Private Pensions: Improving Worker Coverage and Benefits
(09-APR-02, GAO-02-225).
Private pensions help assure that workers receive adequate
incomes in retirement by supplementing Social Security. Although
an important source of retirement income for many workers,
millions of others have no individual pension coverage. Since the
1970s, only half of the nation's workers have been covered by
private employer sponsored pensions, and currently, only 52
percent of retirees receive pension income. Traditional reforms
to the voluntary, single-employer-based pension system have
limited potential to expand pension coverage and improve benefits
for workers who traditionally lack pensions. Reforms have focused
mainly on improving tax incentives and reducing the burden of
pension regulation on small employers. Many proposals attempt to
affect pension coverage and benefits by modifying the framework
of rules governing pensions. However, the intended modifications
of some pension rules may be counteracted by employers and
workers responses. Further, efforts to increase retirement saving
by restricting workers' ability to receive and use lump sum
distributions could limit participation and contributions to the
plans. Three categories of reform--pooled employer reforms,
universal access reforms, and universal participation reforms are
outside the voluntary, single-employer-private pension system.
Pooled employer reforms increase the number of firms offering
pension coverage through centralized third-party administration
and increase employee pension portability. Universal access
reforms increase retirement savings by providing an opportunity
to save through a payroll based account without mandating an
employer contribution. Universal participation reforms ensure
coverage and retirement income for all workers by mandating
pension availability and participation, similar to the existing
Social Security system.
-------------------------Indexing Terms-------------------------
REPORTNUM: GAO-02-225
ACCNO: A02893
TITLE: Private Pensions: Improving Worker Coverage and Benefits
DATE: 04/09/2002
SUBJECT: Employee benefit plans
Federal social security programs
Income maintenance programs
Retirement pensions
Employee retirement plans
Medicare Program
Social Security Program
Supplemental Security Income Program
Earned Income Tax Credit