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.


What's new at EBRI this month:

EBRI's Recent Media Coverage

Change in Average Account Balances (by Age and Tenure)


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"


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:

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.

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Updated 10/12/17