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

Amendments

Budget: reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), H2648 [10MY]

——— reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), consideration (H. Res. 648), H2581 [10MY]

Economy: provide for spending reductions through reform and repeal of certain Federal and State programs (H.R. 6684), consideration (H. Res. 841), H7381 [20DE]

Federal employees: secure annuities of civilian employees (H.R. 3813), consideration (H. Res. 547), H748 [15FE]

Appointments

Conferees: H.R. 3630, Temporary Payroll Tax Cut Continuation Act, D1 [3JA]

Social Security Advisory Board, H1127 [1MR]

Bills and resolutions

Armed Forces: modify commencement date of active force drawdown period used for reimplementation of the temporary early retirement authority to restore benefits for certain members (see H.R. 3904), H511 [6FE]

——— provide equity between regular and Reserve component members in the computation of disability retired pay for members wounded in action (see H.R. 4177), H1304 [8MR]

Aviation: extend special funding rules for certain plans maintained by commercial airlines (see H.R. 5715), H2644 [10MY]

Bankruptcy: 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 (see H.R. 3899), H475 [3FE]

——— improve protections for employees and retirees in business bankruptcies (see S. 3381), S4950 [12JY] (see H.R. 6117), H4862 [12JY]

——— increase maximum pay for services rendered by trustees and repeal trustee administration of certain employee pension plans (see H.R. 6349), H5707 [2AU]

Budget: reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (see H.R. 5652), H2565 [9MY]

——— reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), consideration (see H. Res. 648), H2565 [9MY]

Dept. of the Treasury: transfer proceeds from the sale of Government stock in General Motors Co., to fund pension benefits for former Delphi Corp., employees (see S. 3544), S6340 [13SE] (see H.R. 6404), H5999 [13SE]

Dept. of Veterans Affairs: consider resources of pension applicants recently disposed of by the applicants for less than fair market value when determining eligibility for such pensions (see S. 3270), S3781 [6JN] (see H.R. 6171), H5200 [24JY]

——— improve pensions for surviving spouses of World War II and Korean War veterans (see H.R. 4371), H1914 [17AP]

Economy: provide for spending reductions through reform and repeal of certain Federal and State programs (see H.R. 6684), H7359 [19DE]

——— provide for spending reductions through reform and repeal of certain Federal and State programs (H.R. 6684), consideration (see H. Res. 841), H7359 [19DE]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), consideration of conference report (see H. Res. 554), H900 [16FE]

Federal employees: allow continuation of public service while partially retired (see H.R. 4363), H1914 [17AP]

——— authorize certain employees to be automatically enrolled to increase contributions to Thrift Savings Plan accounts (see S. 3175), S3129 [14MY]

——— clarify that accounts in the Thrift Savings Plan are subject to certain Federal tax levies (see H.R. 4365), H1914 [17AP]

——— protect income, benefits, and retirement (see H. Res. 657), H2713 [15MY]

——— secure annuities of civilian employees (see H.R. 3813), H158 [24JA]

——— secure annuities of civilian employees (H.R. 3813), consideration (see H. Res. 547), H725 [14FE]

Lobbyists: provide that a former Member of Congress or congressional employee who receives compensation as a lobbyist shall not be eligible for retirement benefits or certain other Federal benefits (see H.R. 6424), H6060 [14SE]

Members of Congress: allow to decline coverage under the Federal Employees’ Retirement System (see H.R. 5951), H3707 [15JN]

——— prohibit former Members employed as highly-paid lobbyists from concurrently receiving Federal pensions (see H.R. 5737), H2662 [11MY]

National Save for Retirement Week: support goals and ideals (see S. Res. 555), S6340 [13SE]

Pension Benefit Guaranty Corp.: guarantee qualified preretirement survivor annuities under insolvent or terminated multiemployer pension plans (see H.R. 5981), H3914 [20JN]

——— permit access by individuals with covered pensions to certain disability benefits without penalty (see S. 3447), S5487 [26JY]

Postal Service: provide for the transfer of surplus relative to certain retirement benefits (see H.R. 5790), H2812 [16MY]

Presidents of the U.S.: modify monetary allowance payable to a former President (see H.R. 4093), H1016 [28FE]

Social Security: extend solvency of the trust funds by increasing the normal and early retirement ages and modifying the cost-of-living adjustments in benefits (see S. 3533), S6270 [12SE]

Taxation: allow transfer of required minimum distributions from a retirement plan to a health savings account (see H.R. 3819), H158 [24JA]

——— clarify tax treatment of church pension plans (see S. 3532), S6270 [12SE]

——— expand availability of saver’s credit, make credit refundable, and provide Federal matching contributions into the retirement savings of the taxpayer (see H.R. 6472), H6231 [20SE]

——— expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (see H.R. 4049), H900 [16FE]

——— extend period during which transfers of excess pension assets may be made to retiree health accounts and provide for transfer of such assets to retiree group term life insurance accounts (see H.R. 4143), H1153 [5MR]

——— extend time period for contributing military death gratuities to Roth IRAs and Coverdell education savings accounts (see S. 3234), S3630 [24MY] (see H.R. 6013), H3975 [21JN]

——— rename the section of the Internal Revenue Code known as the spousal individual retirement account as the Kay Bailey Hutchison Spousal IRA (see S. 3667), S7702 [10DE] (see H.R. 6647), H6701 [11DE]

——— simplify and enhance qualified retirement plans (see H.R. 4050), H900 [16FE]

——— support and strengthen tax incentives for retirement savings (see S. Con. Res. 62), S7686 [6DE] (see H. Con. Res. 101), H901 [16FE]

——— waive early distribution penalty on withdrawals by unemployed veterans from certain retirement accounts (see H.R. 4279), H1739 [28MR]

Veterans: exclude certain pension payments from consideration as income relative to certain housing assistance (see H.R. 6111), H4862 [12JY] (see H.R. 6361), H5764 [10SE]

——— increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 2259), S2242 [29MR] (see H.R. 4114), H1100 [29FE] (see H.R. 4142), H1153 [5MR]

Conference reports

Middle Class Tax Relief and Job Creation Act (H.R. 3630), H834–H880 [16FE]

Letters

Eliminate requirement to pre-fund Postal Service Retiree Health Benefits Fund: David C. Williams, Postal Service, S2472 [18AP]

Increase contribution by new Federal employees for defined retirement benefits: Beth Moten, American Federation of Government Employees, H920 [17FE]

——— Colleen M. Kelley, National Treasury Employees Union, H919 [17FE]

——— Joseph A. Beaudoin, National Active and Retired Federal Employees Association (NARFE), H920 [17FE]

Postal Service surplus contributions into the Federal Employees’ Retirement System (FERS): David C. Williams, Postal Service, S2467 [18AP]

——— Patrick E. McFarland, OPM, S2467 [18AP]

Sequester Replacement Reconciliation Act: Harold A. Schaitberger, International Association of Fire Fighters, H2621 [10MY]

——— Representative Issa, Committee on Oversight and Government Reform (House), E825 [17MY]

——— Representative Lungren, Committee on House Administration (House), E825 [17MY]

——— Representative Paul Ryan, Committee on the Budget (House), E825, E826 [17MY]

——— Stephen E. Blaire, Committee on Domestic Justice and Human Development, H2580, H2613 [10MY]

Motions

Budget: reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), H2630 [10MY]

Economy: provide for spending reductions through reform and repeal of certain Federal and State programs (H.R. 6684), H7410 [20DE]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), H92 [23JA], H137 [24JA], H200 [31JA], H356 [1FE], H549 [7FE], H615 [8FE]

Remarks in House

Budget: reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), H2455 [9MY], H2583–H2633 [10MY], H2702–H2705 [15MY], H2783 [16MY], H3135 [18MY], H3392 [1JN], H3586 [7JN], H4922–H4925 [18JY], H5295 [26JY], H5521 [31JY], H5958 [13SE], H6575 [30NO], H6751 [12DE], E755 [9MY], E802 [15MY], E823 [16MY], E825 [17MY], E908 [30MY], E2018 [31DE]

——— reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), consideration (H. Res. 648), H2573–H2583 [10MY]

——— reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), motion to recommit, H2631 [10MY]

Delphi Corp.: address impact of bankruptcy proceedings on employee pensions, H3742 [19JN]

Economy: provide for spending reductions through reform and repeal of certain Federal and State programs (H.R. 6684), H7362, H7363, H7364, H7395–H7412 [20DE]

——— provide for spending reductions through reform and repeal of certain Federal and State programs (H.R. 6684), consideration (H. Res. 841), H7366, H7374–H7383 [20DE]

——— provide for spending reductions through reform and repeal of certain Federal and State programs (H.R. 6684), motion to recommit, H7410, H7411 [20DE], E1992 [21DE]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), H42, H44, H45, H67 [18JA], H92 [23JA], H122 [24JA], H200 [31JA], H228 [1FE], H385, H386 [2FE], H444, H460 [3FE], H478 [6FE], H524–H529 [7FE], H585 [8FE], H643, H644 [9FE], H709–H711 [14FE], H738 [15FE], E159 [8FE]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), conference report, H906, H911–H927, H929, H934 [17FE], H2783 [16MY], E237–E239 [24FE], E261, E265–E267, E272 [28FE], E278 [29FE], E320 [6MR]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), consideration of conference report (H. Res. 554), H907–H911 [17FE]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), motion to instruct conferees, H137–H143 [24JA], H356–H361 [1FE], H549 [7FE], H615–H623 [8FE], H659–H661 [9FE]

Federal employees: clarify that accounts in the Thrift Savings Plan are subject to certain Federal tax levies (H.R. 4365), H5410, H5411 [31JY]

——— increase contribution by employees for defined retirement benefits, H2611–H2613 [10MY], H3319 [31MY], H3392, H3393 [1JN], E966 [1JN]

——— increase contribution by new employees for defined retirement benefits, H908, H910, H912–H914, H916–H926 [17FE]

——— secure annuities of civilian employees (H.R. 3813), H755, H760 [15FE], H894, H895 [16FE]

——— secure annuities of civilian employees (H.R. 3813), consideration (H. Res. 547), H740–H743, H746–H750 [15FE]

Members of Congress: allow to decline certain retirement benefits and contributions by the Federal Government (H.R. 981), H381 [2FE], H597 [8FE]

——— deny retirement benefits if an individual is convicted of certain offenses, H650, H655 [9FE]

——— prohibit former Members employed as highly-paid lobbyists from concurrently receiving Federal pensions and require increase in pension contributions, H2631 [10MY]

Pension Benefit Guaranty Corp.: guarantee qualified preretirement survivor annuities under insolvent or terminated multiemployer pension plans (H.R. 5981), E1093 [20JN]

——— increase transparency, H385 [2FE]

——— pension funding relief reforms, H4627, H4628, H4629 [29JN]

Postal Service: amend methodology for calculating the amount of any Postal surplus or supplemental liability under the Civil Service Retirement System (H.R. 1351), H974 [28FE], H5928 [13SE], E1508 [13SE]

——— recalculate and restore retirement annuities, eliminate requirement to pre-fund health benefits fund, restrict facility closures, and create incentives to maintain levels of service (H.R. 3591), H2460 [9MY]

——— recalculate and restore retirement annuities and eliminate requirement to pre-fund health benefits fund, H5536 [1AU]

Taxation: 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. 4049), H807 [16FE]

——— simplify and enhance qualified retirement plans (H.R. 4050), H807 [16FE]

——— waive early distribution penalty on withdrawals by unemployed veterans from certain retirement accounts (H.R. 4279), E1618 [21SE]

Veterans: exclude certain pension payments from consideration as income relative to certain housing assistance (H.R. 6361), H6121–H6124 [19SE]

Remarks in Senate

Budget: reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), S2989–S2991 [9MY], S3110, S3133 [14MY], S3137 [15MY]

——— reconciliation of the concurrent resolution and replacement of sequester established by the Budget Control Act (H.R. 5652), unanimous-consent request, S3615 [24MY]

CBO: scoring method on savings achieved by refund of postal surplus contributions into the Federal Employees’ Retirement System (FERS), S2564–S2566 [23AP]

Dept. of Veterans Affairs: repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation, S7160 [29NO], S7284, S7286 [30NO]

Economy: provide for spending reductions through reform and repeal of certain Federal and State programs (H.R. 6684), S8324 [21DE]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), S329 [6FE], S362, S368 [7FE], S587 [14FE], S668, S676 [15FE]

——— provide incentives for the creation of jobs and extend and reform certain tax provisions and Federal programs (H.R. 3630), conference report, S830–S836, S838–S842 [16FE], S880, S882, S888–S892, S893, S894 [17FE]

Employment: disparity between public and private sector wages and benefits, S3877 [11JN]

Federal employees: authorize certain employees to be automatically enrolled to increase contributions to Thrift Savings Plan accounts (S. 3175), S3131 [14MY]

——— clarify that accounts in the Thrift Savings Plan are subject to certain Federal tax levies (H.R. 4365), S8633 [1JA]

——— increase contribution by new employees for defined retirement benefits, S831, S835 [16FE], S893, S894 [17FE]

Income: reform funding rules, S1659 [14MR]

Members of Congress: deny retirement benefits for former Members who work as lobbyists or engage in lobbying activities, S200, S201 [31JA]

——— deny retirement benefits if an individual is convicted of certain offenses, S240 [1FE], S302 [2FE]

National Save for Retirement Week: support goals and ideals (S. Res. 555), S6678, S6679 [21SE]

OPM: improve retirement reporting to ensure timely processing of Federal retirement benefits, S2566–S2568 [23AP], S2692, S2693 [25AP]

Postal Service: eliminate requirement to pre-fund Postal Service Retiree Health Benefits Fund, S2471–S2473 [18AP]

——— limit compensation of Postal Service executives, S2687, S2688 [25AP]

——— reduce the postal workforce by creating a mandatory retirement requirement for eligible employees, S2642 [24AP]

——— request refund of postal surplus contributions into the Federal Employees’ Retirement System (FERS) in order to finance buyouts and retirement incentives, S2467, S2468 [18AP], S2562–S2566 [23AP]

Social Security: adjust normal and early retirement ages for receipts of benefits, increase maximum age for delayed retirement credit, and provide for progressive price indexing of benefits (S. 804), S5276 [24JY]

——— extend solvency of the trust funds by increasing the normal and early retirement ages and modifying the cost-of-living adjustments in benefits (S. 1213), S61 [24JA], S90 [26JA], S663 [15FE], S3115 [14MY]

——— extend solvency of the trust funds by increasing the normal and early retirement ages and modifying the cost-of-living adjustments in benefits (S. 3533), S7130 [29NO]

Taxation: clarify tax treatment of church pension plans (S. 3532), S6272 [12SE]

——— rename the section of the Internal Revenue Code known as the spousal individual retirement account as the Kay Bailey Hutchison Spousal IRA (S. 3667), S7703 [10DE], S8454 [27DE]

Transportation: use of Social Security, Medicare, and other trust funds to fund the Highway Trust Fund, S4690 [28JN]

Veterans: increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (H.R. 4114), S6721 [13NO]

Reports filed

Clarify That Accounts in the Thrift Savings Plan Are Subject to Certain Federal Tax Levies: Committee on Oversight and Government Reform (House) (H.R. 4365) (H. Rept. 112–630), H5330 [30JY]

Consideration of Conference Report on H.R. 3630, Middle Class Tax Relief and Job Creation Act: Committee on Rules (House) (H. Res. 554) (H. Rept. 112–400), H900 [16FE]

Consideration of H.R. 3813, Securing Annuities for Federal Employees Act: Committee on Rules (House) (H. Res. 547) (H. Rept. 112–398), H725 [14FE]

Consideration of H.R. 5652, Sequester Replacement Reconciliation Act: Committee on Rules (House) (H. Res. 648) (H. Rept. 112–472), H2565 [9MY]

Consideration of H.R. 6684, Spending Reduction Act and Senate Amendment to H.J. Res. 66, Permanent Tax Relief for Families and Small Businesses Act: Committee on Rules (House) (H. Res. 841) (H. Rept. 112–708), H7359 [19DE]

Domestic Partnership Benefits and Obligations Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 1910) (S. Rept. 112–257), S8203 [19DE]

Federal Employee Phased Retirement Act: Committee on Oversight and Government Reform (House) (H.R. 4363) (H. Rept. 112–535), H3706 [15JN]

Middle Class Tax Relief and Job Creation Act: Committee of Conference (H.R. 3630) (H. Rept. 112–399), H900 [16FE]

Securing Annuities for Federal Employees Act: Committee on Oversight and Government Reform (House) (H.R. 3813) (H. Rept. 112–394), H691 [9FE]

Sequester Replacement Reconciliation Act: Committee on the Budget (House) (H.R. 5652) (H. Rept. 112–470), H2565 [9MY]

U.S. Secret Service Retirement Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 1515) (S. Rept. 112–205), S6062 [10SE]

Veterans’ Compensation Cost-of-Living Adjustment Act: Committee on Veterans’ Affairs (House) (H.R. 4114) (H. Rept. 112–486), H3161 [18MY]

Texts of

H. Res. 547, consideration of H.R. 3813, Securing Annuities for Federal Employees Act, H740 [15FE]

H. Res. 554, consideration of conference report on H.R. 3630, Middle Class Tax Relief and Job Creation Act, H907 [17FE]

H. Res. 648, consideration of H.R. 5652, Sequester Replacement Reconciliation Act, H2573 [10MY]

H. Res. 841, consideration of H.R. 6684, Spending Reduction Act and Senate amendment to H.J. Res. 66, Permanent Tax Relief for Families and Small Businesses Act, H7374 [20DE]

H.R. 4114, Veterans’ Compensation Cost-of-Living Adjustment Act, H4663 [9JY]

H.R. 4365, clarify that accounts in the Thrift Savings Plan are subject to certain Federal tax levies, H5410 [31JY]

H.R. 5652, Sequester Replacement Reconciliation Act, H2583–H2600 [10MY]

H.R. 6361, Vulnerable Veterans Housing Reform Act, H6121 [19SE]

H.R. 6684, Spending Reduction Act, H7395–H7402 [20DE]

S. 3175, Save More Tomorrow Act, S3132 [14MY]

S. 3381, Protecting Employees and Retirees in Business Bankruptcies Act, S4954–S4958 [12JY]

S. 3532, Church Plan Clarification Act, S6272 [12SE]

S. 3667, rename the section of the Internal Revenue Code known as the spousal individual retirement account as the Kay Bailey Hutchison Spousal IRA, S8454 [27DE]

S. Con. Res. 62, support and strengthen tax incentives for retirement savings, S7687 [6DE]

S. Res. 555, support goals and ideals of National Save for Retirement Week, S6345 [13SE], S6679 [21SE]