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Retirement Policy and Design Evaluation Committee

The committee evaluates various facets of the U.S. retirement system, providing comments or analysis on potential changes to enhance the design and delivery of retirement benefits. The committee may assess retirement system designs with respect to the established Retirement for the AGES framework (Alignment, Governance, Efficiency, and Sustainability).

Staff liaison: Janae Nelson
Senior Fellow: Linda Stone
Chairperson: Lee Gold
Vice Chairperson: Connie Rydberg
Kyuman Lee
Lawrence Pollack
Timothy Robson
Matthew Rustige
Andrea Sellars
Mark Shemtob
Claire Wolkoff
Lina Xu

Related Publications

RPADE Releases Issue Brief on CDC Plans
The Retirement Policy and Design Evaluation Committee released an issue brief, Collective Defined Contribution Plans. The issue brief defines Collective Defined Contribution (CDC) plans broadly, provides some examples of CDC plans that exist in various countries, discusses some advantages and criticisms of CDC plans—and considers possible options to address the criticisms. (September 24, 2024 )

Policy Paper Explores Adverse Retirement Outcomes Under Current Plan Designs and Policies
The Retirement Policy and Design Evaluation Committee released a policy paper, Improving Retirement Outcomes: Demographic Considerations, which discusses retirement inequities and how current retirement plan design elements and policies may inadvertently disadvantage certain cohorts of individuals. In tandem with the paper, the committee released a high-level executive summary. (June 27, 2024 )

Committee Comments to U.S. House and Senate Leaders on Bipartisan Retirement Legislative Proposals
Comment letter from the Pension Committee and Retirement Policy and Design Evaluation Committee on provisions included in the Securing a Strong Retirement Act of 2022 (SECURE 2.0), the EARN Act, and the RISE & SHINE Act.
(December 07, 2022 )

National Retirement Policy—Guiding Principles Series
Series of Retirement System Assessment and Policy Committee issue briefs published between July 2019 and March 2022 laying out guiding principles for a comprehensive national retirement policy.
(March 09, 2022 )

Issue Brief on Aligning Plan Design with Effective Employee Engagement
Retirement System Assessment and Policy Committee issue brief analyzing how retirement program design can impact decisions that participants make with the goal of improving retirement security.
(March 09, 2022 )

Issue Brief on Potential for Changing Roles of Employers in Retirement Programs
Retirement System Assessment and Policy Committee issue brief exploring the potential to redefine the role of employers involved in retirement programs by removing many of the direct responsibilities from employers.
(October 22, 2021 )

Issue Brief on Degrees of Risk Sharing in New Retirement Plan Designs
Retirement System Assessment and Policy Committee issue brief examining issues pertaining to newer and novel plan designs as they relate to risk sharing between plan sponsors and participants.
(October 15, 2021 )

Issue Brief Exploring Employer Considerations for Pooled Employer Plans (PEPs)
Retirement System Assessment and Policy Committee issue brief outlining steps an employer might take when considering participation in or choosing a PEP or PEP provider.
(May 14, 2021 )

Issue Brief on Streamlining of Retirement Income Planning
Retirement System Assessment and Policy Committee issue brief considering potential ways to optimize portability and personal management of retirement assets, income, and benefits.
(April 10, 2020 )

Issue Brief on National Retirement Policy & Principles
Issue brief developed by the Academy’s Retirement System Assessment and Policy Committee exploring the concept of a national retirement policy, including the potential benefits of such a policy and the various topics that it might address.
(July 11, 2019 )

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