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.
Tag: EBRI
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...
New Survey Shows Inflation and Inequality Are Negatively Affecting Seniors’ Retirement
The survey demonstrated the degree to which black and Hispanic retirees tend to have less saved for retirement than white...
Self-Insured Group Health Plans Have Not Spiked After ACA
The use of self-insured group health plans varies around the U.S.
LGBTQ Workers Have Lower Retirement Confidence
The EBRI 2022 Retirement Confidence Survey also found LGBTQ Americans carry more debt than non-LGBTQ individuals.
Workers and Retirees Hold Differing Views on Retirement Income Sources
The Employee Benefit Research Institute's Retirement Confidence Survey revealed workers’ expectations of and retirees’ experiences with workplace plans.
Study Shows Baby Boomers Were Pushed Out of the Workforce
Many employees ages 55 to 74 aren’t part of the Great Resignation—they got fired.
Female Gen Xers Face Greater Retirement Savings Shortfall Than Males
Defined contribution (DC) retirement plan eligibility and auto portability can have a large impact on reducing retirement savings shortfalls, the...
Benefits |
Employees Report a Wide Range of Benefits Contribute to Financial Security
Research findings suggest that employers could do a better job of educating employees about benefits that may improve their overall...
PSNC 2018: Spending in Retirement and Financial Shocks – Fact and Fiction
EBRI’s Lori Lucas tells PLANSPONSOR National Conference attendees that retirees actually spend less than the industry suggests employees save for...
Lucas Takes the Helm at EBRI
Lori Lucas, previously with Callan Associates, tells PLANSPONSOR there is a new vision for the Employee Benefit Research Institute’s future.
Benefits |
More HSA Account Holders Have Funds to Roll Over
Of the HSAs with distributions, the average amount distributed was less than the average contribution, resulting in balance increases, EBRI...