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"Crisis" Management: Uncertainty in the Workplace
UPDATED: EBRI estimates of the changes in 401(k) account balances for July 2014, by age and tenure.
Health Care Research
Lifetime Accumulations and Tax Savings from HSA Contributions
Impact of 401(k) "Leakage"
EBRI Testimony for ERISA Advisory Council
Want to Feel Better About Retirement?
EBRI Media Coverage
A roundup of recent media coverage of EBRI research.
- Retirement Research
- 401(k) Data
- Health Care Research
- Impact of 401(k) "Leakage"
- FAST FACT
- EBRI Media Coverage
EBRI Notes – August 2014
“Satisfaction With Health Coverage and Care: Findings from the 2013 EBRI/Greenwald & Associates Consumer Engagement in Health Care Survey,” and “Contributory 'Negligence?' The Impact of Future Contributions to Defined Contribution Plans on Retirement Income Adequacy for Gen Xers”
Health Plans: Who’s happier with their health plan—those in “traditional” managed care plans, or those in so-called “consumer-driven” and high-deductible plans? The latest data from EBRI show that the overall satisfaction rate among consumer-driven health plan (CDHP) enrollees is gradually increasing, while it is gradually decreasing among traditional enrollees. Press release.
Gen Xers: Are Gen Xers in worse shape than the Baby Boom generation when it comes to having enough money for retirement? Not if you take into account future contributions and the current trends in automatic plan design features, according to a new report by EBRI. Press release.
EBRI Issue Brief – July 2014
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2012
The average account balance of workers who participated consistently in a 401(k) plan from year-end 2007 to year-end 2012 increased at a compound average annual growth rate of 6.8 percent during that period, despite a 34.7 percent drop in that group’s average 401(k) account balance in 2008, according to a new study by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). The increase in account balances reflects several factors, including employer and worker contributions, investment returns, withdrawals, and loans. Press release.
EBRI Issue Brief – August 2014
With major changes sweeping both health and retirement plans in the private sector, are employment-based benefits facing a “crisis” or merely an uncertain future? A recent industry-wide forum sponsored by EBRI brought together a variety of experts to focus on the issue and the challenges ahead. Press release.
EBRI Notes – July 2014
“Lifetime Accumulations and Tax Savings from HSA Contributions” and “IRA Withdrawals in 2012 and Longitudinal Results, 2010–2012”
HSAs: With an ever-increasing number of Americans gaining access to health savings accounts (HSAs) via their employment-based health plan, how much could they accumulate for health care expenses in these accounts? The answer depends on how much is contributed to the HSA—a tax-exempt trust or custodial account that an individual can open and use to pay his or her health care expenses—as well as how much is withdrawn, and what the investment return and fees on the HSA are, according to new research by EBRI. Press release.
IRAs: Individual retirement accounts (IRAs) are a vital component of U.S. retirement savings, representing approximately one-quarter of all retirement assets in the nation. But as a growing number of Americans head into retirement, how much are they withdrawing from these accounts—and will it last? Press release
- 401(k) Valuations Published: September 2, 2014 401(k) Balances and Changes Due to Market Volatility
- Data Book Last Updated: February 2013 A comprehensive collection of the most up-to-date benefit information available