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EBRI’s 2014 Retirement Confidence Survey: Confidence Rebounds—for Those With Retirement Plans
Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to EBRI’s 24th annual Retirement Confidence Survey (RCS), but it does not appear to be founded on improved retirement preparations—and it may be limited to those with retirement plans. EBRI Issue Brief Mar 18, 2014 36 pages
How Many Are Eligible for Account-Based Health Plans?
EBRI Fast Facts March 13, 2014 1 pages
T-177: United States Senate Committee on Banking, Housing & Urban Affairs, at a hearing on "The State of U.S. Retirement Security: Can the Middle Class Afford to Retire?"
EBRI Testimony March 12, 2014 14 pages
T-176: Senate Finance Subcommittee Social Security, Pensions, and Family Policy, at a hearing on Retirement Savings for Low-Income Workers"
EBRI Testimony Feb 26, 2014 11 pages
The Impact of Employer Size on Retirement Plan Participation
EBRI Fast Facts Feb 20, 2014 1 pages
What Causes EBRI Retirement Readiness Ratings to Vary: Results from the 2014 Retirement Security Projection Model®
Overall retirement income adequacy for Baby Boomers and Generation X households improved last year, though factors like age, income, and especially access to an employment-based 401(k)-type retirement plan, can produce significant individual differences, according to a new report by EBRI. EBRI Issue Brief Feb 13, 2014 32 pages
“IRA Withdrawals, 2011,” and “Employer and Worker Contributions to Health Reimbursement Arrangements and Health Savings Accounts, 2006–2013”
IRAs: Withdrawals from individual retirement accounts (IRAs) tend to be small and closely follow the rates dictated by the federal required minimum distribution (RMD) rules that apply to individuals age 70-1/2 or older, according to a new study by EBRI. Press release.
Health Accounts: Nearly three-quarters of workers (71 percent) with a health reimbursement arrangement (HRA) or health savings account (HSA) reported that their employers contributed to the account in 2013, according to a new report by EBRI. Press release.
EBRI Notes Feb 12, 2014 24 pages