Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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CRS in Focus: Social Security Trust Fund Investment Practices
Congressional Research Service [CRS] May 10, 2023 "Trust fund holdings -- about $2.83 trillion in U.S. Treasury securities in 2022 -- represent funds dedicated to pay current and future Social Security benefits. The effective interest rate earned on all obligations held by the trust funds in 2022 was 2.4%; the average interest rate on new special issues was 3.0%. The trust funds earned approximately $66.4 billion in interest in 2022, representing 5.4% of Social Security's total income." |
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