OHO Caseload Analysis

 

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Minor Social Security Bill Advances

    The description of a bill passed by the House Ways and Means Committee:

The Clergy Act

Introduced by former Speaker Kevin McCarthy (CA-20) and Representative Mike Thompson (CA-04), H.R. 6068 creates a window for clergy members to opt back into contributing to and receiving Social Security.

• Creates a time-limited, voluntary open season for members of the clergy to revoke their Social Security exemption and opt into Social Security coverage.
• Under current law, members of the clergy may apply for an exemption from paying certain taxes on income associated with the performance of ministerial services. The exemption also applies to receiving future benefits. Once the exemption is made, it currently cannot be reversed. Roughly 2,000 members of the clergy receive an exemption every year.

     If this advances, and I wouldn't bet on even such innocuous legislation advancing, it may attract amendments which would make it more interesting but which could also cause it to fail.

Does This Seem Surprising To You?

     Man receives $20,000 in back benefits from Social Security. Five days later he received an overpayment notice from Social Security saying he owed $11,000.

    I'm so inured to this sort of thing that the newspaper article didn't register with me at first. It didn't seem odd. It should but it's not surprising if you work in this field.

Veterans Day 2023

 

Republican Presidential Candidates Call For Means-Testing Social Security -- And More

     At last night's Republican Presidential debate candidate Chris Christie called for means-testing Title II Social Security benefits, comparing them to Food Stamps. He also wanted to increase full retirement age, although he didn't specify how high he wanted to go. In addition, his challenger, Nikki Haley urged changes in cost of living adjustments.

    As someone once said, "A program for poor people is a poor program." (By the way, who said that? I don't remember.)

SSA Hiring And Training Issues

     From The Social Security Administration’s Major Management and Performance Challenges During Fiscal Year 2023, a report by the Office of Inspector General at Social Security:

... As of September 23, 2023, SSA had increased its staff size from 56,423 full-time permanent staff in FY 2022 to 59,591 in FY 2023. FY 2023 hiring helped SSA reverse the recent trend of declining employees in more recent years ...

SSA curtailed additional anticipated hiring in June 2023 in response to the passing of the Fiscal Responsibility Act of 2023 (Pub. L. No. 118-5). SSA lowered each of its component’s allocation of employees because it did not want to hire employees whose salaries future budgets may not support given that the Act limits non-Defense funding in FY 2024. ...

While it hired many new employees, SSA reported it still had challenges recruiting and retaining employees because its positions are complex and require more training compared to similar positions in private industry. SSA’s Office of Operations acknowledged its self-online-training model is less engaging than in-person training and does not work well with all new hires. Also, SSA cannot offer its frontline employees some workplace flexibilities other agencies can, such as full-time remote work. Employees who separate from SSA reported they were leaving to take higher-paying jobs or because they felt overworked at SSA. ...

New Ruling On Duration

     The Social Security Administration has issued a new Ruling on Duration Requirements for Disability. At first glance I see little, if anything, new in this.

    One thing I really don't like about this is that it perpetuates the existing problem with situations where you need to combine two impairments to make up the one year duration requirement. As an example, a claimant is in chemotherapy for lung cancer and having a hard time of it for eight months. Before the chemo ends, the claimant is in an automobile accident and suffers a bad femur fracture that takes six months to heal. The claimant is out of work for more than a year due to the health problems but Social Security has examined the definition of disability with a microscope to find some tortured argument for denying such claims. Each disability must itself last at least a year. This only comes up rarely and usually when it does the decision makers involved are unaware of agency policy. Still, it's unnecessary and cruel.

Sixty Minutes On Overpayments

     Sixty Minutes did a piece yesterday on overpayments at Social Security. The written description indicates that it gave a good description of the plight of those overpaid but gave little or no attention to the underlying problems -- the overpayment rules created by Congress are brutal and complicated, the agency is critically understaffed, and the claimants can't afford to hire attorneys. And, no, legal aid isn't the answer. They're also critically underfunded.