PENSIONS see also Employee Retirement Income Security Act (ERISA); Income

Amendments

SEC: protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 2374), H6866 [29OC]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 2374), consideration (H. Res. 391), H6848 [29OC]

Appointments

Military Compensation and Retirement Modernization Commission, S3698 [21MY], S4349 [11JN]

Articles and editorials

2013 Government Shutdown Could Hit Millions of Vets, VA Chief Says, H6475 [10OC]

Bills and resolutions

Armed Forces: ensure that Reserve members who have served on active duty or performed certain active service receive credit toward early receipt of non-regular service retired pay (see H.R. 2907), H5341 [1AU]

——— exempt retired pay of certain disabled veterans from full working-age military retiree cost-of-living adjustment and prevent adverse impact of such adjustment on Survivor Benefit Plan annuities (see S. 1872, 1880), S9052 [19DE] (see H.R. 3789), H8125 [19DE] (see H.R. 3808), H8131 [23DE]

——— restore full working-age military retiree cost-of-living adjustment (see S. 1856; S. Res. 323), S8976 [18DE] (see H.R. 3787), H8124 (see H.R. 3790, 3792, 3794, 3797, 3798, 3801), H8125 [19DE] (see H.R. 3804, 3807), H8131 [23DE]

——— restore full working-age military retiree cost-of-living adjustment by closing tax loopholes for offshore corporations (see S. 1844), S8913 [17DE] (see H.R. 3793), H8125 [19DE]

——— restore full working-age military retiree cost-of-living adjustment by requiring inclusion of Social Security numbers as a condition of claiming the refundable portion of the child tax credit (see S. 1869), S9051 [19DE] (see H.R. 3788), H8124 [19DE]

Bankruptcy: improve protections for employees and retirees in business bankruptcies (see H.R. 100), H30 [3JA]

Budget: cancel sequester for security-related functions through offsets by reducing Medicare payments, agricultural subsidies, and Federal retirement, and applying the chained consumer price index (see H.R. 3639), H7445 [3DE]

Charities: provide an election for funding parity for charity-sponsored pensions (see H.R. 2134), H2952 [23MY]

Credit: protect Federal and military retirees by expanding Truth in Lending Act disclosure provisions when a Federal or military pension is used as consideration by predatory lenders (see H.R. 3310), H6767 [23OC]

——— extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (see S. 1238), S5498 [27JN] (see H.R. 2574), H4173 [28JN]

Dept. of Labor: provide requirements for the Transition Assistance Program (see H.R. 631), H499 [13FE]

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. 748), S2749 [17AP] (see H.R. 2341), H3356 [12JN]

——— deem certain service in Reserve components as active service for purpose of certain administered laws (see S. 629), S2026 [20MR] (see H.R. 679), H501 [13FE]

——— exempt reimbursements of expenses for accident, theft, loss, or casualty loss from annual income determinations relative to veterans’ pensions (see H.R. 1438), H1857 [9AP]

——— repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation (see S. 734), S2683 [16AP] (see H.R. 32), H28 [3JA]

Economy: prevent use of chained consumer price index (CPI) to calculate cost-of-living adjustments for Social Security or veteran benefits or to increase low- and middle-class tax burden (see S. Con. Res. 15), S2961 [24AP]

Employment: extend protections to part-time workers in the areas of employer-provided health insurance, family and medical leave, and pension plans (see H.R. 675), H501 [13FE]

ERISA: modify definition of fiduciary to exclude appraisers of employee stock ownership plans (see S. 273), S589 [11FE] (see H.R. 2041), H2773 [17MY]

——— provide protection for company-provided retiree health benefits (see H.R. 2425), H3759 [18JN]

——— require a lifetime income disclosure (see S. 1145), S4405 [12JN] (see H.R. 2171), H2954 [23MY]

Federal employees: amend the definition of a law enforcement officer to include certain positions relative to retirement benefits (see S. 1172), S4585 [18JN] (see H.R. 1362), H1823 [21MR]

——— deny Federal retirement benefits to individuals convicted of certain offenses (see H.R. 3220), H6052 [30SE]

——— end the defined benefit portion of the Federal Employee Retirement System for any individual hired after a certain date (see S. 1678), S7951 [12NO]

——— 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. 26), H28 [3JA]

——— protect income, benefits, and retirement (see H. Res. 388), H6675 [22OC]

——— provide a corporate responsibility investment option under the Thrift Savings Plan (see S. 1746), S8361 [20NO] (see H.R. 3563), H7310 [20NO]

——— provide certain benefits to domestic partners (see S. 1529), S6646 [19SE] (see H.R. 3135), H5765 [19SE]

Federal firefighters: establish presumptive disability benefits for certain diseases and disabilities (see H.R. 3718), H8107 [12DE]

——— provide for more accurate computation of retirement benefits (see H.R. 471), H341 [4FE]

Federal-State relations: prohibit Federal bailout of State and local government employee pension or other post-employment benefit plans and encourage reform of such plans (see H. Res. 117), H1427 [14MR]

Investments: prevent consideration of legislation that would tax or confiscate personal savings accounts or assets to provide financial relief for private businesses (see H. Res. 129), H1631 [19MR]

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. 442), H300 [29JA]

Members of Congress: allow to decline certain retirement benefits and contributions by the Federal Government (see H.R. 296), H170 [15JA]

——— deny retirement credit for service as a Member in the case of a former Member convicted of a felony (see H.R. 2092), H2910 [22MY]

——— extend the basis for denial of retirement credit to include conviction of any felony (see H.R. 1547), H1992 [12AP]

——— increase the number of years of service required to be vested in an annuity under the Federal Employees Retirement System (see H.R. 2357), H3590 [13JN]

——— make matching contributions to Thrift Savings Fund contingent on Congress completing action on budget resolution reducing the deficit (see H.R. 143), H32 [3JA]

——— prohibit Members who retire before age 62 from receiving a cost-of-living increase prior to reaching retirement age (see H.R. 3787), H8124 [19DE]

——— provide that a former Member receiving compensation as a highly-paid lobbyist shall be ineligible to concurrently receive Federal retirement benefits (see H.R. 2594), H4174 [28JN]

——— terminate further retirement benefits, except the right to continue participating in the Thrift Savings Plan (see H.R. 423), H292 [25JA]

——— terminate further retirement benefits for Members, except the right to continue participating in the Thrift Savings Plan (see H.R. 52), H29 (see H.R. 151), H32 [3JA] (see H.R. 178), H51 [4JA]

Mining and mineral resources: protect health care and pension benefits of miners (see S. 468), S1229 [6MR] (see H.R. 980), H1318 [6MR]

——— transfer certain funds to the Multiemployer Health Benefit Plan and the United Mine Workers of America Pension Plan (see H.R. 2918), H5342 [1AU]

National Save for Retirement Week: support goals and ideals (see S. Res. 222), S6377 [11SE]

Pension Benefit Guaranty Corp.: ensure maximum pension benefits for certain pilots forced to retire at age 60 by FAA regulations (see H.R. 2697), H4522 [16JY]

——— guarantee qualified preretirement survivor annuities under insolvent or terminated multiemployer pension plans (see H.R. 566), H412 [6FE]

Postal Service: provide for the computation of normal-cost percentage for postal employees as a separate and distinct class and the disposition of certain excess retirement contributions (see H.R. 961), H981 [5MR]

——— recalculate and restore retirement annuity obligations, eliminate Retiree Health Benefits Fund prefunding requirement, restrict closure of facilities, create innovation incentives, and maintain level of service (see S. 316), S708 [13FE] (see H.R. 630), H499 [13FE]

Presidents of the U.S.: modify monetary allowance payable to a former President (see H.R. 248), H168 [15JA]

SEC: protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (see H.R. 2374), H3652 [14JN]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 2374), consideration (see H. Res. 391), H6827 [28OC]

Small business: reform funding rules for cooperative associations and small charitable employers to ensure their ability to provide pension plans to employees (see S. 1302), S5708 [16JY]

Social Security: allow choice of benefit payment method relative to computation rule application to workers attaining age 65 between 1982 and 1992 (see S. 90), S213 [23JA] (see H.R. 155), H50 [4JA]

——— eliminate waiting period for entitlement to disability benefits (see H.R. 2047), H2774 [17MY]

——— eliminate waiting period for entitlement to disability benefits and requirement for reconsideration between benefit entitlement decision and hearing (see H.R. 160), H50 [4JA]

——— ensure that trust fund receipts and disbursements are not included in a unified Federal budget and protect solvency by mandating that trust fund monies not be diverted to private accounts (see H.R. 1031), H1327 [7MR]

——— establish a procedure to safeguard the surpluses of the Social Security and Medicare Hospital Insurance Trust Funds (see H.R. 1713), H2297 [24AP]

——— establish a procedure to safeguard trust funds (see S. 110), S214 [23JA]

——— establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund and suspend investment of such funds until certain legislation is enacted (see H.R. 370), H279 [23JA] (see H.R. 1517), H1956 [11AP]

——— increase full retirement age and early retirement age (see H.R. 1160), H1425 [14MR]

——— prevent use of chained consumer price index (CPI) to calculate the cost-of-living adjustments in benefits (see H. Con. Res. 34), H2159 [18AP]

——— protect Social Security and Medicare trust funds from the public debt ceiling (see H.R. 3161), H5801 [20SE]

——— provide for congressional oversight and approval of totalization agreements (see S. 767), S2798 [18AP]

——— remove limitations on the amount of outside income which an individual may earn while receiving certain benefits (see H.R. 174), H51 [4JA] (see H.R. 387), H280 [23JA]

——— repeal Government pension offset and windfall elimination provisions (see S. 896), S3256 [8MY] (see H.R. 1795), H2392 [26AP]

——— strengthen by reforming the benefit formula and the calculation of cost-of-living adjustments and improving the long-term condition of the trust fund (see S. 567), S1853 [14MR] (see H.R. 3118), H5588 [17SE]

Social Security and Medicare Part A Investment Commission: establish (see H.R. 1517), H1956 [11AP]

Social Security Investment Commission: establish (see H.R. 370), H279 [23JA]

Taxation: allow penalty-free withdrawals from individual retirement plans for adoption expenses (see H.R. 1476), H1909 [10AP]

——— allow seniors with Social Security and pension income to file income tax form 1040SR without regard to amount of interest or taxable income (see S. 448), S1126 [5MR] (see H.R. 38), H28 [3JA]

——— allow transfer of required minimum distributions from a retirement plan to a health savings account (see H.R. 1552), H2025 [15AP]

——— assist in recovery and development of the Virgin Islands by reducing tax imposed on distributions from certain retirement plans’ assets (see H.R. 374), H279 [23JA]

——— clarify tax treatment of church pension plans (see S. 952), S3430 [14MY]

——— clarify treatment of certain retirement plan contributions picked up by governmental employers (see H.R. 205), H52 [4JA]

——— expand and permanently extend health care tax credit available to laid-off employees receiving trade adjustment assistance and retirees receiving Pension Benefit Guaranty Corp., payments (see S. 1446), S6207 [1AU]

——— expand availability of saver’s credit, make credit refundable, and provide Federal matching contributions into the retirement savings of the taxpayer (see H.R. 837), H659 [26FE]

——— 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. 2035), H2717 [16MY]

——— expand tax-free distributions from individual retirement accounts for charitable purposes (see S. 1772), S8457 [21NO]

——— modify rules relative to loans made from a qualified employer retirement plan (see S. 606), S1950 [19MR]

——— protect employees in the building and construction industry who are participants in multiemployer plans (see S. 838), S3029 [25AP]

——— provide for continued eligibility for the health care tax credit for Pension Benefit Guaranty Corp. pension recipients eligible for the credit (see H.R. 2783), H4857 [22JY]

——— provide for reporting and disclosure by State and local public employee retirement pension plans (see S. 779), S2896 [23AP] (see H.R. 1628), H2157 [18AP]

——— reform public and private pension plans and preserve access to professional investment advice (see S. 1270), S5567 [9JY]

——— rename the section of the Internal Revenue Code known as the spousal individual retirement account as the Kay Bailey Hutchison Spousal IRA (see S. 1221), S5149 [25JN] (see H.R. 2289), H3250 [6JN]

——— simplify and enhance qualified retirement plans (see H.R. 2117), H2911 [22MY]

——— support and strengthen tax incentives for retirement savings (see S. Con. Res. 12), S2564 [10AP]

——— waive minimum required distribution rules applicable to pension plans (see H.R. 2732), H4724 [18JY]

Veterans: appropriate funds necessary for benefits and services in the event of a Government shutdown (see H.R. 3225), H6102 [1OC]

——— exclude certain pension payments from consideration as income relative to certain housing assistance (see S. 1707), S8049 [14NO] (see H.R. 825), H658 [26FE] (see H.R. 1742), H2350 [25AP]

——— 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. 234), S519 [7FE] (see H.R. 303), H170 [15JA] (see H.R. 333), H221 [22JA]

——— increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 893), S3255 [8MY] (see H.R. 569, 570), H412 [6FE]

Cloture motions

Dept. of Education: extend reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans, expatriated entities, and the oil and gas industry (S. 953), motion to proceed, S3949 [4JN], S3977 [6JN]

——— extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (S. 1238), motion to proceed, S5522 [8JY], S5595 [10JY]

Explanations

Protecting Employees and Retirees in Business Bankruptcies Act (H.R. 100), E5–E8 [3JA]

Letters

Dept. of Labor proposal to modify definition of fiduciary under ERISA: several Congressional Black Caucus and Committee on Financial Services (House) members, S5570 [9JY]

——— several Representatives, S5571 [9JY]

Financial deregulation legislation: Barbara Roper, Consumer Federation of America, H7483 [4DE]

——— Mary Jo White, SEC, H7484 [4DE]

——— William Samuel, AFL–CIO, H7482 [4DE]

Impact of Government shutdown on Dept. of Veterans Affairs: several veterans’ organizations, H6475 [10OC]

Keep Student Loans Affordable Act: several youth, consumer, civil rights, and educational organizations, S5545 [9JY]

Protect benefits of disabled veterans by not enacting a chained consumer price index (CPI) to calculate cost-of-living adjustments for benefits: Barry A. Jesinoski, DAV, S2086 [21MR]

——— James E. Koutz, American Legion, S2085 [21MR]

——— several veterans organizations, S2085 [21MR]

Retail Investor Protection Act: Brian H. Graff, National Association of Plan-Advisors, H6859 [29OC]

——— Charles Symington, Independent Insurance Agents & Brokers of America, Inc., H6860 [29OC]

——— David J. Stertzer, Association for Advanced Life Underwriting, H6859 [29OC]

——— R. Bruce Josten, U.S. Chamber of Commerce, H6858 [29OC]

——— several Senators, H6860 [29OC]

Secure Annuities for Employees (SAFE) Retirement Act: Brian H. Graff, American Society of Pension Professionals & Actuaries, S5572 [9JY]

——— Catherine J. Weatherford, Insured Retirement Institute, S5663 [11JY]

——— Gregory J. Burrows, Principal Life Insurance Co., S5750 [17JY]

——— Grover G. Norquist, Americans for Tax Reform (organization), S5572 [9JY]

——— James J. Donelon, National Association of Insurance Commissioners, S5751 [17JY]

——— Joseph F. McKeever, Davis & Harman LLP, S5662 [11JY]

——— Kim O’Brien, National Association for Fixed Annuities, S5663 [11JY]

——— Kirk D. Johnson, National Rural Electric Cooperative Association, S5750 [17JY]

——— Lynn D. Dudley, American Benefits Council, S5571 [9JY]

——— Malott W. Nyhart, Great American Life Insurance Co., S5662 [11JY]

——— Pamela D. Everhart, Fidelity Investments (business), S5750 [17JY]

——— Paul S. Stevens, Investment Company Institute, S5663 [11JY]

——— Paula Calimafde, Small Business Council of America, S5750 [17JY]

——— Peter G. Gallanis, National Organization of Life and Health Insurance Guaranty Associations, S5751 [17JY]

——— Peter Kunkel, Transamerica Corp., S5751 [17JY]

——— Peter R. Pastre, Metropolitan Life Insurance Co., S5663 [11JY]

——— R. Bruce Josten, U.S. Chamber of Commerce, S5751 [17JY]

——— Robert O. Smith, National Association of Insurance and Financial Advisors, S5664 [11JY]

——— Scott F. Betts, National Benefit Services, LLC, S5750 [17JY]

——— W. Jeffrey Zobell, Alliance Benefit Group-Rocky Mountain (company), S5571 [9JY]

——— Walter C. Welsh, American Council of Life Insurers, S5571 [9JY]

Working-age military retiree cost-of-living adjustment: Military Coalition, S8758 [12DE]

——— Norb Ryan, Military Officers Association of America, S8758 [12DE]

Lists

Groups opposed to H.R. 2374, Retail Investor Protection Act, H6865 [29OC]

Messages

Principles for Modernizing Military Compensation and Retirement Systems: President Obama, S6441 [12SE], H5540 [12SE]

Motions

Dept. of Education: extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (S. 1238), S5584 [10JY], S5675 [15JY], S5717 [17JY]

SEC: protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 2374), H6870 [29OC]

Remarks in House

African Americans: history of involvement in the labor movement, H5425–H5432 [9SE], E1265 [9SE]

Bankruptcy: improve protections for employees and retirees in business bankruptcies (H.R. 100), E5 [3JA]

Dept. of Education: extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (H.R. 2574), H4226–H4228 [9JY]

——— extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (S. 1238), H4221 [9JY]

Dept. of Labor: allow regulations to prevent fraud related to pensions and other retirement savings accounts, promote investment education and advice, and require financial service providers to disclose any fees, H6870 [29OC]

——— issue fiduciary duty rule to protect access to investment education and advice and assure reasonable financial compensation to financial service providers, H6866–H6869 [29OC]

——— proposal to modify definition of fiduciary under ERISA, H6844, H6845, H6857, H6858, H6860, H6861, H6863 [29OC]

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, H6791 [28OC]

——— deem certain service in Reserve components as active service for purpose of certain administered laws, H6803 [28OC]

——— exempt reimbursements of expenses for accident, theft, loss, or casualty loss from annual income determinations relative to veterans’ pensions (H.R. 1438), E392 [9AP]

Federal employees: revision of benefit portion of the Federal Employee Retirement System, E1906 [19DE]

Members of Congress: forfeit taxpayer-funded portion of pension if an individual is convicted of any felony, H1580 [19MR]

——— increase the number of years of service required to be vested in an annuity under the Federal Employees Retirement System (H.R. 2357), H7629 [11DE]

——— terminate further retirement benefits, except the right to continue participating in the Thrift Savings Plan, H225 [23JA]

National Retirement Planning Week: observance, E422 [11AP], E448 [12AP]

Pension Benefit Guaranty Corp.: ensure maximum pension benefits for certain pilots forced to retire at age 60 by FAA regulations (H.R. 2697), E1068 [16JY]

——— guarantee qualified preretirement survivor annuities under insolvent or terminated multiemployer pension plans (H.R. 566), E105 [6FE]

SEC: protect pension plans of firefighters, police officer, teachers, or any retiree against fraudulent or deceptive financial practices and protect U.S. firms from takeovers by foreign companies, H2748–H2750 [17MY]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 2374), H6758 [23OC], H6855–H6872 [29OC], E1602 [30OC]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 2374), consideration (H. Res. 391), H6841–H6850 [29OC]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 2374), motion to recommit, H6870 [29OC]

Social Security: establish a procedure to safeguard trust funds, H360, H361 [5FE], H1873 [10AP]

——— prevent use of chained consumer price index (CPI) to calculate the cost-of-living adjustments in benefits (H. Con. Res. 34), H4841 [22JY]

——— use of chained consumer price index (CPI) to calculate the cost-of-living adjustments in benefits, H1939–H1945 [11AP], H1963 [12AP]

Taxation: allow seniors with Social Security and pension income to file income tax form 1040SR without regard to amount of interest or taxable income (H.R. 38), H2075 [17AP]

——— capital gains and dividends, H1668, H1669 [20MR]

——— rename the section of the Internal Revenue Code known as the spousal individual retirement account as the Kay Bailey Hutchison Spousal IRA (H.R. 2289), H4006–H4008 [25JN]

——— simplify and enhance qualified retirement plans (H.R. 2117), E732 [23MY]

Veterans: benefits funding, H5786 [20SE]

——— exclude certain pension payments from consideration as income relative to certain housing assistance (H.R. 1742), H6780–H6782 [28OC], E1591 [29OC]

Remarks in Senate

Armed Forces: restore full working-age military retiree cost-of-living adjustment by closing tax loopholes for offshore corporations (S. 1844), S8946, S8948, S8949, S8964 [18DE], S9010 [19DE]

——— restore full working-age military retiree cost-of-living adjustment (S. Res. 323), S8981 [18DE]

——— working-age military retiree cost-of-living adjustment, S8757–S8759 [12DE], S8870, S8871, S8884, S8885, S8893–S8898 [17DE], S8921–S8923, S8931–S8935, S8939, S8943–S8948, S8951–S8953 [18DE], S9007, S9009, S9038 [19DE], S9086–S9089 [20DE]

CBO: use of chained consumer price index (CPI) to calculate the cost-of-living adjustments in benefits for Social Security, disabilities, and veterans, S2241, S2286, S2287 [22MR], S7415 [11OC]

——— extend reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans, expatriated entities, and the oil and gas industry (S. 953), motion to proceed, S3970, S3971–S3975, S3977 [6JN]

——— extend reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans, expatriated entities, and the oil and gas industry (S. 953), unanimous-consent request, S4196 [11JN], S4458 [13JN]

——— extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (S. 1238), S5317, S5476, S5510 [27JN]

——— extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (S. 1238), motion to proceed, S5513, S5518, S5522, S5523 [8JY], S5531–S5539, S5543–S5549, S5552, S5555–S5564 [9JY], S5584–S5598, S5600 [10JY], S5625 [11JY], S5675 [15JY], S5691 [16JY], S5717 [17JY], S5760 [18JY]

——— extend the reduced interest rate for Federal Direct Stafford Loans through Tax Code modifications relative to pension plans (S. 1238), unanimous-consent request, S5475 [27JN], S5589 [10JY]

Dept. of Veterans Affairs: protect benefits of disabled veterans by not enacting a chained consumer price index (CPI) to calculate cost-of-living adjustments for benefits, S2083 [21MR]

Economy: address retirement savings crisis, S8084–S8086 [18NO]

——— prevent use of chained consumer price index (CPI) to calculate cost-of-living adjustments for Social Security or veteran benefits or to increase low- and middle-class tax burden (S. Con. Res. 15), S2967–S2970 [24AP]

Employee Benefit Research Institute: anniversary, S7794 [4NO]

Federal employees: increase contribution of revised annuity employees into the Civil Service Retirement and Disability Fund under the Federal Employees Retirement System, S8898 [17DE]

——— provide certain benefits to domestic partners (S. 1529), S7861 [6NO]

Mining and mineral resources: protect health care and pension benefits of miners (S. 468), S1230 [6MR]

National Save for Retirement Week: support goals and ideals (S. Res. 222), S6395 [11SE]

Pension Benefit Guaranty Corp.: increase premiums paid by employers to guarantee pension benefits, S8877, S8878 [17DE]

Postal Service: recalculate and restore retirement annuity obligations, eliminate Retiree Health Benefits Fund prefunding requirement, restrict closure of facilities, create innovation incentives, and maintain level of service (S. 316), S3317–S3319 [9MY], S3830 [23MY]

Public debt: economic impact of default, S7429 [12OC], S7468 [14OC]

Social Security: history, S6489 [17SE]

——— strengthen by reforming the benefit formula and the calculation of cost-of-living adjustments and improving the long-term condition of the trust fund (S. 567), S7865 [6NO]

——— use of chained consumer price index (CPI) to calculate the cost-of-living adjustments in benefits, S2954 [24AP], S8085 [18NO]

SSA: impact of Government shutdown, S7122 [2OC], S7162 [3OC]

Taxation: clarify tax treatment of church pension plans (S. 952), S3433 [14MY]

——— extend deduction on tax-free distributions from individual retirement accounts for charitable purposes, S8992 [19DE]

——— reform public and private pension plans and preserve access to professional investment advice (S. 1270), S5569, S5572 [9JY], S5750, S5751 [17JY]

——— rename the section of the Internal Revenue Code known as the spousal individual retirement account as the Kay Bailey Hutchison Spousal IRA (H.R. 2289), S5672 [11JY]

Veterans: benefits funding, S7033, S7034 [30SE]

Reports filed

American Heroes COLA Act: Committee on Veterans’ Affairs (House) (H.R. 570) (H. Rept. 113–62), H2773 [17MY]

Consideration of H.R. 2374, Retail Investor Protection Act: Committee on Rules (House) (H. Res. 391) (H. Rept. 113–253), H6827 [28OC]

Cooperative and Small Employer Charity Pension Flexibility Act: Committee on Health, Education, Labor, and Pensions (Senate) (S. 1302), S7673 [30OC]

Retail Investor Protection Act: Committee on Financial Services (House) (H.R. 2374) (H. Rept. 113–228), H5832 [25SE], H6051 [30SE]

Veterans’ Compensation Cost-of-Living Adjustment Act: Committee on Veterans’ Affairs (Senate) (S. 893) (S. Rept. 113–87), S6295 [9SE]

Statements

No Empirical Basis for Reducing the Social Security Cost-of-Living Adjustment: several economists and social insurance experts, S2969 [24AP]

Retail Investor Protection Act: Executive Office of the President, H6860, H6865 [29OC]

Texts of

H. Res. 391, consideration of H.R. 992, Swaps Regulatory Improvement Act, H.R.2374, Retail Investor Protection Act, and H.J. Res. 99, disapprove President’s exercise of authority to suspend the debt ceiling, H6841 [29OC]

H.R. 570, American Heroes COLA Act, H2815 [21MY]

H.R. 1742, Vulnerable Veterans Housing Reform Act, H6780 [28OC]

H.R. 2289, rename the section of the Internal Revenue Code known as the spousal individual retirement account as the Kay Bailey Hutchison Spousal IRA, H4006 [25JN]

H.R. 2374, Retail Investor Protection Act, H6855 [29OC]

S. 234, Retired Pay Restoration Act, S521 [7FE]

S. 893, Veterans’ Compensation Cost-of-Living Adjustment Act, S3259 [8MY], S7581 [28OC], H6971 [12NO]

S. 952, Church Plan Clarification Act, S3433 [14MY]

S. Con. Res. 12, support and strengthen tax incentives for retirement savings, S2568 [10AP]

S. Con. Res. 15, prevent use of chained consumer price index (CPI) to calculate cost-of-living adjustments for Social Security or veteran benefits or to increase low- and middle-class tax burden, S2967 [24AP]

S. Res. 222, support goals and ideals of National Save for Retirement Week, S6380 [11SE]

S. Res. 323, restore full working-age military retiree cost-of-living adjustment, S8981 [18DE]