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Searching for: researcher is "employee benefit research institute (ebri)"

Surveys listed in reverse order of publication date

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Retirement Confidence Survey 2018
Retirement Confidence Survey
Employee Benefit Research Institute (EBRI)
24 Apr 2018 United States Annuities and Income Drawdown, Countries - US, Pensioners & Retirement
EBRI has published the 28th edition of its annual Retirement Confidence Survey, looking at the retirement outlook of both workers and retirees. The 2018 results reveal that only 32% of retirees are very confident that they will be able to live comfortably throughout retirement, and that the proportion of retirees that are confident they will have sufficient resources to cover basic expenses and medical expenses has fallen from 85% in 2017 to 80% in 2018.

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 >> Apr 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DD10968E3   Click here to contact the authors.
 
Individual Account Retirement Plans: An Analysis of the 2016 Survey of Consumer Finances
EBRI Issue Brief No 445
Employee Benefit Research Institute (EBRI)
13 Mar 2018 United States Countries - US, Funding and Minimum Funding Requirement, Surpluses and Deficits
The Employee Benefit Research Institute (EBRI) has published research on individual account (IA) retirement plan assets, using data from the 2016 Survey of Consumer Finances. In 2016, IA assets constituted 67.9% of financial assets at the median among American families owning IA assets. This is 3.7 percentage points higher than the median in 2007 and 23.6 percentage points higher than in 1992.

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 >> Mar 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F710917B3   Click here to contact the authors.
 
2015 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation
EBRI Issue Brief No 437
Employee Benefit Research Institute (EBRI)
12 Sep 2017 United States Countries - US, Funding and Minimum Funding Requirement, Surpluses and Deficits
The Employee Benefit Research Institute has updated its IRA Database, which includes results on the distribution of individual retirement account (IRA) types and account balances, contributions, rollovers, withdrawals and asset allocation in IRAs for 2015. According to the results the average IRA account balance in the database was $99,017 at year end 2015 and the average IRA individual balance was $125,045.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AB1061566   Click here to contact the authors.
 
Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth
EBRI Notes, Vol. 38, No. 7
Employee Benefit Research Institute (EBRI)
16 May 2017 United States Savings, Countries - US
Using data from the Federal Reserve Board’s 2013 Survey of Consumer Finances, the Employee Benefit Research Institute (EBRI) has found that 50.4% of families with a working family head aged 25 to 34 have employment-based DC pension plans and/or individual retirement accounts (IRAs) (collectively refered to as IAs). However, this percentage increases to 71.4% for families with a head aged 55 to 64.

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 >> May 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D71041DC   Click here to contact the authors.
 
Value of Workplace Benefits: Findings from the 2016 Health and Voluntary Workplace Benefits Survey
EBRI Notes Vol 38
Employee Benefit Research Institute (EBRI)
18 Apr 2017 United States Scheme Issues & Trends, Scheme Design (inc. DB & DC), Countries - US
According to research by the Employee Benefit Research Institute (EBRI), a retirement savings plan is rated extremely or very important by 77% of workers. Over half (54%) of workers say traditional pension or defined benefit plans are important.

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 >> Apr 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5A1037D0    
 
The 2017 Retirement Confidence Survey: Many Workers Lack Retirement Confidence and Feel Stressed About Retirement Preparations
EBRI Issue Brief No 431
Employee Benefit Research Institute (EBRI)
21 Mar 2017 United States Countries - US, Annuities and Income Drawdown
According to the Employee Benefit Research Institute's (EBRI) annual Retirement Confidence Survey, the percentage of workers who are very confident about having enough money for a comfortable retirement is 18%, compared to 32% of retirees.

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 >> Mar 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

47103234   Click here to contact the authors.
 
How Does the Level of Household Savings Affect Preference for Immediate Annuities?
EBRI Issue Brief No 430
Employee Benefit Research Institute (EBRI)
8 Feb 2017 United States Countries - US, Annuities and Income Drawdown
The Employee Benefit Research Institute (EBRI) has published analysis which suggests that individuals at the lowest and highest ends of the wealth spectrum are those that prefer immediate annuities. According to the research, this is because those with inadequate assets could value a regular stream of income very highly and those with the highest income might expect to live longer and can also afford it even after leaving a bequest.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7E1025BF   Click here to contact the authors.
 
Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010-2014: The EBRI IRA Database
EBRI Issue Brief No 429
Employee Benefit Research Institute (EBRI)
Jan 2017 United States Surpluses and Deficits, Funding and Minimum Funding Requirement, Countries - US
According to analysis of the Employee Benefit Research Institute’s (EBRI) unique IRA Database, almost 88% of Traditional IRA owners did not make contributions to their accounts in any of the five years studied, while barely 2% contributed during all five years. In contrast, nearly 62% of Roth IRA owners did not make contributions in any year, but over 10% contributed in all 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 >> Jan 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9010225D   Click here to contact the authors.
 
2014 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation
EBRI Issue Brief No 424
Employee Benefit Research Institute (EBRI)
Aug 2016 United States Savings, Pensioners & Retirement, Countries - US
The Employee Benefit Research Institute (EBRI) has published its sixth annual cross-sectional analysis update of the EBRI Individual Retirement Account (IRA) Database. The results show that the average IRA balance per account was slightly over $100,000 in 2014, while the average IRA balance per individual was $127,583.

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 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

88996476    
 
What Moves the Retirement Readiness Needle: Quantification of Risk and Evaluation of New Proposals
EBRI Notes April 2016
Employee Benefit Research Institute (EBRI)
Apr 2016 United States Worldwide News, Savings, Pensioners & Retirement, Longevity, Investment - General, Annuities and Income Drawdown
With the United States facing an estimated national retirement savings shortfall of $4.13trn, the Employee Benefit Research Institute (EBRI) has conducted research into how more Americans can be persuaded into a savings plan that will cover their costs in retirement. The study includes demographics which show that Americans are living longer, will spend more time in retirement, and face the potential crisis of outliving their savings.

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 >> Apr 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F1973898   Click here to contact the authors.
 
The 2016 Retirement Confidence Survey: Worker Confidence Stable, Retiree Confidence Continues to Increase
EBRI Issue Brief No 422
Employee Benefit Research Institute (EBRI)
Mar 2016 United States Savings, Countries - US
According to the Employee Benefit Research Institute's (EBRI) annual Retirement Confidence Survey, the percentage of workers who are very confident about having enough money for a comfortable retirement is 21%, compared to 39% of retirees.

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 >> Mar 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CC967788    
 
The Effect of the Current Population Survey Redesign on Retirement-Plan Participation Estimates
The Effect of the Current Population Survey Redesign
Employee Benefit Research Institute (EBRI)
Dec 2015 United States Worldwide News, Savings, Pensioners & Retirement, Investment - Management, Investment - General, Funding and Minimum Funding Requirement
The Employee Benefit Research Institute (EBRI) has published research analysing figures from the new and redesigned Current Population Survey (CPS). The survey shows a drop in the percentage of Americans who participate in a workplace retirement plan although the results raise doubts about the use of CPS data to assess current and future retirement plan coverage policies.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

FF951238   Click here to contact the authors.
 
Evidence on Defined Contribution Health and Retirement Benefits: The Road Ahead
EBRI Notes November 2015
Employee Benefit Research Institute (EBRI)
Nov 2015 United States Scheme Design (inc. DB & DC), Countries - US
The Employee Benefit Research Institute (EBRI) has published research into the advent of defined contribution health plans that cap employers' health costs and whether employers will continue to pay private sector health benefit costs.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1294461E   Click here to contact the authors.
 
How Does the Probability of a "Successful" Retirement Differ Between Participants in Final-Average Defined Benefit Plans and Voluntary Enrolment 401(k) Plans?
EBRI Notes October 2015
Employee Benefit Research Institute (EBRI)
Oct 2015 United States Scheme Design (inc. DB & DC), Countries - US
The Employee Benefit Research Institute (EBRI) has published research into whether a DB pension provides greater retirement security than a 401(k) plan. The analysis finds that as an individual's income increases, a voluntary-enrolment 401(k) plan has a higher probability of producing a successful outcome than a DB pension.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1C9387F6   Click here to contact the authors.
 
How Much Can Qualifying Longevity Annuity Contracts Improve Retirement Security?
EBRI Notes August 2015
Employee Benefit Research Institute (EBRI)
Aug 2015 United States Savings, Longevity, Countries - US, Annuities and Income Drawdown
The Employee Benefit Research Institute (EBRI) has analysed the ability of qualifying longevity annuity contracts (QLACs) to provide a longevity hedge for Baby Boomers and Gen Xers. According to the findings, the transfer of longevity risk provides a significant increase in retirement readiness for the longest-lived quartile, compared to a small reduction for the general population.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

489272FE   Click here to contact the authors.
 

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