Browsing Tag
Employee Benefit Research Institute (EBRI)
119 posts
HSA Account Balances, and Withdrawals, Rise in 2023
Despite the increased rate of withdrawals, end-of-year HSA account balances were higher than beginning-of-year balances in 2023
Americans Report Higher Retirement Confidence, Yet Social Security Concerns Linger
Respondents to EBRI's latest Retirement Confidence Survey are more assured in their savings, yet continue to voice worries over Social Security insolvency
Younger Investors Favor TDFs, But Knowledge Gaps Persist
Among investors who used multiple investment types, 63% allocated towards TDFs, balanced funds, or both, finds a collaborative report by EBRI and NAGDCA
EBRI Analysis Tool Highlights Impacts of Automatic Enrollment
The organization’s RSPM tool shows significantly lower shortfalls for participants enrolled in plans with automatic features
Phyllis Borzi, Mark Iwry and David Kasiarz Earn 2024 Lifetime Achievement Awards from EBRI
Employee benefits industry leaders honored for careers devoted to preserving, protecting and enhancing retirement security and health benefits
1 in 3 Guilty of Overspending in Retirement: EBRI
New Spending in Retirement study shows big increase in spending more than they can afford from first study in 2020
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