October 17 Webinar

Retirement Income—Insights from the 2018 Retirement Confidence Survey

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EBRI's Policy Forum

Learn about the latest research, trends, and regulatory changes affecting retirement, health care and financial wellness. Hear from EBRI researchers, policymakers, plan sponsors, and providers in this post-election discussion of the current state—and the future--of employee benefits.

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September 27 Webinar Replay

Trends in the Availability of Employment-Based Health Coverage Password: VdT6tx&H

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2018 RCS - This year’s Retirement Confidence Survey (RCS) finds only a third of retirees very confident in their ability to live comfortably throughout retirement (32 percent). While this is comparable to last year, retiree confidence in having enough money to cover basic expenses and medical expenses has dropped: 80 percent say they are very/somewhat confident about covering basic expenses this year compared to 85 percent in 2017; and 70 percent say they are very/somewhat confident about covering medical expenses this year vs. 77 percent in 2017. In addition, retirees’ confidence that Medicare and Social Security will continue to provide benefits equal to what retirees receive today has significantly declined compared to last year, with fewer than half saying they are very or somewhat confident (46 percent very or somewhat confident in Medicare this year vs. 52 percent in 2017; 45 percent very or somewhat confident in Social Security vs. 51 percent in 2017). Only 7 percent of retirees say they are very confident that each of these will continue to provide the same level of benefits they do today.

  • EBRI Issue Brief – September 2018

    401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016

    A view of how participants’ equity allocations have fared in the past year and since the 2008 market collapse; comparisons of how target date funds are used across various generations; the dwindling role of company stock in 401(k) plans; changes in plan balances, and more.

  • EBRI Issue Brief – August 2018

    EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation, 2016 Update

    Using the newest data on IRAs, EBRI’s latest Issue Brief, “EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation, 2016 Update” engages in a comprehensive evaluation of the IRA marketplace: its size, its composition, who is contributing to IRAs, which IRAs they are contributing to, and what levels. Curious about IRA balances, rollovers and withdrawals? The Issue Brief covers that, too.  The full Issue Brief is available here. A related EBRI Fast Fact is located here.