Join us for EBRI's 82nd Policy Forum - scheduled for Thursday, December 14 from 9:30 am - 12:30 pm Eastern. You'll hear about EBRI's latest research, and expert panelists will discuss the latest developments in the retirement, health, and financial wellbeing areas. Attend in person at the 20 F Street NW Conference Center near Union Station in Washington, DC. Or, join us remotely via live stream (we'll email log-in details for the live stream prior to the event). To learn more and register, use this link (http://bit.ly/PolicyForum82) (attendance is free of charge).

  • 401(k) Employee Contributions Above $2,400, A Possible Rothification Threshold

    As some tax reform proposals reportedly might modify the tax treatment of some 401(k) employee contributions to require them to be treated as so-called Roth contributions, EBRI has summarized its most recent information about the distribution of 401(k) employee contributions around a $2,400 threshold, broken out by salary and by age. We describe which 2015 401(k) contributors would be affected by a $2,400 Rothification proposal and what portion of their contributions would be above $2,400 (and thus subject to mandatory Rothification). We also provide background on a major EBRI study that assesses the projected impact of certain tax reform proposals on employee and employer behaviors and on retirement income adequacy using EBRI’s Retirement Security Projection Model®. (Oct. 23, 2017)

  • EBRI Notes – September 2017

    Employee Tenure Trends, 1983–2016

    The typical American worker stayed at their job just over five years last year, down slightly from the record high since 1983 set in 2014, according to new research by EBRI. Press release.