What's New - October 2017

Index to All Months

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[10/12/17]  Segal Consulting:  “Segal Group Projects Lower Rx Cost Trend Increases in 2018

[10/12/17]  Peterson-Kaiser Health System Tracker:  “Increases in cost-sharing payments have far outpaced wage growth

[10/12/17]  Aflac:  2017 Aflac WorkForces Report [Note: Resources available at the website include Employee Overview, Employer Overview, and Fact Sheets]

[10/12/17]  Center for Retirement Research at Boston College’s Squared Away Blog:  “Employer Health Insurance Stabilizes

[10/12/17]  Workforce:  “Guiding Employees Toward Mental Health Practitioners

[10/12/17]  Kaiser Health News:  “Long-Term Disability Insurance Gets Little Attention But Can Pay Off Big Time

[10/12/17]  HR Dive:  “As benefits homogenize, will tailored voluntary packages help companies stand out?

[10/12/17]  Bloomberg BNA:  “Employers Still Favor Traditional Paid Leave Menu, Reports Show

[10/12/17]  Federal Reserve Bulletin:  “Changes in U.S. Family Finances from 2013 to 2016: Evidence from the Survey of Consumer Finances

[10/12/17]  401(k) Specialist:  “More Diversification In Target-Date Fund Options -- One-size-fits-all ‘Achilles Heel’ of traditional target-date funds now addressed

[10/12/17]  The Pew Charitable Trusts:  Worker Reactions to State-Sponsored Auto-IRA Programs -- Employees without access to retirement plans at small to midsize firms interested in opportunities to save

[10/12/17]  Corporate Insight Blog:  “Retirement Readiness Peer Comparisons: Best Practices and Recent Innovations

[10/12/17]  Charles Schwab:  “Funding Your Retirement

[10/5/17]  Health Affairs [Blog]:  “Is Paid Family and Medical Leave Inevitable? Perhaps, But There’s a Long Way To Go From Here

[10/5/17]  Express Scripts: Super Spending: U.S. Trends in High-Cost Medication Use

[10/5/17]  HealthLeaders Media:  “Self-funding Health Plans is Hot, But Could Get Tougher to Do

[10/5/17]  Vanguard Blog:  “Health savings accounts (HSAs): The tax code’s next sleeper hit

[10/5/17]  Center for Retirement Research at Boston College:  How Much Does Out-of-Pocket Medical Spending Eat Away at Retirement Income? [Working Paper]

[10/5/17]  CNBC:  “Health-care dilemma: 10,000 boomers retiring each day

[10/5/17]  TIAA:  Closing the Guarantee Gap: How Policymakers Can Restore the Role of Lifetime Income in Workplace Retirement Plans

[10/5/17]  Lawton Retirement Plan Consultants:  “10 Key Features of a Retirement-Ready 401k

[10/5/17]  NAPA Net:  “Business Owners’ Optimism May Lead to Growth in Retirement Benefits

[10/5/17]  National Institute on Retirement Security Issue Brief:  “Improving the Saver’s Credit for Low- and Moderate-Income Workers

[10/5/17]  PlanSponsor:  “DB Plans Far From Being Eliminated

[10/2/17]  Investment Company Institute:  “Retirement Assets Total $26.6 Trillion in Second Quarter 2017

[10/2/17]  National Institute on Retirement Security Issue Brief:  "Revisiting the Three Rs of Teacher Retirement Systems: Recruitment, Retention, and Retirement"

[10/2/17]  NASRA Issue Brief:  “Employee Contributions to Public Pension Plans” [September 2017]

[10/2/17]  Deloitte:  Deloitte 2017 Defined Contribution Benchmarking Survey [Note: The interactive report and the survey appendix can be downloaded at the website.]

[10/2/17]  PlanAdviser:  “Employer Offerings, Participant Usage of Company Stock in 401(k)s Declining

[10/2/17]  PlanSponsor:  “Economic Boost Spurs Retirement Plan Offerings -- Thirty-six percent of business owners who currently do not offer a retirement plan say expected revenue increases in the next year or two will prompt them to offer one.

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What's new at EBRI this month:

EBRI's Recent Media Coverage

Change in Average Account Balances (by Age and Tenure)

Publications:

Sept. 20, 2017 EBRI Notes - "Employee Tenure Trends, 1983-2016"

Sept. 19, 2017 EBRI Issue Brief - "Health Savings Account Balances, Contributions, Distributions, and Other Vital Statistics, 2016: Statistics from the EBRI HSA Database"

Sept. 12, 2017 EBRI Issue Brief - "2015 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation"

Aug. 31, 2017 EBRI Notes - "After Years of Erosion, Mid-size and Some Small Employers Added Health Coverage in 2016"

Aug. 3, 2017 EBRI Issue Brief - "401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015"

July 12, 2017 EBRI Issue Brief - "The Impact of Offering Free Coverage on Enrollment Choice and Risk Selection in an HSA-eligible Health Plan"

July 11, 2017 EBRI Issue Brief - "Trends in Health Savings Account Balances, Contributions, Distributions, and Investments, 2011-2016: Statistics from the EBRI HSA Database"

May 25, 2017 EBRI Issue Brief - "Consumer Engagement in Health Care: Findings from the 2016 EBRI/Greenwald & Associates Consumer Engagement in Health Care Survey"

May 16, 2017 EBRI Notes - "Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth"

April 27, 2017 EBRI Notes - "Consumer Engagement in Health Care and Choice of Health Plan: Differences Among Millennials, Baby Boomers, and Generation X Have Implications for Plan Sponsors"

April 18, 2017 EBRI Notes - "Value of Workplace Benefits: Findings from the 2016 Health and Voluntary Workplace Benefits Survey"

March 23, 2017 EBRI Issue Brief - "Health Plan Switching: A Case Study--Implications for Private- and Public-Health-Insurance Exchanges and Increased Health Plan Choice"

March 21, 2017 EBRI Issue Brief - "The 2017 Retirement Confidence Survey: Many Workers Lack Retirement Confidence and Feel Stressed About Retirement Preparations"

Feb. 27, 2017 EBRI Notes - "Retirement Policy Directions in 2017 and Beyond"

Feb. 23, 2017 EBRI Notes - "Health Experts Consider a Post-ACA World"

Feb. 21, 2017 EBRI Notes - "Geographic Variation in Spending Among Older American Households"

Feb. 8, 2017 EBRI Issue Brief - "How Does the Level of Household Savings Affect Preference for Immediate Annuities?"

Jan. 31, 2017 EBRI Notes - "Savings Medicare Beneficiaries Need for Health Expenses: Some Couples Could Need as Much as $350,000"

Jan. 17, 2017 EBRI Issue Brief - "Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010-2014: The EBRI IRA Database"

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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
Older Workers: Phased Retirement Programs, Although Uncommon, Provide Flexibility for Workers and Employers. GAO-17-536: Published June 20, 2017; Publicly Released July 20, 2017.

Private Health Insurance: In Most States and New Exchanges, Enrollees Continued to be Concentrated among Few Issuers in 2014. GAO-16-724, September 6, 2016; Reissued on February 14, 2017.

Retirement Security: Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional Assets.
GAO-17-102: Published Dec. 8, 2016; Publicly Released Jan. 9, 2017.

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.  

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Updated 10/12/17