Skip to content Social Security Online 
Actuarial Publications 
www.socialsecurity.gov  Home FAQs Contact Us 
Actuarial Publications 
Summary of Provisions That Would Change the Social Security Program 
Description of Proposed Provisions:


Estimates based on the intermediate assumptions of the 2013 Trustees Report
Printerfriendly Version (PDF) 
Change from present law  Results with this provision  

Longrange actuarial balance 
Annual balance in 75th year 
Longrange actuarial balance 
Annual balance in 75th year 

Present Law, Alternative II. 
2.72  4.77  
G1 
Invest 40 percent of the Trust Funds in equities (phased in
20142028), assuming an ultimate 6.4 percent real rate of return on
equities.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.60  0.00  2.12  4.77  
G2 
Invest 40 percent of the Trust Funds in equities (phased in
20142028), assuming an ultimate 5.4 percent real rate of return on
equities.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.44  0.00  2.28  4.77  
G3 
Invest 40 percent of the Trust Funds in equities (phased in
20142028), 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  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.00  0.00  2.72  4.77  
G4 
Invest 15 percent of the Trust Fund in equities (phased in
20142023), assuming an ultimate 6.4 percent annual real rate of
return on equities.
graph  table  pdfgraph  pdftable  memo (AARP) 
0.25  0.00  2.47  4.77  
G5 
Invest 15 percent of the Trust Funds in equities (phased in
20142023), 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  pdfgraph  pdftable  memo (AARP) 
0.00  0.00  2.72  4.77  
G6 
Invest up to 25 percent of OASDI Trust Fund reserves in equities
(phased in 20162025), assuming an ultimate 6.4 percent real rate of
return on equities.
graph  table  pdfgraph  pdftable  memo (Larson) 
0.38  0.00  2.33  4.77  
G7 
Invest up to 25 percent of OASDI Trust Fund reserves in equities
(phased in 20162025), 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  pdfgraph  pdftable  memo (Larson) 
0.00  0.00  2.72  4.77 
Privacy Policy
 Website Policies
& Other Important Information
 Site Map Last reviewed or modified September 30, 2013 