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EBRI Issue Brief – November 2009
Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2008
Participation in employment-based retirement plans decreased by small amounts for most categories of workers in 2008, but those with the strongest connection to the work force experienced the smallest decline: 0.5 percentage point, according to a study released by the EBRI. Additional decreases are possible in 2009–2010, depending on economic trends, the study adds. Press release
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EBRI Notes – October 2009
“Debt of the Elderly and Near Elderly, 1992–2007,” and “The Relationship Between Union Status and Employment-Based Health Benefits”
Debt levels of those in or near retirement age are heading up: Among elderly families—and especially among the lower-income elderly—housing debt in particular is rising, according to a new study by EBRI. For some age groups, a significant percentage has debt levels beyond the threshold considered problematic. Press release
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EBRI Notes – November 2009
'Availability, Contributions, Account Balances, and Rollovers in Account-Based Health Plans, 2006–2009' and 'Retirement Plan Participation and Asset Allocation, 2007'
Among the roughly 4 percent of covered Americans who have so-called “consumer-driven” health plans, contributions to the plans by their employers are shifting: Workers with employee-only coverage have seen their annual employer contributions decrease, while those with family coverage have seen their annual employer contributions increase, according to a new survey released by EBRI. Press release
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EBRI Issue Brief – October 2009
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2008
American workers who held 401(k) accounts consistently from 2003 through 2008 suffered a 24.3 percent average drop in their account balance during 2008’s bear market, according to a report released today by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). These consistent participants saw their average account balances increase at an annual rate of 7.2 percent over five years, even after the 2008 losses, according to the study. The account balances include ongoing worker contributions, employer contributions, and investment gains and losses. Press release
