Comparing Asset Allocation Before and After a Rollover From 401(k) Plans to Individual Retirement Accounts EBRI Issue Brief Nov 7, 2019 23 pages Summary Full Content (Members Only )
What if OregonSaves Went National: A Look at the Impact on Retirement Income Adequacy EBRI Issue Brief Oct 31, 2019 14 pages Summary Full Content (Members Only )
How Do Retirees’ Spending Patterns Change Over Time? EBRI Issue Brief Oct 3, 2019 23 pages Summary Full Content (Members Only )
2019 Employer Approaches to Financial Wellbeing Solutions EBRI Issue Brief Sept 26, 2019 33 pages Summary Full Content (Members Only )
Emergency Savings: The Reality of Workers’ Liquid Savings — Evidence From the Survey of Consumer Finances EBRI Issue Brief Aug 29, 2019 20 pages Summary Full Content (Members Only )
The Impact of Auto Portability on Preserving Retirement Savings Currently Lost to 401(k) Cashout Leakage EBRI Issue Brief August 15, 2019 24 pages Summary Full Content (Members Only )
Under the Dome — A Closer Look at Legislative Proposals Impacting Retirement EBRI Issue Brief July 11, 2019 15 pages Summary Full Content (Members Only )
Comparing the Financial Status of Generation X Families EBRI Issue Brief June 27, 2019 25 pages Summary Full Content (Members Only )
Alternative Realities: The Impact of Extreme Changes in Defined Contribution Plans on Retirement Income Adequacy in America EBRI Issue Brief June 13, 2019 15 pages Summary Full Content (Members Only )
Current Population Survey: Checking in on the Retirement Plan Participation and Retiree Income Estimates EBRI Issue Brief May 30, 2019 19 pages Summary Full Content (Members Only )
Savings Medicare Beneficiaries Need for Health Expenses in 2019: Some Couples Could Need as Much as $363,000 EBRI Issue Brief May 16, 2019 10 pages Summary Full Content (Members Only )
Spending Patterns of Older Households EBRI Issue Brief May 2, 2019 22 pages Summary Full Content (Members Only )
Individual Retirement Accounts: How Balances of Older Account Owners Change Over Time EBRI Issue Brief March 21, 2019 31 pages Summary Full Content (Members Only )
Retirement Savings Shortfalls: Evidence From EBRI’s 2019 Retirement Security Projection Model® EBRI Issue Brief March 7, 2019 14 pages Summary Full Content (Members Only )
Trends in Employee Tenure, 1983–2018 EBRI Issue Brief Feb 28, 2019 16 pages Summary Full Content (Members Only )
How Much Would It Take? Achieving Retirement Income Equivalency Between Final-Average-Pay Defined Benefit Plan Accruals and Automatic Enrollment 401(k) Plans in the Private Sector EBRI Issue Brief Feb 7, 2019 22 pages Summary Full Content (Members Only )
How Retirement Readiness Varies by Gender and Family Status: A Retirement Savings Shortfall Assessment of Gen Xers EBRI Issue Brief Jan 17, 2019 19 pages Summary Full Content (Members Only )
Deferred Income Annuity Purchases: Optimal Levels for Retirement Income Adequacy EBRI Issue Brief Jan 3, 2019 19 pages Summary Full Content (Members Only )