Browsing Tag
Employee Benefit Research Institute (EBRI)
115 posts
Racial Disparities Rise with Income, EBRI Research Finds
While workers overall rate work-life balance positively, higher-income Black and Hispanic workers are less likely to say work-life balance at their company is excellent
Senator Urges Confirmation of EBSA Nominee Lisa Gomez
She said the agency has a critical role to play in addressing threats from unscrupulous financial advisors
Health Savings Account Distributions / Contributions Declined in 2020
'As individuals become more familiar with HSAs, they are using the accounts more as designed'
401k Auto Portability’s Significant Benefits to Pending Legislation
The sheer magnitude of incremental benefits delivered by the addition of auto portability was surprising
Unum Offers Its Employees New Way to Convert 401(k) Savings to Income Stream
A company specializing in offering financial protection benefits and services through the workplace is taking care of its…
Why the Case for 401(k) Auto Portability Just Got Stronger
The case for auto portability, the new 401k plan default feature that automatically transfers small-balance retirement savings when…
Target Date Funds Continue Their 401(k) DC Plan Domination
Little surprise, target date funds (TDF) are a popular choice for 401(k) plans’ investment lineups, especially among younger…
Top 10 401k Plan Loan Myths, Misdirections and Misrepresentations
On Tuesday, February 16th, I listened to an Employee Benefits Research Institute webcast on financial wellness. The speakers…
EBRI: ‘More than a Third of Americans Unwilling, Unsure of Vaccine’
The Employee Benefit Research Institute is out with concerning news. Its annual Consumer Engagement in Health Care Survey…
Transition Risk (or, What Mike Tyson Can Teach Us About Retirement Plan Investing)
Mike Tyson famously said that “everybody has a plan until they get punched in the mouth.” That wisdom is oddly relevant even to retirement planning, because life and financial markets are constantly throwing punches at plan participants.