What's New - June 2015

 

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[6/30/15] Society for Human Resource Management: “Health Care Dominates Rewards Mix, Benefits Survey Reveals

[6/30/15] BenefitsPro: “Small biz opts out of move to self insurance

[6/30/15] Third Way: “Treating the Whole Person: Integrating Behavioral and Physical Health Care

[6/30/15] The Wall Street Journal: “Pressure to Cut Employee Benefits Threatens Labor Peace

[6/30/15] Proskauer’s Law and the Workplace: “Massachusetts Paid Sick Leave: New Regulations

[6/30/15] Bloomberg BNA: “EEOC’s Proposed ADA Wellness Plan Rule Elicits Critical Comments From All Sides

[6/30/15] Buck Consultants’ FYI® Alert: “High Court Says ‘I Do’ to Same-Sex Marriage

[6/30/15] NAPA Net: “CITs Top Investment Vehicle Among Big DC Plans

[6/30/15] Human Resource Executive Online: “Reduced-Load Work Arrangements

[6/30/15] U.S. Census Bureau: “Millennials Outnumber Baby Boomers and Are Far More Diverse, Census Bureau Reports” [Press Release]

[6/29/15] Investment Company Institute: “Retirement Assets Total $24.9 Trillion in First Quarter 2015

[6/29/15] BenefitsPro: “Sponsors of 401(k) plans demanding more from service providers

[6/29/15] BloombergBusiness: “This Is the Biggest Mistake Young Job Changers Can Make -- Cashing out your 401(k) is a bad idea at any age but can really kneecap millennials and Gen-Xers

[6/29/15] ConsumerReports.org: “Life expectancy and retirement planning -- Don’t count on heredity when guessing how long you’ll live

[6/29/15] The Heartland Institute: “New Jersey’s Growing Pension Gap Threatens Taxpayers

[6/29/15] Social Security Administration: Earnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2012

[6/29/15] Supreme Court of the United States: Obergefell et al. v. Hodges, Director, Ohio Department of Health, et al. Certiorari to the United States Court of Appeals for the Sixth Circuit - No. 14-556. Argued April 28, 2015--Decided June 26, 2015 [Same-Sex Marriage Decision]

[6/29/15] Kaiser Health News: “High Court’s Decision on Same Sex Marriage Expected to Boost Health Coverage Among Gay Couples

[6/29/15] Forbes: “Tax, Estate Planning, Benefits Opportunities After Supreme Court’s Same-Sex Marriage Decision

[6/29/15] CFO.com: “Like It or Not, It’s Time to Face Obamacare

[6/26/15] Supreme Court of the United States: King et al. v. Burwell, Secretary of Health and Human Services, et al. Certiorari to the United States Court of Appeals for the Fourth Circuit - No. 14-114. Argued March 4, 2015--Decided June 25, 2015

[6/26/15] Health Affairs [Blog]: “Implementing Health Reform: The Supreme Court Upholds Tax Credits in the Federal Exchange

[6/26/15] Segal Consulting: Study of Multiemployer Plans -- Current Affordable Care Act Issues

[6/26/15] CNBC.com: “Tackling the very high costs of big health-care users

[6/26/15] The American Journal of Managed Care: “40% of Physician Networks Could Be Considered Narrow

[6/26/15] Leonard Davis Institute of Health Economics and Robert Wood Johnson Foundation: The Skinny on Narrow Networks in Health Insurance Marketplace Plans

[6/26/15] Vanguard Research Note: “The brokerage option in DC plans

[6/26/15] BenefitsPro: “Will tax breaks incentivize retirement savings? Think tank suggests rethinking them

[6/26/15] WealthManagement.com: “When Retirement Comes Early

[6/26/15] NAPA Net: “Budget Bills Defunding Fiduciary Rule Approved by House, Senate Committees

[6/25/15] Harvard Business Review: “The Employer-Led Health Care Revolution

[6/25/15] Kaiser Family Foundation Issue Brief: “Analysis of 2016 Premium Changes and Insurer Participation in the Affordable Care Act’s Health Insurance Marketplaces

[6/25/15] Health Affairs [Blog]: “Implementing Health Reform: ACA Litigation Beyond King v. Burwell

[6/25/15] PlanSponsor: “Why Institutionalize Your DC Plan Investments?

[6/25/15] Towers Watson Insider: “IRS Determination Letter Program to Be Curtailed

[6/25/15] PIMCO DC Dialogue: “Public Workers’ Reliance on DC Plans Grows” [“In this PIMCO DC Dialogue, we speak with Joshua Franzel at the Center for State and Local Government Excellence (SLGE) about changes in state and local government retirement programs in the United States.”]

[6/25/15] NAPA Net: “Surveys Say: A Retirement Survey Roundup

[6/25/15] Reuters: “SEC launches compliance review to protect retiree investors

[6/25/15] The CheatSheet: “Need Emergency Money? Just Ask the Family Bank

[6/25/15] U.S. Senate Special Committee on Aging: Hearing titled “Work in Retirement: Career Reinventions and the New Retirement Workscape” [Hearing held June 24, 2015, includes links to witness testimonies]

[6/24/15] MilitaryTimes: “Retirement reform debate revives ‘COLA minus 1’

[6/24/15] NAPA Net: “What’s Holding Plan Sponsors Back?

[6/24/15] Internal Revenue Service: Employee Plans News [June 23, 2015]

[6/24/15] U.S. News & World Report: “Why Poorly Performing Funds Remain in 401(k) Plans

[6/24/15] USA Today: “Dos and don’ts of 401(k) investing

[6/24/15] The Hamilton Project [Brookings]: Ten Economic Facts about Financial Well-Being in Retirement [Note: The full paper can be downloaded at the website.]

[6/24/15] U.S. Department of the Treasury E-newsletter: myRA (my Retirement Account) [June 2015]

[6/24/15] The Institute for HealthCare Consumerism [The Private Exchange Blog]: “Evaluating Private Exchanges: A Two-Step Process

[6/24/15] Kaiser Health News: “When Is a Workplace Wellness Program Coercive, Rather Than Voluntary?

[6/24/15] HR Policy Association: “HR Policy Urges EEOC to Significantly Modify Its Proposed Wellness Program Rule, Notes Threat to Employee Engagement

[6/23/15] Center for State & Local Government Excellence Issue Brief: “The Funding of State and Local Pensions: 2014-2018

[6/23/15] Segal Consulting: Survey of Plans’ Zone Status

[6/23/15] BenefitsPro: “Sen. Sanders pushes repeal of Multiemployer Pension Reform

[6/23/15] J.P. Morgan Asset Management: Aligning Goals, Improving Outcomes: 2015 Defined Contribution Plan Sponsor Survey Findings

[6/23/15] Defined Contribution Institutional Investment Association: DCIIA Plan Sponsor Survey 2014: Focus on Automatic Plan Features

[6/23/15] CNBC.com: “Could automatic IRAs boost nest eggs by $490 billion?

[6/23/15] The Wall Street Journal: “A Gender Gap in Economic Security for Seniors

[6/23/15] The Fiscal Times: “Here’s How Much Boomers Are Giving Their Kids

[6/23/15] Towers Watson: Achieving High-Performance Employee Plans With Onsite Health Centers: Insights from the 2015 Employer-Sponsored Health Care Centers Survey

[6/23/15] Brookings Health Policy Issue Brief: “Implementing Value-Based Insurance Products: A Collaborative Approach to Health Care Transformation

[6/23/15] Congressional Budget Office: Budgetary and Economic Effects of Repealing the Affordable Care Act

[6/23/15] CBS News: “House votes to kill health care law’s medical device tax

[6/19/15] Internal Revenue Service: Suspension of Benefits Under the Multiemployer Pension Reform Act of 2014; Temporary regulations [as published in the Federal Register on June 19, 2015 - These regulations are effective on June 19, 2015.]

[6/19/15] Internal Revenue Service: Suspension of Benefits Under the Multiemployer Pension Reform Act of 2014; Notice of proposed rulemaking, notice of proposed rulemaking by cross-reference to temporary regulations, and notice of public hearing [as published in the Federal Register on June 19, 2015 - Comments must be received by August 18, 2015. Outlines of topics to be discussed at the public hearing scheduled for September 10, 2015 must be received by August 18, 2015.]

[6/19/15] Internal Revenue Service: Application Procedures for Approval of Benefit Suspensions for Certain Multiemployer Defined Benefit Pension Plans under § 432(e)(9) [Revenue Procedure 2015-34]

[6/19/15] Pension Benefit Guaranty Corporation: Partitions of Eligible Multiemployer Plans; Interim final rule [as published in the Federal Register on June 19, 2015 - Effective June 19, 2015 - Comments must be submitted on or before August 18, 2015.]

[6/19/15] Mercatus Center, George Mason University: Government Policy on Distribution Methods for Assets in Individual Accounts for Retirees -- Life Income Annuities and Withdrawal Rules [Mercatus Working Paper]

[6/19/15] BenefitsPro: “Family giving depletes retirement funds

[6/19/15] Bloomberg BNA: “Until Divorce Do Our Plan Benefits Part

[6/19/15] Marsh Consulting Group: “The Truth About Voluntary Benefits

[6/19/15] Kaiser Health News: “Hill Republicans Discuss Contingency Plans to Extend Temporarily Health Law Subsidies

[6/19/15] American Benefits Council: Magnifying A 2020 Vision: A Closer Look at Selected Proposals to Strengthen Employer-Sponsored Health Benefits

[6/18/15] U.S. Department of Labor Employee Benefits Security Administration: Hearing on Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice and Related Proposed Prohibited Transaction Exemptions; Notice of hearing and extension of comment period [as published in the Federal Register on June 18, 2015 - Summary: “Notice is hereby given that the Employee Benefits Security Administration (EBSA) will hold a public hearing on August 10, 11, and 12, and continuing through August 13, 2015 (if necessary) to consider issues attendant to adopting a regulation concerning its proposed conflict of interest rule and related proposed prohibited transaction exemptions. The Department also is extending the date by which comments may be submitted on the proposed rule and proposed new and amended exemptions. Public comments on the proposals may now be submitted to the Department on or before July 21, 2015.”]

[6/18/15] U.S. House Committee on Education & the Workforce, Subcommittee on Health, Employment, Labor, and Pensions: Hearing titled “Restricting Access to Financial Advice: Evaluating the Costs and Consequences for Working Families and Retirees” [Hearing held June 17, 2015, includes links to witness testimonies and webcast]

[6/18/15] The Hill: “Republicans move to block Obama’s financial adviser rules

[6/18/15] Statesman Journal: “Oregon Legislature approves state-run retirement plan

[6/18/15] NAPA Net: “How Much Difference Could Auto-IRAs Make?

[6/18/15] The Hamilton Project [Brookings]: Building on What Works: A Proposal to Modernize Retirement Savings [Note: The full policy proposal and policy brief can be downloaded at the website.]

[6/18/15] NerdWallet [Blog]: “4 Things for Small-Business Owners to Consider When Picking a Retirement Plan

[6/18/15] NEA Member Benefits: “9 Reasons You Need an Emergency Fund

[6/18/15] Midwest Business Group on Health: “MBGH Releases Annual Survey of Employers on Specialty Drug Management

[6/18/15] PlanSponsor: “No Rush to Self-Insure Health Benefits Yet

[6/18/15] The ERISA Industry Committee: “The ERIC Telehealth Initiative

[6/18/15] Health Affairs [Blog]: “Fifty Years In, Medicare Has Transformed Health Care. What’s In Store for the Next Fifty?

[6/17/15] CBS News: “Forcing workers to save 3 percent won’t fix retirement

[6/17/15] NAPA Net: “CBO: Retirement Savings Will Boost Future Tax Revenues

[6/17/15] U.S. News & World Report: “When You Shouldn’t Roll Your 401(k) Balance Over to an IRA -- In some cases it’s better to leave your money in a former employer’s 401(k) plan

[6/17/15] Investors.com: “Retirement Income: Was 1974 the Good Ol’ Days?

[6/17/15] PlanSponsor: “Health Insurance Critical for Retaining Employees

[6/17/15] Spectrem’s Millionaire Corner: “Plan Participants and their Health Insurance Costs

[6/17/15] Physicians for a National Health Program: “Deductibles do not foster price shopping -- Health care cost-sharing prompts consumers to make big cuts in medical spending

[6/17/15] Healthcare Payer News: “Wellness program didn’t help folks lose weight, study finds

[6/17/15] Urban Institute and Robert Wood Johnson Foundation: Overview of the Potential Effects of a Supreme Court Finding for the Plaintiffs in the Pending King v. Burwell Case

[6/17/15] Littler: “Oregon Becomes Fourth State to Pass Paid Sick Leave Law

[6/16/15] U.S. Departments of the Treasury (IRS), Labor (EBSA), and Health & Human Services: Summary of Benefits and Coverage and Uniform Glossary; Final rules [as published in the Federal Register on June 16, 2015 - These final regulations are effective on August 17, 2015.]

[6/16/15] Health Affairs [Blog]: “Implementing Health Reform: Provision of Summary of Benefits and Coverage, And More

[6/16/15] Thompson Information Services: “Employer Groups Don’t Want Expansion of ACA’s Small Group Market Threshold

[6/16/15] Kaiser Family Foundation: Kaiser Health Tracking Poll: June 2015

[6/16/15] PlanSponsor: “Employer Sued for Reducing Employee Hours After ACA

[6/16/15] The Wall Street Journal [Blog]: “Forcing Workers to Save Just 3% Won’t Solve the Retirement Crisis, EBRI Says

[6/16/15] NAPA Net: “More Than Defaults Funding TDFs

[6/16/15] PlanAdviser: “Business Leaders Warn of Fiduciary Rule Fallout

[6/15/15] NASRA Issue Brief: “Public Pension Plan Investment Return Assumptions” [Updated May 2015]

[6/15/15] Milliman’s PERiScope Alert [Issues in Public Employee Retirement Systems]: “GASB adopts two other-postemployment-benefit-related statements

[6/15/15] PlanAdviser: “One in 10 Sponsors Looking to Replace Recordkeeper

[6/15/15] BenefitsPro: “Sponsors paid record premiums to PBGC in FY 2014

[6/15/15] MarketWatch: “We’re saving more in our IRAs, but we’re not ready to retire

[6/15/15] TIAA-CREF Institute Trends and Issues: “Understanding the Faculty Retirement (Non)Decision: Results from the Faculty Career and Retirement Survey

[6/15/15] Vanguard: “Helping retirees stay on the upside of drawdowns

[6/15/15] CFO.com: “Are Smaller Companies Poised to Self-fund Health Care?

[6/15/15] NPR: “The Uninsured Rate Is Low, But Proving It’s the Lowest Ever Is Tricky

[6/15/15] The Wall Street Journal: “New Evidence Health Spending Is Growing Faster Again

[6/12/15] U.S. Chamber of Commerce: Locked Out of Retirement: The Threat to Small Business Retirement Savings

[6/12/15] NAPA Net: “DOL Pushing to Finalize ‘Conflict of Interest’ Rule by May 2016

[6/12/15] Military.com: “Pentagon Backs 401(K)-Like Plan in Military Retirement Overhaul

[6/12/15] PlanAdviser: “Comparing Lifetime Annuities and Structured Withdrawals

[6/12/15] Fox Business: “Nearly One-Third of Workers Have Less Than $1,000 in Savings

[6/12/15] Human Resource Executive Online: “EAP 2.0 -- Employee-assistance programs just aren’t what they used to be--and that’s good news for both employers and workers

[6/12/15] HighRoads: “HighRoads Finds Dramatic Shift to Consumer-Directed Health Plans

[6/12/15] Buck Consultants at Xerox: Beyond Words: Engaging Consumers in Changing Health Behaviors

[6/12/15] National Institute for Health Care Management: Small Business Health Insurance Coverage in a Post-ACA World

[6/12/15] Alliance for Health Reform: Telemedicine: The Promise and Challenges [An Alliance for Health Reform Toolkit]

[6/11/15] U.S. Bureau of Labor Statistics: “Employer Costs for Employee Compensation -- March 2015” [News Release]

[6/11/15] The Vanguard Group: How America Saves 2015: A report on Vanguard 2014 defined contribution plan data

[6/11/15] LifeHealthPro: “Most workers have access to employer-sponsored retirement planning

[6/11/15] Internal Revenue Service: Employee Plans News [June 10, 2015]

[6/11/15] Reuters (via The Huffington Post): “New Jersey’s Top Court Reverses Lower Court Rejection of Chris Christie’s Pension Funding Cuts

[6/11/15] PlanSponsor: “Judge Approves R.I. Pension Settlement

[6/11/15] Congressional Research Service: The Social Security Retirement Age: In Brief

[6/11/15] The Motley Fool: “How Social Security Benefits Are Calculated, and the Cost of Early Retirement

[6/11/15] Kaiser Health News: “Burwell Says It’s Up to States, Congress to Help Consumers if Court Strikes Down Subsidies

[6/11/15] The Commonwealth Fund [Blog]: “State Decisions on Allowing Mid-Sized Employers to Delay a Move to the Small-Group Insurance Market

[6/11/15] Holland & Hart LLP: “HIPAA, E-mails, and Texts to Patients or Others

[6/11/15] Healthcare Trends Institute: Health Plans: Your Guide to Leveraging Trends in the Post-Reform Consumer Marketplace

[6/10/15] Society for Human Resource Management: “Employers Slow to Adopt Private Health Exchanges

[6/10/15] Kaiser Health News: “Consumers in Grandfathered Plans Can Face Higher Costs for Preventive Benefits

[6/10/15] NPR: “5 Questions Answered on the Legal Challenge to Obamacare Subsidies

[6/10/15] Wolters Kluwer Law & Business: “UPS can apply lifetime limits to its retiree health plans

[6/10/15] American Health Policy Institute: Hitting the Wall: When Health Care Costs Are No Longer Manageable

[6/10/15] PlanSponsor: “Wells Fargo Data Shows Auto Features Help

[6/10/15] BenefitsPro: “Workers aren’t seeing the long-term benefits of Roths

[6/10/15] LifeHealthPro: “Drastic steps by employers bring retirement rebalancing

[6/10/15] NAPA Net: “5 Things You Need to Know About Retirement Readiness

[6/10/15] Congressional Research Service Insights: A Comparison of House and Senate Provisions for Military Retirement Reform

[6/9/15] Calpensions: “Initiative could switch new hires to 401(k) plans

[6/9/15] NAPA Net: “Bill Would Shift Participant Disclosure Defaults

[6/9/15] Towers Watson Insights: “Are Managed Accounts a Better QDIA? Yes, but at What Cost?

[6/9/15] Callan Associates: Stuck in the Mud or Road to Success? DC Plans and Fee Lawsuits

[6/9/15] Milliman 100 Pension Funding Index: “Milliman analysis: Funded status improves by $31 billion in May

[6/9/15] National Conference of State Legislatures: State Personal Income Taxes on Pensions and Retirement Income: Tax Year 2014

[6/9/15] Segal Consulting: “Segal Multiemployer Plan Mortality Study Shows Retirees Are Not Living as Long as Other Studies Suggest

[6/9/15] Towers Watson: “The CFO’s Expanding Role in Today’s World of Employer-Provided Health Benefits: Four Decision-Making Realms That Need Finance at the Table

[6/9/15] The Commonwealth Fund [Blog]: “’New Rules’ to Guide Health Care Redesign

[6/9/15] Vox: “The real problem for American health spending, in 2 charts

[6/5/15] Business Insurance: “PBGC insuring fewer single-employer pension plans

[6/5/15] PlanAdviser: “Don’t Know Much About … Retirement Plan Fees

[6/5/15] BenefitsPro: “Few savers have a plan for stretching retirement income

[6/5/15] InsuranceNewsNet: “Many Retirees Receiving More Income Than Previously Thought

[6/5/15] OnWallStreet: “SIFMA Tries to Head Off DoL With New Fiduciary Proposal

[6/5/15] Chief Investment Officer: “Why Public Pension Return Forecasts Are Always Wrong

[6/5/15] The Republican Study Committee: The American Health Care Reform Act [Section-by-Section Summary]

[6/5/15] Buck Consultants’ FYI®: “Self-Funded and Large Group Plans May Need ‘Embedded’ Cost-Sharing Limits in 2016

[6/5/15] Monthly Labor Review [BLS]: “Measuring the Generosity of Employer-Sponsored Health Plans: An Actuarial-Value Approach

[6/5/15] Human Resource Executive Online: “Coaching Millennials on Health

[6/5/15] CNN Money: “Health care companies see $ signs as Baby Boomers age

[6/5/15] Kaiser Health News: “Consumers Drawn to Low Prices of Temporary Health Plans Despite Risks

[6/5/15] Sibson Consulting Update: “Final Rule on Limited Wraparound Coverage Under the Affordable Care Act

[6/5/15] Proskauer’s ERISA Practice Center Blog: “GM Not Obligated to Make $450 Million Contribution to Fund Union Retiree Health Benefits

[6/4/15] The Washington Post: “This presidential election could totally change when you can retire

[6/4/15] NAPA Net: “The Ideal Plan -- And Why Plan Sponsors Still Resist It

[6/4/15] PlanAdviser: “Comparing Target-Risk and Target-Date Solutions

[6/4/15] The Wall Street Journal: “The Strained State of Retirement Savings -- As nest eggs lag, people expect to work for pay in later life

[6/4/15] Aflac: 2015 Aflac WorkForces Report [Executive Summary]

[6/4/15] CFO.com: “Claims of Wellness Costs Savings Are Overblown: RAND

[6/4/15] Kaiser Family Foundation: “Medicare’s Income-Related Premiums: A Data Note

[6/4/15] Health Affairs [Blog]: “Getting to the ACO Tipping Point: What Else Might Be Needed?

[6/4/15] Governmental Accounting Standards Board: “GASB Improves Reporting for Health Insurance and Other Retiree Benefits

[6/4/15] Center for Retirement Research at Boston College: Improving Employees’ Life and Disability Insurance Benefit Decisions: Results of an Employer Survey [Working Paper]

[6/3/15] Kaiser Family Foundation: “State-by-State Effects of a Ruling for the Challengers in King v. Burwell

[6/3/15] The New York Times: “The Health Care Supreme Court Case: Who Would Be Affected?

[6/3/15] Virgin Pulse [in collaboration with Workforce magazine]: The Business of Healthy Employees 2015: A Survey of Workplace Health Priorities [Note: The survey can be downloaded at the website.]

[6/3/15] Vanguard Blog for Institutional Investors: “A wrinkle in timing: Getting tactical with target-date funds

[6/3/15] NAPA Net: “7 Common Retirement Plan Mistakes

[6/3/15] ThinkAdvisor: “The Obvious Retirement Risk That’s Not in the Models

[6/3/15] Groom Law Group Benefits Brief: “It’s 2015, Are Your Plans Ready for FATCA?

[6/3/15] OUPblog [Opinion]: “President Obama, the Senate, and state private-sector retirement laws” by Edward Zelinsky

[6/2/15] Politico: “Health care spending billions to protect the records it spent billions to install -- The health care hacks have caught Congress’ eye as well.

[6/2/15] HealthLeaders InterStudy [Blog]: “Jury Still out on Consumer-Driven Health Plans

[6/2/15] The Cap Times: “Q&A: Health care data CEO: Sick people are going to pay more

[6/2/15] U.S. News & World Report: “5 Surprising Facts About IRAs -- See how your IRA savings compares to the national averages.

[6/2/15] The Wall Street Journal: “Target-Date Funds: Look Under the Hood

[6/2/15] NAPA Net: “The Dominance of DC and What It Means for Advisors

[6/2/15] Calpensions: “CalPERS looks at long-term rate hike to cut risk

[6/2/15] The Washington Post: “More people feel like they might actually have enough money in retirement

[6/1/15] Financial Planning: “Anti-Fiduciary Bill Meant ‘to Send a Signal’

[6/1/15] NAPA Net: “A Memorable May for Younger 401(k) Participants

[6/1/15] TheStreet: “The 401(k) Fix: Retirement Investors Should Consider Roll-Ins Rather Than Just Rollovers

[6/1/15] The National Law Review: “401(k) Plan Investment Committee Best Practices After Tibble v. Edison

[6/1/15] Las Vegas Review-Journal: “Nevada PERS pension reform put off until next session

[6/1/15] PlanSponsor: “Government Improves Measure of Retirement Income

[6/1/15] Towers Watson: “Employers Plan to Expand Use of Onsite Health Centers

[6/1/15] IBJ.com: “Champion of Innovation: Engineer develops wallet-size plan to fix health care

[6/1/15] Buck Consultants’ FYI®: “New FAQs on ACA Preventive Care Services

[6/1/15] Kaiser Health News: “GOP Lawmakers Face Pushback on Obamacare Repeal Efforts
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What's new at EBRI this month:

EBRI 2015 Spring Policy Forum: "Evidence on Defined Contribution Health and Retirement: The Road Ahead" [“gavel-to-gavel” webcast - Prerecorded broadcast available through the International Foundation of Employee Benefit Plans]

EBRI 2014 Fall Policy Forum: “Measured Matters” [“gavel-to-gavel” webcast - Prerecorded broadcast available through the International Foundation of Employee Benefit Plans]

EBRI's Recent Media Coverage

“EBRI Now on Twitter” [EBRI Press Release, 2/6/09]

401(k) Balances and Changes Due to Market Volatility

Publications:

June 2015 EBRI Issue Brief - "Intra-Family Cash Transfers in Older American Households"

June 2015 EBRI Notes - "Self-Insured Health Plans: State Variation and Recent Trends by Firm Size, 1996-2013" and "Auto-IRAs: How Much Would They Increase the Probability of 'Successful' Retirements and Decrease Retirement Deficits? Preliminary Evidence from EBRI's Retirement Security Projection Model"

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What's new in employee benefits:


The following items have been added to the Government Accountability Office's Web site in Portable Document (PDF) format:

Reports
401(K) Plans: Frequent and Collective Trading Are Uncommon and Not a Significant Concern for Plan Participants, Sponsors, or Mutual Funds. GAO-15-427R, May 14.

Retirement Security: Most Households Approaching Retirement Have Low Savings. GAO-15-419, May 12. Highlights. Podcast.

Unemployment Insurance: States' Reductions in Maximum Benefit Durations Have Implications for Federal Costs. GAO-15-281, April 22. Highlights.

Contingent Workforce: Size, Characteristics, Earnings and Benefits. GAO-15-168R, April 20.

Private Health Insurance: Early Evidence Finds Premium Tax Credit Likely Contributed to Expanded Coverage, but Some Lack Access to Affordable Plans. GAO-15-312, March 23. Highlights.

Private Pensions: Participants Need Better Information When Offered Lump Sums That Replace Their Lifetime Benefits. GAO-15-74, January 27. Highlights.

 

If a title link above no longer works, click here for the GAO home page and search for the report by keyword or report number. Click here to browse by date, topic, or agency.   Searches for reports can also be conducted in the Government Accountability Office (GAO) Reports Online via GPO Access database.

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.

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Updated 6/30/15