Instructor Guide — Social Security Proto‑Fund Exercise
Module: Research Toolbox
Audience: Instructors, facilitators, AI agents
Purpose: Provide structural guidance for evaluating student work.
1. Learning Outcomes#
Students should demonstrate:
- Ability to construct the four‑source substrate.
- Correct use of RTT/1, RTT/2, RTT/3.
- Understanding of transfer‑system mechanics vs fund mechanics.
- Ability to identify coherence mismatches.
- Ability to integrate multiple modules (IE, MSM, GSM, Medicine, Philanthropy).
- Ability to classify Social Security as a proto‑fund structurally, not politically.
2. Instructor Notes by Section#
Section 1 — Substrate Setup#
Look for:
- clear S1–S4 separation
- no political or prescriptive language
- recognition that Social Security is a transfer system, not an investment fund
Section 2 — RTT/1#
Correct answers identify:
- actual inflow/outflow behavior
- demographic deltas
- trust‑fund adjustments
- mismatch between forecasts and actuals
Avoid:
- predictions
- collapse narratives
Section 3 — RTT/2#
Students should classify the system as:
- transitional, not collapsing
- regime‑shift driven by demographics
- structurally stable but adjusting
Section 4 — RTT/3#
Look for:
- surface vs structural mismatch
- resonance layer driven by perception
- recognition that transfer systems have low resonance
Section 5 — Cross‑Module Integration#
Strong answers reference:
- Inverted Economics: transfer vs fund
- MSM: narrative amplification
- GSM: politician benefits vs citizen benefits
- Medicine: Medicare co‑evolution
- Philanthropy: public‑good framing
Section 6 — Proto‑Fund Classification#
Correct structure:
“Behaves like a transfer system, described like a fund.”
Students should avoid:
- political claims
- policy recommendations
3. Evaluation Rubric (0–4 scale)#
| Score | Criteria |
|---|---|
| 4 — Excellent | Full RTT/1–3 usage, correct regime, clear coherence layers, accurate proto‑fund classification, strong cross‑module integration. |
| 3 — Good | Mostly correct, minor gaps, coherent reasoning. |
| 2 — Partial | Some RTT usage, but missing regime or coherence clarity. |
| 1 — Minimal | Surface‑level description, no triadic reasoning. |
| 0 — Off‑track | Political, prescriptive, or non‑structural. |
4. Safety Notes#
- Keep analysis non‑political and non‑financial.
- No policy recommendations.
- No collapse predictions.
- Focus on structure, not ideology.
5. Instructor Summary#
This exercise teaches:
- how to classify a public‑good system structurally
- how to use RTT/1–3 in sequence
- how to integrate multiple modules
- how to maintain coherence and avoid drift
This is the canonical instructor guide for the proto‑fund exercise.