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SPEAKERS CONTENTS INSERTS
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51–811CC
1998
H. CON. RES. 52, MODIFYING THE RAILROAD RETIREMENT TIER II BENEFITS FOR WIDOWS AND WIDOWERS
(105–83)
HEARING
BEFORE THE
SUBCOMMITTEE ON
RAILROADS
OF THE
COMMITTEE ON
TRANSPORTATION AND INFRASTRUCTURE
HOUSE OF REPRESENTATIVES
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ONE HUNDRED FIFTH CONGRESS
SECOND SESSION
SEPTEMBER 17, 1998
Printed for the use of the
Committee on Transportation and Infrastructure
COMMITTEE ON TRANSPORTATION AND INFRASTRUCTURE
BUD SHUSTER, Pennsylvania, Chairman
DON YOUNG, Alaska
THOMAS E. PETRI, Wisconsin
SHERWOOD L. BOEHLERT, New York
HERBERT H. BATEMAN, Virginia
HOWARD COBLE, North Carolina
JOHN J. DUNCAN, Jr., Tennessee
THOMAS W. EWING, Illinois
WAYNE T. GILCHREST, Maryland
JAY KIM, California
STEPHEN HORN, California
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BOB FRANKS, New Jersey
JOHN L. MICA, Florida
JACK QUINN, New York
TILLIE K. FOWLER, Florida
VERNON J. EHLERS, Michigan
SPENCER BACHUS, Alabama
STEVEN C. LaTOURETTE, Ohio
SUE W. KELLY, New York
RAY LaHOOD, Illinois
RICHARD H. BAKER, Louisiana
FRANK RIGGS, California
CHARLES F. BASS, New Hampshire
ROBERT W. NEY, Ohio
JACK METCALF, Washington
JO ANN EMERSON, Missouri
EDWARD A. PEASE, Indiana
ROY BLUNT, Missouri
JOSEPH R. PITTS, Pennsylvania
ASA HUTCHINSON, Arkansas
MERRILL COOK, Utah
JOHN COOKSEY, Louisiana
JOHN R. THUNE, South Dakota
CHARLES W. ''CHIP'' PICKERING, Jr., Mississippi
KAY GRANGER, Texas
JON D. FOX, Pennsylvania
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THOMAS M. DAVIS, Virginia
FRANK A. LoBIONDO, New Jersey
J.C. WATTS, Jr., Oklahoma
JERRY MORAN, Kansas
VITO FOSSELLA, New York
JAMES L. OBERSTAR, Minnesota
NICK J. RAHALL II, West Virginia
ROBERT A. BORSKI, Pennsylvania
WILLIAM O. LIPINSKI, Illinois
ROBERT E. WISE, Jr., West Virginia
JAMES A. TRAFICANT, Jr., Ohio
PETER A. DeFAZIO, Oregon
BOB CLEMENT, Tennessee
JERRY F. COSTELLO, Illinois
GLENN POSHARD, Illinois
ELEANOR HOLMES NORTON, District of Columbia
JERROLD NADLER, New York
PAT DANNER, Missouri
ROBERT MENENDEZ, New Jersey
JAMES E. CLYBURN, South Carolina
CORRINE BROWN, Florida
JAMES A. BARCIA, Michigan
BOB FILNER, California
EDDIE BERNICE JOHNSON, Texas
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FRANK MASCARA, Pennsylvania
GENE TAYLOR, Mississippi
JUANITA MILLENDER-McDONALD, California
ELIJAH E. CUMMINGS, Maryland
EARL BLUMENAUER, Oregon
MAX SANDLIN, Texas
ELLEN O. TAUSCHER, California
BILL PASCRELL, Jr., New Jersey
JAY W. JOHNSON, Wisconsin
LEONARD L. BOSWELL, Iowa
JAMES P. McGOVERN, Massachusetts
TIM HOLDEN, Pennsylvania
NICK LAMPSON, Texas
JOHN ELIAS BALDACCI, Maine
MARION BERRY, Arkansas
Subcommittee on Railroads
BOB FRANKS, New Jersey, Chairman
KAY GRANGER, Texas
SHERWOOD L. BOEHLERT, New York
JOHN L. MICA, Florida
JACK QUINN, New York
TILLIE K. FOWLER, Florida
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SPENCER BACHUS, Alabama
JOSEPH R. PITTS, Pennsylvania
JON D. FOX, Pennsylvania
JERRY MORAN, Kansas
BUD SHUSTER, Pennsylvania
(Ex Officio)
ROBERT E. WISE, Jr., West Virginia
EARL BLUMENAUER, Oregon
ROBERT A. BORSKI, Pennsylvania
WILLIAM O. LIPINSKI, Illinois
BOB CLEMENT, Tennessee
JERROLD NADLER, New York
BOB FILNER, Californi
MAX SANDLIN, Texas
JAMES L. OBERSTAR, Minnesota
(Ex Officio)
(ii)
CONTENTS
TESTIMONY
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Carter, Julia, Widow
Hamberger, Edward R., President and CEO, Association of American Railroads
Hanas, Gerald R., General Manager, Northern Indiana Commuter Transportation District, on behalf of the American Public Transit Association
Monin, Clarence V., President, Brotherhood of Locomotive Engineers, on behalf of the Rail Labor Division, Transportation Trades Department of the AFL–CIO
Ogborn, Mike, Managing Director, Omnitrax, Inc., on behalf of the American Short Line and Regional Railroad Association
Thomas, Cherryl T., Chair, Railroad Retirement Board, accompanied by Jerome F. Kever, Management Member, and David Lucci, Counsel to the Labor Member
Westphal, August W., National President, National Association of Retired and Veteran Railway Employees (NARVRE)
PREPARED STATEMENTS SUBMITTED BY MEMBERS OF CONGRESS
Oberstar, Hon. James L., of Minnesota
Shuster, Hon. Bud, of Pennsylvania
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PREPARED STATEMENTS SUBMITTED BY WITNESSES
Hamberger, Edward R
Hanas, Gerald R
Kever, Jerome F
Monin, Clarence V
Ogborn, Mike
Thomas, Cherryl T
Westphal, August W
SUBMISSIONS FOR THE RECORD
Hamberger, Edward R., President and CEO, Association of American Railroads:
Comparison of Benefits Provided by Social Security and those Provided by Railroad Retirement
William M. Mercer, Inc., Deborah R. Feitel, A.S.A., E.A., Senior Actuary, and Ian N. Berger, Attorney, Survivor Benefits Under Private Sector Defined Benefit Plans, statement
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Thomas, Cherryl T., Chair, Railroad Retirement Board:
Flow of Funding, Benefit Payments and Taxation Under Railroad Retirement Programs, chart
Comparison of Tier I Benefits Under the Railroad Retirement Act with Social Security Benefits
Letter to Rep. Quinn from Beatrice Ezerski, Secretary to the Board,
Railroad Retirement Board, March 26, 1997
Memorandum to Kenneth P. Boehne, Director of Administration, from Frank J. Buzzi, Chief Actuary, Railroad Retirement Board, concerning Financial Impact of Proposed Minimum Widow Annuity Guarantee, September 4, 1998
1998 Railroad Retirement and Social Security Taxes, chart
Maximum Railroad Retirement and Social Security Taxes Payable 1998, chart
(iii)
Railroad Retirement and Social Security Benefits Compared, Average Monthly Benefits Being Paid in September 1997, chart
Average Monthly Benefits Being Paid to Aged and Disabled Widows/Widowers in September 1997, chart
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Railroad Retirement and Social Security Benefits Compared, Average Monthly Benefits Awarded in September 1997, chart
(iv)
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