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A Aaron, Henry 53, 54 AARP 33, 48, 49, 79 Actuarial imbalance 53, 77, 204, 213,
214, 216, 217, 224, 227, 232, 233 explained 213 ADA 95, 99, 206, 237 Administration
costs 145, 168, 169, 173, 175, 201, 217 Advisory Council of 1938 25 AFSCME 47, 48, 49, 50, 51 AIME
211, 215, 216 American Academy of Actuaries 53, 78, 80, 81, 204 American Federation of State County, and Municipal
Employees - See AFSCME Americans with Disabilities Act - See ADA Archer, Bill (House Ways & Means Chairman)
76 Association of Texas Professional Educators 70 Attarian, John 18, 19 Average Indexed Monthly
Earnings - See AIME B Bakija, Jon M. 26 Bandilla, Erin B. 111, 112 Bend points
215 Benefit formula 11, 18, 20, 27, 29, 33, 34, 36, 48, 50, 188, 203 Benefit transfers 23, 24, 25, 29, 34,
35, 36, 37, 38, 41, 42, 49, 165, 172, 201, 218 Berman, Howard (Congressman) 61 Biggs, Andrew 60 Blue
Book (listing of impairments) 6, 90 Bound, John 116 Bush administration 129, 226 C
Carasso, Adam 31 Cash balance plans 196, 197 Cato Institute 169, 191, 205 CDC 93, 94 Centers
for Disease Control - See CDC CFS 92, 93, 94, 95 Chen, Yung-Ping 217 Chronic Fatigue Syndrome See
CFS Ciccone, Donald S. 111, 112 Cleveland v. Policy Management Systems Corporation 99 Clinton, President
Bill 75, 76, 77, 221, 222 Cohabitation 150, 152, 154, 161 cohabitation 153 Coleman Independent School
District 67, 68 Collins, Susan (Senator) 61 Committee on Economic Security 25 Continuing Disability
Reviews 141, 207 Cooperative Disability Investigations 141 Crazy Checks 83, 84, 85, 86, 87, 99, 114 Cutler,
David 117 D DACUS 134 Death Master File 136 Decisional accuracy 133, 145
Deficit Reduction Act of 1993 75 Defined benefit plans 190, 191, 192 Defined contribution plans 190, 191
Diamond, Peter 191 Disability 91 ability to work 101, 102, 103, 105, 142
age-adjusted rates 222 Americans with Disabilities Act 95, 96, 99 children,
for 104 Crazy Checks 83, 85 definition 88, 188
etermination process 99 fraud and erroneous payments 131, 133, 134, 140, 141, 142, 143, 144
generally 14, 84, 85, 86, 97, 100, 108, 109, 112, 113, 114, 115, 116, 117, 118
Lazy Checks (CFS) 92, 93, 95 Medicare and Medicaid 103 Ohio PERS 188,
189, 190, 231 potential savings 224 recommendations 205, 206, 207
SSI 84, 85, 86, 104, 122, 144, 223, 224 subjective impairments 86, 91, 92,
120, 121, 122 Ticket to Work 107 trends 86, 87, 111, 112, 113, 114,
115, 116, 117, 118, 119, 121, 122, 123, 223 underground economy 157
versus alternative plans 105 E Earnings penalty 78 Edin, Kathryn J. 152, 158
F Federal Accounting Standards Advisory Board 213 Federal thrift savings plan 168, 169,
173, 201 Feinstein, Diane (Senator) 61 Feldstein, Martin 167, 168, 198 Ferrara, Peter J. 200, 202
Fragile Families and Child Wellbeing Study 153 Fraud 14, 96, 126, 131, 207, 225 cashing
checks for deceased 134 collaborator 140 estimating the amount 144
financial 142 fugitive 137 identity theft 135
residency 138 universe of 129, 226 Freedman and Martin (Rand) 117
Frey, Bruno S. 160 Friedman, Milton 169 Fuller, Ida May 7, 8 G Galveston
Plan 183, 184 GAO 99, 159 disability 98, 99, 101, 102, 104, 107, 141
fraud 126, 127, 135, 141, 143 Government Pension Offset (GPO) 58, 63
SSI 6, 14, 91 subjective impairments 92, 120, 121 Gebhardtsbauer, Ron 78 Genakoplos,
John 166, 167 Gokhale, Jagadeesh 171 Government Pension Offset 54, 57, 58, 59, 60, 63, 71, 204
defined 57 loophole 57, 59, 60, 62, 63, 74 GPO See Government Pension Offset Green,
Gene (Congressman) 61 Gregory v. Helvering 62 Gu, Xiliang 117 Gustman, Alan 35, 37, 216, 218, 219,
220 H Hall v. Ribicoff 63 Henry, John C. 53, 54, 59, 64 Horowitz, David
171 I Iams, Howard 51 Identity theft 135, 136, 137, 143, 147, 158, 206, 207
Income tax on benefits 12, 13, 35, 53, 75, 77, 78, 80, 81, 204, 221, 222 Individual equity 25, 26, 27, 32, 33,
42, 46, 48, 50, 52, 55, 198, 203 Insolvency 17, 163, 165, 172, 201 Inspector General of the SSA 85, 127, 128,
132, 133, 136, 137, 138, 139, 141, 142, 146, 226, 236 Internal Revenue Service v. CM Holdings, Inc. 62 J
Jencks, Christopher 158 Just, Nancy 49, 111, 112, 117, 192 K Kaptur, Rep. Marcy
164, 165 Kotlikoff, Lawrence J. 171 L Lazy Checks 83, 92, 93, 95, 115 Liebman,
Jeffrey 24, 31, 41, 42 Lips, Carrie 191 Lutwak v. United States 65, 66 M Mandatory
Social Security 69 Manton, Kenneth G. 117 Marriage 11, 26, 29, 30, 31, 37, 40, 149, 150, 151, 152, 153, 170,
181 McCrate, Elaine 157 McKeon, Buck (Congressman) 61 Means testing 52, 78, 203 Minimum benefit
192 Mitchell, Olivia S. 166, 167, 199 Munnell, Alicia 48, 49, 231 N National
savings 164, 168, 203 Norland, Christina 154 O Office of Management and Budget -
See OMB Offset $1 for $2, 107 Government Pension - See Government
Pension Offset Ohio PERS 3, 4, 184, 185, 186, 187, 188, 189, 190, 191, 192, 193, 200, 211, 227, 230, 231 Ohio
Public Employees Retirement System - See Ohio PERS OMB 226 P Parental relationship
153 Pavetti, LaDonna 157 Payment accuracy 132, 133 Personal Retirement Accounts - See PRAs Ponzi,
Carlo "Charles" 7, 8, 10, 26, 27, 203 PRAs 15, 163, 164, 165, 166, 167, 168, 172, 173, 174, 175, 181, 182,
193, 196, 197, 198, 226, 227 Presidents Commission to Strengthen Social Security 164, 173, 182, 203, 226
Presidents Committee on Economic Security - 1934, 25 Primary Insurance Amounts 215 Productivity and
national savings 98, 164, 166, 167, 168, 203 Progressivity 80, 166, 172, 192 Pusey, Allen 59, R
Rahn, Richard 159 Rehabilitation 105, 106, 107, 108, 109, 189, 197, 207, 237 Residency fraud 139
Risk investment 166, 173, 174, 190, 193, 196, 197, 198 political
20, 167, 174, 182, 192, 198 Rust, John 108 S Schneider, Friedrich 160 Schoenbaum,
Michael 116 Section 218 Agreement 67 Segal Company, The 46, 48 Senior Citizens Freedom to Work Act
of 2000, 78 SGA 102, 103, 107, 108, 189, 206 Sham transaction doctrine 62 Smith, Karen 51 Social
Security Advisory Board 77, 78, 97, 98, 127, 144, 145, 155 Somatoform disorders 90, 91, 120 Spiro, Christopher
31 Spousal and survivors benefits 11, 31, 36, 216, 218, 220 as transfer mechanism 34, 36,
37 history 30 limitations 30 Spousal benefits 30, 32, 43, 152,
186, 204, 218, 232 as transfer mechanism 30 limitations 30, 31
SSI age-adjusted rate 223 children, for 104, 109
disability 85, 86, 89, 100, 101, 113, 114, 120, 121 fraud 14, 91, 134, 144
generally 6, 84, 127 income deeming rules 153 marriage defined 151
underground economy 156, 157, 158 State and local government workers 13, 45, 46, 48, 49, 53,
54, 57, 58, 59, 103, 184, 199, 204 Steinmeier, Thomas 35, 37, 216, 218, 219, 220 Steuerle, Eugene 26, 30,
31, 211 Stone, Jeri 61 Stone, Jeri (Texas Classroom Teachers Assoc.) 61 Streckewald, Fritz (Acting
Asst. Deputy Comm. of Soc. Sec.) 128, 129 Substantial Gainful Activity See SGA Sullivan v. Zebley 83
Supplemental Security Income Program See SSI Supreme Court, United States 65, 83, 99, 100 Survivors benefits
30, 34, 43, 166, 170, 188, 212, 215, 216, 217, 218 as transfer mechanism 30, 34
limitations 170 versus PRA inheritance rights 171 T Tanner, Michael
169, 170, 200, 202 Taxation of benefits See Income tax on benefits Taylor, James M. 95, 96, 97 Teitler
and Reichman 153, 154 Texas Classroom Teachers Association 61 Texas teachers GPO
loophole 57, 58, 66 Thurston v. Hobby 63 Ticket to Work 107, 108 Toder, Eric 51 Transition
costs 166, 169 Trial Work Period 128, 129 Trust fund 9, 18, 200 U Underground
economy 142, 143, 150, 155, 156, 157, 158, 159, 160, 161, 208 Unfunded liability - also see actuarial imbalance
49, 156, 157, 201, 202, 213, 231, 232 Urban Institute 26, 30, 31, 51, 117, 157 V Vocational
rehabilitation - See Rehabilitation W Waidmann, Timothy 116, 117 Web sites that
help you contact media and government leaders leaders 238 Web sites that list members
of SS subcommittees 238 Webb, John K. 65, 225 Webb,John K. 65, 225 Williams, Walter 55 Windfall
Elimination Provision of 1983, 54 Work penalty 13, 81, 204, 236 Wright, Christopher M. 14, 205 Z
Zeldes, Stephen P. 166, 167
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