Average Worker Contribution Rates to 401(k)-Type Plans
EBRI Fast Facts March 19, 2009 1 pages
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Outlook for Consumer/Patient Engagement in Health Care—30 Years into the Experiment
This article summarizes EBRI’s December 2008 policy forum on the “Outlook for Consumer/Patient Engagement in Health Care—30 Years into the Experiment,” which took a detailed look at consumer-directed health plans and related issues. Press release EBRI Notes Mar 12, 2009 12 pages
Use of Target-Date Funds in 401(k) Plans, 2007
About 37 percent of 401(k) plan participants who were offered target-date funds had at least some fraction of their account in target-date funds in 2007, and this is expected to increase as the push for better diversification of 401(k) participants’ assets intensifies from plan sponsors and policymakers, according to new analysis by EBRI. EBRI Issue Brief Mar 9, 2009 32 pages
How Account Balance Size Affects Retirement Plan Rollovers
EBRI Fast Facts March 4, 2009 1 pages
T-157: Senate Special Committee on Aging, on “Boomer Bust? Securing Retirement in a Volatile Economy”
EBRI Testimony Feb 25, 2009 27 pages
The Impact of the Recent Financial Crisis on 401(k) Account Balances
A new EBRI analysis of the impact of the recent financial crisis on average 401(k) retirement plan balances from Jan. 1, 2008, to Jan. 20, 2009, shows that participants’ losses were largely determined by their account balance, age, and job tenure. EBRI Issue Brief Feb 23, 2009 24 pages
Health Plan Differences: Fully-Insured vs. Self-Insured
EBRI Fast Facts Feb 11, 2009 1 pages
The 2009 EBRI Lillywhite Award: Two Recognized for Lifetime Contributions to Economic Security
EBRI Press Release Feb 10, 2009
Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data, 2006
A new study by the nonpartisan Employee Benefit Research Institute (EBRI) shows that workers increasingly see defined contribution plans (401(k)-type) as their primary retirement plan type, with about two-thirds of workers identifying these as their most important plan. Press release EBRI Notes Feb 9, 2009 16 pages
EBRI Publications Useful in Following Health Care Overhaul
EBRI Fast Facts Feb 4, 2009 1 pages
Where—and How Much—Do Employers Spend on Compensation?
EBRI Fast Facts Jan 27, 2009 1 pages
Capping the Tax Exclusion for Employment-Based Health Coverage: Implications for Employers and Workers
This new study by EBRI examines implications for employers and workers involved in capping the tax exclusion for employment-based health coverage, an issue that could come up during this year’s expected debate over overhauling the nation’s health care system. EBRI Issue Brief Jan 14, 2009 20 pages
How Education Affects Retirement Plan Participation
EBRI Fast Facts Jan 13, 2009 1 pages
The Correlation Between Health Status and Having Retirement Benefits
EBRI Fast Facts Jan 8, 2009 1 pages
Lump-Sum Distributions at Job Change
An increasing percentage of retirement plan participants are preserving their retirement assets in tax-qualified accounts, but a significant number are using at least some these assets to pay off debts, start a business, or buy a home, according to a study released today by the EBRI. Press release EBRI Notes Jan 8, 2009 12 pages
Pension, Annuity Income for Selected Years, 1975-2007
EBRI Fast Facts Dec 19, 2008 1 pages
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007
More than 7 percent of 401(k) assets at year-end 2007 were invested in lifecycle funds and one-quarter of 401(k) participants held lifecycle funds, according to analysis by the nonpartisan Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). The findings are part of the annual update of the EBRI/ICI 401(k) database, the largest of its kind, and represent the two groups' first application of the database to examine investors' use of lifecycle funds. EBRI Issue Brief Dec 18, 2008 52 pages
Availability, Contributions, Account Balances, and Rollovers in Account-Based Health Plans
This article provides findings from the 2008 EBRI Consumer Engagement in Health Care Survey, as well as earlier surveys, examining the availability of HRA and HSA-eligible plans (so-called consumer-driven health plans or CDHPs). It also looks at employer and individual contribution behavior, time enrolled in such plans, account balances, and rollover behavior. It found that contributions to CDHPs are growing and that account balances are increasing. Press release EBRI Notes Dec 11, 2008 16 pages
EBRI's 'Fundamentals of Employee Benefit Programs' book Available in January 2009
EBRI Press Release Dec 11, 2008