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The Value of Benefits
UPDATED: EBRI estimates of the changes in 401(k) account balances for August 2014, by age and tenure.
Impact of 401(k) "Leakage"
EBRI Testimony for ERISA Advisory Council
The Triple Tax Advantage of HSAs
Individual Account Retirement Plans: 2013 Update
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A fresh perspective on EBRI research, as well as the trends and factors shaping employee benefits.
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EBRI Notes – December 2014
What to Expect During Open-Enrollment Season: Findings From the SHRM/EBRI 2014 Health Benefits Survey
Few employers plan to eliminate or make major changes in their health care benefits in the near future—but changes are inevitable, especially the growth of wellness programs designed to address worker risks and behaviors, which drive chronic conditions, and account for a large percentage of overall spending, according to a new report by EBRI. Press release.
EBRI Notes – November 2014
"Views on the Value of Voluntary Workplace Benefits: Findings from the 2014 Health and Voluntary Workplace Benefits Survey," and "The Gap Between Expected and Actual Retirement: Evidence From Longitudinal Data"
Retiree health savings: The vast majority of workers say their benefits package is important to their decision to take a job, as supported by the high take-up rates when benefits are offered, according to a new report by EBRI. Press release.
Retirement gap: Among the victims of the "Great Recession" of 2008?2009 was the retirement expectations of many Americans. New research from EBRI has quantified just how much those hopes suffered. Press release.
EBRI Issue Brief – November 2014
While the share of families with an individual account retirement plan is ticking down, the assets in those plans are going up, according to a new analysis by EBRI. Press release.
EBRI Notes – October 2014
“Amount of Savings Needed for Health Expenses for People Eligible for Medicare: Good News Not So Rare Anymore,” and “IRA Asset Allocation, 2012, and Longitudinal Results, 2010-2012”
Projected savings targets: American elderly need to cover their health care costs in retirement continue to decline, due in part to enhanced prescription drug coverage provided by the Patient Protection and Affordable Care Act (PPACA), according to new modeling by EBRI. Press release.
IRAs: Almost 60 percent of individual retirement account (IRA) owners have their savings in an “extreme” investment allocation in 2012, meaning less than 10 percent or more than 90 percent in a particular investment category, according to a new report by EBRI. Press release.
- 401(k) Valuations Published: November 3, 2014 401(k) Balances and Changes Due to Market Volatility
- Data Book Last Updated: February 2013 A comprehensive collection of the most up-to-date benefit information available