Jan 20, 2024

Social Security Disability Recipients Hit Hard By Covid

     From Health Affairs Scholar:

New data from the Social Security Administration suggest there were 260 000 excess deaths in the United States among current or former disability beneficiaries during the first 22 months of the COVID-19 pandemic. These beneficiaries accounted for 26% of all excess deaths in the United States during this period. ...

Jan 19, 2024

Social Security Needs More Offices In Rural Areas, Not Fewer

Bryan County, OK

     From Barriers and Communications Preferences of Rural Populations: A Scoping Review by Megan Henly, Shreya Paul, Debra Brucker, Andrew J. Houtenville, Kelly Nye-Lengerman and Stacia Bach

    Key Findings:

  • Rural areas of the United States warrant separate attention when considering how to communicate information about federal programs in part because their geography affects how information can be shared effectively (remoteness results in greater distance between field offices and lower level of broadband internet access) and in part because rural communities have a higher representation of many program-eligible groups (e.g., those older than 65, those who have a disability, and those who are low-income).
  • Mode of program communication affects the likelihood of the information reaching the public. Traditionally, the Social Security Administration mailed statements to all workers. In addition, private-sector employers often trained new hires about funding their retirements during orientation. As both these forms of communication have been substantially reduced since 2011, the public’s knowledge of OASDI benefits has been low.
  • When considering the general shift toward online information dissemination, this is a particular concern for those in rural areas, people with disabilities, and groups with low digital literacy. Broadband access is not as ubiquitous in rural areas as it is in nonrural ones. Perhaps as a result, many who reside in rural places are digitally illiterate and would have difficulty navigate online. In addition, most federal websites do not meet federal accessibility guidelines, creating a barrier for those with disabilities.
  • Community context is important, particularly when considering program enrollment that may carry a stigma, such as SSI or food and energy assistance. Identifying local community partners who can provide technical assistance may help. For communities of particularly marginalized groups (e.g., the unhoused, those recently released from prison, low English proficiency individuals, and those with serious mental health disabilities), having dedicated staff trained in dealing with populations facing vulnerabilities may be particularly useful. ...

Jan 18, 2024

It's An Idea


   
From The Case For Using Subsidies For Retirement Plans To Fix Social Security by Andrew Biggs and Alicia Munnell:

The U.S. Treasury estimates that the tax preference for employer-sponsored retirement plans and IRAs reduced federal income taxes by about $185-$189 billion in 2020, equal to about 0.9 percent of gross domestic product.1 However, the best evidence suggests that the federal tax preferences do little to increase retirement saving.  ...

The [report] concludes that it makes little sense to throw more and more taxpayer money at employer plans and IRAs. In fact, the case is strong for eliminating the current tax expenditures on retirement plans, and using the increase in tax revenues to address Social Security’s long-term financing shortfall. ...

    This doesn't appeal to me. It's very unlikely to pass. There aren't specific tax revenues involved, just a reduction in tax preferences. I'd be more in favor of dedicating revenues from the estate tax, excise taxes and tariffs to Social Security but I doubt that would be enough to matter much. It's becoming more and more obvious to me that the only solution to the long term funding shortfall is an infusion of general tax revenues. The things that people discuss, raising full retirement age and lifting the cap on wages covered by the FICA tax, even together, aren't nearly enough to solve the long term funding problem.


Jan 17, 2024

This Is What's Going On At Ground Level

    Here's a note made recently by an employee at my firm about a pending disability claim that may give you some idea of the state of service at Social Security :

TC [telephone call to] ____ DO [District Office] and she said there is an initial claim that has been sitting there since 7/14/2023. She is sending it to the CR [claims representative] Mr. ____ but he is off.

    In case you don't understand the context, the DO only takes the claims. They don't make medical determinations. Those are made at Disability Determination Services (DDS). Under normal circumstances -- which don't currently exist -- new claims are forwarded from the DO to DDS in a week or two. Even if there is some technical problem, the claim isn't supposed to be sitting at a DO for six months! 

    For this to happen there has to be no effective tickler system at the DO. I'm sure there's supposed to be one but it's broken down entirely under the enormous pressure of overwhelming workloads.

    I'm not even mad at the personnel involved because I have an idea of just how overwhelmed they are.  If a case happens to fall by the wayside now, we're just about at what I've described before as the "Not now. Not later. Not ever" stage of service. Problems aren't being straightened out.

    And please don't blame my firm. We've been trying for three months to find out what happened to the case. It's almost impossible to get anyone on the phone. There's no smart trick that solves cases like this. There's far too many of them. We're not supposed to be Social Security's tickler system anyway.

Jan 16, 2024

Electronic Payroll Data Proposed Regs Advance

     Social Security's proposed rules on Use of Electronic Payroll Data To Improve Program Administration have been approved by the Office of Information and Regulatory Affairs (OIRA). They can now be published in the Federal Register for public comments.

Jan 12, 2024

Disability Claims Filed And Awarded Increased Modestly In 2023

    Social Security has posted final numbers on disability claims and awards for calendar year 2023. With the pandemic tamped down to a level which permits most people to live normally, the number of disability claims filed and awarded increased modestly.

 

Number of applications

                                                                           Field office
                                                                          receipts

   Initial DDS
receipts

 

2009 .....

2,816,244

1,798,975

2010 .....

2,935,798

1,926,398

2011 .....

2,878,920

1,859,591

2012 .....

2,824,024

1,808,863

2013 .....

2,653,939

1,702,700

2014 .....

2,536,174

1,633,652

2015 .....

2,427,443

1,552,119

2016 .....

2,321,583

1,473,700

2017 .....

2,179,928

1,377,803

2018 .....

2,073,293

1,300,668

2019 .....

2,015,182

1,309,863

2020 .....

1,838,893

1,226,236

2021 .....

1,820,282

1,210,545

2022 .....

1,804,384

1,205,686

2023 .....

1,904,635

1,248,378

  

Number of Awards

2009 .....985,940

2010 .....1,052,551

2011 .....1,025,003

2012 .....979,973

2013 .....884,894

2014 .....810,973

2015 .....775,739

2016 .....744,268

2017 .....762,141

2018 .....733,879

2019 ....723,858

2020 .....648,121

2021 .....571,952

2022 .....543,445

2023 .....561,585

 


Jan 10, 2024

Some Thoughts On The New Commissioner

     I hope that the new Commissioner, Martin O'Malley, doesn't suffer from the illusion that his management skills will rescue the Social Security Administration. I'm not knocking his management skills which may be excellent. It's just that for literally decades Social Security's leadership labored under the belief that good management could overcome appropriations that declined in real dollars. They tried ever more desperately as service declined. The peak of this management hubris was former Commissioner Barnhart's ill-fated "plan" to overhaul the agency's hearing functions and make everything vastly better without additional funding. It sold well to Congressional committees who were happy to hear Barnhart promise to pull a rabbit out of a hat but her "plan" wasn't much of a plan to begin with -- more of a plan to develop a plan. Such as the "plan" was, it made no sense. All she was able to accomplish was to delay the complete collapse of her "plan" until after she left office. Let's not repeat that disaster.

    Please, Commissioner O'Malley, don't fall into the trap of believing that your management abilities will make a world of difference. They won't. 

    However, there is something O'Malley can do that would help, and that's lobbying. I have read the book written by the first head of what is today the Social Security Administration, Arthur Altmeyer, on The Formative Years Of Social Security. I don't recommend the book. I was expecting accounts of how a huge agency was built from the ground up, creating systems that to some extent must still exist. How did they make sure everyone got a Social Security number? How did they handle data processing at a time when the finest data processing equipment available (and there was some) was at the caveman level? How did they hire all the people needed? How did they record all the wages? How did they compute benefits? There is almost none of that in the book. Instead, the book is mostly a dry account of how Altmeyer lobbied Congress for legislation needed to complete the Social Security Act with additional benefits. Altmeyer was quite successful at this, although not successful enough to get disability benefits, which were added after he left office. Altmeyer must have mostly delegated actual management of the new agency to others while he did what was most needed and what he was best at. 

    There is no law requiring that a Social Security Commisisoner spend his or her time tied down with day to day operations. Let others who know the agency better do that. O'Malley should spend most of his time lobbying within the Administration and with Congress for better operational funding. That's where he's needed and where his skills can make a difference.

Jan 9, 2024

Operating Stats From Office Of Hearings Operations

 

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