EH.Net Mailing List Archive: SocSec

[SocSec] What is the Social Security Trust Fund?

estelle james (ejames at estellejames.com)

Wed Mar 30 11:02:11 EST 2005

Re the trust fund: Actually, lots of other countries have accumulated funds   
that partially back their PAYG systems, although these accumulations are not   
called "trust funds" and they are not legally required.  For example, these   
accumulations are common in the early years of a PAYG scheme--but they   
typically get used up later on. They are commonly invested in government   
bonds but sometimes in other assets, usually with low rates of return. The   
same issues that we have regarding influence of temporary accumulations on   
total government debt arise in these other countries.  
  
Recently, some countries with more mature schemes have decided to build   
reserve funds with diversified investments, in the hope that this will cover   
part of the cost of the baby boomers' retirement without increasing total   
government debt. Canada is one example. Since that fund is only a few years   
old, we don't know how that will work out in the long run.  
  
At the core, I don't believe it's accurate to say that the US situation is   
unique (although every country has unique wrinkles). All systems need to   
think about streams of revenues and expenditures, these frequently don't   
match in the short run, what you do with any surplus matters, and of course   
impact on saving, work and therefore real goods and services is most basic   
in all cases.  
  
Estelle James  
ejames at estellejames.com  
202-338-1451 (phone)  
www.estellejames.com