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Jack Smalligan

@jsmalligan.bsky.social

Senior Policy Fellow at the Urban Institute. Analyze disability, retirement and paid leave policy. Served 27 years in the Office of Management and Budget.

3,045 Followers  |  48 Following  |  72 Posts  |  Joined: 09.11.2024
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Posts by Jack Smalligan (@jsmalligan.bsky.social)

Trump and Vought are now breaking both sides of spending law. They’re illegally not spending where the law requires them to spend, and they’re illegally spending where they don’t have the money to spend.

What we have is an appropriations king.

Spending “deals” are meaningless under that setup.

15.10.2025 19:54 — 👍 4193    🔁 1330    💬 71    📌 60
Preview
Updating Social Security Disability The Social Security Administration (SSA) is preparing a proposed rule that could significantly reshape how disability eligibility is determined for two major…

This paper provides more context: www.urban.org/research/pub...
2/2

05.10.2025 17:37 — 👍 8    🔁 2    💬 0    📌 0
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Trump plan would limit disability benefits for older Americans Trump administration officials are considering eliminating age as a factor in deciding whether someone is capable of working.

The Wa Post has issued an important story on an upcoming major SSA disability regulation that would especially affect older disabled workers: www.washingtonpost.com/politics/202...
1/2

05.10.2025 17:37 — 👍 14    🔁 11    💬 1    📌 1

9/ Policymakers, advocates, and researchers should pay close attention. The rule is likely to have profound policy and human consequences and could reshape disability policy for years to come.

18.09.2025 18:11 — 👍 4    🔁 1    💬 0    📌 0

8/ Many denied older workers may turn to early retirement benefits—cutting lifetime retirement income by up to 30%.

18.09.2025 18:11 — 👍 2    🔁 0    💬 1    📌 0

7/ In a hypothetical 10% cut scenario, 📉 500,000 people could lose access by the end of 10 years, as well as 80,000 widows and children and another 250,000 who lose eligibility for part of the period. $82B in reduced benefits and ripple effects on Medicare & Medicaid

18.09.2025 18:11 — 👍 2    🔁 0    💬 1    📌 0

6/ The impact could be huge: 📉 Up to 20% fewer SSDI applicants could qualify and up to 30% fewer older workers could qualify

18.09.2025 18:11 — 👍 1    🔁 0    💬 1    📌 0

5/ SSA is also reconsidering how age, education, and work experience factor into disability decisions. This could disproportionately impact older workers.

18.09.2025 18:11 — 👍 1    🔁 0    💬 1    📌 0

4/ BUT implementation matters. SSA must decide how to interpret ORS data—like whether enough jobs exist at certain skill levels. Policy direction on this will determine if people gain or lose eligibility.

18.09.2025 18:11 — 👍 1    🔁 0    💬 1    📌 0

3/ SSA plans to replace the Dictionary of Occupational Titles with the Occupational Requirements Survey from BLS. This modernizes the data and has bipartisan support.

18.09.2025 18:11 — 👍 1    🔁 0    💬 1    📌 0

2/ The rule has 3 major components: 🔹 Replacing outdated job data 🔹 Implementing new occupational data 🔹 Changing how age (and other factors) affect eligibility.

18.09.2025 18:11 — 👍 1    🔁 0    💬 1    📌 0

1/ SSA’s proposed rule could reduce disability benefit eligibility for hundreds of thousands of Americans—especially older workers. This makes it a Social Security retirement issue too.

18.09.2025 18:11 — 👍 3    🔁 1    💬 1    📌 0

🧵 Big changes may be coming to disability benefits. The Social Security Administration (SSA) is preparing a rule that could reshape how eligibility is determined for SSDI and SSI. Here’s what you need to know—and why it matters. www.urban.org/research/pub...

18.09.2025 18:11 — 👍 15    🔁 13    💬 1    📌 1

SSA needs to study these developments and analyze claim decisions. The changes may well be explainable but SSA has yet to acknowledge the issue. And SSA is operating with far fewer staff who have responsibility to analyze and improve the programs.

13.09.2025 12:12 — 👍 3    🔁 0    💬 0    📌 0

3rd, Disability adjudicators are more productive, as expected. SSA experienced very high turnover among adjudicators after the pandemic. SSA estimated a temporary 20% drop in productivity as new staff are trained. This underscores the importance of retaining government staff.

13.09.2025 12:12 — 👍 6    🔁 0    💬 1    📌 0

2nd, SSA is denying more initial claims. Even as initial decisions have increased by 159,000 for the fiscal year the number of approved claims is flat at about 812,000 with the average approval rate dropping from 38.3% to 36.0%.

13.09.2025 12:12 — 👍 3    🔁 0    💬 1    📌 0

1st, New applications for disability benefits are down by 7% this fiscal year (-163,000). While not unusual, this development is concerning if it is in response to very long waits for eligibility decisions and other factors discouraging claims.

13.09.2025 12:12 — 👍 2    🔁 0    💬 1    📌 0
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The SSA Says It’s Reduced the Disability Claims Backlog. Fewer New Claims and a Higher Denial Rate Could Be Driving the Reduction To better understand what’s driving a decrease in claims and increase in denials, the Social Security Administration could invest more in the research and st…

The Administration has taken credit for a substantial drop in the Social Security disability claims backlog. In this piece I explore the concerning factors behind this drop, including fewer new applications and more denials. www.urban.org/urban-wire/s...

13.09.2025 12:12 — 👍 53    🔁 38    💬 5    📌 0
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Why a judge shut down Trump's latest budget stunt A president can’t sign something into law and then immediately ignore parts of it. But that’s exactly what Trump is doing.

My new op-ed!

“The pocket rescission is just a beacon meant to draw our attention. Trump wants us to focus on the foreign aid impoundments — a shiny object he’s illegally deleting via a pocket rescission — so that we forget about the quiet impoundments of cancer research and preschool funding.”

06.09.2025 16:58 — 👍 95    🔁 34    💬 3    📌 0

See Kathleen Romig's great thread on yesterday's WH Social Security press release.

15.08.2025 11:46 — 👍 1    🔁 0    💬 0    📌 0

Important contrast.

30.06.2025 23:11 — 👍 8    🔁 1    💬 1    📌 0
Post image

People have been debating and worried about the Social Security Trust Fund shortfall for decades. It's widely seen as an enormous fiscal challenge.

One Big Beautiful Bill's tax cuts' permanent cost is actually *larger* than the Social Security Trust Fund shortfall.

18.06.2025 18:42 — 👍 29    🔁 17    💬 2    📌 3

Janet was at Treasury and I was at OMB when the Bush Administration tested this policy. The evaluation of the test showed high proportions of eligibles were deterred from applying and high administrative costs for IRS. Including this policy in reconciliation is a travesty.

05.06.2025 14:50 — 👍 7    🔁 1    💬 0    📌 0
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One Big Beautiful Bill Act’s EITC Precertification Requirement Could Delay Refunds With precertification, many eligible taxpayers would have to wait longer for their EITC, causing financial hardships in the meantime--if they get it all.

The House reconciliation bill includes a provision that could keep many thousands of individuals from receiving EITC. This little noticed provision requires IRS to precertify millions of individuals for EITC. See this piece from Janet Holtzblatt. taxpolicycenter.org/taxvox/one-b...

05.06.2025 14:50 — 👍 31    🔁 11    💬 2    📌 1
PROPOSED RESCISSION OF BUDGET AUTHORITY
Report Pursuant to Section 1012 of the Congressional Budget and Impoundment Control
Act of 1974 (2 U.S.C. 683)
Agency: DEPARTMENT OF STATE
Bureau: Other
Account: Global Health Programs (019-1031 2025/2026)
Amount proposed for rescission: $500,000,000
Justification:
This proposal would rescind $500 million of the $4 billion appropriated in FY 2025 for Global
Health Programs for the U.S. Agency for International Development (USAID), which funds
activities related to child and maternal health, HIV/AIDS, and infectious diseases. This proposal
would not reduce treatment but would eliminate programs that are antithetical to American
interests and worsen the lives of women and children, like "family planning" and "reproductive
health," LGBTQI+ activities, and "equity" programs. This rescission proposal aligns with the
Administration's efforts to eliminate wasteful USAID foreign assistance programs. Enacting
the rescission would reinstate focus, on appropriate health and life spending. This best serves the
American taxpayer.

PROPOSED RESCISSION OF BUDGET AUTHORITY Report Pursuant to Section 1012 of the Congressional Budget and Impoundment Control Act of 1974 (2 U.S.C. 683) Agency: DEPARTMENT OF STATE Bureau: Other Account: Global Health Programs (019-1031 2025/2026) Amount proposed for rescission: $500,000,000 Justification: This proposal would rescind $500 million of the $4 billion appropriated in FY 2025 for Global Health Programs for the U.S. Agency for International Development (USAID), which funds activities related to child and maternal health, HIV/AIDS, and infectious diseases. This proposal would not reduce treatment but would eliminate programs that are antithetical to American interests and worsen the lives of women and children, like "family planning" and "reproductive health," LGBTQI+ activities, and "equity" programs. This rescission proposal aligns with the Administration's efforts to eliminate wasteful USAID foreign assistance programs. Enacting the rescission would reinstate focus, on appropriate health and life spending. This best serves the American taxpayer.

PROPOSED RESCISSION OF BUDGET AUTHORITY
Report Pursuant to Section 1012 of the Congressional Budget and Impoundment Control
Act of 1974 (2 U.S.C. 683)
Agency: DEPARTMENT OF STATE
Bureau: Other
Account: Global Health Programs (019-1031 2025/2029)
Amount proposed for rescission: $400,000,000
Justification:
This proposal would rescind $400 million of the $6 billion appropriated in FY 2025 for global
health programs for the Department of State and implemented by the U.S. Agency for
International Development. The Global Health Programs account funds activities related to
controlling HIV/ AIDS. This proposal would eliminate only those programs that neither provide
life-saving treatment nor support American interests. This rescission proposal aligns with the
Administration's efforts to eliminate wasteful foreign assistance programs. Enacting the
rescission would restore focus on health and life spending. This best se~es the American
taxpayer.

PROPOSED RESCISSION OF BUDGET AUTHORITY Report Pursuant to Section 1012 of the Congressional Budget and Impoundment Control Act of 1974 (2 U.S.C. 683) Agency: DEPARTMENT OF STATE Bureau: Other Account: Global Health Programs (019-1031 2025/2029) Amount proposed for rescission: $400,000,000 Justification: This proposal would rescind $400 million of the $6 billion appropriated in FY 2025 for global health programs for the Department of State and implemented by the U.S. Agency for International Development. The Global Health Programs account funds activities related to controlling HIV/ AIDS. This proposal would eliminate only those programs that neither provide life-saving treatment nor support American interests. This rescission proposal aligns with the Administration's efforts to eliminate wasteful foreign assistance programs. Enacting the rescission would restore focus on health and life spending. This best se~es the American taxpayer.

The rescissions request is out. This is very real. As with reconciliation, this is filibuster-proof, meaning that there is no Senate cloture vote, and Republicans can pass it even with all Dems opposed.

The White House is calling to cut global health programs, condemning people to die.

03.06.2025 21:21 — 👍 226    🔁 96    💬 9    📌 14

A great thread.

24.05.2025 14:32 — 👍 4    🔁 0    💬 0    📌 0

Claiming Social Security benefits earlier than planned can have long-term implications for a retired worker’s retirement security, as well as their spouse, widow, or children. Benefit levels are adjusted based on when a beneficiary chooses to begin receiving benefits.

23.05.2025 17:32 — 👍 6    🔁 0    💬 0    📌 0

Many people will have good reasons to claim Social Security benefits at the earliest eligibility age. The right time to claim benefits is based on many individual factors and should be considered carefully.

23.05.2025 17:32 — 👍 5    🔁 0    💬 1    📌 0

Changes to customer service and use of administrative data by DOGE staff have likely led to fear and confusion among applicants and beneficiaries. Data shows calls and visits to SSA field offices have surged in addition to retirement claims.

23.05.2025 17:32 — 👍 1    🔁 0    💬 1    📌 0
Preview
More Americans Are Filing for Retirement Benefits Earlier—Their Long-Term Retirement Security Could Suffer as a Result Claiming Social Security early reduces a person’s monthly benefit and can threaten their and their families’ economic security in the long term.

The crisis at SSA since January 20 is impacting people. Individual claims for retirement benefits are up 13 percent compared with this time last year, an increase of more than 276,000 claims. In this piece Chantel Boyens and I examine the development. 1/4 www.urban.org/urban-wire/m...

23.05.2025 17:32 — 👍 100    🔁 24    💬 4    📌 3