Califano v. Webster
Opinion of the Court
Under § 215 of the Social Security Act, as added, 64 Stat. 506, and amended, 42 U. S. C. § 415 (1970 ed. and Supp. V), old-age insurance benefits are computed on the basis of the wage earner’s “average monthly wage” earned during his “benefit computation years” which are the “elapsed years” (reduced by five) during which the wage earner’s covered wages were highest. Until a 1972 amendment, “elapsed years” depended upon the sex of the wage earner. Section 215 (b) (3) prescribed that the number of “elapsed years” for a male wage earner would be three higher than for an otherwise similarly situated female wage earner; for a male, the number of “elapsed years” equaled the number of years that elapsed after 1950 and before the year in which he attained age 65; for a female the number of “elapsed years” equaled the number of years that elapsed after 1950 and before the year in which she attained age 62.
To withstand scrutiny under the equal protection component of the Fifth Amendment’s Due Process Clause, “classifications
The statutory scheme involved here is more analogous to those upheld in Kahn and Ballard than to those struck down in Wiesenfeld and Goldfarb. The more favorable treatment of the female wage earner enacted here was not a result of “archaic and overbroad generalizations” about women, Schlesinger v. Ballard, supra, at 508, or of “the role-typing society has long imposed” upon women, Stanton v. Stanton, 421 U. S. 7, 15 (1975), such as casual assumptions that women are “the weaker sex” or are more likely to be child-rearers or dependents. Cf. Califano v. Goldfarb, supra; Weinberger v. Wiesenfeld, supra. Rather, “the only discernible purpose of [§ 215’s more favorable treatment is] the permissible one of redressing our society’s longstanding disparate treatment of women.” Califano v. Goldfarb, ante, at 209 n. 8.
The legislative history of § 215 (b) (3) also reveals that Congress directly addressed the justification for differing treatment of men and women in the former version of that section and purposely enacted the more favorable treatment for female wage earners to compensate for past employment discrimination against women. Before 1956, the sexes were treated equally by § 215 (b) (3); the computation it required turned on the attainment of “retirement age,” which was then defined in 42 U. S. C. § 416 (a) (1952 ed.) as 65 for both sexes.
“Your committee believes that the age of eligibility should be reduced to 62 for women workers. . . . A recent study by the United States Employment Service in the Department of Labor showed that age limits are applied more frequently to job openings for women than for men and that the age limits applied are lower.” H. R. Rep. No. 1189, 84th Cong., 1st Sess., 7 (1955).7
The effect of this change on § 215 (b) (3) was also discussed in connection with the amendment of that section in 1961.
“If I may interrupt, I think we went into this at great length some years ago when we adopted the 62-year provision for women and the theory was that a woman at that age was less apt to have employment opportunities than a man and despite the fact of some statistics to the effect*320 that women live longer than men, I think the other fact is equally commanding, so there is some justification for a distinction between men and women.” Executive Hearings on Social Security Amendments of 1961, before the House Committee on Ways and Means, 87th Cong., 1st Sess., 146-147 (1961).
Thus, the legislative history is clear that the differing treatment of men and women in former § 215 (b) (3) was not “the accidental byproduct of a traditional way of thinking about females,” Califano v. Goldfarb, ante, at 223 (Stevens, J., concurring in judgment), but rather was deliberately enacted to compensate for particular economic disabilities suffered by women.
That Congress changed its mind in 1972 and equalized the treatment of men and women does not, as the District Court concluded, constitute an admission by Congress that its previous policy was invidiously discriminatory. 413 F. Supp., at 129. Congress has in recent years legislated directly upon the subject of unequal treatment of women in the job market.
Finally, there is no merit in appellee’s argument that the failure to make the 1972 amendment retroactive constitutes
Reversed.
Under § 202 (a) of the Act, 42 U. S. C. § 402 (a) (1970 ed. and Supp. V), a fully insured individual who- has reached retirement age is entitled upon application to a monthly old-age insurance benefit equal to his “primary insurance amount.”
Section 215 (a) of the Act, 42 U. S. C. § 415 (a) (1970 ed. and Supp. V), sets out a table for determining the primary insurance amount. This
Before it was amended in 1972, § 215 (b) of the Act, 42 U. S. C. § 415 (b), provided in part:
“(1) . . . [A]n individual’s‘average monthly wage’shall be the quotient obtained by dividing—
“(A) the total of his wages paid in and self-employment income credited to his ‘benefit computation years’ (determined under paragraph (2)), by
“ (B) the number of months in such years.
“ (2) (A) The number of an individual’s ‘benefit computation years’ shall be equal to the number of elapsed years (determined under paragraph (3) of this subsection), reduced by five; except that the number of an individual’s benefit computation years shall in no case be less than two.
“ (B) An individual’s ‘benefit computation years’ shall be those computation base years, equal in number to the number determined under subpara-graph (A), for which the total of his wages and self-employment income is the largest.
“(C) For purposes of subparagraph (B), ‘computation base years’ include only calendar years in the period after 1950 and prior to the earlier of the following years—
“(i) the year in which occurred . . . the first month for which the individual was entitled to old-age insurance benefits, or
“ (ii) the year succeeding the year in which he died.
“(3) For purposes of paragraph (2), the number of an individual’s elapsed years is the number of calendar years after 1950 . . . and before—
“(A) in the case of a woman, the year in which she died or, if it occurred earlier but after 1960, the year in which she attained age 62.
“(C) in the case of a man who has not died, the year occurring after 1960 in which he attained (or would attain) age 65.”
Gongress eliminated the distinction in 1972. As amended by § 104 (b), 86 Stat. 1340, 42 U. S. C. § 415 (b) (3) (1970 ed., Supp. V), now provides:
“[T]he number of an individual’s elapsed years is the number of calendar*316 years after 1950 . . . and before the year in which he died, or if it occurred earlier but after 1960, the year in which he attained age 62.”
The amendment, however, does not apply to men who reached age 62 before its effective date in 1972, and so the former statute continues to govern the determination of this and some other claims of male wage earners.
For example, in this case, the District Court found that appellee was awarded a monthly benefit of $185.70, but that a similarly situated female wage earner would have been awarded $204 per month. 413 F. Supp. 127, 128.
Four other federal courts have reached a contrary conclusion. Gruenwald v. Gardner, 390 F. 2d 591 (CA2), cert. denied sub nom. Gruenwald v. Cohen, 393 U. S. 982 (1968); Kohr v. Weinberger, 378 F. Supp. 1299 (ED Pa. 1974), vacated on other grounds, 422 U. S. 1050 (1975); Polelle v. Secretary of HEW, 386 F. Supp. 443 (ND Ill. 1974); McEvoy v. Weinberger, CCH Unempl. Ins. Rep. ¶ 17,414 (SD Fla., Aug. 28, 1973).
Even with the advantage provided by former § 215 (b) (3), women on the average received lower retirement benefits than men. “As of December 1972, the average monthly retirement insurance benefit for males was $179.60 and for females, $140.50.” Polelle v. Secretary of HEW, supra, at 444 (emphasis omitted).
At that time, the calculation of the “average monthly wage” under § 215 (b) was somewhat different from the scheme set out in n. 1, supra, which was not adopted until Social Security Amendments of 1960, § 303 (a), 74 Stat. 960. The role of § 215 (b) (3) in the computation was similar under the old scheme, however, and the differences between the old and new methods of computation are essentially irrelevant to the effect of the 1956 change in the definition of retirement age on § 215 (b) (3).
Congress deliberately adopted the change notwithstanding the argument urged upon it that reducing the retirement age would not benefit women. S. Rep. No. 2133, 84th Cong., 2d Sess., 14-15 (1956).
In 1961, in connection with the extension of reduced retirement benefits to men at age 62, the definition of retirement age in 42 U. S. C. § 416 (a) was repealed, and the differing ages for the computation of “elapsed years” under § 215 (b) (3) were written explicitly into that section for the first time. §§ 102 (c) (1), 102 (d) (2), 75 Stat. 134, 135. It was at that time that § 215 (b) (3) took on the form it was to retain until 1972. See nn. 1-2, supra.
See, e. g., Equal Pay Act of 1963, 29 U. S. C. § 206 (d); Civil Rights Act of 1964, § 703 (a), 42 U. S. C. § 2000e-2 (a).
Concurring Opinion
join, concurring in the judgment.
While I am happy to concur in the Court’s judgment, I find it somewhat difficult to distinguish the Social Security provision upheld here from that struck down so recently in Califano v. Goldfarb, ante, p. 199. Although the distinction drawn by the Court between this case and Goldfarb is not totally lacking in substance, I question whether certainty in the law is promoted by hinging the validity of important statutory schemes on whether five Justices view them to be more akin to the “offensive” provisions struck down in Weinberger v. Wiesenfeld, 420 U. S. 636 (1975), and Frontiero v. Richardson, 411 U. S. 677 (1973), or more like the “benign” provisions upheld in Schlesinger v. Ballard, 419 U. S. 498 (1975), and Kahn v. Shevin, 416 U. S. 351 (1974). I therefore concur in the judgment of the Court for reasons stated by Mr. Justice Rehnquist in his dissenting opinion in Goldfarb, in which Mr. Justice Stewart, Mr. Justice Blackmun, and I joined.
Reference
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- Califano, Secretary of Health, Education, and Welfare v. Webster
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