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  • Home /
  • Financial Wellbeing /
  • Financial Wellbeing Publications /
  • Issue Briefs

Issue Briefs

Perceived Helpfulness of Financial Well-being Programs: Results From the 2017 and 2018 Retirement Confidence Surveys

EBRI Issue Brief Aug 20, 2018 19 pages
  • Summary
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EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation, 2016 Update

EBRI Issue Brief Aug 13, 2018 48 pages
  • Summary
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Student Loan Debt: Trends and Implications

EBRI Issue Brief July 9, 2018 26 pages
  • Summary
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Labor Force Participation Rates by Age and Gender and the Age and Gender Composition of the U.S. Civilian Labor Force and Adult Population

EBRI Issue Brief May 8, 2018 22 pages
  • Summary
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The State of Employee Benefits: Findings from the 2017 Health and Workplace Benefits Survey

EBRI Issue Brief April 10, 2018 13 pages
  • Summary
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Cumulative Out-of-Pocket Health Care Expenses After the Age of 70

EBRI Issue Brief April 3, 2018 23 pages
  • Summary
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Asset Decumulation or Asset Preservation? What Guides Retirement Spending?

EBRI Issue Brief April 3, 2018 12 pages
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Individual Account Retirement Plans: An Analysis of the 2016 Survey of Consumer Finances

EBRI Issue Brief March 13, 2018 25 pages
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Debt of the Elderly and Near Elderly, 1992–2016

EBRI Issue Brief March 5, 2018 24 pages
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Workers Rank Health Care as the Most Critical Issue in the United States

Workers rank health care as the most critical issue in the nation, according to new research from EBRI. The survey also finds that a majority of workers describe the health care system as poor or fair, though workers’ satisfaction in their own health plans remains high. Rising health care costs have implications for financial wellbeing among workers. Of the one-half of workers reporting cost increases, 26 percent state they have decreased their contributions to retirement plans, and 43 percent have decreased their contributions to other savings. The survey was made possible with funding support from the following organizations: AXA Equitable Financial Services, LLC, Cigna, Mercer LLC, Prudential Financial Inc., The Segal Group, Inc., and Unum Group. EBRI Notes Jan 25, 2018 14 pages
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