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Summary of Provisions That Would Change the Social Security Program 
Description of Proposed Provisions:


Estimates based on the intermediate assumptions of the 2014 Trustees Report
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Change from present law [percent of payroll] 
Shortfall eliminated  

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

Present law shortfall in longrange actuarial balance is 2.88 percent of payroll and annual balance for the 75th year is 4.90 percent of payroll.  
G1 
Invest 40 percent of the Trust Funds in equities (phased in
20152029), assuming an ultimate 6.4 percent real rate of return on
equities.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.59  0.00  21%  0%  
G2 
Invest 40 percent of the Trust Funds in equities (phased in 20152029),
assuming an ultimate 5.4 percent real rate of return on equities.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.43  0.00  15%  0%  
G3 
Invest 40 percent of the Trust Funds in equities (phased in 20152029),
assuming an ultimate 2.9 percent real rate of return on equities. Thus,
the ultimate rate of return on equities is the same as that assumed for
Trust Fund bonds.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.00  0.00  0%  0%  
G4 
Invest 15 percent of the Trust Fund in equities (phased in 20152024), assuming an
ultimate 6.4 percent annual real rate of return on equities.
graph  table  pdfgraph  pdftable  memo (AARP) 
0.24  0.00  8%  0%  
G5 
Invest 15 percent of the Trust Funds in equities (phased in
20152024), assuming an ultimate 2.9 percent annual real rate of
return on equities. Thus, the ultimate rate of return on equities
is the same as that assumed for Trust Fund bonds.
graph  table  pdfgraph  pdftable  memo (AARP) 
0.00  0.00  0%  0%  
G6 
Invest up to 25 percent of OASDI Trust Fund reserves in equities
(phased in 20172026), assuming an ultimate 6.4 percent real rate of
return on equities.
graph  table  pdfgraph  pdftable  memo (Larson) 
0.38  0.00  13%  0%  
G7 
Invest up to 25 percent of OASDI Trust Fund reserves in equities
(phased in 20172026), assuming an ultimate 2.9 percent annual real
rate of return on equities. Thus, the ultimate rate of return on
equities is the same as that assumed for Trust Fund bonds.
graph  table  pdfgraph  pdftable  memo (Larson) 
0.00  0.00  0%  0% 
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