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Leo Hindery, Jr.

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Public Pension Reform and the "Little Engine That Could"

Posted: 11/08/11 09:28 AM ET

Rhode Island's General Treasurer Gina Raimondo is easily my nominee for the "Little Engine That Could" award.

Her politically courageous efforts to reform her state's broken and dramatically underfunded $14.8 billion public pension system are a high-stakes, against-the-odds example of lofty political leadership that deserves accolades. And if she succeeds, then a road map of acute sensitivity and wise choices will exist for every other Treasurer in the Union to follow.

Here are the facts -- and sobering ones they are.

Rhode Island's state pension fund now consumes 10% of every state tax dollar, and this figure is currently projected to double within just the next few years. In addition, there at least 155 (!!) municipal pension plans in Rhode Island outside the state system that are in the same dire straits. As Treasurer Raimondo recently said in describing her challenge, "Either the pension fund runs out of money or cities go bankrupt." The small town of Central Falls, north of Providence, already has failed financially.

And the root problem? Until just this year, Rhode Island calculated its pension number by assuming an average annual rate of return on its investments of 8.25% -- in fact, for the last decade its actual average return on investment was only about 2.40%. And in each of the last 10 years the state's fund paid more money to retirees than the fund collected from state employees and taxpayers combined. The same can be said of most of the many municipal funds and their towns' employees and taxpayers.

Rhode Island is a microcosm of what's wrong with the country's $3 trillion worth of public pensions plans in the aggregate, and it's truly the 'canary in the (national pension crisis) coal mine'. The state -- just like 49 other states -- made promises it didn't sufficiently fund along the way and now can't keep. That bill has come due, so to speak, and as Treasurer Raimondo describes, the state is being forced to choose among the state reneging on both past and future promises to workers, undermining its future by cutting back on investing in everything from schools to green energy to health care, or, even though in the midst of an ongoing recession, raising revenues through large tax increases.

I have met with Treasurer Raimondo, and few in the country seem as capable intellectually and policy-wise of sensitively and fairly cutting this Gordian Knot. And it took great political courage for her to step into this breach, courage of the sort we need to see more of in every State Capitol.

I particularly applaud Ms. Raimondo's outspokenness and transparency as she balances between keeping as many of the state's promises as she can while preserving the state's ability to serve its people and invest in its future. Too many other officeholders -- in Ohio and Wisconsin, just to name two states -- are using their state pension problems as an excuse to eviscerate the status and compensation of public employees and take away their rights to fair bargaining.

The proposed Rhode Island Retirement Security Act of 2011 (RIRSA) would move to a combined defined benefit and defined contribution plan that fairly spreads the market risk of the system across both taxpayers and employees. Going forward, state employees and teachers will pay a smaller amount of their paychecks into the defined benefit system, but will henceforth also contribute into their own retirement accounts. Smartly, until the entire system is again financially healthy and at actuarially acceptable funding levels -- i.e., no more 8% 'gaps' between assumed and actual returns on investments -- cost of living adjustments or COLAs will be suspended. And to put the state properly behind the reforms, protections similar to those now found in the Federal Pension Protection Act will be the "law of the state". Finally, vitally important albeit somewhat nuanced, there will be self-correcting mechanisms to ensure that Rhode Island never faces this challenge again.

The only place I disagree with the Treasurer is in moving the retirement age past 65, which is the same recommendation which the so-called "Deficit Commission" made last November related to Social Security.

The premise behind the recommendation to increase the retirement age from 65 to 68 or 69 -- namely, that average life expectancy is rising -- may sound OK but in fact it is flawed in the extreme and equally insensitive. While life expectancy is indeed rising, it's doing so mainly for high earners who least need pension plans (and Social Security) -- for those in the bottom half of the income distribution, which includes the preponderance of state workers, life expectancy hasn't budged for 30 years. A better alternative -- for the states and for federal Social Security -- is to eliminate any caps on taxable wages beyond which self contributions to either a pension plan or Social Security cease. (In the case of Social Security, rather than (again) penalizing the hardest working Americans there should also be "means testing" so that only those individuals who need it get it.)

But this suggested alternative is just one nit to an otherwise perfectly fair solution to the unprecedented financial crisis confronting Rhode Island. Even though the state's public employees and retirees must feel betrayed as they are asked to concede some of what had been promised to them, they must understand that it was those who made the promises and then administered the plans with faulty assumptions who let them down.

And when RIRSA, or something very close to it, is enacted by the Legislature, then Rhode Island really will be the "Little Engine That Could".

Leo Hindery Jr. is chair of the US Economy/Smart Globalization Initiative at the New America Foundation, co-chair (with Leo Gerard) of The Task Force on Jobs Creation, founder of Jobs First 2012, and a member of the Council on Foreign Relations. He is the former CEO of AT&T Broadband and its predecessors, Tele-Communications, Inc. and Liberty Media, and is currently an investor in media companies.

 

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07:24 PM on 11/09/2011
What isn't being talked about is why the pension system is underfunded. Could it be that politicians used pension money as a private piggy bank? How well can you "fix" a probelm when you don't even begin to address it's root cause. Do a little homework, the very people who are supporting this gina crusade are the same people crusading against OSHA and the EPA. They are not doing this to help the State or the taxpayers, this is an effort to weaken the work force and improve their own bottom line.
06:55 PM on 11/13/2011
Warfire911, you make some accusations and comments that are just left leaning talking points, naive and unfounded. Part of the legislation includes strict definition of fiduciary duty of retirement board members, as well immediate and mandatory notice to Gov. Treasury, leaders of both house and senate and participants in board doesn't follow advice of actuary or makes decisions w/o consulting state actuarial firm. This was added because over the past three decades, this board eliminated the minimum retirement age, doubled pension credits (nearly) for service past 21 years, added COLA, raised discount rate to 8.25 (against advice of actuary (1997), while the 80% democratic general assembly added numerous buy back and service credits that allowed credit for basically walking a neighbor's dog for pennies on the dollar.

So, understand that the plan is properly being fixed, sans going far enough to enable muncipalities a similar amount of relief and ultimately not correcting things fast enough, while at the same time reamortizing debt (one again) to future generations of Rhode Islanders.

Perhaps you should do a little homework and see that thousands of Rhode Islanders, including most all human service agencies are supporting comphrehensive pension reform as it will help to starve off another muncipal (if not several) bankruptcy in our small, union-encumbered state.
11:47 PM on 11/08/2011
How was this posted the same day 5,000 people descended on the statehouse in Providence? Get your facts straight. Look here: http://630wpro.com/Article.asp?id=2329950&spid=37719.

In Rhode Island we have almost no Republicans. We just have Democrats of all shades. Just because someone is a "Democrat" doesn't mean they're not "Tea Party" too.

Raimondo is a millionaire financier who the New York Times said "has been criticized for being too close to Wall Street." Since she started this, Wall Street dumped $200k in her lap last week without so much as a fundraiser. Now she's ramrodding through legislation full of errors.

http://blogs.wpri.com/2011/11/08/raimondos-office-admits-second-error-in-pension-testimony/

Get the facts straight before you write a story!
11:39 PM on 11/08/2011
What a crap fluff piece. Do you charge by the hour Leo? If all were so perfectly fair, would the Tea Party be supporting this "Democrat?" Would this happen?

http://news.providencejournal.com/breaking-news/2011/11/members-of-publ.html
09:21 PM on 11/08/2011
It all comes back to the BANKSTERS. They give you no interest on your money because the Fed gives them FREE MONEY. The FED being a private cartel of BANKSTERS. So this continuing criminal enterprise is now BANKRUPTING THE WHOLE COUNTRY while they pocket TRILLIONS with IMPUNITY!!
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unfoxworthy
We:ScottOlsens,the misfits,out to change the world
07:05 PM on 11/08/2011
I'm going to say this once again - to no one there...
Public servants having better salaries and benefits than those they serve
can only lead to one thing
revolt.
At the very least - it should be indexed.
08:27 PM on 11/08/2011
Clearly, now that the top 1% have used our laws to concentrate nearly all wealth and income, it's only fair that the 99% fight over the crumbs that are left.
09:23 PM on 11/08/2011
Sorry Dude check your facts, this is happening for decades to all pension plans.
HUFFPOST SUPER USER
spriddler
04:39 PM on 11/08/2011
The same thing is going on in IL except that we have cowards in office. They already raised income taxes by 66%, and they still can't keep up let alone start to fill the $100 billion hole they dug. The hard fact is that IL probably cannot raise enough revenue to maintain the pensions we have promised to pay. We would likely hit the point of declining revenues before any tax rate could raise the $15 billion per year and growing of extra revenue that we would need. Pensioners are in for a haircut to use an ugly euphemism. They can blame the politicians that purposefully short changed the fund, and they can blame their union leadership for not raising a peep while the damage was being done. By extension they can to some degree blame themselves too. This problem has been consistently in the news since long before the crash. The crash just acted as a catalyst accelerating the process. It would appear that the unions' plan was always to get their stooges in the legislature to raise taxes as necessary.
09:26 PM on 11/08/2011
The States did not dig the hole, The BANKSTERS DUG THE HOLE.
HUFFPOST SUPER USER
spriddler
11:41 AM on 11/09/2011
Investment banks and insurance companies caused the liquidity crisis that was contained. Consistent government policies of expanding home ownership/credit extremely cheaply and well beyond the sound boundaries of income and employment that had existed for decades are primarily responsible for the bubble in real estate prices and the subsequent crash. At any rate the states with pension problems all failed to contribute adequately during the flush years. Their problems predate the crash. The rotten economy has exacerbated the problems and brought them to a head a few years ahead of schedule, but you can't really blame the state's problems on much other than their irresponsible governance throughout the last decade.
08:54 AM on 11/09/2011
Illinois has constitutional protections for retirees, thankfully. RI does not.
HUFFPOST SUPER USER
spriddler
11:44 AM on 11/09/2011
True enough, but those protections aren't worth a damn if the state is incapable of raising the revenue.
04:18 PM on 11/08/2011
Both of my parents were school teachers. My mother's first ANNUAL salary in 1954 was about $2,800. The state retirement took about 16% (8% from her and addded 8%). My parents also saved 10% of their salaries IN ADDITION to the 16%.

My parents are now multimillionaires. They are worth $10 - 15,000,000, depending upon the fluctuations of the stock market. They had the good sense not to trust that a state pension plan or any private pension plan would be good custodians of their money. They learned to look after their own money. They had no special knowledge or plan. They simply invested 10% of their income in prime stocks and mutual funds, before there were 401k's. Their private income is now about $300,000 to $400,000 a year.

The state pension plan, which took 60% more money, gives them only 10% of their yearly income and gives them no wealth. When they die, their measley 10% income from the pension plan dies, too. But their $10,000,000 wealth goes to their heirs, along with the $300,000 to $400,000 yearly income.

What's the lesson here? Don't trust anyone to look out for you. Don't trust anyone to be a fiduciary for you. If you are forced to pay into a pension plan, assume that they will not do well for you. Only you can look after your own money and if you won't learn to look after your own money, then don't complain about what other fools do with your money.
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sdsuprof
Each day Republicans stoop to a new low.
07:31 PM on 11/08/2011
Assuming they worked for 40 years, and had an average combined income of about $70,000 over those 40 years (a generous assumption), then if they saved 10% per year they would have had to earn about 15% per year consistently over 40 years to amass $10 - 15,000,000­. That is significantly higher than the rate of growth of the stock market. So either they were lucky/investment geniuses and invested in some stellar stocks at the right time (google, apple, etc.), or the numbers do not add up.
03:29 PM on 11/08/2011
The problem with pensions across the country is the 30 and out clause in most union contracts (public anfd private) regarding full pension vesting. In effect, a blue collar worker that starts working at 18 could retire as early as 48. A teacher could reach 30 years as early as age 52. If these people live to be 78 and 82 respectively, they will collect a pension as long as they worked. It is painfully evident that we cannot fund retirements this far in advance of the age 65 standard. The expectation should be that people cannot begin collecting benefits until at least age 62 (and preferably not until 65). This is the way out as both private and public employers negotiate new union contracts.
04:27 PM on 11/08/2011
If people funded and controlled their own pension plan, then they could retire at any age. It is when you rely on others to fund and invest that you run into trouble.

People need to learn to plan, fund and operate their own wealth and investments. Too many people rely on others. NO ONE looks out for you as well as you look out for yourself.

The current recession was brought on by others having far too much control over the finances of the country, from the government taxing, spending, borrowing too much, to Wall Street getting into financial bed with the government, colluding with them, legally, but immorally. Both government and Wall Street mismanaged our country's finances. It isn't only Wall Street, but also the incompetence of government financial people and regulators. Government couldn't be as big as it is without Wall Street and Wall Street would be a lot smaller and less worrisome if government didn't use it to funds it operations and debt.
09:31 PM on 11/08/2011
Please give an example where there is not a significant early retirement penalty.
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HUFFPOST BLOGGER
rtgmath
There has got to be a better way!
02:42 PM on 11/08/2011
In any case, the difference between what was funded and what was promised (and will now not be delivered) amounts to theft on an enormous scale. Instead of calling teachers and public employees greedy for having deferred much of their compensation over the years for promises of a pension in the future, we need to call to account those who for political or economic gain robbed the people of what they have earned.

Tarring and feathering and being run out of town on a rail were popular in the past. Maybe we should consider bringing them back?
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Live4literacy
07:53 PM on 11/08/2011
ABSOLUTELY. Funny, how the right went to bat for the bonuses that Wall Street still needed to be paid DESPITE tanking our entire economy with blathering about a contract is a contract...funny, how when it's public workers, who by the way, don't make wall street type salaries, are the bad guys. I keep saying...if public sector jobs are so great...why didn't you compainers go for one? A contract is a contract...and public workers deserve what they were promised. THe reason everyone is in a tizzy is because wall street bankrupted these funds. Period.
09:33 PM on 11/08/2011
Totaly agree, it is not the recipients who BROKE THE CONTRACT.
02:35 PM on 11/08/2011
What I never understood is why states and municipalities issue bonds to the public/institutional investors and then invest their pension funds in stocks, bonds and (these days) oil futures contracts. Shouldn't at least a part of these massive pension funds be buying the state/municiple bonds? Why pay the 4,5 and 6% to institutional investors when the pension fund can by them and know what they'll be earning? Eliminating the transaction costs (i.e. kickbacks to politically connected brokers) must be worth it on its own.
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02:13 PM on 11/08/2011
It's time to end these never ending payments to non working employees. Empolyees need to save for themselves enough for their retirement over their 50 year working career. Corporations, governments and all others will never be aboe to build the resources needed to pay a 30 year worker another 30 years lounging in retirement. Employers need to be freed of this chain. It is the empolyee that needs to be responsible for their own retirement planing.
09:35 PM on 11/08/2011
And I would say you must be in your twenties. Good luck
01:53 PM on 11/08/2011
the 8.25% return is not BS. I'm iin Massachusetts. The return has averaged over 9% for the
25 years that the pension fund has been invested. Yes, that includes the meager returns of the
last 10 years. I don't hear any talk of increasing pensions when the returns are greater than
8.25%.

These are long-term investment funds. Noone has any idea what the returns will be in 5, 10,
20 years. 8.25% was chosen based upon historical data, In MA anyway, that guesstimate
was fairly accurate. The biggest reason that these funds are short is that states too frequently
have not made their contributions.
09:41 PM on 11/08/2011
Check what the BANKSTERS will give now. One Bank in NY was charging funds to deposit 50 m or more. Every country in the world is controlled by this cartel. Remember the downgrades from Standard and Poors. This is a worldwide criminal conspiracy the likes of which have never been seen.
07:06 PM on 11/13/2011
NO NO NO & NO!
1. First no - the only reason that the 60/40 stock/bond portfolio performed at over 9% was due to the greatest bond market rally EVER, allowing double digit returns from the 40% portfon of the portfolio. Do the math going forward at 3% on 40% of the portfolio.
2. Next one - Look at the returns of equities and bonds (any combination of such) in the 60's and 70's. Rydex has a popular study that shows no combination produced positive returns.
3. Next - As personal, corporate and government deleveraging continues along with incredibly high corporate taxes versus the rest of the world, more US companies will have difficulty competiting globally, combined with the adverse effects of Dodd-Frank and other heavy-hand policies, including Obamacare, corporate earnings, which drive stock prices will suffer.
4. Next - Contributions have all been made.
01:27 PM on 11/08/2011
I'd like to see pensions invested in a state bank that could put that money back into rebuilding the state's infrastructure which could put workers back to work. Part of the problem is keeping the investment in the Wall St. casino.
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OneTop
Uh, is that a beer hall?
01:21 PM on 11/08/2011
""And the root problem? Until just this year, Rhode Island calculated its pension number by assuming an average annual rate of return on its investments of 8.25% -- in fact, for the last decade its actual average return on investment was only about 2.40%. And in each of the last 10 years the state's fund paid more money to retirees than the fund collected from state employees and taxpayers combined. ""

Where was the Political courage, not to mention the actuaries and Public Accountants who allowed the State's fiduciary responsibility with respect to Pension funds go unfilled?

The Politicians knowingly assumed away any responsibility to fund the pensions as agreed to by law. They "management" assumed an annual rate of return of 8.25%. Even without the benefit of hindsight a ridiculous and unrealistic assumption.

Now the Politicians are blaming the Pensions (Public employees, teachers, etc.) for their own (elected representatives) negligence both past and present. The State governments made the political decision to abrogate their responsibilities, both financial and fiduciary by refusing to fund their obligations, choosing to confect the numbers and then run election campaigns of lower taxes. They absolutely knew what they were doing was incongruent with their responsibilities.

There is nothing heroic, courageous or of other virtuous traits in what Rhode Island is doing.

In fact, it is quite the opposite as now the politicians are preparing the nation wide campaign to scapegoat, frame and punish the innocent for their own benefit.
01:19 PM on 11/08/2011
"Rhode Island calculated its pension number by assuming an average annual rate of return on its investments of 8.25%"

ROTFL

"The state ... made promises it didn't sufficiently fund along the way and now CAN'T KEEP" (emphasis added)

Gee, you mean the government LIED? Say it's not so!

There you have it in plain language. No matter how many union protests and sit-ins you stage, these promises were unrealistic to begin with, and the people that made them were either liars or idiots. I credit the author for pointing out that all 49 other states are in the same boat.

We're in the EXACT same situation with Medicare, and to a lesser extent SS. There is simply not enough wealth in the private sector to keep all of the promises that the politicians have made.

I really have to salute Ms. Raimondo for trying to slow down this looming train wreck. We need someone with this sort of courage to call out the lies that the Federal government has been telling the population for 40+ years.
09:51 PM on 11/08/2011
There you have it in plain language. No matter how many union protests and sit-ins you stage, these promises were unrealisti­c to begin with, WRONG these were not unrealistic. The system now is UNREALISTIC
09:00 AM on 11/09/2011
I don't know what you're trying to say.

Calling an assumption of perpetual 8..25% growth "unrealistic" is using polite terms. That assumption is so ridiculous that it should be called a LIE.

Keeping promises that were based on a false assumption will not be possible.