Browsing Tag
Employee Benefit Research Institute (EBRI)
113 posts
Public Worker DC Balances, Contributions Grew Steadily Despite Pandemic
New report on activity from 2019-2021 shows continual increases in both metrics for public sector defined contribution participants
Military Households Possess Higher Assets, Retirement Confidence: EBRI
New Retirement Confidence Survey shows most military households faring better financially than non-military counterparts
EBRI Finds ‘Substantial Growth’ in Retirement Plan Ownership, Assets
Percentage of families with assets in a plan increased 4% from 2019 to 2022 while total plan balances increased by 15%
HSAs Have ‘Mixed Effects’ on Healthcare Service Usage
EBRI research analyzes how HSA and PPO participants compare in utilizing services
Younger Participants Show Strong Interest in 401(k) Plans
Findings from the EBRI/ICI database show that 40% of plan participants are in their twenties and thirties
9 Key Findings from EBRI’s 2024 Retirement Confidence Survey
Annual study finds majority of workers and retirees remain optimistic about retirement prospects
22 Million Could Be Eligible for 2027 Saver’s Match
EBRI research shows who could qualify for the SECURE 2.0 provision that will eventually alter the current IRS Saver’s Credit
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
NAGDCA Highlights Public Sector DC Plans in Latest Retirement Research
The report was created to address a “significant lack of attention” and understanding of public sector DC plans and to help public sector employees adequately save for retirement
Student Loan Payments Negatively Impact 401(k) Contribution Rates, Account Balances
Joint EBRI-J.P. Morgan Asset Management report finds making student loan payments lowered both the average employee contribution rate and account balance