Presentations from Actuarial Services
Date
Presenter
Presentation subject and related information
September 29, 2025
Dan Nickerson and Kyle Burkhalter
August 21, 2025
Katie Sutton, Michael Hensley, and David Olson
Social Security Disability Insurance
Federal Actuaries Working Group (FAWG) 2025 Summer Symposium
July 23, 2025
Sven Sinclair and Polina Vlasenko
Challenges of Long-Term Social Security Forecasting
National Bureau of Economic Research (NBER) Summer Institute 2025: Economics of Social Security
July 1, 2025
Karen Glenn, Michael Stephens, and Dan Nickerson
Social Security Actuarial Status: The 2025 Annual Report of the Board of Trustees of the
OASI and DI Trust Funds
American Academy of Actuaries Webinar
June 26, 2025
Karen Glenn
Social Security Actuarial Status: The 2025 Annual Report of the Board of Trustees of the
OASI and DI Trust Funds
National Academy of Social Insurance (NASI) Webinar
June 24, 2025
Karen Glenn
Social Security Actuarial Status: The 2025 Annual Report of the Board of Trustees of the
OASI and DI Trust Funds
Center for a Responsible Federal Budget Webinar
June 23, 2025
Karen Glenn
Social Security Actuarial Status: The 2025 Annual Report of the Board of Trustees of the
OASI and DI Trust Funds
American Enterprise Institute Webinar
April 9, 2025
Karen Glenn and Michael Morris
Demographic Projections Used for the 2024 Social Security and
Medicare Reports
The Federal-State Cooperative for Population Projections at the Census Bureau
January 22, 2025
Karen Glenn
Post-Pandemic Mortality Trends: A Cross Discipline Discussion
Conference of Consulting Actuaries Cross Discipline Webinars
January 14, 2025
Tiffany Bosley
Mortality by Career-Average Earnings Level
American Academy of Actuaries: Social Security Committee Meeting
November 13, 2024
Steve Goss
Who Wants to Live to 100? - The Future of Mortality
2024 ImpACT Society of Actuaries Annual Conference
October 28, 2024
Steve Goss and Karen Glenn
Updates on the Financial Status of Social Security and Proposals
2024 ImpACT Society of Actuaries Annual Conference
October 28, 2024
K. Mark Bye
Insights into Emerging U.S. Population Mortality Issues
2024 ImpACT Society of Actuaries Annual Conference
October 16, 2024
Steve Goss
Social Security Actuarial Status: The 2024 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds — Where We Are, How We Got Here, and
Potential Changes
American Academy of Actuaries 2024 Annual Meeting
October 1, 2024
Karen Rose and Kyle Burkhalter
Internal Rates of Return and Money’s Worth Ratios: Differential
Mortality and Disability Incidence
American Academy of Actuaries: Social Security Committee Meeting
July 24, 2024
Steve Goss and Karen Glenn
What Effect Does Earnings Dispersion Have On Social Security
Financing?
National Bureau of Economic Reserach (NBER) Summer Institute 2024: Economics of Social Security
July 18, 2024
Steve Goss, Karen Glenn, Jason Schultz, Dan Nickerson, Mike Li, and Chris Chaplain
Summary of Policy Options
2024 National Academy of Social Insurance Summer Intern Academy: Demystifying Social
Insurance
June 25, 2024
Steve Goss and Mike Stephens
Social Security Disability Insurance Update
2024 Society of Actuaries Health Meeting
June 5, 2024
Steve Goss
SSI Recipients and FBR Level
National Academy of Social Insurance (NASI) 50th Year Celebration of SSI
May 22, 2024
Steve Goss and Karen Glenn
May 15, 2024
Steve Goss
May 10, 2024
Steve Perrigo (Allsup, LLC) and Steve Goss
Current State of Social Security Operations and the Trust Funds
2024 Annual Conference, National Organization of Social Security Claimants'
Representatives (NOSSCR)
April 3, 2024
Steve Goss
February 21, 2024
Steve Goss
Social Security Financing and Benefits: Myths vs. Facts
DePaul University
December 6, 2023
Steve Goss and Karen Glenn
Illustrating Uncertainty for US Social Security Projections
21st ISSA International Conference of Social Security Actuaries, Statisticians and
Investment Specialists
November 15, 2023
Steve Goss and Karen Glenn
Updates on the Financial Status of Social Security and Proposals
Fall 2023 Middle Atlantic Actuarial Club Meeting
November 13, 2023
Karen Glenn
Social Security and Financially Disadvantaged Groups Session:
Social Security Basics and Some Ways to Think about Equity Issues
American Academy of Actuaries 2023 Annual Meeting
November 8, 2023
Steve Goss and Karen Glenn
Session 5E: Updates on the Financial Status of Social Security and
Proposals
2023 ImpACT SOA Annual Conference
October 15, 2023
Steve Goss
Social Security and Medicare: State of the Systems
Conference of Consulting Actuaries
September 28, 2023
Steve Goss
Social Security Financing and Benefits: Myths vs. Facts
Fairport High School
September 22, 2023
Steve Goss
Methodologies in Fiscal, Economic, and Health Spending Projections
American Enterprise Institute Panel
September 13, 2023
Steve Goss
Preserving and Enhancing Social Security for All
Morning Keynote: 2023 Harkin Retirement Security Symposium
August 25, 2023
Steve Goss, Karen Glenn, and Mike Stephens
The Future of Mortality, Disability, and Work: Helping to Inform
the Social Security Trust Fund Projections
Social Security Advisory Board Panels
July 26, 2023
Karen Glenn and Steve Goss
Long-Term Dynamics of the Employment-to-Population Ratio
National Bureau of Economic Reserach (NBER) Summer Institute 2023: Economics of Social Security
May 24, 2023
Steve Goss
May 24, 2023
Steve Goss and Karen Glenn
Overview of Federal Agencies’ Work and Structure
Federal Actuaries Working Group Symposium
May 5, 2023
Steve Goss
Demographics Assumptions Setting Post-COVID
CCA Enrolled Actuaries Conference
May 1, 2023
Steve Goss
Inflation & Other Economic Factors – Impact on Investments and
Interest Rates
CCA Enrolled Actuaries Conference
April 25, 2023
Steve Goss
Social Security Trustees Report 2023: Brief Update on Status
Bipartisan Policy Center
April 25, 2023
Steve Goss and Karen Glenn
Social Security Trustees Report: A Deep-Dive Discussion with the
Program’s Actuaries
American Academy of Actuaries Webinar
April 14, 2023
Steve Goss
Social Security Actuarial Status: The 2023 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds
American Enterprise Institute webinar: The Future of Social Security
April 5, 2023
Steve Goss
Social Security Actuarial Status: The 2023 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds
NASI webcast - What is the outlook for Social Security's Finances in 2023?
January 27, 2023
Steve Goss
Mortality (Longevity): Contributing Factors in the Past and for
Projections, and Implications for the Future
Expert Forum on Demographic Transitions: Impact on Longevity, Health and Economy in
collaboration with the Global Longevity Council of the World Demographic & Ageing Forum
January 18, 2023
Steve Goss
Mortality (Longevity): What’s New Since January 2020? And What
Isn’t?
2023 Living to 100 Symposium - General Session VII: Mortality Projection from a Social
Security Panel
December 7, 2022
Steve Goss and Karen Glenn
Social Security Actuarial Status: Recent Experience and Prospects
for the Future
Kansas City Actuarial Club
November 16, 2022
Steve Goss
Social Security Actuarial Status: Recent Experience and Prospects
for the Future
Florida School Finance Officers Association
November 15, 2022
Felix Vaks
Version Control
Middle Atlantic Actuarial Club Fall Meeting
November 15, 2022
Mark Bye, Kent Morgan, and Sven Sinclair
COVID Effects on Social Security Demographic and Economic
Assumptions
Middle Atlantic Actuarial Club Fall Meeting
October 28, 2022
Steve Goss and Karen Glenn
Session 15A: Updates on the Financial Status of Social Security and
Proposals for Change
2022 Impact Annual Conference - Society of Actuaries
October 27, 2022
Steve Goss, Robert N. Anderson (NCHS, CDC), George Rutherford (University of California, San
Francisco), Anne Case (Princeton University), Angus Deaton (Princeton University), and Adrian
Gallop (UK Government Actuary’s Department)
Session 13A: Post-COVID-19 mortality assumptions for retirement
plans and Social Security programs
2022 Impact Annual Conference - Society of Actuaries
August 23 and 24, 2022
Steve Goss and Jason Schultz
July 27, 2022
Steve Goss
Labor Productivity: Past Experience and Prospects for the Future
National Bureau of Economic Research (NBER) Summer Institute 2022: Economics of Social
Security
June 17, 2022
Steve Goss and Karen Glenn
May 18, 2022
Steve Goss, Barbara Ruel (Mercer), and Thomas Terry (The Terry Group)
Current State of Social Security and Implications of COVID
CCA Retirement Webinars
May 2, 2022
Steve Goss
Demographic Assumption Setting Post-COVID
2022 CCA Enrolled Actuaries Conference
April 27, 2022
Steve Goss
Social Security Actuarial Status: Recent Experience and Prospects
for the Future
Association of Government Accountants Baltimore Chapter
March 31, 2022
Steve Goss and Karen Glenn
Mortality Projections: A US Perspective on Approaches and
Challenges
20th ISSA International Conference of Social Security Actuaries, Statisticians and
Investment Specialists
February 15, 2022
Steve Goss
Social Security Financing and Benefits:
Myths vs. Facts
DePaul University
November 9, 2021
Steve Goss, Mike Stephens, Jay Barriss (Gen Re), and David Wall (Willis Towers Watson)
Session 5: LTD Experience Trends: Social Security and Private
Insurance
Society of Actuaries Disability Webcast Series
October 28, 2021
Steve Goss, Mike Stephens, Jay Barriss (Gen Re), and David Wall (Willis Towers Watson)
Disability Experience Trends: Social Security and GLTD/IDI Private
Programs: Session 11B
Society of Actuaries Annual Meeting
October 28, 2021
Karen Glenn and Steve Goss
Session 10D: Updates on the Financial Status of Social Security
and Proposals
Society of Actuaries Annual Meeting
September 13, 2021
Steve Goss and Karen Glenn
Mortality Projections: A US Perspective on Approaches and
Challenges
Canada Pension Plan Seminar on Demographic, Economic and Investment Perspectives for
Canada
September 9, 2021
Steve Goss
Social Security Actuarial Status: The 2021 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds (Key Results Under Intermediate
Assumptions)
National Academy of Social Insurance
Briefing on Social Security Financing, Benefits, and Equity
September 3, 2021
Steve Goss
August 31, 2021
Steve Goss
Social Security Actuarial Status: The 2021 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds (Key Results Under Intermediate
Assumptions)
Mercatus Center at George Mason University
July 28, 2021
Steve Goss and Karen Glenn
Implications of the COVID-19 Pandemic for the US Social Security
Program
National Bureau of Economic Research (NBER) Summer Institute 2021: Economics of Social Security Workshop
May 25, 2021
Steve Goss
Social Security Financing and Benefits: Myths vs Facts
DePaul University
May 20, 2021
Steve Goss
Disability Applications for Social Security and Supplemental
Security Income in the 2020-21 Pandemic/Recession
Social Security Advisory Board
May 5, 2021 and June 2, 2021
Steve Goss
Longevity 2021: What to Assume for the Future in the Wake of
COVID-19?
2021 CCA Enrolled Actuaries Conference and Followup Webinar
May 5, 2021
Karen Glenn and Jason Schultz
Social Security Funded Status and Future Alternatives to Save It
2021 CCA Enrolled Actuaries Conference
March 17, 2021
Steve Goss
Social Security Financing and Status: Implications of COVID-19
Chicago Actuarial Association
March 4, 2021
Steve Goss
Social Security: Actuarial Work
Drake University
March 2, 2021
Steve Goss
Social Security Financing and Status: Implications of COVID-19
DePaul University
February 17, 2021
Steve Goss
Social Security: Actuarial Work
Illinois State University Actuarial Club
February 17, 2021
Steve Goss
Social Security Actuarial Status: Recent Experience and Prospects
for the Future
Association of Government Accountants Baltimore Chapter
November 6, 2020
Karen Glenn
Social Security Actuarial Status: The 2020 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds…and Developments Since Then
American Academy of Actuaries Annual Meeting and Public Policy Forum
October 26, 2020
Steve Goss
Session 1d: Updates on Proposed Changes and (Current) Financial
Status of Social Security
Society of Actuaries Annual Meeting
September 9, 2020
Steve Goss
Financial Stability of U.S. Social Systems
Conference of Consulting Actuaries Cross Discipline Webinars
August 13, 2020
Steve Goss
Social Security Reform Options
American Academy of Actuaries Capitol Forum Webinar
August 6, 2020
Karen Glenn
Panel 1: Social Security Benefits and Demographic Trends
2020 Retirement and Disability Research Consortium Annual Meeting
July 22, 2020
Steve Goss and Karen Glenn
Implications of the COVID-19 Pandemic for the US Social Security
Program
The National Bureau of Economic Research (NBER) Summer Institute 2020: Economics of Social
Security Workshop
April 23, 2020
Steve Goss
Social Security Actuarial Status: A Brief Summary of Results from
the 2020 Annual Report of the Board of Trustees of the OASI and DI Trust Funds
Conference Call with Bipartisan Policy Center
February 4 and 6, 2020
Steve Goss
Social Security Financing and Benefits: Myths vs Facts
DePaul University Class - "Principles of Risk and Insurance"
January 21, 2020
Karen Glenn, Steve Goss, and Jason Schultz
US Social Security Administration Selected Governance and Finance
Topics
Discussion with Mr. Takamitsu Isse, fellow with the US Department of State’s Global
Government-to-Government Partnership
January 14, 2020
Steve Goss
Declining Mortality (Increasing Longevity): At What Rate? At What
Ages?
2020 Living to 100 Symposium
November 20, 2019
Daniel Nickerson, Anna Kirjusina, and Katie Sutton
Social Security Provisions and Proposals: What Analysis Do We
Provide?
Middle Atlantic Actuarial Club Annual Meeting
November 19, 2019
Michael Stephens and Tiffany Bosley
Disability Application Experience of the OASDI and SSI Programs and
Long-Range Disability Projection Model
Middle Atlantic Actuarial Club Annual Meeting
October 29, 2019
Steve Goss
Session 105: Updates on Proposed Changes and (Current) Financial
Status of Social Security
Society of Actuaries Annual Meeting
October 21, 2019
Anna Kirjusina
Actuaries at the Social Security Administration
Temple University
October 7, 2019
Polina Vlasenko
Understanding the Annual Report of the Board of Trustees of the
Federal OASI and DI Trust Funds
Truman State University
September 12, 2019
Steve Goss
Policy Perspectives on Longevity, Aging, and Retirement Readiness
Longevity 15 Conference
July 24, 2019
Steve Goss
Birth Rates Since 1994 for Women 20-34: Effects of Employment and
Earnings Levels
The National Bureau of Economic Research (NBER) Summer Institute 2019
July 24, 2019
Karen Glenn
SSA/Trustees Reports Fertility Projections
The National Bureau of Economic Research (NBER) Summer Institute 2019
May 30, 2019
Steve Goss
Projection Models Used by Actuarial Services:
Perspective on MINT and Microsimulation
Social Security Advisory Board Forum
May 17, 2019
Karen Glenn and Steve Goss
Mortality Projections: A US Perspective on Approaches and
Challenges
International Actuarial Association
May 16, 2019
Mark Bye and Michael Morris
Projecting Mortality for the Social Security Area
International Actuarial Association
May 14, 2019
Tiffany Bosley and Karen Glenn
Mortality by Career-Average Earnings Level
International Actuarial Association
May 14, 2019
Steve Goss
Trends in U.S. Social Security Actuarial Status
International Actuarial Association
May 10, 2019
Steve Goss and Karen Glenn
May 9, 2019
Steve Goss
Social Security Financing and Benefits: Myths vs Facts
The New School, NYC
April 23, 2019
Steve Goss
Social Security Actuarial Status: A Brief Summary of Results from
the 2019 Annual Report of the Board of Trustees of the OASI and DI Trust Funds
Conference Call with Bipartisan Policy Center
April 17, 2019
Steve Goss and Kyle Burkhalter
Social Security Actuarial Status: Recent Experience and Prospects
for the Future
Association of Government Accountants - Baltimore Chapter
April 12, 2019
Tiffany Bosley and Chris Chaplain
Projection of Retired Workers and Benefit Level Methodology
Social Security Advisory Board Technical Panel Meeting
April 5, 2019
Steve Goss
The Current and Future Role of Social Security in Retirement
Planning
Retirement Industry Conference
March 29, 2019
Steve Goss, Karen Glenn and Michael Morris
U.S. Immigration: Projecting Immigration as it affects the Social
Security Area
Social Security Advisory Board Technical Panel Meeting
March 26, 2019
Bob Weathers
The Economic Assumptions Used for the Social Security Trustees
Report
Department of Defense Economic Summit
March 5, 2019
Steve Goss and Karen Glenn
Some Social Security Basics: Disability, Benefit Levels, Financial
Status, Recent Proposals
National Academy of Social Insurance’s Social Security Policy Innovations Challenge
February 15, 2019
Karen Glenn and Michael Morris
Fertility Overview
Social Security Advisory Board Technical Panel Meeting
January 25, 2019
Actuarial Services
Overview of the Ultimate Economic Assumptions for the Trustees
Report
Social Security Advisory Board Technical Panel Meeting
January 24, 2019
Steve Goss
Improving Opportunities for Those Who Want to Work Longer
Brookings Institution
December 14, 2018
Karen Glenn and Tiffany Bosley
Disability Experience, Assumptions, and Projections 2018 TR
Social Security Advisory Board Technical Panel Meeting
December 14, 2018
Karen Glenn and Michael Morris
Mortality Overview
Social Security Advisory Board Technical Panel Meeting
December 4, 2018
Steve Goss and Karen Glenn
Social Security Financial Status
“Understanding Public and Private Pensions” Program at the National Press Foundation
November 16, 2018
Steve Goss and Karen Glenn
Presentation to the 2019 Technical Panel
Social Security Advisory Board Technical Panel Meeting
November 9, 2018
Steve Goss
November 5, 2018
Melissa Schaible
SSI Multirecipient Households and the Effect of a Maximum Family
Federal Benefit Rate Structure
Middle Atlantic Actuarial Club Annual Meeting
November 5, 2018
Michael Morris, Tiffany Bosley and Michael Clingman
Longevity Trends and their Implications Middle Atlantic
Actuarial Club Annual Meeting
October 16, 2018
Tiffany Bosley
Session 121: Longevity Trends in the United States
2018 SOA Annual Meeting & Exhibit
October 15, 2018
Steve Goss, Jason Schultz and K. Mark Bye
Session 003: Stochastic Modelling for Social Security Actuarial
Valuations 2018 SOA Annual Meeting & Exhibit
October 15, 2018
Steve Goss and Karen Glenn
Session 045: Social Security Financial Status and Proposed Changes
2018 SOA Annual Meeting & Exhibit
August 3, 2018
Steve Goss
Discussion of “Addressing Social Security’s Solvency While
Sustaining High Labor Force Participation” 2018 Retirement Research Consortium
Meeting
August 1, 2018
Bob Weathers
Discussion of: The Effect of Job Displacement on DI Claims and
Awards Over the Business Cycle
2018 Disability Research Consortium Meeting
August 1, 2018
Karen Glenn, Steve Goss, Tiffany Bosley, Jason Schultz, Daniel Nickerson, and Kyle Burkhalter
Social Security Financing & Options 101, Social Security: How Big is the Financing Challenge?,Retirement Age Proposals, Contribution Structure, Proposals to Expand Benefits, Cost-of-Living Adjustments National Academy of Social
Insurance 2018 Summer Intern Academy
July 27, 2018
Steve Goss
Retirement Security for All Americans: The Role of Social Security
American Academy of Actuaries Briefing on “Modernizing the U.S. Retirement System –
Aligning Policy With Reality”
July 25, 2018
Karen Glenn and Steve Goss
Disability Experience, Assumptions, and Projections The
National Bureau of Economic Research (NBER) Summer Institute 2018
June 22, 2018
Steve Goss
Social Security Actuarial Status: The 2018 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds
Penn Wharton Budget Model’s First Spring Policy Forum
June 6, 2018
Steve Goss and Karen Glenn
Social Security Actuarial Status: The 2018 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds National Academy of Social
Insurance
April 11, 2018
Steve Goss
Life Expectancy Isn’t Always Fair
Enrolled Actuaries Meeting
March 13, 2018
Steve Goss
Implications of Aging Populations and Increased Longevity for
National Governments GAO/CNAO Joint Seminar
January 17, 2018
Steve Goss
Social Security Actuarial Status:
The 2017 Annual Report of the Board of Trustees of the OASI and DI Trust Funds
Association of Government Accountants Baltimore Chapter
November 15, 2017
Steve Goss
Declining Mortality (Increasing Longevity):At What Rate?
American Academy of Actuaries Meeting
November 9, 2017
Felix Vaks
Continuing Disability Review (CDR) Middle Atlantic
Actuarial Club Annual Meeting
November 8, 2017
Steve Goss
Social Security Actuarial Status: The 2017 Annual Trustees Report
and Proposals to Change the Law Middle Atlantic Actuarial Club Annual Meeting
November 7, 2017
Chris Chaplain and Jason Schultz
Social Security Financing and Options National Pension
Service Korea discussion
November 3, 2017
Steve Goss and Karen Glenn
Presentation to New York City Office of the Actuary The
New York City Office of the Actuary
November 1, 2017
Steve Goss and Karen Glenn
Social Security Actuarial Status: The 2017 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds Office of Data Exchange and
Policy Publications Monthly Training Series
October 24, 2017
Steve Goss
Social Security Actuarial Status: The 2017 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds
The Association of Government Accountants (AGA) Washington DC Chapter Luncheon
October 18, 2017
Karen Glenn
Future of Social Security (US & Canada) Society of
Actuaries Annual Meeting
October 17, 2017
Steve Goss
Social Security Actuarial Status: Update and Perspective
Society of Actuaries Annual Meeting
October 17, 2017
Steve Goss
Declining Mortality (Increasing Longevity): At What Rate?
Society of Actuaries Annual Meeting
September 12, 2017
Karen Glenn and Mark Bye
Vital Records Wish List NCVHS Hearing on Next Generation
Vital Statistics
September 11, 2017
Steve Goss
Social Security Actuaries’ Use of Vital Records NCVHS
Hearing on Next Generation Vital Statistics
August 10, 2017
Karen Glenn, Steve Goss, Chris Chaplain, Jason Schultz, Daniel Nickerson, and Kyle Burkhalter
July 26, 2017
Steve Goss and Karen Glenn
Declining Mortality (Increasing Longevity): At What Rate?
National Bureau of Economic Research (NBER)
July 19, 2017
Steve Goss
Social Security Actuarial Status: The 2017 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds American Enterprise Institute
July 14, 2017
Steve Goss
Social Security Actuarial Status: The 2017 Annual Report of the
Board of Trustees of the OASI and DI Trust Funds National Academy of Social
Insurance
June 30, 2017
Steve Goss
Actuarial Services Perspective on the Report of the
Technical Panel on Labor Supply to Inform the Trustees’ Projections Social Security
Advisory Board
March 27, 2017
Bob Weathers
Adult OASDI Beneficiaries and SSI Recipients Who Need
Representative Payees: Projections for 2025 and 2035 Representative Payee Forum
January 5, 2017
Steve Goss and Mark Bye
Declining Mortality (Increasing Longevity): At What Rate?
Living to 100 International Symposium Society of Actuaries
June 1, 2016
Actuarial Services
SSA Actuarial Services Labor Force Participation Rate
(LFPR) Projections Social Security Advisory Board Technical Panel Presentation
August 7, 2014
Steve Goss
Differential Mortality Trends: Causes vs. Correlates SSA
Retirement Research Consortium
March 11, 2013
Steve Goss
"Cost-of-Living Adjustments" and Federal Benefits AARP
Public Policy Institute Briefing