Military Households Express Higher Retirement Confidence Than Nonmilitary Households
According to a survey conducted by the Employee Benefits Research Institute, military households are more likely to have a higher...
Tag: EBRI
Flexible Savings Account Forfeitures Slightly on the Rise
New data from the Employee Benefits Research Institute reveals that around half of FSA accountholders forfeited unused funds to their...
EBRI: Americans’ Retirement Confidence Shows Slight Improvements
Workers and retirees expressed more confidence in their wages, but many are still concerned about inflation, emergency savings and having...
Benefits |
HSA Balances on the Rise, Despite Higher Spending on Health Care
Average health savings account balances continue to increase, even as employees often treat them as short-term spending vehicles and take...
EBRI Report Estimates At Least 21.9M Workers Will Be Eligible for Saver’s Match
Qualified recipients will be able to collect up to $1,000 in federal matching retirement plan contributions, starting in 2027.
EBRI to Host Webinar on Impact of Credit Card, Student Loan Debt
The March 27 event will see panelists discuss how mounting debt can negatively impact employees’ 401(k) contributions and balances.
EBRI Makes Board of Trustees Appointments
The newcomers include Sandy McCarthy of OneAmerica Financial, who takes over as chair.
Education Savings Benefits Gain Momentum as Employees Struggle With Student Debt
As loan repayments are an obstacle limiting employees’ retirement savings, education savings benefits are an opportunity for employers to relieve...
Small Businesses Don’t Know About Plan Creation Tax Credits, per EBRI
That’s despite citing profitability and plan cost among their chief reasons for not starting a plan.
Pension-Linked Emergency Accounts Can Incentivize Lower-Income Enrollment
PLESAs can address liquidity concerns for workers, one of SECURE 2.0’s co-authors argued at the EBRI-Milken Retirement Symposium.
Benefits |
Projected Health Care Costs for Medicare Beneficiaries Rose Again in 2023
Some couples may need to have as much as $413,000 saved to afford premiums, deductibles and out-of-pocket drug costs in...
The Impact of Spending Spikes on Retirement Readiness
Report reveals that higher credit card debt is associated with lower 401(k) contributions and account balances.
EBRI Finds Increased Use of Certain Medical Services Covered by HSA-Eligible Plans
A 2019 IRS policy change has resulted in 75% of large employers that offer HSA-eligible plans expanding their pre-deductible coverage...
Retirement Confidence Plummeted in 2023, EBRI Study Shows
Among current U.S. workers, retirement confidence fell by 9 percentage points, the largest drop since a 10-point slide in 2009.
Inflation, Depleted Savings Dent Workers’ Confidence as Financial Literacy Remains Low
Many American workers lack an understanding of their retirement plan investing options and do not use plan providers as an...
Mercer’s Barb Marder Will Replace Lori Lucas as EBRI CEO
EBRI announced its new CEO and president, Barb Marder, and emphasized the importance of data usability.
Immediate Vesting Is Better for Recruitment Than Cliff Vesting Is for Retention
Retirement experts at EBRI webinar cited research showing the dubious value of non-immediate vesting schedules in a competitive labor market.
EBRI Research Shows LGBTQ Workers Are Less Satisfied With Some Work Benefits
The research also shows that LGBTQ workers in higher income levels feel they have diminished access to workplace benefits.
Lori Lucas Set to Step Down as Head of EBRI
Lucas cites DEI and accessibility as accomplishments in her five years at the retirement research institute.
Senator Cardin Worried SECURE 2.0 Won’t Pass This Year
The Maryland Democrat expressed concern at an industry conference that there might not be enough time in this legislative year...