Financial Wellbeing

"Crisis" Management: Uncertainty and the Workplace

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. EBRI Issue Brief Aug 12, 2014 20 pages

T-180: ERISA Advisory Council, at a hearing on "Lifetime Participation in Plans," on "The Impact of Leakages on 401(k) Accumulations at Retirement Age"

EBRI Testimony June 17, 2014 31 pages

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T-179: ERISA Advisory Council, at a hearing on "Lifetime Participation in Plans" on "Employment-Based Retirement Plan Participation"

EBRI Testimony June 17, 2014 4 pages

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T-178: ERISA Advisory Council, at a hearing on "Lifetime Participation in Plans," on "Disposition of DC Accounts: Who Rolls Over into an IRA? Who Leaves Money in the Plan and Who Withdraws Cash?"

EBRI Testimony June 17, 2014 9 pages

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Are There Trust Issues With Investment Advice?

EBRI Fast Facts May 22, 2014 1 pages

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Are Older Workers Displacing Younger Workers?

EBRI Fast Facts May 8, 2014 1 pages

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'Characteristics of the Population With Consumer-Driven and High-Deductible Health Plans, 2005–2013,' and 'Labor-force Participation Rates of the Population Ages 55 and Older, 2013'

Consumer-Driven Health Plans: Compared with those in traditional health plans, those in so-called "consumer-driven" health plans tend to have higher income, more education, and be in better health, according to a new report by EBRI. Press release.

Labor-force Participation: Older workers—those 55 and older—are a growing presence in the American work force, a trend driven mainly by women, according to a new report by EBRI. Press release.

EBRI Notes Apr 17, 2014 20 pages