T-144: House Ways and Means Committee on retirement policy challenges and opportunities
EBRI Testimony May 19, 2005 10 pages
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Comparing Social Security Reform Options
which seeks to provide answers to how the public will be affected by fundamentally different approaches to Social Security reform. This analysis compares "Model 2" individual accounts from the 2001 President's Commission to Strengthen Social Security (the closest detailed proposal to what President Bush has endorsed) with three basic options: Raising taxes, imposing sharp ("cliff") benefit cuts, and gradually reducing benefits. EBRI Issue Brief May 1, 2005 32 pages
T-143: Financial Literacy, before the House Committee on Financial Services
EBRI Testimony April 20, 2005 14 pages
Encouraging Workers to Save: The 2005 Retirement Confidence Survey
EBRI Issue Brief Apr 1, 2005 32 pages
The Impact of the Erosion of Retiree Health Benefits on Workers and Retirees
EBRI Issue Brief Mar 1, 2005 20 pages
Controlling Health Costs and Improving Health Care Quality for Retirees
EBRI Issue Brief Feb 1, 2005 20 pages
"The Relationship Between Income and Health Insurance; Retirement Annuity and Employment-Based Pension Income; and Facts from EBRI: Finances of Employee Benefits, 1960-2003"
EBRI Notes Feb 1, 2005 20 pages
Changes in Wealth for Americans Reaching or Just Past Normal Retirement Age
EBRI Issue Brief Jan 1, 2005 36 pages
"Tracking Health Care Costs: Spending Growth Slowdown Stalls in First Half of 2004"
EBRI Notes Dec 1, 2004 8 pages
Sources of Health Insurance and Characteristics of the Uninsured: Analysis of the March 2004 Current Population Survey
EBRI Issue Brief Dec 1, 2004 32 pages
Public Attitudes on the U.S. Health Care System: Findings From the Health Confidence Survey
EBRI Issue Brief Nov 1, 2004 24 pages
Employment-Based Retirement Plan Participation: Geographic Differences and Trends
EBRI Issue Brief Oct 1, 2004 31 pages
Health Savings Accounts and Other Account-Based Health Plans
EBRI Issue Brief Sep 1, 2004 20 pages
"Measuring Retirement Income Adequacy, Part One: Traditional Replacement Ratios and Results for Workers at Large Companies" and "Facts from EBRI: Assets in Qualified Plans, 1985–2002"
EBRI Notes Sept 2004 16 pages
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003
EBRI Issue Brief Aug 1, 2004 24 pages
Health Care Expenses in Retirement and the Use of Health Savings Accounts and Appendix
EBRI Issue Brief Jul 1, 2004 39 pages
Medicare Prescription Drugs: Making the New Program Work
EBRI Issue Brief Jun 1, 2004 16 pages
ERISA at 30: The Decline of Private-Sector Defined Benefit Promises and Annuity Payments? What Will It Mean?
EBRI Issue Brief May 1, 2004 36 pages