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"Whats New" page, even though some of the older links may no longer
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What's new at EBRI this month:
The EBRI Issue Brief and
EBRI Notes for the month of
August are available online for ordering. The August Issue Brief is
entitled "The 1999 Small Employer
Retirement Survey: Building a Better Mousetrap Is Not Enough." The August Notes articles are
"Severing the Link Between Health Insurance and Employment" and "Lessons
from the 1999 Youth and Money Survey."
An Overview of Cash Balance Plans:
This feature article from the July 1999 EBRI Notes outlines the pros and cons of
"cash balance" retirement plans, which have generated strong interest among
employers and workers, as well as considerable news coverage.
The EBRI Issue Brief
and EBRI Notes for the month of
July are available online for ordering. The July Issue Brief is entitled
"Employment-Based Health Insurance: A
Look at Tax Issues and Public Opinion." The July Notes article is "An Overview of Cash Balance Plans."
Employee Tools: Results of the 1999 Retirement Confidence Survey (RCS)
and the 1999 Small Employer Retirement Survey (SERS) show we are making progress in
educating Americans about the need to make retirement savings and planning a priority, but
we must do more to help. To that end, we have created two new retirement planning tools
based on the results of this years RCS-the Retirement Readiness Rating and the
Retirement Personality Profiler.
- The Retirement Readiness Rating (R3)
measures how well individual workers are doing in terms of preparing for their retirement.
Individuals answer a series of 11 questions and receive tips on action items they can take
that will help them improve their financial preparations for retirement.
- The Retirement Personality Profiler
asks individuals a short series of questions and then determines whether the individual is
a Planner, Saver, Struggler, Impulsive, or Denier. Based on their retirement personality,
the Profiler provides tips on how the individual can do a better job of planning and
saving for retirement.
EBRI Research Findings for 1998-1999:
What's new in employee benefits:
- The American Compensation Association provides listings of human resources-related
congressional bills with links to the bills and to background information on the bills.
news items from the weekly publication Business Insurance are posted every
Friday before the Monday issue date.
here for the latest available issue of the Washington Status Report from the
research staff of Hewitt Associates.
here for the daily edition of the Society for Human Resource Management's newspaper, HR
here for the American Compensation Association's Compensation & Benefits
- The following items have been added to the General Accounting Office's Web site in
Portable Document (PDF) format:
Budget Act: Any Proposed Fee-for-Service Payment Modifications Need Thorough Evaluation.
T-HEHS-99-139. 13 pp. June 10, 1999.
Health Insurance: Impact of Premium Increases on Number of Covered Individuals is
Uncertain. T-HEHS-99-147. 10 pp. June 11, 1999.
Security Reform: Implementation Issues for Individual Accounts. HEHS-99-122. 47 pp.
plus 5 appendices (9 pp.) June 18, 1999.
Security: Capital Markets and Educational Issues Associated With Individual Accounts.
GGD-99-115. 65 pp. plus 2 appendices (3 pp.) June 28, 1999.
Considerations for Adding a Prescription Drug Benefit. T-HEHS-99-153. 11 pp. June 23,
Security Reform: Administrative Costs for Individual Accounts Depend on System Design.
HEHS-99-131. 37 pp. plus 3 appendices (7 pp.) June 18, 1999.
HCFA Needs to Better Protect Beneficiaries Confidential Health Information.
T-HEHS-99-172. July 20, 1999.
Drug Benefits: Impact of Medicare HMOs Use of Formularies on Beneficiaries.
T-HEHS-99-171. July 20, 1999.
Drug Benefits: Implications for Beneficiaries of Medicare HMO Use of Formularies.
Reform: Observations on the President's July 1999 Proposal. T-AIMD/HEHS-99-236. July
Improvements Needed To Enhance Protection of Confidential Health Information.
HEHS-99-140. July 20, 1999.
Security Reform: Implications of Private Annuities for Individual Accounts.
HEHS-99-160. July 30, 1999.
Security: Issues in Comparing Rates of Return With Market Investments. HEHS-99-110. 68
pp. plus 2 appendices (3 pp.) August 5, 1999.
If a title link above no longer works, click
here for the GAO Index of Reports and Testimony, FY99, and search for the report by
entering words or phrases from the title. Reports will also be added to GAO's
searchable WAIS database in ASCII and PDF formats within 24 hours of the original
posting. Any individual report may be retrieved directly in text and PDF formats with the
following URL: http://www.gao.gov/cgi-bin/getrpt?RPTNO replacing RPTNO with the report
number (e.g., GAO/OCG-98-1).
If your computer does not already have the free Adobe Acrobat viewer
software to read PDF files, click
here for the one-time download necessary to read PDF publications.
Sponsor Exchange, a new source on the Internet, provides a Web site for interaction
and research among the plan sponsor community.
here for Health Insurance Status of the Civilian Noninstitutionalized Population:
1997 done by J.P. Vistnes and S.H. Zuvekas for the Agency for Health Care Policy and
Research; MEPS Research Findings No. 8, AHCPR Pub. No. 99-0030. "This report provides
preliminary estimates of the health insurance status of the civilian noninstitutionalized
U.S.population during the first half of 1997, including the size and characteristics of
the population with private health insurance, with public insurance, and without any
health care coverage."
(8/27/99) "More than 140 members of the Society of Actuaries Futurism
Section revealed their educated beliefs on 25 questions about the future in a
recent study. The special project, a Delphi study, was conducted in conjunction with
the Societys 50th anniversary in 1999 and the approaching Year
Users Want to Manage Health Insurance Benefits Online is the headline on the August 25
press release from Cyber Dialogue, an Internet database marketing company.
Hopping May Jeopardize Retirement, by James E. Challenger, president of
Challenger, Gray & Christmas Inc., is from the August 22, 1999, issue of the Chicago
(8/25/99) A research study on public pension reform, Pension
Liberation for Texas by Peter J. Ferrara, is available on the Web site of the
Texas Public Policy Foundation.
(8/25/99) The South Carolina Policy Council has posted, Whats
Best for Social Security by U.S. Representative Mark Sanford.
(8/24/99) The "Official U.S. Government Site for Medicare Information" has
& You 2000. The handbook explains Medicare benefits, plan choices, and where
to call for help.
(8/24/99) The Council of Economic Advisers has prepared the following reports:
Alert, The Segal Company's electronic newsletter summarizing recent important
federal legislation and regulations relating to administration and compliance, offers the
(8/23/99) Hewitt Associates' Summer
1999 Bulletin Board has short updates on the following issues:
- Rising Consumer Dissatisfaction With Managed Care Plans in U.S.
- Hot IT Skills in Demand
- Employee Ownership Plans--Do They Drive Business Results?
- Hong Kong Salaries Continue Upward Trend
- Broadbanding is Here to Stay
- Employers Enhance Educational Reimbursement Programs
- Salaried Employee Benefits Provided by Major U.S. Employers in 1998
(8/20/99) The Urban Institute has posted The
Implications of Social Security's Long-Range Financial Projections by Lawrence H.
Thompson, number 6 in the series, "The Retirement Project."
here to read an interview with Russ Mueller on his career with a look back at 25 years
of ERISA in the August Enrolled Actuaries Report.
(8/19/99) Read current international and national "press reports on life and work
in the revolutionary new world economy" at Gary Johnson's BraveNewWorkWorld
& NewWork News.
Increases in State CHIP Programs: December 1998 to June 1999 is a new survey of
state officials conducted by Vernon Smith of Health Management Associates for the Kaiser
Commission on Medicaid and the Uninsured.
(8/19/99) A new American Academy of Actuaries Issue Paper, "Assumptions
Used to Project Social Security's Financial Condition" is available on their Web
here for a guide to the employee benefits provisions in the Taxpayer Refund and Relief
Act of 1999: H.R. 2488 (formerly, the Financial Freedom Act of 1999) available on Carol V.
Calhoun's Employee Benefits Legal Resource Web Site.
here to read the details on the Social Security Reform Radio Tour. The editors of Beyond
the Basics: Social Security Reform, Richard C. Leone and Greg Anrig, Jr., are
undertaking a radio tour to discuss Social Security reform with listeners across the
country. Tune in and call in to participate in the debate.
(8/13/99) The Economic and Social Research Institute (ESRI) has released a new study
entitled Business and Employee Attitudes Toward the New State Childrens Health
Insurance Program. Click
here for the executive summary.
here for RAND's recently released issue paper entitled A Flood of Litigation?
Predicting the Consequences of Changing Legal Remedies Available to ERISA Beneficiaries.
(8/11/99) Watson Wyatt Worldwide released on August 10, 1999, a 64-page report entitled
Improving U.S. Retirement Security and National Saving by Enhancing Employer-Based
Pension Plans. Click
here for the press release.
(8/6/99) The Organization for Economic Cooperation and Development (OECD) has released
the 1999 edition of OECD Health Data, which provides data from 1960 to 1997 on
OECD's Health Care Systems including expenditure estimates for 1998. See Publication
Announcement with sample tables.
cover story for the August 16, 1999, issue of Fortune is "Blueprint For
Building a Wealthy Future: Constructing a Dream Retirement is Likely to Cost More Than You
Ever Imagined. But Don't Worry: You Can Get There. All You Need is a Simple Plan."
The story, by Carolyn T. Geer, cites EBRI.
(8/1/99) The National Committee for Quality Assurance (NCQA) released its third annual State
of Managed Care Quality report.
(8/1/99) The Survey
of Physicians and Nurses is a national random survey of 1053 doctors and 768
nurses on their experiences with and attitudes towards health plans. It was conducted by
researchers at the Kaiser Family Foundation and the Harvard School of Public Health.
Card Firms Expand Services and Alliances by Linda Koco from National Underwriter's
Life & Health Financial Services edition
(8/1/99) Celebrate 401(k) Day on September 7, 1999! The Profit Sharing/401(k) Council
of America (PSCA) provides free
communication tools which can be modified to fit your company's needs.
here for Best's Review Life/Health July cover story, "The Top 500:
Fine-Tuning the Product Mix," on the top 500 life/health companies in 1998.
(8/1/99) The Health Privacy Project, Institute for Health Care Research and Policy,
Georgetown University, "released a detailed report of how states are legislating
medical records confidentiality. Entitled "The
State of Health Privacy: An Uneven Terrain," the report is the first publication
of its kind to provide a comprehensive comparison of health privacy laws at the state
Pension Benefit Guaranty Corporation (PBGC) announced expansion of its Internet Pension
Search in an effort to locate nearly 10,000 people owed more than $19 million in
pension benefits. To reconnect people with missing retirement money, PBGC will now include
last-known addresses of those named in the Pension
Search Directory and will provide tips for self-searchesfor unclaimed pensions in a
new guide, Finding
A Lost Pension."