Social
Security and Older Voters: 2006 Congressional Election
by William Arnone
January 30, 2007
"The president's
Social Security privatization proposal reminded many blue-collar
and middle-class voters why they had once voted Democratic. Such
voters did not trust the free market enough to agree to cuts in
their benefits."
-- E.J. Dionne, Jr. (The Washington Post, January 3, 2006)
The following is an
analysis of the role of older voters in the 2006 election. The
focus is on the positions taken on Social Security by the 29 Democratic
candidates for the House of Representatives who won their campaigns
in November as Congressional newcomers in seats that had been
held by Republicans.
Executive Summary
The Democratic Party
had recently been losing ground with older voters, a key constituent
group that makes up a relatively high proportion of voters. Going
into the 2006 elections, the Bush Administration's proposals for
overhauling Social Security and its new Medicare Part D prescription
drug program were expected to give Democrats two significant issues
on which to focus in winning over older voters who had previously
voted for Republican incumbents.
Democratic House candidates
who contested seats held by Republicans ran on a general theme
to "save and strengthen Social Security for future generations."
Polls of likely older voters, as well as voters of all ages, supported
the Democrats' focus on Social Security as a priority issue. In
addition to the Democratic Party, national activist organizations,
as well as many state and local advocacy groups, made Social Security
a priority.
All of the 29 successful
Democratic House candidates in the November elections took a "progressive"
position on Social Security, in which they viewed Social Security's
future financing problems as minor and opposed any major benefit
reductions or significant changes in the program's social insurance
structure. Few of the successful Democratic candidates, however,
took positions on specific Social Security proposals that have
been offered in the recent past.
According to post-election
exit polls, the Democratic Party strategy succeeded in swinging
significant percentages of older voters back from the Republican
Party.
Now, as the Bush Administration
and others have renewed calls for major reforms of "entitlement"
programs, newly elected House Democrats may play a critical role
in any attempts at a bipartisan approach to Social Security.
Background
The Democratic Party
had recently been losing ground with older voters, a key constituent
group that makes up a relatively high proportion of voters.
In the 2004 Presidential
election, over 24% of the voters were age 60 and older. The Republican
Presidential ticket in 2004 had a margin of 8 percentage points,
which was a substantial increase from the Democratic Presidential
ticket's margin of 4 percentage points in 2000. This represented
a substantial swing to the Republican party of 12 percentage points.
(The last Presidential election in which the Democratic ticket
lost older voters to the Republican ticket had been in 1988 --
Dukakis-Bentsen vs. Bush-Quayle -- when the margin of loss was
only 1 percentage point.)
Of older voters, 54%
voted for Republican House candidates in 2004 compared with 51%
in 2002 and 48% in 2000. In 1998, 55% of older voters voted Republican.
There is some evidence
that older voters in 2004 were voting more on the basis of "moral
values" (e.g., older Americans are more likely than younger
to describe their outlook as "religious") and on other
issues (e.g., national security) than on economic self-interest
(e.g., Social Security, pensions, Medicare). This was especially
evident in the voting behavior of older blue-collar men. Older
women, however, seemed to be shifting noticeably toward Democratic
candidates, because older women are more anti-war and tend to
be more dependent on federal retirement benefits, like Social
Security, than men.
Following the 2004
campaign, President Bush spent much of 2005 promoting his idea
to allow younger workers to divert a portion of their Social Security
payroll taxes to individual personal accounts. He proposed that
the investment returns on such accounts would offset some of the
Social Security benefits that younger workers would agree to forego
at retirement. Eventually, President Bush acknowledged that carving
out individual accounts alone would not improve Social Security's
long-range financial condition. His Administration admitted that
additional benefit reductions and perhaps tax changes would have
to be made.
Republicans never attempted
to incorporate the Administration's general plan into legislation.
Without some Democrats' support, Republican Congressional leaders
did not want to act alone on Social Security out of concern that
they would risk losing their Congressional majorities over this
issue.
During the debate on
the Bush Administration's Social Security proposals, Democratic
House members were careful not to put any alternative Social Security
reform plan on the table, as long as the President remained committed
to carving out voluntary defined contribution individual accounts
from the program's defined benefit social insurance structure.
2006 Elections
Going into the 2006
elections, the Bush Administration's proposals for overhauling
Social Security and its new Medicare Part D prescription drug
program were expected to give Democrats two significant issues
on which to focus in winning over older voters who had previously
voted for Republican incumbents. Most Republican incumbents had
either supported the Bush Administration's Social Security proposals
or had refused to take positions on them. Most Republican incumbents
had voted for the Medicare Part D legislation and seemed caught
by surprise when the program's implementation caused serious problems
for Medicare beneficiaries and their families.
As early as October
2005, the Democratic Campaign Coordinating Committee (DCCC) and
its Chairman, Rahm Emanuel, identified "the collapse of Social
Security privatization" as one of the "Republican failures"
on which Democratic House candidates would challenge incumbents.
(Source: "Meet the Press," October 2005)
Overall, Democratic
House candidates who contested seats held by Republicans ran on
a general theme to "save and strengthen Social Security for
future generations." (Source: Rep. Nancy Pelosi, DCCC email,
November 2005) A DCCC memo from Congressman Emanuel linked Social
Security to a host of other domestic policy issues: "Whether
a Democrat is talking about Social Security, Medicare, education,
ethics, energy, jobs, or taxes, the message is the same: The Republicans
have failed to make any progress, while Democrats represent change."
(Source: DCCC, Recent Polling and Message Strategy for Democratic
Candidates, November 2005)
Similarly, the Democratic
Senate Campaign Committee (DSCC) focused on the Republicans' attempt
to "privatize Social Security, threatening one of the most
successful programs in our nation's history." (Source: Sen.
Debbie Stabenow, DSCC email, November 2005)
Polls supported the
Democrats' focus on Social Security as a priority issue. A September
2006 Democracy Corps poll of likely voters age 65 and older found
that 59% thought that "things have gotten pretty seriously
off on the wrong track" in the country, while 31% thought
that "things in this country are going in the right direction."
When asked "in deciding how to vote for Congress, which ONE
of the following issues is MOST important to you?" and combining
results for first and second choices, the poll found the following
priority issues (Source: Democracy Corps, September 2006):
-
War
in Iraq: 34%
-
Medicare
and Social Security: 30%
-
Terrorism
and national security: 28%
-
Illegal
immigration: 25%
-
Health
care: 21%
-
Jobs
and economy: 18%
-
Moral
values: 13%
-
Taxes
and spending: 12%
-
Energy
and gas prices: 10%
-
None
of these: 2%
-
Don't
know: 3%
This poll also focused
on Medicare. It asked respondents: "As you know, there is
now a new prescription drug benefit under Medicare for seniors.
How do you rate the program - mostly positively or mostly negatively?"
The responses:
-
Very
positively: 19%
-
Somewhat
positively: 20%
-
Somewhat
negatively: 15%
-
Very
negatively: 25%
-
Don't
know: 21%
The poll also asked:
"And when thinking about the new prescription drug benefit,
which of the following should happen now?" The responses:
-
Replace
the plan and create a new program that is simpler and cheaper
for seniors: 22%
-
Require
that Medicare negotiate with the drug companies to produce lower
prices:21%
-
Put
a cap on prescription drugs to make them affordable for seniors:
19%
-
Give
the plan time to prove itself : 11%
-
Simplify
the selection process by reducing the number of possible plans
and coverage options: 6%
-
Reduce
the size of the plan because it is too expensive: 3%
-
Other:
2%
An October 2006 Wall
Street Journal/NBC News poll, jointly conducted by Democratic
pollster Peter Hart and Republican pollster Bill McInturff, found
that likely voters over age 50 for control of favored Democrats
Congress by 20 percentage points. Older voters favored Democrats
on the Social Security issue by more than 30 percentage points.
(Source: Wall Street Journal/NBC News, October 2006)
A pre-election poll
of likely voters over age 64 found in a generic match-up question
that older respondents preferred the Democratic House candidates
over Republican candidates, 51% to 43%. Although the margins were
closer when candidates' actual names were used, the Democratic
candidates on average still led by 5 points. A plurality of older
respondents named Iraq as one of the top two factors in deciding
their vote, the same as in the poll surveying Americans of all
ages. Medicare and Social Security came in second on the list
of older voters' priority issues, while those concerns only registered
at sixth place in the general survey. (Source: Greenberg-Quinlan-Rosner
poll for Democracy Corps, October 2006)
A Pew Research Center
survey of 2,369 registered voters released the Sunday before Election
Day showed that 48% of those age 65 and over were leaning towards
voting for Democrats, compared with 42% for Republicans. Reflecting
a broader trend, the number of older voters supporting Republicans
rose slightly over figures from a Pew poll in September. (Source:
Pew Research Center, November 2006)
According to one reporter:
"Democrats counted on the over-60 vote to regularly return
their party to power on Capitol Hill -- the party of Franklin
D. Roosevelt, Social Security and Medicare, as Democrats were
quick to remind retirees. But that changed in the 1990's, when
that vote began tilting toward the Republicans. One reason for
the change was demographics - the passing of the New Deal generation
and its replacement with retirees whose political loyalties were
formed in a more Republican era. But it also reflected Republican
success in muting or neutralizing the longtime Democratic advantage
as the more trustworthy party on Social Security and Medicare.
The passage of the Medicare prescription drug law in 2003 was
intended to be the crowning accomplishment of that strategy."
(Source: Robin Toner, New York Times, February 19, 2006)
Among the tactics used
by the DCCC to capitalize on the Democrats' apparent advantage
on this issue were ads in targeted Republican districts across
the country, including on Christian radio, "holding Republicans'
feet to the fire for trying to privatize Social Security."
(Source: DCCC memo, May 2006) This radio campaign represented
a rare effort by the Democratic Party to appeal to the Republicans'
conservative base. DCCC Chairman Emanuel was quoted as saying:
"We are going to keep them back on their heels and make them
compete for their own base." (Source: New York Times, May
17, 2006)
In addition to the
Democratic Party, national activist organizations -- like the
AARP, the AFL-CIO, the Alliance for Retired Americans, Americans
United to Protect Social Security, the Campaign for America's
Future, Democracy for America, Citizen Action, USAction, MoveOn,
and Students for Social Security -- as well as many state and
local advocacy groups made Social Security a priority. Several
organizations developed a Congressional pledge not to privatize
any part of the program or cut benefits with which it confronted
Republican incumbents, many of whom were considered "moderates"
within their party. Many Democratic challengers signed the pledge
in contrast with their Republican opponents' refusal to do so.
The Social Security
issue also resonated with other segments of the voting population.
Americans of all ages stated that they preferred Democrats to
Republicans on this issue by 22 percentage points -- a greater
margin than Democrats had enjoyed in the recent past. (Source:
Wall Street Journal, November 10, 2005) When asked if they "approve,
disapprove or have mixed feelings about the way George W. Bush
is handling" the Social Security issue, 60% said they disapproved,
35% approved, and 2% expressed mixed feelings. (Source: Associated
Press-IPSOS poll, January 2006)
In June 2006, a Gallup
poll found that 76% of Americans of all ages believed that Social
Security was an ''extremely important'' issue for Congress and
55% of respondents trusted Democrats to handle the issue, as opposed
to 28% who trusted Republicans. (Source: The Gallup Organization,
June 2006)
On behalf of the non-partisan
Center for Rural Strategies, Democratic pollster Anna Greenberg
and Republican consultant Bill Greener surveyed 500 registered
voters in 41 competitive rural districts, including Pennsylvania's
10th Congressional District and parts of Indiana's 8th. The Iraq
war was named as the first or second priority by 38% of respondents,
followed by the economy (25%). Medicare and Social Security were
seen as important as terrorism and national security (21%). (Source:
National Journal, October 27, 2006)
A poll of Black voters
of all ages found that health care (49%) and Social Security (42%)
topped their list of the most important issues. (Source: Associated
Press/IPSOS/AOL poll, November 2006)
Some Republican House
candidates ran ads that claimed that their Democratic opponents
would "cut benefits for seniors" and "raise Social
Security taxes" on workers. These Democratic candidates had
supported the AARP's approach to addressing Social Security's
enormous deficit by making "modest adjustments in future
benefits" and getting "additional contributions from
higher-income workers." John Rother, AARP's Director of Legislation
and Public Policy, called the Republican ad campaign a "distortion"
of the candidates' positions and said that the spots misused a
survey AARP had asked candidates to complete.
Some Republican House
candidates also attempted to tie Social Security to the issue
of illegal immigration, by alleging that their Democratic opponents
supported Social Security benefits for undocumented workers.
Did the Democratic
strategy succeed?
According to exit polls
conducted by CNN, voters over age 60 represented 27% of the total
voters in the 2006 Congressional elections. This was an increase
of almost 3 percentage points over 2004. Of older voters, 49%
voted for Republican House candidates and 48% voted for Democratic
House candidates. This represented a swing of 7 percentage points
from the Republicans to the Democrats since the 2004 elections.
Republicans did better,
however, among voters age 65 and older, who comprised 16% of the
total voters in 2006. Republicans won 53% of their votes, compared
to 45% who voted Democratic, for a margin of 8 percentage points.
According to the New
York Times exit poll, however, Democrats won the vote of those
60 and older by 52%-48%. This was an increase of 12 percentage
points over 2004. This was slightly less than the Democratic margin
for all age groups.
Breaking the 2006 results
down further, Republicans won one segment of older voters, Whites,
by 53%-47%. Democrats and Republicans split the vote of older
men, 50%-50%. Women age 60 and older voted for Democrats by 53%-47%.
Older African-Americans favored Democrats by 90%-10%. In contrast
with older voters as a group, voters under age 30 favored Democrats
by 61%-39%.
Successful Democratic
House Candidates
In a previous analysis
of the 29 Democratic candidates who captured Republican House
seats in November, the following characterization of their positions
on Social Security was used.
A "centrist"
position claimed that Social Security had serious financial problems
and opened the door to significant changes in Social Security.
A "progressive" position viewed Social Security's future
financing problems as minor and opposed any major benefit reductions
or significant changes in the program's social insurance structure.
The following provides
more details on each candidate's Social Security positions, based
primarily on the candidate's own campaign Website, as well as
news reports on his or her campaigns.
Harry Mitchell (Arizona,
5th CD)
Although a "centrist"
on other key issues, Mitchell took a "progressive" position
on Social Security. He won with 50% of the vote against 12-year
incumbent J.D. Hayworth.
This district, which
includes Tempe and Scottsdale, is almost entirely urban. Social
Security recipients make up nearly 15% of this district's voting
age population. The Republican Presidential ticket carried this
district by a margin of 9 percentage points in 2004 and 11 percentage
points in 2000. Redistricting in 2002 was thought to have made
this district safely Republican.
In Congress, Hayworth
had championed unsuccessful efforts to block Social Security payments
to immigrants who had not met eligibility requirements.
In October 2006, Hayworth
ran ads claiming that Mitchell "will cut benefits for seniors"
due to his response to an AARP questionnaire.
Mitchell's specific
Social Security positions were:
-
Stop
Congress's continual raid of the Social Security Trust Fund.
Social Security taxes should not pay for anything other than
Social Security benefits. We need to deal with this problem,
devote Social Security surpluses to Social Security and keep
the trust fund intact. It's time that we simply say "hands
off the Social Security surplus."
-
Do
more to protect the system without resorting to tax increases,
benefit cuts, increasing the retirement age, or privatizing
the system.
Gabrielle Giffords
(Arizona, 8th CD)
Giffords took "progressive"
positions on most key issues, including Social Security. She won
with 54% of the vote against Randy Graf for an open seat held
by 12-year incumbent Jim Kolbe.
This district, which
includes Tucson and is predominantly urban, has a very high proportion
of older voters. Social Security recipients make up over 25% of
this district's voting age population. The Republican Presidential
ticket carried this district by a margin of 7 percentage points
in 2004 and 4 percentage points in 2000.
In Congress, Kolbe
had been a strong advocate of individual Social Security investment
accounts. In 2005, he co-sponsored a bill to establish such accounts.
Giffords ran a campaign
ad on "protecting Social Security."
A Tucson Weekly poll
in October 2006 showed that 53% of voters had more trust in Giffords
on Social Security.
Giffords's specific
Social Security positions were:
-
Consider
raising the taxable income level for those who earn high incomes
-
Consider
convening a bipartisan, blue-ribbon commission to adjust the
financing of Social Security in order to ensure its long-term
stability.
-
Oppose
using Social Security taxes to fund private accounts.
-
Stop
the raids on the Social Security Trust Fund that are used to
help cover our nation's huge federal budget deficits.
-
Develop
a bipartisan plan that will protect Social Security benefits
as the baby boom generation moves into retirement.
-
Repeal
discriminatory laws that reduce the benefits earned by workers
under certain public retirement plans.
-
Future
beneficiaries may have to wait longer to collect benefits.
Jerry McNerney (California,
11th CD)
McNerney took "progressive"
positions on all key issues, including Social Security. He won
with 53% of the vote against 14-year incumbent Richard Pombo.
This district, which
is predominantly urban and directly East of San Francisco, has
a high proportion of older voters. Social Security recipients
make up over 18% of the district's voting age population. The
Republican Presidential ticket carried this district by a margin
of 9 percentage points in 2004 and 8 percentage points in 2000.
McNerney issued a campaign
brochure, "Count on Your Social Security Benefits? Count
on Jerry McNerney to Protect It."
McNerney's specific
Social Security positions were:
-
Oppose
progressive indexing, a bad idea. While it preserves Social
Security benefits for those making less than $23,000 a year,
it reduces benefits for all others - by as much as 50% for those
making over $56,000. This would transform Social Security into
a welfare system, making it a bad investment for the majority
of wage earners, which would eventually cause them to oppose
its continuation.
-
Oppose
the Bush/Pombo plan to privatize Social Security.
-
Protect
Social Security from political raids to pay for reckless tax
cuts for multi-millionaires.
-
Repay
the Social Security Trust Fund to ensure that seniors have their
Social Security benefits protected.
Ed Perlmutter (Colorado,
7th CD)
Perlmutter took "progressive"
positions on all key issues, including Social Security. He won
with 55% of the vote against Rick O'Donnell for an open seat held
by Bob Beauprez, a 4-year incumbent. Beauprez had been a target
of Social Security advocacy groups.
This predominantly
suburban district around Denver, which was newly created for the
2002 election, has a high proportion of older voters. Social Security
recipients make up nearly 17% of this district's voting age population.
The Democratic Presidential ticket carried this district by a
margin of 3 percentage points in 2004 and 1 percentage point in
2000. In the 2002 House election, this was the most closely divided
district in the nation.
During the campaign,
O'Donnell acknowledged that he had written an essay 11 years ago
calling for the abolition of Social Security. O'Donnell said that
he had since changed his position and wanted voters to know that
he now favored "fixing Social Security, not abandoning it."
His essay, "For Freedom's Sake, Eliminate Social Security,"
was published in February 1995, when he was editing American Civilization,
a publication of Newt Gingrich's Progress and Freedom Foundation.
"As we bury the
rest of the welfare state in preparation for the 21st century,
it is time to slay the largest government 'entitlement' program
of all, Social Security," O'Donnell had written. "There
is an even more important moral question raised by the government's
role as chief provider in old age," the essay continued.
"It sends the un-American message that it is not your responsibility
to take care of yourself."
In August 2006, Perlmutter
was chosen to deliver the Democratic Party's radio address on
Social Security.
In September, O'Donnell
ran ads claiming that Perlmutter "will cut benefits for seniors"
due to his response to an AARP questionnaire.
Perlmutter's specific
Social Security positions were:
-
Oppose
draining funds out of the Social Security Trust Fund in order
to pay for so-called "private accounts."
-
Restore
a sense of fiscal discipline to the federal government because
the huge deficits we are running threaten the Social Security
Trust Fund. The Bush Administration's reckless fiscal policies
have made it impossible to restore what Vice President Gore
once proposed as a "lock box" to keep Social Security
off limits for masking the federal deficit, but we can regain
some of that lost ground with pay-as-you-go rules for managing
federal spending.
-
Convene
a "Solvency Summit" including members of the Blue
Ribbon Commission on Social Security to hammer out a bipartisan
package that both Republicans and Democrats can support.
Chris Murphy (Connecticut,
5th CD)
Murphy took "progressive"positions
on most key issues, including Social Security. He won with 56%
of the vote against 24-year incumbent Nancy Johnson. Johnson was
a target of Social Security advocacy groups.
This predominantly
urban district, which covers much of the Western side of the state,
has a very high proportion of older voters. Social Security recipients
make up nearly 22% of this district's voting age population. The
Democratic Presidential ticket carried this district by a margin
of less than 1 percentage point in 2004 and 9 percentage points
in 2000.
Johnson was the third-ranking
member of the House Ways and Means Committee. In early 2005, she
said that Social Security changes were urgently needed and supported
personal retirement accounts.
In September 2006,
Murphy was chosen to deliver the Democratic Party's radio address
on Medicare.
Murphy's specific Social
Security positions were:
-
Oppose
the push for "private accounts" as nothing but an
attempt to begin the wholesale privatization of Social Security.
Moving Social Security funds to these private accounts will
actually further jeopardize the program; first, by forcing the
government to borrow massive amounts of money to fund the initial
disbursements to these accounts, and second, by allowing private
investment firms to collect handsome fees for managing the money.
Truth be told, the only thing that privatization ensures is
that Wall Street brokers will be able to make untold millions
from your payroll taxes.
-
Repeal
one quarter of the Bush tax cuts - only those tax breaks for
those making a half million dollars a year or more - to ensure
the financial viability of Social Security into the 22nd century.
When I get to Congress, I will fight to reverse the Republican's
dangerous plan to give away tax breaks to the rich in order
to create a justification to cut the programs that have sustained
the middle class, like Social Security.
-
Guarantee
Social Security benefits and oppose any effort to put those
benefits at risk through privatization schemes.
-
Fight
any effort to increase the retirement age.
Tim Mahoney (Florida,
16th CD)
Although a "centrist"
on most other key issues, Mahoney took a "progressive"
position on Social Security. He won with 50% of the vote against
Joe Negron for an open seat held by Mark Foley, a 12-year incumbent.
Foley had been a target of Social Security advocacy groups.
This predominantly
urban district, which stretches from the Atlantic Ocean almost
to the Gulf of Mexico, has an extremely high proportion of older
voters. Social Security recipients make up nearly 34% of this
district's voting age population. The Republican Presidential
ticket carried this district by a margin of 8 percentage points
in 2004 and 6 percentage points in 2000.
In October 2006, the
National Republican Campaign Committee ran ads claiming that Mahoney
"will cut benefits for seniors" due to his response
to an AARP questionnaire.
Mahoney's specific
Social Security positions were:
-
Oppose
any measure that would privatize Social Security.
-
Oppose
cutting benefits.
-
Stop
Congress from spending Social Security money for other projects.
-
Use
a "fiscally responsible budget" to repay the program.
-
Work
on a bipartisan plan to strengthen Social Security without increasing
the deficit.
Ron Klein (Florida,
22nd CD)
Although a "centrist"
on some other key issues, Klein took a "progressive"
position on Social Security. He won with 51% of the vote against
26-year incumbent Clay Shaw. Shaw was a target of Social Security
advocacy groups.
This urban district,
which includes much of Palm Beach and Broward counties, has a
very high proportion of older voters. Social Security recipients
make up over 24% of this district's voting age population. The
Democratic Presidential ticket carried this district by a margin
of 4 percentage points in 2004 and 4 percentage points in 2000.
Shaw had been Chairman
of the House Ways and Means Committee's Social Security Subcommittee,
a post he had held since 1998, when this district had the nation's
highest percentage of residents over age 65. He said he wanted
to reform Social Security and preserve it for boomer retirements.
In 2000, Shaw led the passage of legislation that eliminated the
earnings limit for Social Security recipients over the normal
retirement age.
In 2004, Shaw proposed
giving workers the option of establishing individual Social Security
accounts over and above current benefits and financed by additional
payroll tax contributions of 2-3%. Currently scheduled Social
Security benefits would continue to be guaranteed under his proposal.
He said that using part of the current Social Security payroll
tax to fund personal accounts was politically unfeasible.
Although term limits
required that Shaw relinquish the chairmanship of the Social Security
Subcommittee, he remained a member of it.
Klein repeatedly criticized
the Bush Administration's plan to privatize Social Security and
linked Shaw to that plan. Shaw's campaign released a statement
in August 2006 that said he "strongly opposes any effort
to privatize Social Security and has strongly disagreed with the
President on his approach to save Social Security.''
In May 2006, Klein
was chosen to deliver the Democratic Party's radio address on
Medicare and Social Security.
Klein's specific Social
Security positions were:
-
Any
plan to deal with Social Security has to satisfy the following
criteria: (1) It cannot cut benefits; (2) It cannot privatize
Social Security; (3) It cannot add to the runaway national debt;
(4) Congress must stop raiding the Social Security trust fund.
-
Oppose
privatization schemes hidden behind names like "private
accounts" or "add-ons."
-
Favor
modernizing Social Security to trim costs.
-
Look
to a bipartisan commission to recommend ways to keep the system
solvent.
Joe Donnelly (Indiana,
2nd CD)
Although a "centrist"
on all other key issues, Donnelly took a "progressive"
position on Social Security. He won with 54% of the vote against
4-year incumbent Chris Chocola. Chocola was a target of Social
Security advocacy groups.
This largely urban
district, which is centered in South Bend and has historically
been part of the Republican heartland, has a very high proportion
of older voters. Social Security recipients make up nearly 23%
of this district's voting age population. The Republican Presidential
ticket carried this district by a margin of 13 percentage points
in 2004 and 9 percentage points in 2000.
During his first campaign
for Congress in 2000, Chocola said "eventually I'd like to
see the entire (Social Security) system privatized." In 2002,
he said he would "support our President in making sure that
20-year-olds find a way to get Social Security."
In September 2006,
Donnelly ran an ad that focused on Social Security and Medicare.
He also highlighted Social Security in his basic campaign brochure.
Donnelly's specific
Social Security positions were:
Brad Ellsworth (Indiana,
8th CD)
Although a "centrist"
on all other key issues, Ellsworth took a "progressive"
position on Social Security. He won with 61% of the vote against
12-year incumbent John Hostettler. Hostettler was a target of
Social Security advocacy groups.
This mixed urban and
rural district, which covers most of Southwest and West central
Indiana, including Evansville and Terre Haute, has a very high
proportion of older voters. Social Security recipients make up
over 24% of this district's voting age population. The Republican
Presidential ticket carried this district by a margin of 24 percentage
points in 2004 and 14 percentage points in 2000.
In May 2006, the DCCC
ran radio ads attacking Hostettler for his support of the Bush
Administration's "private accounts" plan.
Ellsworth's specific
Social Security positions were:
Baron
Hill (Indiana, 9th CD)
Although a "centrist"
on most other key issues, Hill took a "progressive"
position on Social Security. He won with 50% of the vote against
2-year incumbent Michael Sodrel. Sodrel was a target of Social
Security advocacy groups.
This mixed urban and
rural district, which covers the Southeastern corner of Indiana
and most of the state's Ohio River counties, has a very high proportion
of older voters. Social Security recipients make up 21% of this
district's voting age population. It includes Democratic-leaning
Bloomington and the Louisville metropolitan area, as well as the
suburbs of Cincinnati, which have been trending Republican. The
Republican Presidential ticket carried this district by a margin
of 19 percentage points in 2004 and 14 percentage points in 2000.
In May and September
2006, the DCCC ran radio ads attacking Sodrel on Social Security
privatization. (Source: DCCC memo, September 2006)
Hill's specific Social
Security positions were:
Bruce Braley (Iowa,
1st CD)
Braley took "progressive"positions
on most key issues, including Social Security. He won with 55%
of the vote against Mike Whalen for an open seat held by Jim Nussle,
a 16-year incumbent. Nussle had been a target of Social Security
advocacy groups. Nussle was also Chairman of the House Budget
Committee.
This predominantly
urban district of Northeast Iowa has a very high proportion of
older voters. Social Security recipients make up over 23% of this
district's voting age population. The Democratic Presidential
ticket carried this district by a margin of 7 percentage points
in 2004 and 7 percentage points in 2000.
In Nussle's 2002 re-election
campaign, he had said that he was against privatization of Social
Security, but favored adding options for savings and investment
for younger workers.
Braley launched an
early campaign against Whalen as an avid Republican supporter
of Social Security privatization. (Source: DCCC memo, June 2006)
The DCCC ran ads attacking Whalen on Social Security, noting that
"Whalen was on the board of a right-wing think tank behind
Social Security privatization."
In July 2006, Braley
was chosen to deliver the Democratic Party's radio address on
Social Security.
Braley's specific Social
Security positions were:
-
Oppose
privatization schemes that put guaranteed benefits in jeopardy.
-
Support
modest changes in Social Security, as its solvency is in no
immediate danger.
-
Oppose
raising Social Security payroll taxes.
-
Oppose
plundering the Social Security Trust Fund.
David Loebsack (Iowa,
2nd CD)
Loebsack took "progressive"positions
on most key issues, including Social Security. He won with 51%
of the vote against 30-year incumbent Jim Leach. Leach was a target
of Social Security advocacy groups.
This predominantly
urban district, which covers Eastern Iowa and includes Des Moines
and Cedar Rapids, has a very high proportion of older voters.
Social Security recipients make up nearly 22% of this district's
voting age population. It had historically been Iowa's most Democratic
Congressional district. The Democratic Presidential ticket carried
this district by a margin of 11 percentage points in 2004 and
10 percentage points in 2000.
Loebsack's specific
Social Security positions were:
-
Oppose
privatizing Social Security.
-
Support
significant reform, but the system is not in crisis.
-
Support
raising the cap on annual earnings subject to FICA taxes to
$150,000.
-
Oppose
modest adjustments in future benefits at this time.
Nancy Boyda (Kansas,
2nd CD)
Boyda took "progressive"positions
on most key issues, including Social Security. She won with 51%
of the vote against 10-year incumbent Jim Ryun.
This largely urban
district, which covers Eastern Kansas and includes Topeka, has
a very high proportion of older voters. Social Security recipients
make up 21% of this district's voting age population. The Republican
Presidential ticket carried this district by a margin of 20 percentage
points in 2004 and 13 percentage points in 2000.
Boyda's specific Social
Security positions were:
John Yarmuth (Kentucky,
3rd CD)
Yarmuth took "progressive"
positions on all key issues, including Social Security. He won
with 51% of the vote against 10-year incumbent Anne Northrup.
Northrup was a target of Social Security advocacy groups.
This urban and suburban
district, which includes Louisville, has a very high proportion
of older voters. Social Security recipients make up nearly 21%
of this district's voting age population. The Democratic Presidential
ticket carried this district by a margin of 2 percentage points
in 2004 and 2 percentage points in 2000.
Yarmuth's specific
Social Security positions were:
Tim Walz (Minnesota,
1st CD)
Although a "centrist"
on most other key issues, Walz took a "progressive"
position on Social Security. He won with 53% of the vote against
12-year incumbent Gil Gutknecht. Gutknecht was a target of Social
Security advocacy groups.
This mixed urban and
rural district, which covers Southern Minnesota and includes Rochester,
has a very high proportion of older voters. Social Security recipients
make up nearly 25% of this district's voting age population. The
Republican Presidential ticket carried this district by a margin
of 4 percentage points in 2004 and 4 percentage points in 2000.
Walz's specific Social
Security positions were:
Carol Shea-Porter
(New Hampshire, 1st CD)
Shea-Porter took "progressive"positions
on most key issues, including Social Security. She won with 52%
of the vote against 4-year incumbent Jeb Bradley. Bradley was
a target of Social Security advocacy groups.
This predominantly
urban district, which covers the Southeast and South central parts
of New Hampshire and includes Manchester, has a very high proportion
of older voters. Social Security recipients make up 20% of this
district's voting age population. The Republican Presidential
ticket carried this district by a margin of 3 percentage points
in 2004 and 3 percentage points in 2000.
In his 2002 campaign,
Bradley had said that individual investment accounts in Social
Security should be discussed, but then announced his opposition
to privatization.
Shea-Porter's specific
Social Security positions were:
Paul Hodes (New
Hampshire, 2nd CD)
Hodes took "progressive"
positions on all key issues, including Social Security. He won
with 53% of the vote against 12-year incumbent Charles Bass.
This mixed urban and
rural district, which includes Concord, has a very high proportion
of older voters. Social Security recipients make up over 22% of
this district's voting age population. The Democratic Presidential
ticket carried this district by a margin of 5 percentage points
in 2004 and 1 percentage point in 2000.
Hodes's specific Social
Security positions were:
John Hall (New York,
19th CD)
Hall took "progressive"
positions on all key issues, including Social Security. He won
with 51% of the vote against 12-year incumbent Sue Kelly. Kelly
was a target of Social Security advocacy groups.
This predominantly
urban and suburban district, which covers much of New York's lower
Hudson River Valley, has a very high proportion of older voters.
Social Security recipients make up over 20% of this district's
voting age population. The Republican Presidential ticket carried
this district by a margin of 9 percentage points in 2004 and 2
percentage points in 2000.
In October 2006, Hall
held a press conference devoted to Social Security.
Hall's specific Social
Security positions were:
-
Oppose
privatizing and dismantling Social Security.
-
Support
removing the cap on the annual wage base subject to FICA taxes.
-
Support
continuing Social Security's promise of guaranteed benefits
for all generations to come.
-
Oppose
any attempts to increase the retirement age.
Kirsten Gillibrand
(New York, 20th CD)
Gillibrand took "progressive"
positions on most key issues, including Social Security. She won
with 53% of the vote against 8-year incumbent John Sweeney. Sweeney
was a target of Social Security advocacy groups.
This predominantly
rural district, which includes Albany, has a very high proportion
of older voters. Social Security recipients make up nearly 25%
of this district's voting age population. The Republican Presidential
ticket carried this district by a margin of 8 percentage points
in 2004 and 7 percentage points in 2000.
In September 2006,
Gillibrand held a rally opposing Social Security privatization
and signed a Citizen Action Social Security pledge.
Gillibrand's specific
Social Security positions were:
-
Oppose
privatizing Social Security.
-
Support
consideration of lowering the payroll tax on income below $90,000
and increasing it 1% on all income above $90,000.
-
Oppose
spending Social Security Trust Fund for discretionary spending.
-
Oppose
measures to reduce benefits under current law.
Michael
Arcuri (New York, 24th CD)
Arcuri took "progressive"
positions on all key issues, including Social Security. He won
with 54% of the vote against Raymond Meier for an open seat held
by Sherwood Boehlert, a 24-year incumbent. Boehlert had been a
target of Social Security advocacy groups.
This mixed urban and
suburban district, which covers the Mohawk River Valley of central
New York and includes Utica and Cooperstown, has a very high proportion
of older voters. Social Security recipients make up over 24% of
this district's voting age population. The Republican Presidential
ticket carried this district by a margin of 6 percentage points
in 2004 and 1 percentage point in 2000.
In October 2006, Arcuri
signed the Citizen Action Social Security pledge at a senior citizen
center.
Arcuri's specific Social
Security positions were:
-
Oppose
any effort to privatize or otherwise endanger Social Security.
-
Support
making Social Security more stable for future generations.
-
Oppose
an increase in the retirement age.
-
Oppose
any reduction in benefits for working families.
Heath Shuler (North
Carolina, 11th CD)
Although a "centrist"
on some other key issues, Shuler took a "progressive"
position on Social Security. He won with 54% of the vote against
16-year incumbent Charles Taylor. Taylor was a target of Social
Security advocacy groups.
This largely rural
district, which covers Western North Carolina and includes Asheville,
has a very high proportion of older voters. Social Security recipients
make up over 29% of this district's voting age population. The
Republican Presidential ticket carried this district by a margin
of 14 percentage points in 2004 and 18 percentage points in 2000.
Shuler's specific Social
Security positions were:
-
Oppose
dismantling Social Security through any privatization efforts.
-
Oppose
raiding the Social Security Trust Fund to balance the federal
budget.
-
Support
ensuring that Social Security remains a defined benefit program
for years to come instead of a welfare program.
-
Oppose
reducing Social Security benefits for any certain segments of
Americans.
-
Oppose
raising the maximum earnings on which individuals are taxed
for Social Security.
-
Oppose
raising the FICA tax rate.
-
Oppose
gradually increasing the full retirement age to 70.
-
Oppose
gradually increasing the early retirement age to 65.
-
Oppose
reducing benefits for new retirees.
-
Oppose
lowering benefits for high income retirees.
Zachary Space (Ohio,
18th CD)
Space took "progressive"positions
on most key issues, including Social Security. He won with 62%
of the vote against Joy Padgett for an open seat held by Bob Ney,
a 12-year incumbent.
This largely rural
district, which covers Eastern Ohio, has a very high proportion
of older voters. Social Security recipients make up over 24% of
this district's voting age population. The Republican Presidential
ticket carried this district by a margin of 14 percentage points
in 2004 and 14 percentage points in 2000.
In June 2006, Space
held a Social Security roundtable.
Space's specific Social
Security positions were:
Jason Altmire (Pennsylvania,
4th CD)
Although a "centrist"
on some other key issues, Altmire took a "progressive"
position on Social Security. He won with 52% of the vote against
6-year incumbent Melissa Hart.
This predominantly
urban district, which covers Western Pennsylvania and includes
much of suburban Pittsburgh, has a very high proportion of older
voters. Social Security recipients make up over 26% of this district's
voting age population. The Republican Presidential ticket carried
this district by a margin of 9 percentage points in 2004 and 6
percentage points in 2000.
Hart was a member of
the House Ways and Means Committee and she had promised to make
strengthening Social Security a priority.
Altmire's specific
Social Security positions were:
-
Oppose
using Social Security taxes for private accounts.
-
Support
subjecting all wage income to FICA taxes.
-
Support
a national commission to find a solution for the overall entitlement
crisis.
-
Support
a balanced plan for guaranteed benefits.
Joseph Sestak, Jr.
(Pennsylvania, 7th CD)
Sestak took "progressive"
positions on all key issues, including Social Security. He won
with 56% of the vote against 20-year incumbent Curt Weldon.
This urban and suburban
district has a very high proportion of older voters. Social Security
recipients make up over 22% of this district's voting age population.
The Democratic Presidential ticket carried this district by a
margin of 6 percentage points in 2004 and 4 percentage points
in 2000.
In August 2006, Sestak
issued a press release on Social Security's 71st anniversary.
Sestak's specific Social
Security positions were:
-
Oppose
privatizing Social Security.
-
Oppose
increasing the FICA tax rate.
-
Oppose
increasing the wage base subject to FICA taxes.
-
Support
a bipartisan approach to Social Security.
Patrick Murphy
(Pennsylvania, 8th CD)
Murphy took "progressive"
positions on most key issues, including Social Security. He won
with 50% of the vote against 2-year incumbent Michael Fitzpatrick.
Fitzpatrick was a target of Social Security advocacy groups.
This predominantly
urban and suburban district, which includes parts of Northeast
Philadelphia, has a very high proportion of older voters. Social
Security recipients make up 21% of this district's voting age
population. The Democratic Presidential ticket carried this district
by a margin of 3 percentage points in 2004 and 5 percentage points
in 2000.
In October 2006, Murphy
held a public event with the president of the National Committee
to Preserve Social Security and Medicare and he took a pledge
never to privatize Social Security.
Murphy's specific Social
Security positions were:
Chris Carney (Pennsylvania,
10th CD)
Although a "centrist"
on most other key issues, Carney took a "progressive"
position on Social Security. He won with 53% of the vote against
8-year incumbent Donald Sherwood. Sherwood was a target of Social
Security advocacy groups.
This largely rural
district, which covers the Northeast corner of Pennsylvania, has
a very high proportion of older voters. Social Security recipients
make up over 26% of this district's voting age population. The
Republican Presidential ticket carried this district by a margin
of 20 percentage points in 2004 and 16 percentage points in 2000.
In October 2006, the
Republican Congressional Campaign Committee ran ads claiming that
Carney "will cut benefits for seniors" due to his response
to an AARP questionnaire.
Carney's specific Social
Security positions were:
-
Oppose
taking money from Social Security to fund separate, private
accounts.
-
Support
protecting Social Security benefits from inflation.
-
Support
a bipartisan balanced plan for Social Security.
-
Support
allowing workers to invest a portion of their payroll taxes
in addition to their regular withholdings, but not at the expense
of Social Security's defined benefits.
-
Support
raising the cap on annual wages subject to FICA taxes to $150,000.
Nick Lampson (Texas,
22nd CD)
Although a "centrist"
on most other key issues, Lampson took a "progressive"
position on Social Security. He won with 52% of the vote against
Shelly Sekula-Gibbs for an open seat held by Tom DeLay, a 22-year
incumbent, who had been House Majority Leader since 2003.
This predominantly
urban district includes Sugar Land. Social Security recipients
make up 13% of this district's voting age population. The Republican
Presidential ticket carried this district by a margin of 28 percentage
points in 2004 and 34 percentage points in 2000.
Lampson's specific
Social Security positions were:
Steve Kagen (Wisconsin,
8th CD)
Kagen took "progressive"
positions on most key issues, including Social Security. He won
with 51% of the vote against John Gard for an open seat held by
Mark Green, an 8-year incumbent. Green had been a target of Social
Security advocacy groups.
This largely urban
district, which includes Green Bay, has a very high proportion
of older voters. Social Security recipients make up nearly 23%
of this district's voting age population. The Republican Presidential
ticket carried this district by a margin of 11 percentage points
in 2004 and 9 percentage points in 2000.
Kagen's specific Social
Security positions were:
~~~~~~~~
Conclusion
In October 2006, President
Bush said that he planned to revive his proposals to "restructure"
Social Security programs right after the November Congressional
elections. Expressing confidence that he would have a Republican
majority to work with in both houses of Congress, he said that
he intended to make Social Security ''modernization'' a top priority
during his last two years in office. ''After these elections come
and go, we're going to work with the leaders, and to say, 'we're
all responsible for getting something done,' '' President Bush
said. ''My hope is, in the last two years of this administration,
we can set aside needless politics and focus on what's right for
the United States of America and solve these entitlement programs
once and for all.'' (Source: Bureau of National Affairs, October
2006)
President Bush reiterated
his desire to work with Congress to "reform entitlement programs"
like Social Security and Medicare in comments he made to the press
at a post-election White House event with Republican legislative
leaders in January 2007.
All of the 29 successful
Democratic House candidates in Congressional districts that had
been Republican took "progressive" positions on Social
Security. In view of the closeness of 22 of these successful races
(i.e., where the Democratic candidate won with less than 55% of
the vote) and the high proportions of older voters in most of
these Congressional Districts (i.e., in 24 of these districts
Social Security recipients comprised at least 20% of the voting-age
population), the use of the Social Security issue to win older
voters appears to have been a significant factor in these victories.
This will have an impact
on any attempts to deal with Social Security in the 110th Congress.
As one reporter has noted in connection with Social Security:
"Except for the Iraq war, perhaps no other issue so tests
whether Democrats' capture of Capitol Hill in this month's midterm
elections will cause Mr. Bush to alter what has been a largely
partisan and uncompromising governing style." (Source: Jackie
Calmes, The Wall Street Journal, November 22, 2006)
Few of the successful
Democratic candidates, however, took positions on specific Social
Security proposals that have been offered in the recent past.
For example, only five
(Mitchell, C. Murphy, Hall, Arcuri, Shuler) of the 29 stated their
opposition to any increase in the normal retirement age for receiving
full Social Security benefits, while one appeared to be open to
further adjustments in this area (Giffords).
Nine stated their support
for some form of increase in payroll taxes to finance Social Security
(Giffords, Loebsack, Walz, Shea-Porter, Hall, Gillibrand, Altmire,
Carney, Kagen), while five opposed tax increases (Mitchell, Braley,
Shuler, Sestak, P. Murphy). Benefit cuts were explicitly opposed
by seven (Mitchell, Mahoney, Klein, Loebsack, Gillibrand, Arcuri,
Shuler).
Twelve of the Democratic
candidates emphasized protecting the Social Security Trust Fund
against its use for other federal spending purposes, often referred
to as "raiding" (Mitchell, Giffords, McNerney, Perlmutter,
Mahoney, Klein, Donnelly, Braley, Boyda, Gillibrand, Shuler, P.
Murphy).
Seven of the Democratic
candidates called for a bipartisan commission or bipartisan approach
to deal with Social Security (Giffords, Perlmutter, Mahoney, Klein,
Altmire, Sestak, Carney). Should a bipartisan effort to consider
Social Security proposals emerge in the 110th Congress, the shortage
of specific positions taken by the newly elected Democratic House
members -- beyond their opposition to private individual accounts
-- may increase the likelihood that such an effort achieves some
agreement.
~~~~~~~~
William Arnone
william.arnone@ey.com
January 2007
|