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Searching for: researcher is "employee benefit research institute (ebri) and the investment company institute"

Surveys listed in reverse order of publication date

Results 1-8 of 8.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity In 2010
EBRI Issue Brief No 366
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
Dec 2011 United States Investment - General, Countries - US
The Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) have conducted research into the investment strategies of 401(k) plan participants. Following two decades of severe bear markets, the report concludes that pension savers have adopted a more balanced approach to their portfolios.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7C65936F   Click here to contact the authors.
 
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009
EBRI Issue Brief No 350
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
22 Nov 2010 United States Scheme Issues & Trends, Investment - General, Countries - US
The latest Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) study examines 401(k) accounts between 2003 and 2009. The study found that the average 401(k) retirement account rose in 2003 and continued to rise for the next four years, before falling by 27.8% in 2008 and then rising 31.9% in 2009. The average 401(k) account fluctuated in line with stock market performance but over the six-year period increased at an average annual growth rate of 10.5%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

725759EA    
 
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2008
EBRI Issue Brief No 335
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
6 Oct 2009 United States Investment - Performance, Countries - US
A report released by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) has found that American workers who held 401(k) accounts consistently from 2003 to 2008 suffered an average 24.3% drop in their account balance during 2008. Despite the 2008 losses, the average account balance increased at an annual rate of 7.2% over the five years.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

54500314   Click here to contact the authors.
 
EBRI/ICI study: 7% of 401(k) assets in lifecycle funds
EBRI Issue Brief No 324
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
18 Dec 2008 United States Investment - General, Countries - US
More than 7% of 401(k) assets at year-end 2007 were invested in lifecycle funds and one-quarter of 401(k) participants held lifecycle funds, according to the first
cross-sectional analysis of these kinds of investments, conducted by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

374534A0   Click here to contact the authors.
 
Slow-but-Steady Wins: Regular 401(k) Savers Overcome Bear Market
Slow-but-Steady Wins: Regular 401(k) Savers Overcome Bear Market
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
24 Aug 2006 United States Savings, Investment - General
A study released by the non-partisan Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) shows that the average account balance among American workers who consistently held 401(k) accounts from 1999 through 2005 increased 50% despite one of the worst bear markets since the Great Depression. Among this group, the average account balance increased 10% in 2005. The EBRI/ICI 401(k) database, the largest database of 401(k) plan participant accounts, showed that average account balances rose to $102,014 at year-end 2005 from $67,785 at year-end 1999 among participants who maintained accounts for the entire period.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

443445C4   Click here to contact the authors.
 
Study Tracks Shifts in 401(k) Balances Over Five-Year Period
Average Balance Rose 36% from 1999–2004
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
28 Sep 2005 United States Savings
Americans who continuously maintained 401(k) accounts from 1999–2004 saw their balances increase by an average of 36% over the five-year period despite enduring one of the worst bear markets since the Great Depression. Among this group, the average account balance increased 15% in 2004, according to a study released by the non-partisan Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). But the study noted that the averages varied widely by age; increases reflected added contributions and the impact of equity market changes on account assets.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

783064E5   Click here to contact the authors.
 
Average 401(k) Account Balances Grew in 2003
The behaviour of active 401(k) plans and participants
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
Aug 2004 United States Scheme Issues & Trends
According to this research, the average ongoing 401(k) account grew by 29.1% in 2003. The change reflects both added contributions and changes in the value of assets already contained in the accounts.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F3250512   Click here to contact the authors.
 
401(k) Balances
Analysis of 401(k) plans
Employee Benefit Research Institute (EBRI) and the Investment Company Institute
Feb 2003 United States Scheme Design (inc. DB & DC)
The average balance in a continuing 401(k) account (held at least since 1999) declined by nearly 4% in 2001 to $58,785, reflecting a declining equity market. Among all 401(k) participants in the study, almost 70% of plan balances are invested directly or indirectly in equities (stocks), although this varies significantly by age and investment options offered by the 401(k) plan sponsor.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CC103089   Click here to contact the authors.
 

Results 1-8 of 8.