [14MR], S2662-S2665, S2667, S2668, S2676-S2678, S2685-S2693, S2711 [15MR], S3228-S3235 [5AP], S3352 [7AP], S3444 [12AP], S4447, S4488 [28AP], S5051 [12MY], S6146 [7JN], S7402 [27JN], S7544 [29JN]

———repeal Government pension offset and windfall elimination provisions (S. 619), S2653 [14MR], S5493 [19MY], S6279 [9JN]

———restore solvency before allowing new tax cuts or mandatory spending unless paid for or approved by a supermajority, S2668-S2676, S2680-S2683, S2692 [15MR]

———strengthen and permanently preserve (S. 540), S2164-S2166 [7MR]

Taxation: allow deduction for Armed Forces serving in a combat zone for contributions to individual retirement plans even if the compensation on which contributions are based is excluded from gross income (H.R. 1499), S12871 [15NO]

———allow employers a tax credit for employment and business practices favorable to U.S. employees, S13120, S13129 [17NO]

———allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and allow a deduction for TRICARE supplemental premiums (S. 484), S1875 [1MR]

———allow tax-free distributions from individual retirement accounts for charitable contributions (S. 1366), S7865 [30JN]

———exclude from gross income a portion of lifetime income payments from annuities and similiar payments of life insurance proceeds at dates later than death (S. 381), S1423 [15FE]

———include combat pay in determining allowable contributions to an individual retirement plan (S. 601), S2495 [10MR]

———modify definition of compensation for purposes of determining the limits on contributions to individual retirement accounts and annuities (S. 2086), S13504 [13DE]

———provide for employer retirement savings accounts (S. 547), S2246 [8MR]

———provide for retirement savings accounts (S. 546), S2246 [8MR]

———provide that distributions from certain retirement plans are not included in gross income if used to pay long-term care insurance premiums (S. 1706), S10121 [15SE]

———provide transition funding rules for certain plans, including airline industry pension plans, electing to cease future benefit accruals (S. 861), S4033 [20AP]

———repeal tax increase on Social Security benefits, S2914-S2916, S2932, S2933 [17MR]

———repeal tax increase on Social Security benefits (S. 774), S3562 [13AP]

Veterans: expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits, S3620 [14AP]

———expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits (S. 558), S2258 [8MR]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (S. 1234), S6484 [14JN], S13041, S13042 [16NO]

———permit concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits (S. 845), S3957 [19AP], S4038 [20AP]

———permit concurrent receipt of military retired pay with service-connected disability benefits, S12489 [8NO]

———remove payment disparity in compensation for veterans with service-connected disabilities, S531 [26JA]

Reports

Broken Promises—America's Pension Plans at Risk—Independent Analysis Finds That Republican Plan Makes Pension Crisis Worse: Representative George Miller, H11662 [15DE]

Reports filed

Consideration of H.R. 2830, Pension Protection Act: Committee on Rules (House) (H. Res. 602) (H. Rept. 109-346), H11652 [14DE]

National Employee Savings and Trust Equity Guarantee Act: Committee on Finance (Senate) (S. 1953) (S. Rept. 109-174), S12236 [2NO]

Pension Protection Act: Committee on Education and the Workforce (House) (H.R. 2830) (H. Rept. 109-232), H8340 [22SE]

———Committee on Ways and Means (House) (H.R. 2830) (H. Rept. 109-232), H11108 [6DE]

Request That President Bush Provide Certain Information Relative to a Claim Made That There Is Not a Social Security Trust: Committee on Ways and Means (House) (H. Res. 170) (H. Rept. 109-58), H2645 [27AP]

Request Transmission of Certain Information to House of Representatives Relative to Plan Assets and Liabilities of Single-Employer Pension Plans: Committee on Education and the Workforce (House) (H. Res. 134) (H. Rept. 109-34), H1893 [12AP]

Veterans' Compensation Cost-of-Living Adjustment Act: Committee on Veterans' Affairs (House) (H.R. 1220) (H. Rept. 109-162), H5637 [11JY]

———Committee on Veterans' Affairs (Senate) (S. 1234) (S. Rept. 109-138), S10294 [21SE]

Schedules

Commission on the National Guard and Reserves timetable and activities, S12426 [7NO]

Statements

Social Security Reform: Representative DeLauro, E938-E940 [11MY]

Summaries

Medicare Early Access Act (H.R. 2072), E862 [4MY]

Rocky Flats Employee Benefit Initiatives: Dept. of Energy, S12388 [4NO]

Texts of

H. Res. 602, consideration of H.R. 2830, Pension Protection Act, H11660 [15DE]

H.R. 1220, Veterans' Compensation Cost-of-Living Adjustment Act, H5749-H5751 [13JY]

H.R. 1499, Heroes Earned Retirement Opportunities Act, H3712 [23MY]

H.R. 2830, Pension Protection Act, H11678-H11753 [15DE]

S. 185, Miltary Retiree Survivor Benefit Equity Act, S594 [26JA]

S. 329, Bankruptcy Fairness Act, S1204 [9FE]

S. 381, Retirement Security for Life Act, S1423 [15FE]

S. 484, allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and allow a deduction for TRICARE supplemental premiums, S1875 [1MR]

S. 540, Saving Social Security Act, S2166-S2170 [7MR]

S. 546, Retirement Savings Account Act, S2247-S2250 [8MR]

S. 547, provide for employer retirement savings accounts, S2250-S2252 [8MR]

S. 558, Retired Pay Restoration Act, S2258 [8MR]

S. 639, reduce the age for receipt of military retired pay for non-regular service, S2852 [16MR]

S. 651, grant Federal employees retirement credit for certain periods of service with Air America, Inc., Air Asia Co., Ltd., or the Pacific Division of Southern Air Transport, Inc., S3005 [17MR]

S. 845, permit concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits, S3901 [19AP]

S. 846, clarify overtime regulations, provide a fair minimum wage, and express support for multiemployer pension plans, S3902 [19AP]

S. 866, Public Servant Retirement Protection Act, S4110-S4112 [21AP]

S. 875, Save More for Retirement Act, S4119 [21AP]

S. 924, Education for Retirement Security Act, S4419 [27AP]

S. 1234, Veterans' Compensation Cost-of-Living Adjustment Act, S6484 [14JN], H10359 [16NO]

S. 1302, Stop the Raid on Social Security Act, S7303-S7308 [23JN]

S. 1799, Government Pension Offset Reform Act, S10748 [29SE]

S. 1802, Pension Flexibility in Natural Disasters Act, S10759 [29SE]

S. 1826, Older Worker Opportunity Act, S11215-S11218 [6OC]

S. 2076, Assistant U.S. Attorney Retirement Benefit Equity Act, S13388 [18NO]

Transcripts

Social Security reform: ``Doonesbury'' (comic strip), Gary Trudeau, H1869 [12AP]