Date of
memorandum		 Developer(s)
of proposal		 Memorandum subject and related information
May 21, 2008 Ryan Estimated Financial Effects of the "Social Security Personal Savings Guarantee and Prosperity Act of 2008"—legislation introduced as Title IV of H.R. 6110 (110th Congress) on May 21, 2008 by Representative Paul Ryan (PDF version)
Mar. 16, 2006 Bennett Estimated Financial Effects of a Proposal to Restore Sustainable Solvency for the Social Security Program—legislation introduced as S. 2427 (109th Congress) on March 16, 2006 by Senator Robert Bennett (PDF version)
Nov. 17, 2005 Liebman, MacGuineas, Samwick Estimated Financial Effects of "A Nonpartisan Approach to Reforming Social Security"—a proposal developed by Jeffrey Liebman, Maya MacGuineas and Andrew Samwick (PDF version)
Nov. 4, 2005 Kolbe, Boyd Estimated OASDI Financial Effects of the "Bipartisan Retirement Security Act of 2005"—legislation introduced as H.R. 440 (109th Congress) by Representative Jim Kolbe and Representative Allen Boyd (PDF version)
Jul. 15, 2005 McCrery, Shaw, Johnson, Ryan, Shadegg Estimated Financial Effects of the "Growing Real Ownership for Workers Act of 2005"—legislation introduced as H.R. 3304 (109th Congress) on July 14, 2005 by Representatives McCrery, Shaw, Johnson, Ryan, and Shadegg (PDF version)
Jun. 23, 2005 DeMint Estimated Financial Effects of a Proposal to Finance Individual Accounts with the OASDI Cash-Flow Surplus—legislation introduced as S. 1302 (109th Congress) on June 23, 2005 by Senator Jim DeMint (PDF version)
May 12, 2005 Shaw OASDI Financial Effects of the "Social Security Guarantee Plus Act of 2005"—legislation introduced as H.R. 750 on February 10, 2005 by Representative E. Clay Shaw, Jr. (PDF version)
Apr. 20, 2005 Ryan, Sununu Estimated Financial Effects of the "Social Security Personal Savings Guarantee and Prosperity Act of 2005"—legislation introduced as H.R. 1776 by Representative Paul Ryan and as S. 857 by Senator John Sununu. (PDF version)
Apr. 14, 2005 Ball Estimated OASDI Financial Effects for a Proposal with Six Provisions That Would Improve Social Security Financing—a proposal developed by Robert M. Ball, Commissioner of Social Security from April 1962 to March 1973 (PDF version)
Mar. 10, 2005 Hagel Estimated Financial Effects of "The Saving Social Security Act of 2005"—legislation introduced as S. 540 (109th Congress) by Senator Chuck Hagel. (PDF version)
Feb. 15, 2005 Johnson Estimated Financial Effects of a Proposal for Individual Social Security Investment—legislation introduced as H.R. 530 (109th Congress) by Representative Sam Johnson. (PDF version)
Feb. 10, 2005 Pozen Estimated Financial Effects of a Comprehensive Social Security Reform Proposal Including Progressive Price Indexing—a proposal developed by Robert Pozen, member of the 2001 President's Commission to Strengthen Social Security. (PDF version)
Jul. 19, 2004 Ryan Estimated Financial Effects of the "Social Security Personal Savings and Prosperity Act of 2004"—legislation subsequently introduced as H.R. 4851 (108th Congress) by Representative Paul Ryan. (PDF version)
Feb. 11, 2004 Kolbe, Stenholm Estimated OASDI Financial Effects of the "Bipartisan Retirement Security Act"—legislation subsequently introduced as H.R. 3821 (108th Congress) by Representative Jim Kolbe and Representative Charles Stenholm. Adjustments were made on February 25, 2004 to the budget estimates in Table 1b. (PDF version)
Dec. 1, 2003 Ferrara Estimated Financial Effects of "The Progressive Personal Account Plan"—a proposal developed by Peter Ferrara. Current version, updated December 8, 2003, reflects very minor corrections of some of the values shown in tables 1a, 1b, 2a, and 2b. (PDF version)
Nov. 18, 2003 Graham Estimated OASDI Financial Effects of the "Social Security Solvency and Modernization Act of 2003"—legislation introduced as S. 1878 (108th Congress) by Senator Lindsey Graham (PDF version)
Oct. 10, 2003 Ball Estimated OASDI Financial Effects for Two Provisions that Would Improve Social Security Financing Plus a Balancing Tax-Rate Increase—a proposal developed by Robert M. Ball, Commissioner of Social Security from April 1962 to March 1973 (PDF version)
Oct. 8, 2003 Diamond, Orszag Estimate of Financial Effects for a Proposal to Restore Solvency to the Social Security Program—a proposal developed by Peter Diamond and Peter Orszag. (PDF version)
Sep. 26, 2003 DeMint Estimated Financial Effects of the "Social Security Savings Act of 2003"—legislation introduced as H.R. 3177 (108th Congress) by Representative Jim DeMint (PDF version)
Sep. 10, 2003 Smith Estimated Long-Range OASDI Financial Effect of a Proposal Developed by Representative Nick Smith—legislation subsequently introduced as H.R. 3055 (108th Congress) by Representative Nick Smith (PDF version)
Jan. 7, 2003 Shaw OASDI Financial Effects of the "Social Security Guarantee Plus Act of 2003"—legislation introduced as H.R. 75 (108th Congress) by Representative E. Clay Shaw, Jr., Chairman Subcommittee on Social Security (PDF version)
Nov. 4, 2002 Pozen Estimates of Financial Effects for a Three-Part Proposal to Reform the Social Security Program—a proposal developed by Robert Pozen and presented in November 2002 issue of the Harvard Business Review (PDF version)
Jan. 31, 2002 President's Commission Estimates of Financial Effect for Three Models Developed by the President's Commission to Strengthen Social Security. This memorandum has been slightly modified from the original one. Minor modifications were made to the budget estimates and to the descriptions of transitional investment. (PDF version)
Dec. 19, 2001 DeMint, Armey Estimated Financial Effects of the "Social Security Ownership and Guarantee Act of 2001"—legislation introduced as H.R. 3535 (107th Congress) by Representative Jim DeMint and Representative Richard Armey (PDF version)
Dec. 13, 2001 Shaw OASDI Financial Effects of the "Social Security Guarantee Plus Plan"—legislation introduced as H.R. 3497 (107th Congress) by Representative E. Clay Shaw, Jr., Chairman Subcommittee on Social Security (PDF version)
Nov. 30, 2001 DeFazio Estimates of Long-Range OASDI Financial Effect of the "Social Security Stabilization and Enhancement Act of 2001"—legislation introduced as H.R. 3315 (107th Congress) by Representative Peter DeFazio (PDF version)
Aug. 24, 2001 Kolbe, Stenholm Estimated Long-Range OASDI Financial Effects of the "21st Century Retirement Act"—legislation introduced as H.R. 2771 (107th Congress) by Representative Jim Kolbe and Representative Charles Stenholm (PDF version)