| |
This Curriculum Vitae was written by Mr. Ball and is current through
the end of 2001.
| Robert
M. Ball |
Date of Birth:
March 28, 1914 |
| EDUCATIONAL
BACKGROUND |
| 1931 -1935 |
Wesleyan University, Middletown, CT, B.A. -- Major Subject:
English |
| 1935 - 1936 |
Wesleyan University, Middletown, CT, M.A. -- Major Subject:
Economics |
| WORK
EXPERIENCE |
| 1980 - Present |
Self-employed writer, lecturer and consultant |
| 1973 - 1980 |
Senior Scholar, Institute of Medicine, National Academy
of Sciences |
| 1962 -1973 |
United States Commissioner of Social Security |
| 1953 -1962 |
Deputy Director, Bureau of Old Age and Survivors Insurance,
Social Security Administration |
| 1952 -1953 |
Acting Director, Bureau of Old Age and Survivors Insurance,
Social Security Administration |
| 1949 -1952 |
Assistant Director, Bureau of Old Age and Survivors
Insurance, Social Security Administration |
| 1946 -1949 |
Assistant Director, University Government Center, American
Council on Education |
| 1947 -1948 |
Staff Director, Advisory Council on Social Security
to the Senate Committee on Finance (On leave from University Government
Center) |
| 1939 -1946 |
Various positions with the Bureau of Old Age and Survivors
Insurance, Social Security Administration: District Officer 1939-42,
Central Office Research and Central Office Training Office |
| 1936 -1939 |
Various positions with a department store, labor newspaper
and junior
college. |
| PROFESSIONAL
ACTIVITIES
(a few of the dates are approximate) |
Social Security Advisory Councils: Staff Director (1947-48);
Chair (1965); Member (1978-79); Member National Commission on Social
Security Reform (1982-83); Advisory Council Member (1991); Advisory
Council Member (1994-96).
Consultant on Social Security and Health Care to: AFL-CIO, AARP, NCSC,
Richard Gephardt, Wilbur Mills, Jake Pickle, George Mitchell, Ted
Kennedy, Tom Daschle, and many other organizations and individuals.
Institute of Medicine, Member (1974-present) and member of various
committees, Governing Board (Council).
National Academy of Public Administration, Governing Board and various
committees (1975-present).
American Public Welfare Association, Member and Third and Second Vice
President, various committees, Advisory Council on Publications (1960-1990).
National Planning Association Study of Pensions in U.S. (1953), Joint
Policy Committee on the Future of Private Pensions (1975) and various
other committees and studies.
Office of Technology Assessment, U.S. Congress, Health Advisory Committee
(1976-79).
Aspen Institute for Humanistic Studies, Committee on Financing the
Future (1975).
American Hospital Association, Member of Special Committee on the
Regulatory Process (1978).
White House Conference on Aging: Member, National Advisory Committee;
Sub-Committee on Issues; Executive Committee (1980); participant (1950-1990).
Pension Rights Center, Member of Board of Directors (1980-present).
Center for the Study of Social Policy, Governing Board, Chair of the
Executive Committee (1980-1995).
Study Group on Social Security, financed by the Marshall Field Foundation
and headed by Elizabeth Wickenden, paid me a retainer for several
years (1981-1985), for which I developed several plans and wrote several
articles, etc.
Visiting Nurse Association of Northern Virginia, Inc., Member of Board
(1980).
Democrats for the 80's, Pamela Harriman's organization. I contributed
the Social Security sections of the Factbook for the years 1984-86.
Save Our Security (SOS), Co-Founder with Wilbur Cohen and Chair of
Policy Committee (1979-1983).
National Academy of Social Insurance, Founder, Chairman of the Board,
Member (1986-present).
Commission on College Retirement, Member (1984-86).
American Institute for Research in the Behavioral Sciences, Member
of Study Group on Retirement Policy.
Georgetown University Health Policy Center, Member of Advisory Committee.
Democratic National Committee, Advisory Council of Elected Officials,
Chair, Task Force on Social Security.
Advisory Committee, National Health Policy Forum, The George Washington
University.
White House Conference on Social Security (1997). |
| AWARDS
& HONORS |
Camp Prize in English, 1933.
Graduate with Honors in English, 1935
Phi Beta Kappa, 1935.
Department of Health Education and Welfare, Distinguished Service
Award (1954).
National Civil Service League, Distinguished Service Award (1958).
Rockefeller Public Service Award (1961).
Arthur J. Altmeyer Award, Department of Health Education and Welfare
(1968).
Wesleyan University, Distinguished Alumni Award (1970).
Clarence Arthur Kulp Memorial Award, In Recognition of Outstanding
Original Contribution to the Literature of Insurance Relating to the
Economic Security of the Individual and Family, American Risk Insurance
Association (for Social Security Today and Tomorrow) (1982).
National Council on the Aging, Ollie Randall Award (1983).
Burden Center for the Aging, Inc., Alice M. Brophy Memorial Award
(1983).
University of Maryland, Doctor of Public Administration (1985).
Wesleyan University, Doctor of Laws (1988).
Yale University, Doctor of Laws (1988).
Arthur S. Flemming Award, Outstanding National Achievement in the
Field of Law and Aging (1989).
Special Award from the Section on the Sociology of Aging of the American
Sociological Association (1990).
Andrus Award, American Association of Retire Persons (AARP), (1990)
Gustav O. Lienhard Award, Institute of Medicine (1991)
National Council of Senior Citizens, Nelson Cruikshank Award (1992)
Gerontological Society of America, Lifetime Recognition Award (1996)
United States Committee for the Celebration of the United Nations
International Year of Older Persons, Recognition of Outstanding Achievements
and Role as a Leader in the Field of Aging and Extraordinary Contributions
to Social Security (1999)
Health Care Hall of Fame (1999)
Maxwell A. Pollack Award for Productive Living (2000)
Caring Institute Honorary Advisory Board (2000) |
| BOOKS
|
Pensions in the United States, A Study Prepared for the Joint
Committee on the Economic Report by the Nations Planning Association,
printed for the use of the Joint Committee on the Economic Report,
Government Printing Office, Washington, D.C.,1952. This was also printed
as a report for the National Planning Association.
Social
Security Today and Tomorrow, Columbia University Press, New York,
NY, 1978.
Because We Are All In This Together: The Case
for a National Long Term Care Insurance Policy, with
Thomas N. Bethel, Families USA Foundation, Washington, D.C.,1989.
Straight Talk About Social Security, with Thomas N. Bethel,
New York, NY, Century Foundation Press, 1998. ( Note: The Nine Guiding
Principles of Social Security, pp. 59-64 reprinted in Insuring
the Essentials: Bob Ball on Social Security. Also reprinted in
Insuring the Essentials are pp. 1-5, 33-39 and 41-58 clearing
up misunderstandings about financing and the disadvantages of privatization
schemes.
Insuring the Essentials: Bob Ball on Social Security,
the Century Foundation Press, New York, NY, 2000. |
| BOOK
CHAPTERS |
| 1953 |
"Social Security," in Employment and Wages in the United
States, by W. S. Woytinsky and Associates, 20th Century Fund,
New York. Chapter by Karl de Schweintz and Robert M. Ball, pages 156-173. |
| 1968 |
"Concluding Remarks," Princeton University Symposium on
the American System of Social Insurance, McGraw-Hill, New York, NY,
1968. This was also printed by the Joint Economic Committee "Old
Age Income Assurance", Part I, General Policy Guidelines, Government
Printing Office, Washington, D.C., in 1967. (Note: pp. 241-49 reprinted
in Insuring the Essentials: Bob Ball on Social Security.) |
| 1981 |
"Rethinking National Policy on Healthcare for the Elderly,"
The Geriatric Imperative: An Introduction to Gerontology and Clinical
Geriatrics, edited by Anne R. Somers and Dorothy R. Fabian, Ed.D.
Appleton-Century-Crofts, a publishing division of Prentice-Hall, Inc.,
New York, NY, 1981. |
| 1985 |
"The 1939 Amendments to the Social Security Act and What Followed",
in 50th Anniversary Edition, The Report of the Committee on Economic
Security of 1935 and
Other Basic Documents Relating to the Development of the Social Security
Act, The National Conference on Social Welfare with essays by
Wilbur Cohen and Robert Ball, National Conference on Social Welfare,
Washington, D.C., 1985. |
| 1986 |
"Issues in Health and Social Policy for an Aging Society,"
in Healthcare for the Elderly, Haworth Press, Inc. |
| 1988 |
"The Original Understanding on Social Security: Implications
for Later Developments in Social Security," in Beyond the
Rhetoric of Crisis," Princeton University Press, 1988. Theodore
R. Marmor and Jerry L. Mashaw, eds. (Note: pp. 17-38 reprinted in
Insuring the Essentials: Bob Ball on Social Security.) |
| 1997 |
"Bridging the Centuries: The Case for Traditional Social Security,"
with Thomas N. Bethell, in Social Security in the 21th Century,
Eric R. Kingson and James H. Schultz, eds. Oxford University Press,
New York, NY, 1997. (Note: pp. 259-94 reprinted in Insuring the
Essentials: Bob Ball on Social Security.) |
| 1998 |
"Reflections on How Medicare Came About", in Preparing
for Challenges of the 21St Century, National Academy of Social
Insurance, Eds. Robert D. Reischauer, Stuart Butler, Judith R. Lave,
Washington, D.C.,1998. This is the printed proceedings of the National
Academy of Social Insurance's 9th Annual Conference. |
1998 |
"Is Our Current Social Security Program Securely Anchored?
Yes," in Taking Sides: Clashing Views on Controversial Economic
Issues, 8th edition. Edited by Thomas R. Swartz and Frank J. Bonello.
Dushkin/McGraw-Hill, Guilford, Conn. 1998. |
| 2000 |
"Old Arguments and New," in Social Security and Medicare:
Individual vs. Collective Risk and Responsibility, Ed. by Sheila
Bourke, Eric R. Kingson and Uwe Reinhardt, Brookings Institution Press,
Washington, D. C., 2000. |
| MISCELLANEOUS
PUBLICATIONS |
| 1944 |
"Basic Training Course". These are the lesson plans and
supporting material for 17 sessions that I gave to claims representatives
and other field employees who had been brought into the Central Office
for training. |
| 1947 |
"Social Security Reading List: 1947", Committee on Education
and Social Security (later the University Government Center), American
Council on Education, Washington, D.C., March 1947. |
| 1958 |
"Statement of Bureau Objectives," Bureau of Old Age and
Survivors Insurance, Social Security Administration, January 1958.
This is a proof copy of a slight revision of of the original. (There
is a note attached that indicates that this will be printed in a run
of 20,000+ copies which at that time was one copy per employee.) |
| 1958? |
"Lesson Plans for the First 4 Days of Course Given at Brandeis
University with Supporting Material" (12 hours), Florence Heller
Graduate School of Social Work. (I am not sure when I gave this course,
but it was only for one year. I commuted from Baltimore.) |
| 1961 |
"Directing the Bureau of Old Age and Survivor's Insurance",
Social Security Administration, January 1961. |
| 1965 |
"A Report on the Implementation of the Social Security Amendments
of 1965", Social Security Administration, November 5,1965, Baltimore,
MD, as delivered to the central office staff, Regional Assistant Commissioners
and Regional Representatives of the Social Security Administration. |
| 1967 |
"One Year of Medicare", Social Security Administration,
June 14, 1967. |
| 1972 |
"Assignment of the Commission on Social Security," Social
Security Administration, 1972, 81 pages with an appendix describing
the Medicare and cash benefit provisions of the 1972 amendments and
3 other appendices including a chart presentation and an item on the
SSA housing service. |
| 1974 |
"The Central Issue in the National Health Insurance Debate",
duplicated. |
| 1975 |
"Social Security: A Sound and Durable Institution of Great
Value", Department of Health, Education and Welfare, February
10, 1975, signed by five former Health Education and Welfare Secretaries
and three former Social Security Commissioners, duplicated. |
| 1975 |
"Note on the 1975 Trustee's Report", duplicated, personal
papers, 1975. (This was a note critical of the economic assumptions
in the Trustee's report). |
| 1976 |
"Outline of National Health Insurance Plan", duplicated,
personal papers, December 21, 1976. |
| 1977 |
"Access to Information Concerning Studies of the Institute
of Medicine", report to the Council, Institute of Medicine, January
13, 1977, duplicated. (This is a report of a committee I chaired with
members Alain Enthoven, Peter Barton Hutt, Albert Lehninger, Lisbeth
Schorr.) |
| 1977 |
"Outline of National Health Insurance Plan", duplicated,
personal papers, January 24, 1977 |
| 1977 |
"A Self-Supporting Comprehensive National Health Insurance
Plan", a letter sent to Onek, on the staff of the Carter White
House, January 24,1977. |
| 1977 |
"The Elderly and Functional Dependency", Institute of
Medicine, National Academy of Sciences. The committee was chaired
by T. Franklin Williams and included Elaine Brody, Dorothy Rice, Matilda
Riley, Anne Somers, me and several others, June 1, 1977. |
| 1977 |
"Social Security and Supplemental Security Income Basic Program
Charts". This is the chart series as of that time, being several
revisions later than the series printed originally for Nelson Rockefeller
as Under Secretary of the Department. |
| 1981 |
"A Report to the Executive Committee of SOS", Save Our
Security, Recommendations for SOS legislative objectives (later adopted),
May 6, 1981. |
| 1981 |
"A Proposed Social Security Strategy for the Democrats,"
attached to a letter to Wilbur Cohen, duplicated (7 pages with a 3-page
attachment), personal papers, June 1,1981. |
| 1981 |
"Ronald Reagan and Social Security", suggested material
for Mondale to use in debate with Reagan (duplicated = 7 pages with
an attachment of the Reagan Administration's proposal to cut Social
Security benefits--that proposal was May 1981), July 31,1981. |
| 1981 |
"The Administration's Proposals for a Permanent 23% Cut in
Benefit Protection", listed as Appendix II, duplicated, personal
papers. |
| 1982 |
I wrote several reports or pamphlets for the protection of Social
Security for SOS. Some of them are "Cutting Social Security Benefits
is Unnecessary and Wrong"; "Protecting Social Security";
and "I Can Give You A Dozen Good Reasons Why Social Security
Should Not Be Cut To Reduce The Deficit." These are all in printed
pamphlet form. |
| 1983 |
"Commentary presented at 5th Annual Research Conference",
Association for Public Policy Analysis and Management, Philadelphia,
PA (notes for presentation). October 21-22, 1983. |
| 1984 |
"The Future of Medicare", this was a memorandum circulated
by the Study Group on Social Security. There is a long 10-point healthcare
and deficit reduction plan attached (duplicated, 44 pages with tables
attached). June 1984. |
| 1984 |
"Cost Estimates of the 10 Point Plan Done by Gordon Trapnell"
(duplicated, 6 pages of tables).July 3, 1984. |
| 1984 |
"Medicare and Next Steps Toward a National Health Plan"
done for the Study Group on Social Security, August 23, 1984, (duplicated,
10 pages). |
| 1985 |
"Social Security: A Sound and Durable Institution of Great
Value" written for the Save Our Security (SOS) Coalition (duplicated,
10 pages; later printed as a pamphlet), February 10, 1985. |
| 1985 |
"Cutting or Skipping the Cost of Living Adjustment (COLA) for
Social Security Beneficiaries is Unwise and Unfair", May 15,1985. |
| 1985 |
"Detailed Comments on Some of the Benefit Cuts Proposed by
the Reagan Administration", a pamphlet for SOS. |
| 1986 |
"Transcript of Introduction of Senator Moynhian to the First
Annual Conference and Membership Meeting of the National Academy of
Social Insurance", duplicated, personal papers. |
| 1987 |
"Social Security and the First Session of the 100th Congress",
this is written as a memorandum (duplicated =10 pages plus a 2-page
summary). March 1987. |
| 1988 |
"Vice President Bush's Personal Role in Trying to Cut Social
Security Benefits--Old Age Survivor's and Disability Insurance (OASDI)",
this is attached to a letter to Scott Bonton, June 20, 1988. |
| 1988 |
"The Reagan-Bush Legislative and Budget Record", July
7, 1988. |
| 1990 |
"Should Social Security Be Means Tested?", November 21,
1990. |
| 1991 |
"Why Action Should Not Be Taken to Increase Social Security
Benefits for the So Called 'Notch Babies'", memorandum to the
conferees on the budget resolution, with Robert J. Myers, May 6, 1991. |
| 1991 |
Memorandum from Bob Myers, Stan Ross and myself on the "Establishment
of the Social Security Administration as an Independent Agency".
July 31, 1991. |
| 1991 |
"Reinventing Health Insurance: A Private-Public Partnership"
with Dan Beaushamp, duplicated, August 1991. |
| 1992 |
A transcript of the discussion with myself and Arthur Hess before
the NASI study panel
on implementation aspects of national healthcare reform plus a talk
on the implementation of Medicare and a chart presentation to the
cabinet. Issued by NASI as a single document, Washington, D.C., January
31, 1992. This was edited and reissued by NASI in 2001, |
| 1993 |
"A Public-Private Partnership: Providing Everyone With The
Standard Benefit Without a Means Test by Combining a Modified and
Extended Medicare Program and Mandated Employer Coverage", duplicated,
personal papers, June 1993. |
| 1994 |
"Make Social Security Voluntary? No Way!" (Duplicated
= 2 pages). This is a comment on Oliver North's proposal to make Social
Security voluntary which he made during his campaign for the Senate
against Senator Robb. Prepared for Robb campaign. |
| 1994 |
"Background for Health Plan and Democratic National Platform"
(duplicated =1 page). 1994. |
| 1995 |
"A Report on the Entitlement Commission" in the form of
a letter (5 pages and 1 page attachment), personal papers, January
10, 1995. |
| 1995 |
"Partial Privatization of Social Security, The Drawbacks of
Individual Accounts" (30 pages with a 2-page attachment), duplicated,
personal papers, May 17, 1995. |
| 1995 |
"Comments on the March 1992 Draft of 'Healthcare in America'
and AARP Proposal", duplicated, personal papers, November 4,
1995. |
| 1996 |
"A Proposal for the Advisory Council on Social Security by
Robert M. Ball, Member", duplicated, personal paper, April 21,
1996. |
| 1997 |
"Social Security Financing", American Gerontological Society,
Washington, D.C.1997, duplicated. |
| 1997 |
"Fixing Social Security: It Doesn't Have to be Hard",
duplicated, personal papers, January 1997. |
| 1997 |
"Summary of Memorandum from Robert M. Ball on Social Security
in the First Session
of the 100th Congress", duplicated, personal papers, February
1997. |
| 1997 |
"Social Security: Keeping the Promise", duplicated, personal
papers, May 19, 1997. |
| 1997 |
"How to Restore Long-Range Balance to Social Security",
duplicated, personal papers, May 19, 1997. |
| 1997 |
"Social Security and Budget Surpluses", duplicated, personal
papers, May 19,1997. |
| 1997 |
"Partial Privatization of Social Security: The Drawbacks of
Individual Accounts", duplicated, personal papers, May 19,1997. |
| 1997 |
"The Social Security Crisis: What is True and What Isn't",
duplicated, personal papers, July 31, 1997. |
| 1997 |
"The Status of the Social Security Program", a presentation
to the American Sociological Association, transcript of the presentation
and some questioning, duplicated. |
| 1997 |
"Social Security for the 21st Century: A Strategy to Maintain
Benefits and to Strengthen America's Family Protection Plan"
written by me, Edith U. Fierst, Gloria T. Johnson, Thomas W. Jones,
George Kourpias and Gerald J. Shea, excerpted from the Advisory Council
of 1994-1996 and is the report of the six of us who agreed on the
Maintenance of Benefit Plan, separately printed and runs from page
59-101 in the original report (I wrote this with some modifications
suggested by the other five members). |
| 1998 |
"Social Security and Budget Surpluses", duplicated,
personal papers, 1998. |
| 1998 |
"Conventional Wisdom and the Financing of Social Security",
duplicated, personal papers, May 22, 1998. |
| 1998 |
"A Commentary on the Current Social Security Debate"
(duplicated = 40 pages and an attachment of the 9 Guiding Principles
of Social Security), January 26,1998. This was later replaced by the
publication "Straight Talk About Social Security" but this
was done first for the Clinton Administration and sent out with covering
letters. |
| 1998 |
"Opportunities for Social Security", duplicated, personal
papers, October 1, 1998. |
| undated |
"Nine Guiding Principles of Social Security: Where They Came
From, What They Accomplished". |
| undated |
"Social Security: Our Family Protection Program", duplicated,
personal papers. |
| undated |
"Social Security's New Generational Myth", commentary,
duplicated, personal papers, undated. |
| undated |
"Generational Equity: A Commentary", duplicated, personal
papers. |
| undated |
"Factors Affecting Long-Run Costs", listed as Appendix
I, duplicated, personal papers. |
| undated |
"A New Approach to National Health Insurance", duplicated,
personal papers. |
| various |
I did a major share of the writing of the Advisory Council Reports
of 1948, 1965 and 1996 and contributed substantially to the writing
of other Advisory Council Reports, the Report of the National Commission
on Social Security Reform of 1983 and contributed substantially to
the general material in the House and Senate reports on major Social
Security legislation from 1950 to 1972. |
| SPEECHES/TALKS
|
| 1949 |
"Advisory Council Recommendations on Old Age and Survivor's
Insurance", the recommendations of the 1948 Advisory Council,
delivered before a roundtable conference "What Next in Company
Pension Plans?" at the 300th meeting of the National Industrial
Conference Board, reproduced from Management Record (National
Industrial Conference Board, Inc., January 1949, Pages 39-42) (duplicated
= 9 pages). |
1949
November 16 |
"Welfare and Democratic Capitalism", this was an address
delivered at the New York State Conference of Social Work under the
title "Public Welfare and Its Relation to Other Forms of Security",
duplicated, personal papers, and I assume printed in the conference
proceedings. |
| 1951 |
"Pension Plans and Collective Bargaining: An Evaluation of
Their Social Utility", Second Annual Meeting of the Industrial
Relations Research Association, personal papers and I assume printed
in the proceedings of the meeting. |
1952
September 8 |
"How Much Social Security Will The Nation's Economy Stand?",
delivered at the Region 3 Field Manager's Conference of the Bureau
of Old Age and Survivor's Insurance, Roaring Gap, NC, personal papers. |
1954
January 15 |
"Recommendations for Legislative Change", talk to a general
staff meeting of the Department of Health, Education and Welfare in
Washington, D.C. |
1959
December 3 |
"Social Insurance: It's Impact on Public Assistance",
delivered at the Biennial Roundtable Conference of theAmerican Public
Welfare Association, Washington, D.C., duplicated, personal papers,
possibly also in conference proceedings. |
1961
October 19 |
"Health Insurance and the Government", American Society
of Insurance Management, Inc., Delaware Valley Chapter, Philadelphia,
PA, duplicated, personal papers. |
1962
April 24 |
"How Important is Training?" this was delivered to the
U.S. Government's Training Officer's Conference, Annual Institute,
main international conference room of the Department of State Building,
Washington, D.C., duplicated, personal papers |
1963
June |
"The Old Age Survivors and Disability Insurance Program is
Financially Sound", duplicated, personal papers. |
| June 4 |
"Regional Managers Conference", Bureau of Old Age and
Survivor's Disability Insurance, Chicago, IL, personal papers, typed
=13 pages. |
| June 7 |
"Medical Directors Association Meeting", New York, NY,
duplicated = 6 pages, personal papers. |
1964
May 26 |
"Taking Stock", Address to employees at Social Security
Administration Headquarters, Baltimore, MD, personal papers, duplicated
= 9 pages. |
| June 26 |
"Report to Employees of Bureau of OASDI", San Francisco,
CA., personal papers, duplicated =17 pages. |
| June 27 |
"The Economics of Retirement", 10th Annual Conference
on Aging of the Western Gerontological Society, San Francisco, CA.,
duplicated =16 pages. Also in proceedings of conference. Also a talk
to the Association of State and Territorial Health Officers, Public
Health Service. |
| October 7-9 |
"What is Ahead in Social Security?" Region 5A Regional
Conference" of Bureau of Old Age and Survivor's Disability Insurance,
Chicago, IL, personal papers, duplicated = 7 pages. |
| October 20 |
"A Style of Administration", Notes used at Princeton Lecture
in two parts, personal papers, duplicated = 4 pages each. |
| November 16 |
"Responsibility of Federal Agencies Regarding Incapable and
Incompetent Beneficiaries", President's Council on Aging, Federal
Benefit Paying Agencies Conference, Washington, D.C., personal papers,
perhaps also in conference proceedings, duplicated =18 pages. |
| November 23 |
"Supervision", Talk to First Line Supervisors and Mid-Management
Staff, Social Security Building, Baltimore, MD, personal papers, duplicated
= 7 pages. |
1965
January 14 |
"Prospects for Improvement of the Social Security Program and
Its Relationship to Public Assistance", personal papers, duplicated
=12 pages. |
| April 9 |
"Talk to SSA Headquarters Employees", personal papers,
duplicated = 9 pages. |
| April 16 |
"Is Poverty Necessary?" Commonwealth Club of California,
Sheraton Palace Hotel, Gold Ballroom, San Francisco, CA, personal
papers, duplicated = 20 pages. This material was later included in
an article in the Social Security Bulletin. |
| April 19 |
"Address to Region 9 Regional Conference", Bureau of Old
Age and Survivor's Disability Insurance, San Mateo, CA, personal papers,
duplicated =19 pages. |
| April 27 |
"Adequate Income for the Non-Working Years", Governor's
Conference on Aging, War Memorial Building, Trenton, NJ, personal
papers, duplicated =13 pages. |
| May 20 |
"Is Poverty Necessary?", Address presented at the Arizona
Conference on Social Welfare, Phoenix, AZ, later published as Social
Security Bulletin article. |
| June 15 |
"Welcome Address", Conference on Equal Employment Opportunity,
Social Security Administration, Baltimore, MD, personal papers, duplicated
= 5 pages. |
| August 2 |
"The Medicare Program and Other Changes in Social Security",
Address to the Miami Urban League Conference, Eden Rock Hotel, Miami
Beach, FL, personal papers, duplicated = 22 pages |
| August 15 |
"Social Security--A Lasting Institution", 30th Anniversary
of the signing of the Social Security Act, Hyde Park, NY, personal
papers, duplicated = 4 pages. |
| August 30 |
"Hospitals and Health Insurance for the Aged", Presentation
before the 67th Annual Meeting of the American Hospital Association,
San Francisco, CA, personal papers, duplicated =12 pages. Probably
also in proceedings of the meeting. |
| September 22 |
"The Social Security Amendments of 1965", Institute of
Lifetime Learning, Washington, D.C., personal papers, duplicated =
20 pages. |
| October 1 |
"Health Insurance for the Aging", Presentation before
the 1965 Annual Convention of
American Association of Medical Clinics, Washington, D.C., duplicated
= 17 pages. This was a talk given at several conferences on social
welfare or pubic welfare regional conferences around the mid-1960's
which later appeared in a Social Security Bulletin article. |
| October 8 |
"The Impact of the Social Security Amendments of 1965 on the
Community" Greater Cleveland Conference on Medical Assistance
to the Aging, Cleveland, OH, personal papers, duplicated =18 pages. |
| October 15 |
"Health Insurance for the Aging", American Life Convention,
Toronto, Canada, personal papers, duplicated = 23 pages. |
| October 17 |
"A Medicare Celebration", this talk was delivered at the
National Council of Senior Citizens, Washington, D.C. on the occasion
of their giving me the Nelson Cruikshank award, personal papers, duplicated
= 7 pages. |
| October 27 |
"Medicare 1965: Social Security at a Historic Crossroad",
Congress of Senior Citizens of Greater New York, New York, NY, personal
papers, duplicated =11 pages. |
| October 31 |
"The Social Security Amendments", rally sponsored by the
City of Detroit, Cobo Hall, personal papers, duplicated =14 pages. |
| November 1-4 |
"Social Security: New and Improved Benefits for the Aged",
Annual Meeting of the American Association of Homes for the Aging,
Anaheim, CA, personal papers, duplicated =14 pages. Possibly also
in the proceedings of the meeting. |
| November 15 |
"A Report on the Implementation of the 1965 Amendments to the
Social Security Act", Delivered to Central Office Staff, Regional
Assistant Commissioners and Regional Representatives of the Social
Security Administration, Baltimore, MD, personal papers, duplicated
=12 pages, and reprinted in Insuring the Essentials. |
| November 16 |
"Older People and the 1965 Amendments to the Social Security
Program", National Council on the Aging Conference of National
Organizations, New York, NY, personal papers, duplicated = 25 pages. |
| November 30 |
"The Social Security Amendments of 1965", Symposium on
New Services and Opportunities for Older Americans, Harrisburg, PA,
personal papers, duplicated =13 pages. |
| December 3 |
"Health Insurance Under Social Security --A New Method of Financing",
Biennial Roundtable of the American Public Welfare Association, Chicago,
IL, personal papers, duplicated =16 pages. Possibly also in proceedings
of the meeting. |
| December 14 |
"Medicare and Its Relationship to the Medical Profession",
Monroe County Medical Society, Rochester, NY, personal papers, duplicated
= 20+ pages. |
1966
January 16 |
"Older People and the 1965 Amendments to the Social Security
Program", Levindale Hebrew Home and Infirmary for the Aged, Baltimore,
MD, personal papers, duplicated = 25 pages. |
| January 26 |
"Health Insurance for People 65 or Over: A Report on Administrative
Planning", American Pension Conference, New York City, NY, personal
papers, duplicated =11 pages. |
| February 11 |
"A Report on the Administratign of the 1965 Social Security
Amendments", the meeting of National Organizations in Baltimore,
MD, called by the Bureau of Old Age and Survivor's Insurance, personal
papers, duplicated = 27 pages. |
| February 14 |
"The Developing Partnership of Government and the Health Insurance
Industry Under Medicare", Health Insurance Association Annual
Group Insurance Forum, Chicago, IL, personal papers, duplicated =
25 pages. Possibly also in the proceedings of the meeting. |
| March 21 |
"A Progress Report on Medicare", American Management Association,
Session on Managing Medicare's Impact on Employee Benefit Plans, New
York, NY, personal papers, duplicated =19 pages. |
| March 31 |
"Hospitals and Health Insurance Under Social Security",
41st Annual Meeting of the Louisiana Hospital Association, Shreveport,
LA, personal papers, duplicated = 29 pages. Possibly also in the proceedings
of the meeting. |
| April 28 |
"Hospitals and Health Insurance Under Social Security",
Association of Western Hospitals, Los Angeles, CA, personal papers,
duplicated =12 pages. |
| May 5 |
"Hospitals and Health Insurance Under Social Security",
Upper Mid-West Hospital Conference, Minneapolis, MN, personal papers,
duplicated =12 pages. |
| May 6 |
"Medicare and its Relationship to the Medical Profession",
University of Maryland Medical and Surgery Societies, Baltimore, MD,
personal papers, duplicated = 27 pages. |
| May 12 |
"The Social Security Program in 1966: Adjusting to the Past
and Preparing for the Future", Florida State Conference of Social
Welfare, Clearwater, FL, personal papers, duplicated = 28 pages. Possibly
also in the proceedings of the meeting. |
| May 30 |
"Social Action and Social Security Health Insurance",
National Conference on Social Welfare, Section 6, Chicago, IL, personal
papers, duplicated = 8 pages. Will also appear in the printed record
of the meeting. |
| June 16 |
"The Social Security Program in 1966: Adjusting to the Past
and Preparing for the Future", Massachusetts Public Welfare Conference,
Swampscott, MA, personal papers, duplicated = 29 pages. Only slightly
changed from Florida Conference on May 12th. |
| July 7 |
"The Medicare Program", talk to the employees of the Social
Security Administration,
Baltimore, MD at the start of the Medicare Program, personal papers,
duplicated = 8
pages. |
| August 31 |
"The First 60 Days of Medicare", 68th Annual Convention
of the American Hospital Association, Chicago, IL, personal papers,
duplicated = 24 pages. |
| October 6 |
"Social Security--A Look at Now and The Future", 20th
Annual Fall Conference of the Council of Employee Benefits, New York,
NY, personal papers, duplicated =11 pages. Possibly also in the proceedings
of the conference. |
| October 11 |
"Three Months of Medicare", Blue Shield Annual Program
Conference, Chicago, IL, personal papers, duplicated = 20 pages. Possibly
also in the proceedings of the conference. |
| November 9 |
"Extended Care Facilities Under Medicare", 16th Annual
Convention of the Texas Nursing Home Association, Fort Worth, TX,
personal papers, duplicated = 29 pages. Possibly also in the proceedings
of the convention. |
| November 10 |
"The Doctor's Role in Medicare", Essex County Medical
Society, East Orange, NJ, personal papers, duplicated = 21 pages. |
1967
February 8 |
"A Report on Medicare--The First 7 Months", Presented
to the American Hospital Association, Mid-Year Conference, Chicago,
IL, personal papers, duplicated = 11 pages. |
| February 20 |
"Medicare and the Doctor", University of Louisville Medical
School, Louisville, KY, personal papers, duplicated =14 pages. |
| February 20 |
"Medicare and the Medical Profession", the Jefferson County
Medical Society, Louisville, KY, personal papers, duplicated = 22
pages. |
| March 16 |
"The Federal Credit Union Program and the War on Poverty",
Annual Meeting of the Texas Credit Union League, Austin, TX, personal
papers, duplicated = 13 pages. Possibly also in the proceedings of
the meeting. |
| March 28 |
"Medicare Today and Tomorrow", New England Hospital Assembly,
Boston, MA, personal papers, duplicated = 17 pages. May also appear
in the proceedings of the assembly. |
| March 30 |
"A Report to Employees", The SSA Bi-Regional Conference,
Denver, Co., personal papers, duplicated =16 pages. |
| June 14 |
"One Year of Medicare", Opening Statement at a Press Conference,
personal papers,
duplicated = 21 pages. (This is the press conference that resulted
in a major laudatory
front page article in the New York Times and caused President
Johnson to let me know that if there was good news, he wanted to deliver
it and that I could deliver the bad news and to ask me what office
I was now running for). |
| June 16 |
"One Year of Medicare", Medicare newsletter No. 28, personal
papers, duplicated = 8 pages. |
| June 28 |
"Problems of Cost--As Experienced in Medicare", National
Conference on Medical Costs, Washington Hilton Hotel, Washington,
D.C., personal papers, duplicated. |
| July 27 |
"The Social Security Administration--Its Responsibilities and
Objectives", 42nd Annual
Convention of the National Bar Association, Houston, TX, personal
papers, duplicated
= 24 pages. |
| September 15 |
"Social Security Today", AFL-CIO Conference on Social
Security, Indiana University, Bloomington, IN, personal papers, duplicated
= 27 pages. |
| September 22 |
"Partnership and Equal Employment", Equal Employment Opportunity
Seminar, Social Security Building, Baltimore, MD, personal papers,
duplicated. |
| September 28 |
"Address to the National Conference on Private Health Insurance",
Washington, D.C., personal papers, duplicated = 7 pages. Possibly
also in the proceedings of the meeting. |
| December 18 |
"Talk to Top Staff", SSA Conference of Top Staff, Baltimore,
MD, personal papers, duplicated =13 pages. |
| 1968 |
"Remarks at the Memorial Service for Dr. Martin Luther King"
the day we got word of
the assassination at the Social Security Headquarters Building in
Baltimore, MD, personal papers, duplicated =1 page together with the
printed proceedings. |
| February 20 |
"Recent Changes in Social Security", the Social and Rehabilitation
Service Conference with State Officials on Implementation of 1967
Amendments to the Social Security Act, Shoreham Hotel, Washington,
D.C., personal papers, duplicated =14 pages. |
| October 28 |
"Quality Healthcare: Can We Afford It?", Dedication of
the South Baltimore General Hospital, Baltimore, MD, personal papers,
duplicated =15 pages. |
| October 30 |
"Keynote Address: Regional Conference of Social Security Employees",
Atlanta, GA, personal papers, duplicated = 20 pages. |
| November 1 |
"Keynote Address: Boston Regional Healthcare Cost Conference",
Boston, MA, personal papers, duplicated =18 pages. Later a Social
Security Bulletin article. |
| November 20 |
"What Are The Alternatives to Welfare?", the Fall Forum
of the Maryland Conference of Social Welfare, Baltimore, MD, personal
papers, duplicated = 26 pages. Also appears in the printed proceedings
of the conference and in Insuring the Essentials. |
1969
January 9 |
"Medical Prices and Their Control", New York Regional
Healthcare Cost Conference, New York, NY, personal papers, later an
article in the Social Security Bulletin. |
| January 13 |
"Medical Prices and Their Control", 3rd National Convention
of the Federation of American Hospitals, Dallas, TX, personal papers,
duplicated =17 pages. Also in the proceedings of the convention. |
| February 25 |
"Talk to the Commissioner's Regional Conference of Social Security
Employees", Dallas, TX, personal papers, duplicated =16 pages. |
| April 22 |
"Regional Conference Talk to Social Security Employees",
San Diego, CA, personal papers, duplicated = 34 pages. |
| June 29 |
"Governmental and Private Arrangements for Retirement Income",
the Borg-Warner President's Meeting, Washington, D.C., personal papers,
duplicated =14 pages. |
| August 11 |
"Talk Before the National Conference of State Social Security
Administrators", San Juan, PR, personal papers, duplicated =
34 pages. |
| September 10 |
"Talk to Payment Center Top Staff", Columbus, OH, personal
papers, duplicated = 5 pages. |
| November 13 |
"Administration of the National Plan to Provide Payments to
Needy Families with Children", National Academy of Public Administration,
personal papers, duplicated = 18 pages. |
| November 21 |
"Medical Care and Government", Institute of Medicine,
Chicago, IL, personal papers, duplicated =16 pages. |
| November 24 |
"Address at Regional Conference of Social Security Employees",
Chicago, IL, personal papers, duplicated =13 pages. |
| 1970 |
"The Government and Health Care", Washington Journalism
Center Conference, transcript of presentation and discussion, personal
papers, duplicated from transcript, pages 107-160). |
| January 13 |
"Presentation for "Course on the Family Assistance Plan"",
personal papers, duplicated =13 pages. |
| October 28 |
"Social Security Legislation and Health Services: Problems
and Expectations", Group Health Association of America, Inc.,
Annual Meeting, Houston, TX, personal papers, duplicated. Probably
also in the proceedings of the meeting. |
1971
February 10 |
"Address on Housing", Housing Seminar, Social Security
Administration, Baltimore, MD, personal papers, duplicated = 7 pages. |
| May 21 |
"Social Security--New Frontiers", 98th Annual Forum of
the National Conference on Social Welfare, Dallas, TX, personal papers,
duplicated = 21 pages. Probably also appears in the proceedings of
the conference. |
| June 2 |
"HMO's ? What They Are, Where They Might Go",1971 Group
Health Institute, Group Health Association of America, Inc., Washington,
D.C., personal papers, duplicated. Probably also appears in the proceedings
of the Institute. |
| June 5 |
"Remarks in Honor of Dan Flood", 3rd Annual Administrator's
Awards Luncheon, Valley Crest Nursing Home, Wilkes-Barre, PA, personal
papers, duplicated = 7 pages. |
| September 15 |
"Rehabilitation of Older Disabled People", Vocational
Rehabilitation Policy and Platform Meeting for the White House Conference
on Aging, Arlington, VA, personal papers, duplicated =18 pages. |
| November 5 |
"Social Security Today and Tomorrow", Senior Citizen Forum,
Hampstead Hill Junior High School, Baltimore, MD, personal papers,
duplicated =11 pages. |
| November 30 |
"Social Security Today and Tomorrow", White House Conference
on Aging, Washington, D.C., personal papers, duplicated = 15 pages;
also in proceedings of conference. |
1972
October 7 |
"Taking Stock", Regional Manager's Conference of Social
Security Employees, Cleveland, OH, personal papers, duplicated = 7
pages. |
| November 9 |
"Presentation to the Institute of Medicine," personal
papers, duplicated =13 pages. |
| November 10 |
"Presentation at Memorial Service for Arthur J. Altmeyer",
All Souls Unitarian Church,
Washington, D.C., personal papers, duplicated = 3 pages. |
1973
January 5 |
"Our New Social Security Program", Commonwealth Club of
California, personal papers, duplicated. This was the talk given the
morning my resignation as Commissioner was unexpectedly announced.
Probably also in printed proceedings. |
| January 16 |
"Income Security for Older People", 1st Annual Pensions
Conference, New York, NY, personal papers, duplicated = 21 pages. |
| January 29 |
"Address to the Washington Journalism Center", Washington,
D.C., personal papers, duplicated = page 14. |
| February 15 |
"Presentation to the National Organizations Conference",
personal papers, duplicated = 22 pages. My talk to a conference call
on Social Security to explain SSI amendments. |
| March 20 |
"Our New Social Security Program", Legislative Council
of the National Retired Teacher's Association, the American Association
of Retired Persons, personal papers, duplicated =18 pages. (This is
the first paid talk delivered after I left the government on March
17, 1973). |
| April 30 |
"Our New Social Security Program", New York Academy of
Medicine, 1973 Annual Health Conference, personal papers, duplicated
=16 pages. Also in proceedings of the Conference. |
| June 8 |
"New Directions in Social Security", Legislative Conference
of the National Council of Senior Citizens, Statler Hilton Hotel,
Washington, D.C., personal papers, duplicated = 11 pages. |
| June 27 |
"What Next in Medicare?", Youth Health Institute, Boston,
MA, personal papers, duplicated =16 pages. |
| September 13 |
"That Illusive Partnership", Colorado Hospital Association,
Aspen, Co., personal papers, duplicated =18 pages. |
| October 5 |
"Seminar", School of Public Health, Harvard University,
personal papers, duplicated = 11 pages. |
| October 9 |
"What Have We Learned From Medicare? Where Do We Go From Here?",
Health Staff Seminar, Washington, D.C., personal papers, duplicated
= 22 pages. |
| October 11 |
"What is Next in Hospital Care Financing?", American Guild
of Patient Account Managers, St. Louis, Mo., personal papers, duplicated
=10 pages. |
| October 17 |
"Social Security: Yesterday, Today and Tomorrow", American
Osteopathic Hospital Association, Las Vegas, NV, personal papers,
duplicated =19 pages. |
| November 26 |
"Health Care in the United States: The Viewpoint of a Reimburser
of Health Services", American Hospital Association Public-General
Hospital Session, San Antonio, TX, personal papers, duplicated =16
pages. |
1974
January 7 |
"Backdrop to the Regulation of Healthcare", Conference
on Regulation in the Health Industry, Institute of Medicine, National
Academy of Sciences, Washington, D.C., personal papers, duplicated
= 25 pages. Will also appear in the printed proceedings of the Conference. |
| April 18 |
"National Health Insurance", Meeting of Social Welfare
Organizations, New York City, personal papers, duplicated = 6 pages. |
| May 22 |
"Is Social Security Fair?", National Conference on Social
Welfare, 101st Annual Forum, Cincinnati, OH, personal papers, duplicated
= 8 pages. May also appear in the printed proceedings of the Conference. |
| September 4 |
"Medical Choices in the Federal Social Security Program",
personal papers, duplicated
= 85 pages, apparently a draft. |
| October 16 |
"Issues in Social Security Financing, 1974", 8th Conference
on Social Security at the University of Michigan, Ann Arbor, MI, personal
papers, duplicated =17 pages. Also published in an article. |
| 1975 |
"Critical Choices in the Federal Social Security Program,"
personal papers, duplicated = 52 pages. |
| February 3 |
"National Health Insurance--Boon or Boonboggle", Washington
Journalism Center, Washington, D.C., personal papers, duplicated. |
| April 11 |
"National Health Insurance and Income Security for the Elderly",
National Conference of Democratic Mayors, San Francisco, CA, personal
papers, duplicated = 23 pages. (Support for Kennedy's comprehensive
health insurance plan.) |
| May 5 |
"Long-Range Issues in Health", talk to a meeting of professors
at the Massachusetts Institute of Technology", personal papers,
duplicated = 5 pages. |
| May 21 |
"National Health Insurance of the United States, Issues and
Prospects", International Conference on Lung Diseases sponsored
by the American Lung Association and the Canadian Tuberculosis and
Respiratory Disease Association, Montreal, Canada, personal papers,
duplicated = 20 pages. |
| May 24 |
"Memorial for Karl de Schweinitz", Cosmos Club, Washington,
D.C. personal papers, duplicated = 7 pages. |
| May 30 |
"Income Security After Retirement: A Paper Prepared for the
Conference on Social Policy, Social Ethics and the Aging", University
of Chicago, personal papers, duplicated = 32 pages. |
| June 9 |
"40th Year of Social Security in America", National Council
of Senior Citizens, Legislative Conference, Sheraton Park Hotel, Washington,
D.C. (duplicated = 24 pages). |
| August 14 |
"The 40th Year of Social Security in America", Conference
on "The Economics of Aging: Toward 2001", the Institute
of Gerontology, University of Michigan/Wayne State University, Ann
Arbor, MI, personal papers, duplicated. |
| October 9 |
"The Future of Social Security in the United States",
The National Conference Celebrating the 20th Anniversary of the Center
for the Study of Aging and Human Development, Duke University, Durham,
NC, personal papers, duplicated = 28 pages. |
| November 6 |
"A Response to 'Government in Health' by Thomas C. Schelling",
Institute of Medicine Annual Meeting, Washington, D.C., personal papers,
duplicated =10 pages. Also in printed proceedings. |
| December 18 |
"Future Directions for Social Security", American Public
Welfare Association National
Roundtable Conference, New Orleans, LA, personal papers, duplicated
= 23 pages.
There is reference to the fact that some of the material in this paper
was originally
included in a paper for the "Conference on Social Policy, Social
Ethics and The Aging"
held at the University of Chicago on May 30, 1975 and for the 20th
Anniversary of the
Center for the Study of Aging and Human Development, Duke University,
Durham, NC
on October 9, 1975). |
1976
March 9 |
"Comprehensive Health Insurance Through Government", Arthur
D. Little, Inc., Executive Forum on the Impact of Health Care Legislation,
Washington, D.C., personal papers, duplicated. |
| April 29 |
"Future Directions for Social Security", Annual Membership
Meeting, National Council on the Aging Forum on Social Security, New
Orleans, LA, personal papers, duplicated = 23 pages. (Note is made
of the fact that some of this material appeared in "Social Policy,
Social Ethics and The Aging" at the University of Chicago, May
30, 1975 and in a talk before the American Public Welfare National
Roundtable Conference in New Orleans, December 18, 1975). |
| May 17 |
"U.S. Policy Toward the Elderly", Anglo-American Conference
on the Care of the Elderly, Institute of Medicine, National Academy
of Sciences, personal papers, duplicated =12 pages. Also in the proceedings
of the Conference. |
| June 21 |
"Social Security", personal papers, duplicated =19 pages.
For general distribution, no specific occasion. |
| November 14 |
"A Brighter Future for America's Elderly", meeting of
the American Association of Aging, Orlando, FL, personal papers, duplicated
= 28 pages. Some of the material from
Anglo-American Conference Paper, May 1976) |
1977
March 22 |
"The Economics of Aging", 3rd Annual Meeting of the Western
Gerontological Society, Denver, Co., personal papers, duplicated =
33 pages. Also in the proceedings of the meeting. |
| March 25 |
"Restoring Public Confidence in Social Security Financing",
personal papers, duplicated = 23 pages. |
| May 20 |
"Outline for Talk on National Health Insurance", HEW Advisory
Council on National Health Insurance, personal papers, notes, duplicated
= 2 pages with many ink changes. |
| November 9 |
"Restoring Public Confidences in Social Security Financing"
Club of Hartford, Hartford, CT, notes, personal papers, duplicated. |
1978
May 24 |
Health Policy Forum, Institute of Medicine, St. Louis, Mo., personal
papers, duplicated. |
| August 23 |
"Talk at Aspen", duplicated =12 pages. |
| October 10 |
"Rethinking National Policy for Healthcare for the Elderly",
Rutgers Medical School, New Brunswick, N.J., (this material first
appeared in Science May 26,1978, Volume 200). |
| October 26 |
"Buying Medical Care", Institute of Medicine Annual Meeting,
duplicated = 28 pages. This undoubtedly appears in the proceedings
of the meeting. |
| November 10 |
"Income Security for the Elderly", Conference on the Economics
of Aging", Washington, D.C., personal papers, duplicated. Also
in the proceedings of the Conference. |
| Late 1978 |
"Social Security Administration Forums on Social Security",
notes, personal papers, duplicated =10 pages. |
1979
January 25 |
"Income Maintenance", American Association of Retired
Persons Legislative Council, Washington, D.C., personal papers, duplicated. |
| February 15 |
"Social Security: Today and Tomorrow", Community Council
of Greater New York, New York, NY, personal papers, duplicated = 31
pages. |
| March 1 |
"1965: Expectations; 1975: Realizations: What Next?",
Medical Care Seminar, Palm Springs, CA, personal papers, duplicated
= 43 pages. |
| March 21 |
"Next Steps in National Health Insurance", Community Forum
of National Health Policy and Cost Control, Pacific Lutheran University,
Tacoma, WA, personal papers, duplicated. (This paper is based on a
talk given at the annual meeting of the Institute of Medicine, National
Academy of Sciences on October 26-27, 1978.) |
| April 4 |
"Social Security and Public Administration", American
Society for Public Administration,
Baltimore, MD, personal papers, duplicated =10 pages. |
| May 25 |
"Social Security: Today and Tomorrow", Texas Senior Citizens
State Convention, Houston, TX, personal papers, duplicated =10 pages. |
| October 11 |
"Taking Stock", SSA District Manager's Association, Atlanta,
GA, personal papers, duplicated =18 pages. |
| October 23 |
"Up to You", American Association of Retired Persons Forum,
San Diego, CA, personal papers, duplicated. |
| November 16 |
Veterans Administration Forum, Alexandria, VA, notes. |
| December |
"Medicare: Expectations, Accomplishments and Next Steps",
presentation to Western Gerontological Society Conference, personal
papers, duplicated = 8 pages. Also in the proceedings of the Conference. |
1980
January 23 |
"Can We Afford to Live Longer?", Wilmington Senior Center,
Wilmington, DE, personal papers, processed. |
| March 19 |
"Health Goals for the Year 2000", Institute of Medicine,
National Academy of Sciences, Washington, D.C., personal papers, processed. |
| March 24 |
"What Are Some of the Lessons of the Recent Past of Federal
Participation in the Health Care System?", Duke University, Private
Sector Conference, Durham, NC, personal papers, processed. |
| May 6 |
"Medicare/Medicaid", Louisiana State University Medical
Center, Shreveport, LA, personal papers, processed. |
| September 9 |
"Social Security", U.S. Chamber of Commerce, Social Security
Committee, Washington, D.C., personal papers, processed. |
| October 30 |
"Retirement Income: Social Security, Private Retirement Plans,
Supplemental Income: A New Look at Health Care for the Elderly",
Michigan State University, East Lansing, MI, personal papers. |
| December 2 |
"Retirement of Thomas C. Parrott", SSA Executive State
Member, Baltimore, MD, personal papers. |
1981
April 13 |
"The Future of Social Security", The American Society
for Public Administration, Detroit, MI, personal papers, duplicated
= 24 pages. |
| April 28 |
"Making Our Social Security More Secure", National Council
of Jewish Women, Montgomery County, MD, Rockville, MD, personal papers. |
| June 2 |
"Social Security Pros and Cons", Catholic Health Assembly,
Dallas, TX, personal papers. Also may appear in the proceedings of
the meeting. |
| June 24 |
"Social Security: How to Secure It", International Association
of Machinists and Aerospace Workers, Washington, D.C., personal papers.
May also appear in the proceedings of the meeting. |
| December 1 |
"Talk Before the White House Conference on Aging", personal
papers, duplicated = 7 pages. (This is the talk before the White House
Conference I was asked to give to the income section even though the
Reagan Administration had appointed me to some subject where I could
do no harm. This session was held specially outside the regular hours
of the conference to give me a chance to talk to this section even
though the program planners had some concern about my addressing this
group.) |
1982
January 22 |
"Income Security: Historical Perspective and Current Issues",
Metropolitan Chicago Coalition on Aging, Chicago, IL, personal papers,
processed. |
| March 18 |
"How Social Security Can Be Strengthened and Preserved",
Catholic Charities of the Archdiocese of St. Paul, Minneapolis, MN,
personal papers, processed. |
| October 14 |
"Social Security and Other Retirement Issues", American
Council on Education, Minneapolis, MN, personal papers. |
| November 3 |
"Social Security: Making Sure It Will Be There When We Need
It". This is a speech that may have been used at different times
before different organizations. Talks about the attempt to arrive
at an agreement within the negotiating group for the Advisory Council
to the President, personal papers, duplicated = 31 pages. |
| November 17 |
"Social Security Today and Tomorrow," American Public
Health Association, Special Session: Economic Security and Old Age,
Montreal, Canada, personal papers, processed. |
1983
May 6 |
"The Future of Social Security," The Center for Economic
Policy Research, Stanford University, personal papers, duplicated
= 12 pages. Also in the proceedings of the meeting. |
| June 20 |
"The 1983 Social Security Amendments Revisited," Consumer
Interest Research Institute, Washington, D.C., personal papers, duplicated
=18 pages. |
| October |
"Future of the U.S. Retirement Income System," National
Bureau of Economic Research, Bald Peak, Melvin Village, NH, personal
papers, duplicated. |
| October 22 |
"Evaluation of the 1983 Changes in Social Security", Association
for Public Policy Analysis and Management, Philadelphia, PA, personal
papers, processed. |
| November 3 |
"Continuing Care Retirement Communities", Grantmakers
in Health, Pittsburgh, PA, personal papers, processed. |
1984
January |
"Continuing Care Retirement Communities", a presentation
to the Pittsburgh Conference on Long-Term Care of the Grantmakers
in Health, personal papers, duplicated = 4 pages. |
| April 10 |
"Social Security", Wye Plantation Seminar for Members
of the Press, Wye Plantation, MD, personal papers, processed. |
| May 7 |
"What Has Been Happening in Medicare and Medicaid," Woman's
National Democratic
Club, Washington, D.C., personal papers, duplicated. |
| June 11 |
"Improving our National Health Insurance Program," Conference
on Health Financing, Policies and Politics, Washington, D.C., personal
papers, 20 pages processed. |
| November 28 |
"Medicare: Reaffirming the Vision, Retooling the Instrument",
Princeton University, School of International and Public Affairs,
Princeton, NJ, personal papers, processed. |
| December 8 |
"Program for newly-elected members of Congress," John
F. Kennedy School of Government, Harvard University, Cambridge, MA,
personal papers. |
1985
April 17 |
"Health and Social Policy for an Aging Society", University
of Texas Health Science Center, personal papers, duplicated = 25 pages. |
| May 23 |
"Fiftieth Anniversary Celebration", Gracie Mansion, New
York City, NY, personal papers, duplicated = 5 pages. |
| June 9 |
"Commencement Address", University of Maryland, Baltimore
Campus, personal papers, processed. Reprinted in Insuring the Essentials:
Bob Ball on Social Security, Century Foundation Press, New York,
NY 2000, as "The Law of Reciprocal Obligation." |
| June 18 |
"Restoring Financial Stability to Social Security", Fiftieth
Anniversary of the Social Security Act (distributed to Social Security
Administration District Offices for the fiftieth anniversary of the
Social Security Act), personal papers, processed. |
| December 9 |
"Healthcare: Briefing of New Congresspersons", Notes for
Kennedy School Seminar, personal papers, duplicated =10 pages. |
| December 28 |
"The Future of Social Security", Industrial Relations
Research Association, personal papers, duplicated =15 pages. Also
appears in printed proceedings. |
1986
March 27-29 |
"The Future of Medicare", Aging Health Policy Center",
University of California, San Francisco, CA, personal papers, duplicated
=15 pages. |
| April 9 |
"Value of an Accreditation Process for the Continuing Care
Industry", American
Association of Homes for the Aging, Washington, D.C., personal papers,
processed. |
| April 11 |
"The Future of Social Security: Comments on a Talk Given by
Haeworth Robertson", Americans for Generational Equity, Washington,
D.C., personal papers, processed. |
| July 16 |
"Health Policy Seminar", Second Annual Meeting of the
Advisory Panel, Healthcare for an Aging Population, the National Health
Policy Forum, personal papers, duplicated = 5 pages. |
| September 26 |
"Notes for Nelson Cruikshank's Memorial Service", Washington,
D.C., personal papers, processed. |
| October 8-10 |
"Priority Issues in Income Security and Long-Term Care for
the Elderly in the United States", American Association of Retired
Persons, US/Canadian Expert Group Meeting, Washington, D.C., personal
papers, duplicated = 20 pages. Also in the proceedings of the meeting. |
| October 17 |
"Social Security: A System for Mutual Support", Third
Annual Conference on Older Adults, Calvin College Fine Arts Center,
Grand Rapids, MI, personal papers, duplicated = 26 pages. Reprinted
in Insuring the Essentials. |
| December 12 |
"Determining Physician's Fees in the Early Days of Medicare",
Physicians Payment Review Commission, Washington, D.C., personal papers,
processed. |
| December 12 |
"Social Security and Entitlement Programs", Briefing of
New Congressmen, Harvard
University, John F. Kennedy School of Government, Cambridge, MA, personal
papers, duplicated = 9 pages. |
| 1987 |
"Why Social Security Should Stay Off Limits", Washington,
D.C., personal papers, 4 pages. (This may be a draft of an SOS pamphlet.) |
| April 24 |
"Comments on Papers by Emily S. Andrews and Michael D. Hurd",
"Financial Status of the Elderly: Today and the 21st Century",
Conference on Social Security and Private Pensions, University of
Pennsylvania (Institute for Law and Economics), National Press Club,
Washington, D.C., personal papers, duplicated = 8 pages. May also
appear in the transcript. |
| May |
"An Acute Care Catastrophic Addition to Medicare for This Year",
duplicated = 5 pages. |
| May 2 |
"Challenges Ahead in Health Care", 50th Anniversary Group
Health Association, Omni Shoreham, Washington, D.C., personal papers,
duplicated = 17 pages. Also may appear in the transcript of this meeting. |
| May 28 |
"Health Insurance and the 100th Congress", Woman's National
Democratic Club, Washington, D.C., duplicated =18 pages. |
| October 21 |
"The Optimum Role for the Federal Government in Financing Catastrophic
and Long Term Care: Beyond Recent Medicare Reforms", A Policy
Forum Sponsored by the Employee Benefit Research Institute, Washington,
D.C., personal papers, processed, and in proceedings of the meeting. |
| November 18 |
"Why Social Security is Off Limits" (it is not clear where
this was delivered and to whom). |
1988
January 23 |
"Can We Afford to Live Longer?", Wilmington Senior Center,
Wilmington, DE, personal papers, duplicated =15 pages. |
| March 2 |
"Long-Term Care", American Association of Homes for the
Aging (also used at the March 4th meeting of the American College
of Physicians, New York City and on March 3rd meeting of the Sub-Committee
on Health at the Ways and Means Committee), personal papers, processed. |
| March 20 |
"The Social Security Program Today and Tomorrow", American
Society on Aging, San Diego, CA, personal papers, processed. Also
may appear in the proceedings of the meeting. |
| May 10 |
"Social Security: Today and Tomorrow", American Association
of Retired Persons, Biennial Convention, Detroit, MI, personal papers,
duplicated =10 pages. |
| May 20 |
"Long-Term Care Insurance: Public or Private Program?",
Health Policy Series, the Future of Healthcare: Public Concerns and
Policy Trends, Health Data Consortium, Austin Park Plaza Hotel, Boston,
MA, personal papers. A transcript including other speakers. |
| September 7 |
"Social Security Trust Fund Surplus," presentation to
the National Economic Commission on the Subject of Social Security,
personal papers, duplicated = 8 pages. Also may appear in the proceeding
of the meeting. |
| October 20 |
"Social Security Across the Generations," talk to AARP
(duplicated = 31 pages). A portion of this talk originally appeared
in "The Original Understanding on Social Security Implications
for Later Developments" in Social Security Beyond the Rhetoric
of Crisis. This was a chapter in a book edited by Theodore R.
Marmour and Jerry L. Mashaw, Princeton University Press, Princeton,
NJ, 1988. |
| December 9 |
"Health Care", Kennedy School Program for New Congresspersons,
John F. Kennedy School, Harvard University, Cambridge, MA, personal
papers, duplicated =10 pages. |
| December 16 |
"Formulating a Budget Reduction Package: What is the Role of
Social Security?," National Academy of Social Insurance, First
Annual Membership Meeting and Conference. Also may appear in the proceedings
of this meeting. |
| December 30 |
"The Social Security Retirement Test", American Economic
Association, New York, NY,
personal papers, duplicated = 9 pages. Also may appear in the proceedings
of this
meeting. |
1989
March 16 |
"Our National Retirement Income Policy," at a conference
on "Private Retirement Savings and Capital Formation," American
Council on Life Insurance and the AFL-CIO, Shoreham Hotel, Washington,
D.C., personal papers. Also may appear in the proceedings of this
meeting. |
| November 16 |
"The Future of Social Welfare in America", the American
Assembly at Columbia University, Arden House, Harriman, NY, personal
papers. Also may appear in the proceedings of this meeting. |
| December 5 |
"Social Security", a talk at the National Association
of Manufacturers Industrial Relations Forum, personal papers, draft;
duplicated = 8 pages. |
1990
January 30 |
"Medicare", a talk to the General Accounting Office, Washington,
D.C., personal papers, processed. |
| March |
"Long-Term Care", Seton Hall University, taken from a
magazine article in JAGS already noted. |
| May 3 |
"Introduction of Henry Aaron", Women's National Democratic
Club, Washington, D.C., personal papers, duplicated = 5 pages. |
| May 23 |
"Because We're All In This Together", Seton Hall University,
South Orange, N.J., personal papers. Also may appear in the proceedings
of the meeting. |
| August 11 |
"Aging Beyond the Year 2000: Controversies in Social Security
and Medicare", the American Sociological Association, personal
papers, duplicated = 18 pages or in a single space version = 9 pages.
Also may appear in the proceedings of the meeting. |
| November 15 |
"The Financing of Personal Health Services", personal
papers, processed. (I am not
sure where this was given.) |
1991
October 14 |
"Acceptance Speech", Gustave Lienhard Award, personal
papers, duplicated = 4 pages. Also in Washington Post, may
appear in the proceedings of the meeting. |
1992
January 6 |
"The United States Needs a National Health Plan Now",
I don't know where this appeared, personal papers, duplicated = 5
pages. |
| January 30 |
"Introduction of Gwendolyn King, the New Commission of Social
Security", National Academy of Social Insurance, 4th Annual Conference
Dinner, personal papers, processed. |
1993
December 13 |
"Means Testing for Social Security: Bad for Florida, Bad for
the Nation", personal papers, duplicated = 2 pages. A revised
version of an opening statement prepared for the Conference on the
Future of Entitlements at Bryn Mawr College, attended by President
Clinton. |
1995
February |
"Notes to Talk to AFL-CIO Executive Committee", Bal Harbour,
FL, personal papers, mostly handwritten. |
| December 28 |
"The Future of Social Security", Industrial Relations
Research Association. (Reprinted from proceedings of the 38th Annual
Meeting, pages 128-135.) |
| 1996 |
"The Advisory Council of 1994-1996", this is a transcript
of an appearance before AARP Legislative Council. |
| May 21 |
"Balancing Social Security Over the Long Run", personal
papers, duplicated =10 pages. (I am not sure where this was first
given. It was used by the American Prospect as a basis for an article.) |
1997
May 12 |
"The Social Security Crisis: What is True and What Isn't",
1997 Washington Legislative Update, International Foundation of Employee
Benefit Plans, Washington, D.C., personal papers, duplicated = 36
pages. |
| May 19 |
"Social Security: Keeping the Promise", personal papers,
duplicated =13 pages. |
| May 29 |
"Medicare Reminiscences", forum on Medicare, Institute
of Politics, John F. Kennedy School of Government, Harvard University,
Cambridge, MA, personal papers, duplicated =14 pages. |
| November 20 |
"The William R. Hutton Memorial Service", AFL-CIO Headquarters,
personal papers,
duplicated = 8 pages. |
1998
March 24 |
"Providing for an Aging Society: Dorothy Rice", a transcript
of a video for the Dorothy P. Rice Public Health Symposium, Institute
for Health and Aging. (This is handwritten, but was made into a video.) |
| October 1 |
"Remarks for Luncheon with Senate Democrats", personal
papers, duplicated = 7 pages. |
| December 2 |
"The EBRI-ERP Policy Forum", this is a draft used at the
Forum, personal papers. Also may appear in the proceedings of the
forum. |
1999
January 27 |
"Discussion of Yesterday and Today: History and Social Security
Reform by Edward D. Berkowitz", presented at the National Academy
of Social Insurance Annual Meeting (duplicated = 8 pages). |
| March 7 |
"The State of Medicare", remarks delivered at the Healthcare
Hall of Fame, duplicated = 2 pages). |
| 1999 |
A talk at the National Academy of Social Insurance Annual Meeting,
a panel of members 80 and over responding to questions from interns
(handwritten = 4 pages). |
| Undated |
"Wilbur J. Cohen: A Remembrance" (duplicated = 3 pages).
I no longer know what this occasion was, but it would have been shortly
after his death. |
Year?
June 20 |
"Introduction of Arthur Flemming's 85th Birthday Celebration"
at the Mayflower Hotel, Washington, D.C. (duplicated = 4 pages). |
Undated
Mid 1970's |
"Remarks at Retirement Party for Arthur Hess" (duplicated
= 5 pages). |
1970's
March 6
(Check) |
"The History and Future of Social Security", the Maryland
Conference of Social Concern, Baltimore, MD (duplicated =13 pages;
this probably also appears in printed proceedings). |
| Mid-1970's |
"Social Security: Past, Present and the Future" (duplicated
=14 pages; this may be a final version of papers on this subject delivered
in various papers earlier). |
| Undated |
"Memorial to Nelson Cruikshank". |
| Undated |
"Social Security" before the American Sociological Society
(transcript--there appears to be pages missing). It was evidently
published somewhere. I did this in response to a request by Carroll
Estes. |
| Undated |
"Introduction of Alice Rivlan" at National Academy of
Social Insurance Meeting duplicated = 3 pages |
| Undated |
"Income Maintenance for the Aging--Where Are We Headed?"
(duplicated = 8 pages). |
| Undated |
"Protecting the Social Security System", duplicated =
5 pages. (It is not clear where this was given, but it has to be at
about 1950 or so since I am given the title of Assistant Director.) |
| Undated |
"Our New Social Security Program" (It is not clear where
this article appeared; duplicated =10 pages). |
| Undated |
"The Significance of the Social Security Amendments of 1977"
(duplicated =10 pages with tables attached). |
| Undated |
"Medicare: Expectations, Accomplishments and Next Steps"
(duplicated = 8 pages). It is not clear where this appeared. |
| Undated |
"Cooperatives--Partners in American Life", Celebration
of Credit Union Day. |
| Undated |
"A Report on the Implementation of the 1965 Amendments to the
Social Security Act", Delivered to the Central Office Staff,
Regional Assistant Commissioners and Regional Representatives of the
Social Security Administration, Baltimore, MD (duplicated =10 pages). |
Year?
November 30 |
"The Economics of Aging: An Overview", National Journal
Conference on "The Economics of Aging", Washington, D.C.
(duplicated =13 pages). |
| Undated |
"How to Restore Long-Range Balance to Social Security"
(duplicated = 2 pages). |
| Undated |
"What is Wrong With Substituting Individual Accounts for Part
or All of Social Security", White House Conference (duplicated
= 3 pages). |
| 1970's |
"The History and Future of Social Security", Maryland
Conference of Social Concern, Baltimore, MD (duplicated =13 pages). |
| CONGRESSIONAL
TESTIMONY |
| From 1952-1973 almost every year I would routinely appear
before the Appropriations committees of the House and the Senate.
This testimony is not included in the following list, but appears
in the printed record of the hearings. The items that follow are in
my personal papers and also in the printed record of the hearings
referred to. |
1948
April 15 |
"Advisory Council on Social Security", this was a statement
before the Senate Finance Committee and outlines for the Committee
the recommendations of the Advisory Council to the Senate Finance
Committee, duplicated =11 pages. |
1953
February 27 |
"Social Security" a statement before the House Committee
on Interstate and Foreign Commerce. |
1959
November 2 |
"Disability Insurance", testimony before an Executive
Session of the Sub-Committee on the Administration of the Social Security
laws of the Committee on Ways and Mean. This is my presentation to
the Harrison Sub-Committee (duplicated with charts =102 pages). |
1965
March 4 |
"Private Pension Plans", testimony before the United States
Senate Sub-Committee
on Employment and Retirement Income of the Senate Special Committee
on Aging.
My testimony was presented by Ida Merriam, Director of Research of
the Social Security
Administration. |
1966
May 11 |
"Statement Before the Fiscal Policy Sub-Committee of the Joint
Economic Committee." |
| May 25 |
"Principles of Reimbursement", statement before the Committee
on Finance, United States Senate. (Testimony was in response to staff
criticism of the proposed Principles of Reimbursement for Medicare.) |
1969
April 29 |
"The Economics of Aging", testimony before the United
States Senate, Special Committee on Aging. |
| June 17 |
"The Federal Credit Union", testimony before the Committee
on Banking and Currency,
the House of Representatives. |
| July 1 |
"Report on the Third Anniversary of Medicare", testimony
before the Senate Finance Committee. |
1973
Mid-70's |
"Protecting the Social Security System" (duplicated =
6 pages). It is not clear what this was prepared for and where it
appeared. |
| January 15 |
"Future Directions in Social Security," Special Committee
on Aging, United States Senate, 93rd Congress,1st Session, Page 13
(this was a chart presentation in which I gave a report of the accomplishments
and status of the Social Security program as I left office). |
| July 15 |
"The Treatment of Women Under Social Security", before
the Joint Economic
Committee, United States Congress, 93rd Congress, 111 Session, Part
II, Page 311. |
| December 19 |
"The HEW Task Force on Prescription Drugs", hearing before
the Sub-Committee on Health of the Labor and Public Welfare Committee,
United States Senate. |
1975
February 10 |
"Social Security: A Sound and Durable Institution of Great
Value" (duplicated = 2 pages plus 3-page press release). This
was a white paper signed by five former Secretaries and the three
surviving Commissioners of Social Security: Robert Finch, Elliott
Richardson, John Gardner, Wilbur Cohen, Arthur Fleming, William Mitchell,
Charles Schottland and me. |
| March 20 |
"Social Security Financing", hearing before the Special
Committee on Aging of the United States Senate; "Future Directions
in Social Security." |
| April 11 |
"The National Health Insurance and Income Security and the
Elderly", hearing before the National Conference of Democratic
Mayors, San Francisco, CA (duplicated = 23 pages). |
| May 14 |
"Social Security Financing", Testimony before the Sub-Committee
on Retirement Income and Employment, Select Committee on Aging, United
States House of Representatives. |
| June 18 |
"Social Security Financing," Testimony before the Sub-Committee
on Social Security,
Committee on Ways and Means, United States House of Representatives. |
| September 26 |
"Social Security Hearings and Appeals", Testimony before
a Sub-Committee on Social Security, Committee on Ways and Means, United
States House of Representatives (duplicated =10 pages). |
| October 23 |
"Women and Social Security", hearing before a Special
Committee on Aging, United States Senate, 94th Congress, First Session,
Part 19, Washington, D.C. My testimony appears on Page 1768. |
| December 4 |
"The Administration of National Health Insurance: Lessons From
Medicare", Statement before the Committee on Ways and Means. |
1976
February 4 |
"The President's Social Security Proposals", testimony
before the Committee on Ways and Means. |
| February 11 |
"The President's Medicare Proposals", Sub-Committee on
Health, Ways and Means Committee, United States House of Representatives. |
| February 26 |
"The Central Issues in National Health Insurance", Sub-Committee
on Health and the Environment, Interstate and Foreign Commerce Committee. |
| March 2 |
"The President's Social Security and Medicare Proposals",
statement before the United States Senate Committee on the Budget. |
| May 26 |
"Restoring Public Conference in Social Security Financing",
testimony before the Joint Economic Committee. |
| October 20 |
"The Supplemental Security Income Program", hearings before
a Sub-Committee on Oversight of the Ways and Means Committee, House
of Representatives. |
1977
January 12 |
Statement on the Senate Committee on Aging before the Senate Committee
on Rules and Administration. |
| March 6 |
"Report of the Advisory Council on Social Security", before
the Sub-Committee on Social Security, Committee on Ways and Means,
United States House of Representatives. |
| June 16 |
"Restoring Public Confidence in Social Security Financing",
Sub-Committee on Social Security, Committee on Finance, United States
Senate. |
| July18 |
"Restoring Public Confidence in Social Security Financing"
before the Sub-Committee on Social Security, Committee on Ways and
Means, United States House of Representatives. (This is a statement
in support of the Administration's recommendations.) |
1978
April 6 |
"The 1977 Amendments to the Social Security Act and Financing
Social Security", Sub-Committee on Social Security, Senate Finance
Committee. |
| October 25 |
"Briefing Notes on Detroit Hearing", The 1979 Advisory
Council held hearings at various places so that the public could testify.
This is the one conducted in Detroit at Cobo Hall. |
1979
February 7 |
"The Administration's Proposal for Reducing Social Security
Protection", Select Committee on Aging, United States House of
Representatives. |
| May 16, etc. |
"The Treatment of Women Under Social Security", hearing
before the Task Force on Social Security and Women of the Sub-Committee
on Retirement Income and Employment and the Select Committee on Aging
of the United States House of Representatives, 96th Congress, First
Session, Volume I. My testimony occurs on Page 34. |
| October 15 |
"Financing Social Security", Sub-Committee on Social Security,
Committee on Ways and Means, United States House of Representatives. |
| November 2 |
"Social Security and Women", Sub-Committee on Social Security,
Committee on Ways and Means, United States House of Representatives. |
1980
February 25 |
"Financing Social Security", Sub-Committee on Social Security
Senate, Finance Committee. |
| February 29 |
"Social Security Financing", United States Senate Committee
on the Budget. |
| September 16 |
"Social Security Financing", testimony before the United
States Senate Special Committee on Aging. |
| November 21 |
"Social Security: Today and Tomorrow", United States Senate
Special Committee on Aging. |
1981
February 18 |
"Strengthening Public Confidence in Social Security",
Sub-Committee on Social Security, Ways and Means Committee, United
States House of Representatives, 97th Congress, First Session, on
Changes Needed to Ensure the Economic Stability of the Social Security
Trust Funds. |
| March 26 |
"The Administration's Social Security Budget Proposals",
testimony before the Committee on Finance, United States Senate. |
| May 21 |
"Cutting Social Security Benefits is Unnecessary and Wrong:
Reagan Social Security Cuts and the Committee on Ways and Means Response
to the First Budget Resolution", testimony before the Select
Committee on Aging, House of Representatives (duplicated = 32 pages
plus appendices A, B, C, D, E, F, G. (This material was also put out
as a pamphlet by the Save Our Security organization.) |
| May 28 |
"The Administration's Social Security Proposals", testimony
on behalf of the Save Our Security Coalition before the Sub-Committee
on Social Security, Committee on Ways and Means, United States House
of Representatives 97th Congress, First Session (p.90). |
| June 3 |
"Women and Social Security", testimony before the Task
Force on Social Security and Women of the Sub-Committee on Retirement
Income and Employment and the Select Committee on Aging, United States
House of Representatives, 97th Congress, First Session, Volume 4,
Page 55-72. |
| June 12 |
"The Administration's Social Security Proposals", testimony
before the Social Security Sub-Committee, Committee on Ways and Means,
United States House of Representatives. |
| June 27 |
"Answers to Congressional Questions Raised About the Administration's
Proposals". |
| July 9 |
"Social Security Financing and Proposals for Benefit Cuts,"
testimony before the Committee on Finance, Sub-Committee on Social
Security and Income Maintenance Programs, United States Senate. (SOS
Coalition testimony.) |
| July 31 |
"The Administration's Proposal to Reduce Benefits for Social
Security Recipients Now Getting the Minimum", testimony before
a Select Committee on Aging, United States House of Representatives
(with an attached list of the members of the SOS Coalition). |
| August 13 |
"The Position of Save Our Social Security Coalition on Social
Security Financing and Proposals for Benefit Cuts". (Includes
summary of the statement before some committee, probably a sub-committee
of Ways and Means.) |
| October 2 |
"The Status of the Social Security System", testimony
before the Committee on the Budget, United States House of Representatives,
duplicated = 50 pages, with appendices. |
1982
February 12 |
"Social Security Today", testimony before Senator Howard
Metzenbaum, Dayton, OH. |
| February 22 |
"Entitlements, Uncontrollables and Indexing", hearing
before the Task Force on Entitlements, Uncontrollables and Indexing
of the Committee on the Budget, United States House of Representatives,
97th Congress, Second Session. (My statement appears on p. 681.) |
| March 1 |
"Social Security Today", testimony before the Task Force
on Entitlements, Uncontrollables and Indexing of the Committee on
the Budget, United States House of Representatives, 97th Congress
Second Session, TTF2-B. |
1983
February 1 |
"The Recommendations of the Bi-Partisan National Commission
on Social Security Reform", Committee on Ways and Means, United
States House of Representatives (with an attached supplementary statement
done by the 5 members of the Commission appointed by the Democratic
leadership of the Congress.) |
| February 15 |
"Majority Recommendations of the Bi-Partisan National Commission
on Social Security Reform", Committee on Finance, United States
Senate. |
| May 25 |
"Life Care Communities: Promises and Problems", testimony
before the Special Committee on Aging, United States Senate, 98th
Congress, 1st Session, Washington, D.C. (This is a report of the Advisory
Committee for the first national study of life care communities done
by Howard E. Winklevoss for the Weft School at the University of Pennsylvania.) |
| November 9 |
"The Full Cost of Living Adjustment Should Be Paid To Social
Security Beneficiaries", testimony before the Budget Committee
Task Force on Entitlements, Uncontrollables and Indexing. |
1984
June 11-12 |
"Testimony before the National Democratic Platform Committee",
presented on behalf of the Save Our Security Coalition, Washington,
D.C. |
1985
April 23 |
"Separate Administration and Budgeting for Social Security",
testimony on behalf of the Save Our Security Coalition (SOS) before
the Sub-Committee on Social Security, Committee on Ways and Means,
United States House of Representatives. |
| June 6 |
"Tax Reform and the Elderly", testimony before the Select
Revenue Measures Sub-Committee, Committee on Ways and Means, House
of Representatives. |
| July 18 |
"Retirement Income Security", testimony before a joint
hearing of the Sub-Committee on Social Security and the Sub-Committee
on Oversight, of the Committee of Ways and Means, United States House
of Representatives. |
| August 13 |
"Fifty Years of Social Security", testimony before Special
Committee on Aging, United States Senate, Pittsburgh, PA. |
1986
February 18 |
"Disinvestment of the Social Security Trust Funds", testimony
before the Sub-Committee on Social Security and the Committee on Ways
and Means, House of Representatives, 99th Congress, Second Session,
Washington, D.C. |
1987
January 12 |
"Health Care for the Nation", Labor and Human Resources
Commission, United States Senate. |
| February 12 |
"Gaps in Healthcare Insurance, Coverage of the Elderly",
testimony before the Senate Labor and Human Resources Committee on
Health Goals for the Nation. |
| March 4 |
"Medicare Catastrophic Coverage", testimony before the
Sub-Committee on Health, Committee on Ways and Means (duplicated =
22 pages). |
| April 23 |
"Separate Administration and Budgeting for Social Security",
testimony before Committee on Ways and Means, Sub-Committee on Social
Security. |
| May 24 |
"Medicare Catastrophic Coverage", testimony before the
Sub-Committee on Health and the Environment, Energy and Commerce Committee,
United States House of Representatives. |
| May 28 |
"Medicare Catastrophic Coverage and Accompanying Medicaid Improvements",
testimony before a Sub-Committee on Health and the Environment, Energy
and Commerce Committee, United States House of Representatives, Washington,
D.C. |
1988
April 14 |
"The Social Security Notch", testimony before the Sub-Committee
on Social Security, the Committee on Ways and Means, House of Representatives,
100th Congress, 2nd Session, Page 154. |
May 27 and
June 17 |
"Long-Term Care", testimony on Long-Term Care Assistance
Act of 1988, Sub-Committee on Health of the Committee on Finance,
United States Senate, 100th Congress, 2nd Session on S2305, Page 21
and 162. |
| October 4 |
"Social Security", testimony before a Select Committee
on Aging, Sub-Committee on Retirement Income and Employment, United
States House of Representatives, Inter-Generational Forum on Social
Security. |
1989
February 9 |
"Social Security and the Deficit Calculation", testimony
before the Ways and Means Committee, Page 77 of the uncorrected transcript
(which also includes the uncorrected testimony of Henry Aaron, Bob
Oers and the committee questioning). |
| March 1 |
"Social Security Administration as an Independent Agency",
testimony before the Sub-Committee on Social Security of the Committee
on Ways and Means, House of Representatives, 101st Congress, 1st Session
on HR 791, Page 104. |
| May 25 |
"Proposals to Liberalize the Social Security Retirement Test
and to Repeal Certain Social Security Benefits", testimony before
the Sub-Committee on Social Security of the Committee on Ways and
Means, House of Representatives, 101st Congress, 1st Session, Page
65. |
| June 2 |
"The Social Security Administration as an Independent Agency
and a Requirement that Social Security Provide Individual Account
Statements", testimony on behalf of the Save Our Security (SOS)
Coalition on S216 and S1079 before the United States Senate Finance
Committee, the Sub-Committee on Social Security and Fiscal Policy. |
| June 16 |
"The Social Security Trust Fund Surplus", testimony before
the Joint Economic Committee, United States Congress. |
| October 3 |
"An Independent Social Security Agency", testimony before
the Special Committee on Aging, United States Senate. (Testimony prepared,
hearing canceled.) Personal papers, processed. |
| November 2 |
"Social Security and Gramm/Rudman", testimony before the
Sub-Committee on Social Security, Committee on Ways and Means, United
States House of Representatives, hearing on HR3505, the Social Security
Solvency Protection Act. |
1990
February 5 |
"Social Security Tax Cut", hearing before the Committee
on Finance, United States Senate, 101st Congress, Second Session on
S2016, Page 42 and prepared statement 173 and 176. (Moynihan proposal.) |
| February 28 |
"Social Security Financing", testimony before a Select
Committee on Aging, Subcommittee on Retirement Income and Employment. |
| May 11 |
"The Administration of Social Security", testimony before
the Committee on Finance,
Sub-Committee on Social Security and Family Policy, Hearing on S2453,
Social Security Restoration Act of 1990. |
1992
April 27 |
"Depletion of Social Security Disability Insurance Trust Fund",
testimony before the United States Senate Finance Committee, Sub-Committee
on Social Security and Family Policy. |
| July 23 |
"Social Security 'Notch' Issues", testimony before the
Committee on Ways and Means, Sub-Committee on Social Security, United
States House of Representatives. |
1993
March 11 |
"Money's Worth Under Social Security", testimony before
the United States Senate Finance Committee. |
| May 4 |
"Taxation of Social Security Benefits" before the United
States Senate Finance Committee." |
1994
February 18 |
"The Balanced Budget Amendment to the Constitution", before
the United States Senate Appropriations Committee, Robert Byrd presiding. |
| May 24 |
"The Social Security Retirement Test", testimony before
the United States Senate Finance Committee. |
| July 15 |
"Bi-Partisan Commission on Entitlement and Tax Reform",
personal papers, processed. |
1995
January 10 |
"The Balanced Budget Amendment to the Constitution", testimony
before the Sub-Committee on the Constitution of the Committee on the
Judiciary. |
1997
March 6 |
"The Advisory Council Report of 1994-1996", hearing before
the Sub-Committee on Social Security of the Committee of Ways and
Means, United States House of Representatives, 101st Congress, First
Session, Serial 105-25. They use the heading "The Future of Social
Security for this Generation and the Next". My testimony appears
on Page 8-16. |
1998
June 2 |
"The Future of Social Security With This Generation and Next:
Proposals Regarding
Personal Accounts", hearing before the Sub-Committee on Social
Security of the Ways
and Means Committee of the United States House of Representatives,
101st
Congress, second session, Series 105-50, page 31. |
| November 2 |
"Testimony on the Social Security Solvency Protection Act",
testimony before the Sub-Committee on Social Security, the Committee
on Ways and Means, United States House of Representatives, 101st Congress,
First Session on H R3505 (Page 50). |
| Undated |
"Long Term Care," testimony on S2305, probably before
the Senate Finance Committee. |
|
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