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| Actuarial Publications |
Summary of Provisions That Would Change the Social Security Program |
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Description of Proposed Provisions:
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Estimates based on the intermediate assumptions of the 2011 Trustees Report
| Printer-friendly Version (PDF) |
| 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 |
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| Present Law, Alternative II. |
-2.22 | -4.24 | ||||
| G1 |
Invest 40 percent of the Trust Funds in equities (phased in 2012-2026),
assuming an ultimate 6.4 percent real rate of return on equities. graph | table | pdf-graph | pdf-table | memo (Social Security Advisory Board) |
0.62 | 0.00 | -1.61 | -4.24 | |
| G2 |
Invest 40 percent of the Trust Funds in equities (phased in 2012-2026),
assuming an ultimate 5.4 percent real rate of return on equities. graph | table | pdf-graph | pdf-table | memo (Social Security Advisory Board) |
0.45 | 0.00 | -1.78 | -4.24 | |
| G3 |
Invest 40 percent of the Trust Funds in equities (phased in 2012-2026),
assuming an ultimate 2.9 percent real rate of return on equities. Thus,
the ultimate rate of return on equities is the same as that assumed for Trust
Fund bonds. graph | table | pdf-graph | pdf-table | memo (Social Security Advisory Board) |
0.00 | 0.00 | -2.22 | -4.24 | |
| G4 |
Invest 15 percent of the Trust Fund in equities (phased in 2012-2021), assuming an
ultimate 6.4 percent annual real rate of return on equities.
graph | table | pdf-graph | pdf-table | memo (AARP) |
0.25 | 0.00 | -1.97 | -4.24 | |
| G5 |
Invest 15 percent of the Trust Funds in equities (phased in 2012-2021), assuming an
ultimate 2.9 percent annual real rate of return on equities. Thus, the ultimate rate of
return on equities is the same as that assumed for Trust Fund bonds.
graph | table | pdf-graph | pdf-table | memo (AARP) |
0.00 | 0.00 | -2.22 | -4.24 | |
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