Summary of Provisions That Would Change the Social Security Program

Solvency Provisions	Description of Proposed Provisions: Provisions Affecting Trust Fund Investment in Equities

Estimates based on the intermediate assumptions of the 2008 Trustees Report

		Long-range actuarial balance	Annual balance in 75th year	Long-range actuarial balance	Annual balance in 75th year
		Change from present law		Results with this provision
	Present Law, Alternative II.			-1.70	-4.20
G1	Invest 40 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 6.4 percent real rate of return on equities. graph \| table \| pdf-graph \| pdf-table	0.71	0.00	-0.99	-4.20
G2	Invest 40 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 5.4 percent real rate of return on equities. graph \| table \| pdf-graph \| pdf-table	0.51	0.00	-1.19	-4.20
G3	Invest 40 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 2.9 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds. graph \| table \| pdf-graph \| pdf-table	0.00	0.00	-1.70	-4.20
G4	Gradually invest 15 percent of OASDI trust fund assets in a broad index of equity market securities (such as the Wilshire 5000). Increase the portion in equities by 1.5 percent each year 2009 through 2018. Maintain the percentage at 15 percent thereafter. graph \| table \| pdf-graph \| pdf-table	0.29	0.00	-1.41	-4.20
G5	Invest 15 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 2.9 percent annual real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds. graph \| table \| pdf-graph \| pdf-table	0.00	0.00	-1.70	-4.20


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