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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“2013 Health and Voluntary Workplace Benefits Survey: Nearly 90% of Workers Satisfied With Their Own Health Plan, But 55% Give Low Ratings to Health Care System,” and “How Does Household Income Change in the Ten Years Around Age 65?”
Health Care Satisfaction—While the vast majority of workers say they are satisfied with their own health insurance plan, more than half give low ratings to the American heath care system as a whole, according to a new survey by EBRI and Greenwald & Associates. Press release.
Household Income—Will Americans have to live on less after they turn age 65? It often depends on how much your income was before you turned age 65, according to a new report by EBRI. Press release.
EBRI Notes Sep 26, 2013 16 pagesSources of Health Insurance and Characteristics of the Uninsured: Analysis of the March 2013 Current Population Survey
The share of people with health insurance edged up between 2011 and 2012, in contrast to a downward trend that has occurred during most years since 1994, according to a new report from EBRI. EBRI Issue Brief Sep 26, 2013 36 pages