PENSIONS related term(s) Employee Retirement Income Security Act (ERISA)

Amendments

Secret Service: transfer statutory entitlements to pay and hours of work for current members from District of Columbia Code to U.S. Code (S. 1510), S7523 [27SE], H4886 [28JN], H7381 [29SE]

Appointments

Social Security Advisory Board, H7364 [29SE]

Bills and resolutions

Armed Forces: allow transfer of amounts from qualified tuition program to the Thrift Savings Plan by eligible members of the uniformed services or Ready Reserve (see H.R. 4857), H1517 [16MR]

———eliminate per-fiscal year calculation of days of certain active duty or service used to reduce minimum age at which Reserve component members may retire for non-regular service (see S. 3406), S4143 [24MY]

———expand eligibility for concurrent receipt of retired pay and veterans' disability compensation to all members retired for disability regardless of disability rating percentage (see H.R. 4525), H386 [26JA]

Aviation: recognize key contributions of flight support specialists to aviation safety by restoring retirement treatment of specialists whose functions were outsourced by the Government (see H.R. 5115), H2842 [22AP]

Bankruptcy: improve protections for employees and retirees in business bankruptcies (see S. 3033), S742 [24FE] (see H.R. 4677), H832 [24FE]

Business and industry: allow time for pensions to fund benefit obligations due to economic circumstances in the financial markets (see S. 3157), S1873 [23MR]

Dept. of Defense: improve Transition Assistance Program (see S. 3905), S7788 [29SE]

Dept. of Veterans Affairs: deem certain service in Reserve components as active service for purpose of certain administered laws (see S. 3875), S7787 [29SE]

———establish a transition program for new veterans, improve disability claims system, reform pensions and medal programs, and modify adjudication of mental incompetence (see H.R. 6132), H6762 [15SE]

———exclude monetary benefits paid to veterans by States and municipalities from consideration as income for pension benefits (see S. 3118), S1618 [16MR]

———exempt reimbursements of expenses for accident, theft, loss, or casualty loss from annual income determinations relative to veterans' pensions (see S. 3352), S3643 [12MY] (see H.R. 4541), H422 [27JA]

Federal aid programs: increase benefits for one month in 2010 to compensate for the lack of cost-of-living adjustment (see H.R. 4429), H138 [13JA]

———provide a one-time payment to certain beneficiaries to compensate for the lack of cost-of-living adjustment in 2011 (see H.R. 6413), H7499 [16NO]

Federal employees: amend methodology for calculating the amount of any Postal surplus or supplemental liability under the Civil Service Retirement System (see S. 3831), S7420 [23SE] (see H.R. 5746), H5674 [15JY]

———amend the definition of a law enforcement officer to include certain positions relative to retirement benefits (see S. 3944), S7899 [15NO]

———deny Federal retirement benefits to an individual convicted of a felony which occurred in connection with Government employment or service (see H.R. 4531), H422 [27JA]

———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. 4979), H2458 [25MR]

Income: allow Federal employees and Armed Forces members to contribute to the Thrift Savings Plan any payment received for accumulated and accrued annual or vacation leave (see H.R. 4865), H1595 [17MR]

Investments: allow multiemployer plans to amortize losses from certain fraudulent investment schemes over a certain period (see S. 3006), S536 [9FE] (see H.R. 4608), H601 [4FE]

———provide a corporate responsibility investment option under the Thrift Savings Plan (see H.R. 6183), H6879 [22SE]

Law enforcement officers: waive annuity buyback requirement under the Federal Employees Retirement Service for officers involuntary called or retained on active duty (see H.R. 6319), H7391 [29SE]

Mining and mineral resources: transfer excess funds from the Abandoned Mine Reclamation Fund to the United Mine Workers of America pension plan (see S. 3649), S6245 [26JY]

National Save for Retirement Week: support goals and ideals (see S. Res. 649), S7508 [27SE] (see H. Res. 1481), H4905 [28JN]

Non-Foreign Area Retirement Equity Assurance (Non-Foreign AREA) Act: correct application to employees paid saved or retained rates (see S. 3066), S1018 [3MR]

Pension Benefit Guaranty Corp.: guarantee qualified preretirement survivor annuities under insolvent or terminated multiemployer pension plans (see H.R. 6359), H7393 [29SE]

Postal Service: improve (see S. 4000), S8396 [2DE]

Railroad Retirement Act: provide that a current connection is not lost by an individual who is misled or misinformed by the Railroad Retirement Board (see H.R. 6422), H7548 [17NO]

Railroad Retirement Day: designate (see S. Res. 606), S6736 [4AU]

———support goals and ideals (see H. Res. 1463), H4677 [22JN]

Secret Service: allow employees to transition to coverage under the District of Columbia Police and Fire Fighter Retirement and Disability System (see H.R. 6065), H6570 [30JY]

Social Security: anniversary (see H. Con. Res. 302), H5985 [22JY]

———establish a procedure to safeguard the surpluses of the Social Security and Medicare Hospital Insurance Trust Funds (see H.R. 4939), H2456 [25MR]

———prevent low-income public servants from falling into poverty by modifying the Government Pension Offset to protect their widows and spousal benefits (see H.R. 6442), H7614 [18NO]

Surface Mining Control and Reclamation Act: provide for use of excess funds to provide certain United Mine Workers of America pension benefits (see H.R. 5479), H4246 [8JN]

Taxation: allow a credit for individuals age 18 through 30 for certain retirement contributions (see H.R. 5031), H2639 [15AP]

———allow loans from certain retirement plans for the payment of certain small business expenses (see H.R. 5978), H6405 (see H.R. 5978), H6456 [29JY]

———assist in recovery and development of the Virgin Islands by reducing tax imposed on distributions from certain retirement plans' assets (see H.R. 4679), H833 [24FE]

———encourage retirement savings by modifying requirements of employer-established individual retirement accounts (see H.R. 4742), H1103 [3MR]

———exclude from gross income distributions from individual retirement plans during periods of unemployment in 2009, 2010, and 2011 (see H.R. 6457), H7644 [29NO]

———expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (see S. 3760), S6884 [5AU] (see H.R. 6099), H6627 [10AU]

———extend certain expiring provisions of the Internal Revenue Code (see S. 3976), S8128 [19NO] (see S. 3985), S8244 [29NO]

———extend waiver of minimum distribution rules applicable to certain retirement plans (see H.R. 4421), H40 [12JA]

———provide for distributions from retirement plans for losses due to the Deepwater Horizon oil spill incident (see H.R. 5602), H4871 [24JN]

———provide for reporting and disclosure by State and local public employee retirement pension plans (see H.R. 6484), H8030 [2DE]

———repeal taxes on income and improve income security of senior citizens (see H.R. 5725), H5546 [13JY]

———treat certain employee-funded pensions the same as qualified trusts for purposes of unrelated debt-financed income derived from real property and increase limit on elective deferrals to such pensions (see H.R. 6056), H6570 [30JY]

———waive penalty on early distributions from individual retirement plans for small business investments (see H.R. 5318), H3486 [14MY]

Veterans: codify increases in the rates of pensions for disabled veterans and surviving spouses and children (see H.R. 5642), H5302 [30JN]

———improve process by which an individual files jointly for Social Security and dependency and indemnity compensation (see S. 3370), S3716 [13MY]

———increase rate of pension for disabled veterans married to each other and both of whom require regular aid and attendance (see S. 3367), S3716 [13MY]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 3107), S1458 [11MR] (see H.R. 4667), H754 [23FE]

———provide cost-of-living adjustments in disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for certain survivors (see S. 3359), S3716 [13MY]

Cloture motions

Taxation: extend certain expiring provisions of the Internal Revenue Code (S. 3985), motion to proceed, S8552 [6DE], S8627 [8DE]

Letters

National Save for Retirement Week: Representative George Miller, Committee on Education and Labor (House), H6190 [28JY]

———Representative Levin, Committee on Ways and Means (House), H6190 [28JY]

U.S. Secret Service Uniformed Division Modernization Act: Representative Skelton, Committee on Armed Services (House), H4892 [28JN]

———Representative Towns, Committee on Oversight and Government Reform (House), H4892 [28JN]

Messages

Budget of the U.S. Government for Fiscal Year 2011: President Obama, S390 [1FE], H445-H447 [2FE]

Motions

Taxation: extend certain expiring provisions of the Internal Revenue Code (S. 3985), S8552 [6DE]

Remarks in House

Business and industry: allow time for pensions to fund benefit obligations due to economic circumstances in the financial markets (H.R. 3936), H3766 [25MY]

Dept. of Veterans Affairs: deem certain service in Reserve components as active service for purpose of certain administered laws (H.R. 3787), H7019 [28SE], E1807 [29SE]

———establish a transition program for new veterans, improve disability claims system, reform pensions and medal programs, and modify adjudication of mental incompetence (H.R. 6132), H7013-H7017 [28SE], E1780, E1861 [29SE]

———exempt reimbursements of expenses for accident, theft, loss, or casualty loss from annual income determinations relative to veterans' pensions (H.R. 4541), E105 [27JA]

Federal employees: amend methodology for calculating the amount of any Postal surplus or supplemental liability under the Civil Service Retirement System (H.R. 5746), E1340 [15JY]

———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 (H.R. 4979), E481 [25MR]

———reform early retirement rules, H5736 [20JY]

Investments: provide a corporate responsibility investment option under the Thrift Savings Plan, H3761 [25MY]

———provide a corporate responsibility investment option under the Thrift Savings Plan (H.R. 6183), E1692 [22SE]

———provide funding relief to multiemployer defined benefit plans, E1257 [30JN]

National Save for Retirement Week: support goals and ideals (H. Res. 1481), H6189, H6190 [28JY]

Railroad Retirement Day: support goals and ideals (H. Res. 1463), H5746-H5751 [20JY]

Secret Service: transfer statutory entitlements to pay and hours of work for current members from District of Columbia Code to U.S. Code (S. 1510), H4886-H4893 [28JN], E1229 [29JN]

———transfer statutory entitlements to pay and hours of work for current members from District of Columbia Code to U.S. Code (S. 1510), Senate amendment, H7380 [29SE]

Senior citizens: protect economic interests, H3844-H3849 [26MY]

Social Security: anniversary, H5722, H5725, H5726, H5727, H5728, H5729, H5730, H5731, H5732, H5733, H5734, H5735, H5736, H5737, H5738, H5739, H5740, H5809 [20JY], H5823 [21JY], H5925, H5926 [22JY], H6047, H6048, H6050 [27JY], H6167, H6168 [28JY], H6462 [30JY], E1369 [20JY], E1389 [21JY], E1435 [27JY], E1459 [28JY], E1484 [29JY], E1558 [10AU]

———prevent low-income public servants from falling into poverty by modifying the Government Pension Offset to protect their widows and spousal benefits (H.R. 6442), E1984 [18NO]

———prevent unauthorized earnings from being credited toward certain pension benefits, improve provisions governing totalization agreements, and prevent unauthorized employment (H.R. 2028), H3815 [25MY]

———privatization proposals, H5308 [1JY], H5531 [13JY], H5725, H5726, H5728, H5729, H5730, H5731, H5732, H5733, H5734, H5735, H5736, H5737, H5738, H5739, H5740, H5747-H5750, H5809, H5812 [20JY], H5823 [21JY], H6047 [27JY], H6167, H6168 [28JY], H6462 [30JY], E1371 [20JY], E1389 [21JY], E1484 [29JY]

Taxation: exclude from gross income distributions from individual retirement plans during periods of unemployment in 2009, 2010, and 2011 (H.R. 6457), E2001 [29NO]

———expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (H.R. 6099), E1567 [10AU]

———provide for reporting and disclosure by State and local public employee retirement pension plans (H.R. 6484), E2127 [14DE]

———rates, H186 [19JA]

———treat certain employee-funded pensions the same as qualified trusts for purposes of unrelated debt-financed income derived from real property and increase limit on elective deferrals to such pensions (H.R. 6056), E1522 [30JY]

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, H4095 [28MY]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (H.R. 4667), H2184 [22MR], E459 [23MR], E501 [25MR]

Western Michigan University: tribute to participation in the iOMe Challenge competition, E211 [23FE]

Remarks in Senate

Aviation: allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, S10509 [17DE]

Dept. of Labor: provide special reporting and disclosure rules for individual retirement account plans (S. 401), S7170 [16SE]

Economy: impact of economic conditions on Vermont citizens, S8771-S8774 [10DE]

ERISA: require a lifetime income disclosure (S. 2832), S7170 [16SE]

Federal employees: assess compensation comparisons with private sector employees, retirement eligibility, and investment in improving Federal workforce, S7113-S7115 [15SE]

FRS: permit internal investment managers of certain financial entities to act as an independent representative for evaluation of security-based swap transactions, S5903 [15JY]

Income: reform funding rules, S1291 [9MR]

Mining and mineral resources: transfer excess funds from the Abandoned Mine Reclamation Fund to the United Mine Workers of America pension plan (S. 3649), S6246 [26JY]

National Save for Retirement Week: support goals and ideals (S. Res. 649), S7563 [27SE]

Pension Benefit Guaranty Corp.: amend composition of Board of Directors (S. 1544), S1257, S1258 [8MR]

Postal Service: combat waste, fraud, and abuse relative to cost reductions, S7472 [27SE]

———improve (S. 4000), S8397-S8399 [2DE]

Secret Service: transfer statutory entitlements to pay and hours of work for current members from District of Columbia Code to U.S. Code (S. 1510), S7557 [27SE]

Senior citizens: improve retirement security, S7170 [16SE]

———provide emergency relief to Social Security recipients, railroad retirees, SSI beneficiaries, and certain veterans in 2010 to compensate for the lack of cost-of-living adjustment, S925 [2MR], S978, S993-S995, S1009, S1010 [3MR], S1307 [9MR]

———provide emergency relief to Social Security recipients, railroad retirees, SSI beneficiaries, and certain veterans in 2010 to compensate for the lack of cost-of-living adjustment using unobligated stimulus funds, S1006-S1009 [3MR]

Social Security: anniversary, S6861-S6863 [5AU]

Taxation: expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (S. 3760), S6904 [5AU]

———extend certain expiring provisions of the Internal Revenue Code (S. 3985), S8251 [29NO], S8258 [30NO], S8363-S8365 [2DE]

———extend certain expiring provisions of the Internal Revenue Code (S. 3985), motion to proceed, S8552 [6DE], S8617, S8627, S8628 [8DE], S8739, S8744, S8746, S8752, S8778 [10DE]

———extend certain expiring provisions of the Internal Revenue Code (S. 3985), unanimous-consent request, S8363 [2DE]

———rates, S25 [20JA], S2333, S2344, S2367 [15AP]

Veterans: increase rate of pension for disabled veterans married to each other and both of whom require regular aid and attendance (S. 3367), S3720 [13MY]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (H.R. 4667), S7364 [22SE]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (S. 3107), S1460 [11MR], S7363, S7364 [22SE]

Reports filed

Civil Service Retirement System Part-Time Service Computation Modification: Committee on Homeland Security and Governmental Affairs (Senate) (S. 469), S2208 [12AP]

Coal Accountability and Retired Employee (CARE) Act: Committee on Natural Resources (House) (H.R. 5479) (H. Rept. 111-651), H7388 [29SE]

Dept. of Veterans Affairs Deem of Certain Service in Reserve Components as Active Service for Purpose of Certain Administered Laws: Committee on Veterans' Affairs (House) (H.R. 3787) (H. Rept. 111-625), H7152, H7210 [28SE]

Non-Foreign Area Retirement Equity Assurance (Non-Foreign AREA) Act Application to Employees Paid Saved or Retained Rates Correction: Committee on Homeland Security and Governmental Affairs (Senate) (S. 3066), S4143 [24MY]

Part-Time Reemployment of Annuitants Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 629), S2208 [12AP]

Postal Service Retiree Health Benefits Funding Reform Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 1507) (S. Rept. 111-203), S4744 [9JN]

Support Goals and Ideals of Railroad Retirement Day: Committee on Transportation and Infrastructure (House) (H. Res. 1463) (H. Rept. 111-544), H5674 [15JY]

U.S. Secret Service Retirement Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 1862) (S. Rept. 111-231), S6245 [26JY]

Veterans Benefits and Economic Welfare Improvement Act: Committee on Veterans' Affairs (House) (H.R. 6132) (H. Rept. 111-630), H7153, H7210 [28SE]

Veterans' Compensation Cost-of-Living Adjustment Act: Committee on Veterans' Affairs (House) (H.R. 4667) (H. Rept. 111-452), H2215 [22MR]

———Committee on Veterans' Affairs (Senate) (S. 3107) (S. Rept. 111-281), S6882 [5AU]

Tables

Pay-as-you-go effects of H.R. 6132, Veterans Benefits and Economic Welfare Improvement Act, H7149, H7206 [28SE]

Pay-as-you-go effects of S. 1510, U.S. Secret Service Uniformed Division Modernization Act, H4904 [28JN]

Texts of

H. Res. 1463, support goals and ideals of Railroad Retirement Day, H5746 [20JY]

H. Res. 1481, support goals and ideals of National Save for Retirement Week, H6189 [28JY]

H.R. 3787, deem certain service in Reserve components as active service for purpose of certain Dept. of Veterans Affairs administered laws, H7019 [28SE]

H.R. 4667, Veterans' Compensation Cost-of-Living Adjustment Act, H2184 [22MR]

H.R. 6132, Veterans Benefits and Economic Welfare Improvement Act, H7013-H7015 [28SE]

S. 1510, U.S. Secret Service Uniformed Division Modernization Act, H4886, H4891 [28JN], H7381-H7383 [29SE]

S. 3033, Protecting Employees and Retirees in Business Bankruptcies Act, S746-S749 [24FE]

S. 3107, Veterans' Compensation Cost-of-Living Adjustment Act, S1461 [11MR]

S. 3367, increase rate of pension for disabled veterans married to each other and both of whom require regular aid and attendance, S3720 [13MY]

S. Res. 606, Railroad Retirement Day, S6739 [4AU]

S. Res. 649, support goals and ideals of National Save for Retirement Week, S7516, S7563 [27SE]