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
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
HSA Balances, Contributions, Distributions, and Other Vital Statistics—A First Look at Data from the EBRI HSA Database on the 10th Anniversary of the HSA
On the 10th anniversary of their creation, a unique new database from the nonpartisan Employee Benefit Research Institute (EBRI) offers insights into how Americans are using increasingly common health savings accounts (HSAs). EBRI Issue Brief Jun 17, 2014 32 pages
Take it or Leave it? What Older Workers Do With Their 401(k) Balances
EBRI Fast Facts June 5, 2014 1 pages
Individual Retirement Account Balances, Contributions, and Rollovers, 2012; With Longitudinal Results 2010–2012: The EBRI IRA Database
A unique analysis by EBRI finds that balances of Roth IRAs grew at more than double the rate of traditional IRAs among a consistent set of individual retirement account (IRA) owners over the three-year period from 2010–2012. EBRI Issue Brief May 2, 2014 32 pages
“Trends in Health Coverage for Part-Time Workers, 1999–2012,” and “Take it or Leave it? The Disposition of DC Accounts: Who Rolls Over into an IRA? Who Leaves Money in the Plan and Who Withdraws Cash?”
Part-time Workers: Are concerns about the requirements of the new federal health insurance law causing more employers to shift to part-time workers? A new report by EBRI finds there is no definitive answer to that question yet—but notes that a shift to part-time employment was underway before the law was passed and that future trends are likely to depend more on factors such as the economy and unemployment rates. Press release.
DC Accounts: When workers leave or change jobs, what do they do with their old 401(k)? New research from EBRI finds that it largely depends on whether they retire or stay in the work force: Those who retire tend to take the money, while those who keep working most often leave it in their previous employer’s retirement plan. Press release.
EBRI Notes May 2, 2014 24 pagesDo Those With Consumer-Driven Health Plans (CDHPs) Understand Them?
EBRI Fast Facts May 1, 2014 1 pages