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“Lump-Sum Distributions at Job Change, Distributions Through 2012,” and “Views on the Value of Voluntary Workplace Benefits: Findings from the 2013 Health and Voluntary Workplace Benefits Survey”
LSDs: When workers change jobs, an increasing number appear to be leaving their retirement savings intact, according to new research by EBRI. Press release.
WBS: The vast majority or workers say that the benefits package an employer offers--especially health insurance--is important to their decision to accept or reject a job, but a quarter are not satisfied with them, according to a new survey. Press release.
EBRI Notes Nov 14, 2013 24 pagesEmployment-Based Retirement Plan Participation: Geographic Differences and Trends, 2012
The number of workers participating in an employment-based retirement plan has increased slightly, although the level of participation is down slightly, according to a new analysis by EBRI. EBRI Issue Brief Nov 12, 2013 44 pages
401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007–2011
The average 401(k) account balance for participants consistently participating in their 401(k) plans for the four years from 2007 through 2011 was up 23.5 percent at year-end 2011 compared with year-end 2007, despite the sharp decline caused by the bear market in 2008, according to a report released today by EBRI and ICI. EBRI Issue Brief Oct 17, 2013 20 pages
“Amount of Savings Needed for Health Expenses for People Eligible for Medicare: More Rare Good News,” and “IRA Asset Allocation, 2011”
Health Savings: The estimated savings that new Medicare beneficiaries will need to cover the costs of health care in retirement continues to drop as the growth of projected future health premiums slows, according to a new report by EBRI. Press release.
IRAs: Young workers with small balances and owners of Roth individual retirement accounts (IRAs) are more likely than other IRA owners to make “extreme” allocations to stocks or money, according to a new report from EBRI. Press release.
EBRI Notes Oct 10, 2013 24 pages