Browsing Tag
Employee Benefit Research Institute (EBRI)
120 posts
The Employee Benefit Research Institute (EBRI) is a nonprofit, nonpartisan research organization based in Washington, D.C. Founded in 1978, EBRI provides independent, fact-based analysis on health, retirement, and financial security issues. Its mission is to educate policymakers, plan sponsors, the media, and the public by delivering reliable data and insights that inform decision-making on employee benefits and economic well-being.
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
Health Care Costs in Retirement for Medicare Beneficiaries Rises Again
EBRI report shows “average” couple would need $351,000 saved to have a 90% chance of covering health care expenses
Caregivers Look to Employers for Financial Wellbeing
The report by EBRI advises employers to consider how caregivers engage with their financial wellness offerings
Companies Cite Rising Costs of Living for Providing Financial Wellness Benefits
Instead of offering the benefits for retirement planning needs, more employers say their workers need the features due to high costs of living