Skip to content Social Security Online |
Actuarial Publications |
www.socialsecurity.gov | Home FAQs Contact Us Search |
Actuarial Publications |
Summary of Provisions That Would Change the Social Security Program |
Description of Proposed Provisions:
|
|
Estimates based on the intermediate assumptions of the 2010 Trustees Report
Change from present law | Results with this provision | |||||
---|---|---|---|---|---|---|
Long-range actuarial balance |
Annual balance in 75th year |
Long-range actuarial balance |
Annual balance in 75th year |
|||
Present Law, Alternative II. |
-1.92 | -4.12 | ||||
G1 | Invest 40 percent of the
Trust Funds in equities (phased in 2011-2025), assuming an ultimate
6.4 percent real rate of return on equities. graph | table | pdf-graph | pdf-table | memo |
0.62 | 0.00 | -1.30 | -4.12 | |
G2 | Invest 40 percent of the Trust Funds
in equities (phased in 2011-2025), assuming an ultimate 5.4 percent
real rate of return on equities. graph | table | pdf-graph | pdf-table | memo |
0.45 | 0.00 | -1.47 | -4.12 | |
G3 |
Invest 40 percent of the Trust Funds in equities (phased in 2011-2025),
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 | memo |
0.00 | 0.00 | -1.92 | -4.12 | |
G4 |
Gradually invest 15 percent of OASDI trust fund assets in a broad index
of equity market securities (such as the Wilshire 5000), assuming an
ultimate 6.4 percent annual real rate of return on equities. Increase
the portion in equities by 1.5 percent each year 2011 through 2020.
Maintain the percentage at 15 percent thereafter.
graph | table | pdf-graph | pdf-table | memo |
0.25 | 0.00 | -1.67 | -4.12 | |
G5 |
Invest 15 percent of the Trust Funds in equities (phased in 2011-2020),
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 | memo |
0.00 | 0.00 | -1.92 | -4.12 |
Privacy Policy
| Website Policies
& Other Important Information
| Site Map Last reviewed or modified January 24, 2011 |