Description of document: Social Security Advisory Board (SSAB) Meeting Minutes, 2014-2016 Requested date: 16-January-2017 Released date: 18-January-2017 Posted date: 30-January-2017 Source of document: Social Security Advisory Board ATTN: Chief FOIA Officer 400 Virginia Avenue, SW Suite 625 Washington, D.C. 20024 Fax: (202)-475-7715 Email: [email protected] The governmentattic.org web site (“the site”) is noncommercial and free to the public. The site and materials made available on the site, such as this file, are for reference only. The governmentattic.org web site and its principals have made every effort to make this information as complete and as accurate as possible, however, there may be mistakes and omissions, both typographical and in content. The governmentattic.org web site and its principals shall have neither liability nor responsibility to any person or entity with respect to any loss or damage caused, or alleged to have been caused, directly or indirectly, by the information provided on the governmentattic.org web site or in this file. The public records published on the site were obtained from government agencies using proper legal channels. Each document is identified as to the source. Any concerns about the contents of the site should be directed to the agency originating the document in question. GovernmentAttic.org is not responsible for the contents of documents published on the website. From: "SSAB Mailbox (shared calendar)" Date: Jan 18, 2017 12:23:28 PM Subject: RE: Freedom of Information Act request This is in response to your Freedom of Information Act (FOIA) request on January 16, 2017 for Board meeting minutes. Please find Board meeting minutes from January 2014 to the present attached. A copy of Board meeting minutes going back to 2011 can also be found on the Board’s website at: http://ssab.gov/About-the-Board/Meeting- Archive. Please let me know if you seek additional information. Best, Sterling Laudon Policy Attorney Social Security Advisory Board 400 Virginia Ave. Ste. 625 Washington DC 20024 www.ssab.gov Social Security Advisory Board Minutes Board Meeting January 15, 2014 Location: 400 Virginia Avenue, S.W., Suite 625 Washington, D.C. 20024 Time: 9:00 a.m. – 3:45 p.m. SSAB Members: Barbara Kennelly, Acting Chair Bernadette Franks-Ongoy Jagadeesh Gokhale Dorcas Hardy Presenters: Sylvester Schieber, Economist and former Social Security Advisory Board Chair Stephen Goss, Chief Actuary, Social Security Administration SSAB Staff: Claire Green, Staff Director Jackie Chapin Jeremy Elder Joel Feinleib Alec Moore David Warner Sarah Weaver Lynn Fisher, Detailee David Gamble, Detailee Randy Yiadom, Staff Intern Mohammad Humza, Staff Intern During its January meeting, the Board held two fact-finding sessions. The first one featured Economist and former Advisory Board Chairman Sylvester Schieber. Dr. Schieber provided a brief history of retirement and pension policy in the U.S. and shared some of his views and observations on retirement income security, including what workers need to save in order to prepare for an adequate retirement. The Board held a second fact-finding session in the afternoon, featuring Stephen Goss, Chief Actuary of the Social Security Administration (SSA) who was invited in light of the upcoming 2015 Technical Panel on Assumptions and Methods. Mr. Goss provided a historical perspective of past Technical Panels and offered the Board some insight on issues that he believes the next Panel should focus on, as well as suggestions on the types of panelists the Board may want to consider inviting. There was time set aside at the end of the day to discuss logistics and plans for a Symposium on the topic of Continuing Disability Reviews (CDRs), which was held at SSA headquarters in Baltimore, Maryland the following day. The Board also met in executive session throughout the day to discuss current Board and Staff projects as well as planned future projects. I certify that the minutes written for the January 15, 2014 meeting of the Social Security Advisory Board are correct. ________________________________________ Barbara B. Kennelly Acting Chair Social Security Advisory Board Social Security Advisory Board Minutes Board Meeting February 12, 2014 Location: 400 Virginia Avenue, S.W., Suite 625 Washington, D.C. 20024 Time: 9:00 a.m. – 3:30 p.m. SSAB Members: Barbara Kennelly, Acting Chair Bernadette Franks-Ongoy Jagadeesh Gokhale Dorcas Hardy Presenters: Glenn Sklar, Deputy Commissioner, Office of Disability Adjudication and Review Patricia A. Jonas, Executive Director, Office of Appellate Operations Gerald Ray, Deputy Executive Director, Office of Appellate Operations Jae Song, Economist, Office of Electronic Services and Strategic Information SSAB Staff: Claire Green, Staff Director Jackie Chapin Jeremy Elder Joel Feinleib Alec Moore David Warner Sarah Weaver Lynn Fisher, Detailee David Gamble, Detailee Emery MacFarlane, Detailee Randy Yiadom, Staff Intern Mohammad Humza, Staff Intern During its February meeting, the Board met with Social Security Administration (SSA) executives Glenn Sklar, Patricia Jonas, and Gerald Ray from the Office of Disability Adjudication and Review (ODAR) and Jae Song, from the Office of Electronic Services and Strategic Information. These individuals were invited to the meeting for a follow-up to an earlier discussion held in September 2013 on the topic of recent data analysis efforts being developed by ODAR. Specifically, this data analysis has been used to help maintain and improve policy compliance at the hearing & appeals level of adjudication. The Board also met in executive session throughout the day to discuss current and planned projects as well as potential Board trips for 2014. I certify that the minutes written for the February 12, 2014 meeting of the Social Security Advisory Board are correct. ________________________________________ Barbara B. Kennelly Acting Chair Social Security Advisory Board Social Security Advisory Board Minutes Board Meeting March 5, 2014 Location: 400 Virginia Avenue, S.W., Suite 625 Washington, D.C. 20024 Time: 9:00 a.m. – 3:45 p.m. SSAB Members: Barbara Kennelly, Acting Chair Bernadette Franks-Ongoy Jagadeesh Gokhale Dorcas Hardy Presenters: Jeffrey R. Brown, Karnes Professor of Finance, University of Illinois at Urbana-Champaign, and former Social Security Advisory Board member Scott Frey, Deputy Commissioner, Office of Legislative and Congressional Affairs, Social Security Administration Stephen Goss, Chief Actuary, Social Security Administration SSAB Staff: Claire Green, Staff Director Jackie Chapin Jeremy Elder Joel Feinleib Alec Moore David Warner Sarah Weaver Lynn Fisher, Detailee David Gamble, Detailee Emery MacFarlane, Detailee Randy Yiadom, Staff Intern Mohammad Humza, Staff Intern The March Board meeting featured three fact-finding sessions – one in the morning, and two in the afternoon. In the morning, Jeff Brown, former Board member and professor of finance at University of Illinois, joined the meeting by video teleconference. Mr. Brown discussed his views on various retirement security issues and proposals including lump sum delayed retirement credits, default provisions, universal pensions, and benefit restructuring. In the afternoon, the Board met with Scott Frey, the Social Security Administration’s (SSA) Deputy Commissioner for Legislative and Congressional Affairs. Mr. Frey provided an update to the Board on SSA’s current legislative agenda and other issues that SSA has been working on closely with members of Congress. Later in the afternoon, the Board met with SSA’s Chief Actuary Stephen Goss. Mr. Goss was invited to share some updates relating to recent Advisory Board data requests on the topic of Continuing Disability Reviews (CDRs). The Board also met in executive session throughout the day to discuss current and planned projects as well as potential Board trips for 2014. I certify that the minutes written for the March 5, 2014 meeting of the Social Security Advisory Board are correct. ________________________________________ Barbara B. Kennelly Acting Chair Social Security Advisory Board Social Security Advisory Board Minutes Board Meeting April 1, 2014 Location: 400 Virginia Avenue, S.W., Suite 625 Washington, D.C. 20024 Time: 9:00 a.m. – 4:30 p.m. SSAB Members: Barbara Kennelly, Acting Chair Bernadette Franks-Ongoy Jagadeesh Gokhale Dorcas Hardy Presenters: Charles O. Rossotti, Former Commissioner, Internal Revenue Service Sara Rix, Senior Strategic Policy Advisor, AARP Public Policy Institute Economics Team Ruby Burrell, Chief Strategic Officer, Social Security Administration Roger Kodat, Senior Project Coordinator, National Academy of Public Administration Jonathan Tucker, Senior Research Analyst, National Academy of Public Administration SSAB Staff: Claire Green, Staff Director Jackie Chapin Jeremy Elder Joel Feinleib Alec Moore David Warner Sarah Weaver Lynn Fisher, Detailee Emery MacFarlane, Detailee Mohammad Humza, Staff Intern At its April meeting, the Board held three fact-finding sessions – one in the morning, and two in the afternoon. In the morning, the Board met with Charles Rossotti, former commissioner of the IRS from 1997 to 2002. Mr. Rossotti was invited to discuss his experiences in overseeing a complete refocusing and reorganization of one of the largest agencies in the federal government. He also spoke about the “nine principles of effective leadership,” as written about in his book, Many Unhappy Returns. In the afternoon, the Board met with Sara Rix, Senior Policy Advisor on AARP’s