Data and Research | September 14th, 2023 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.
Data and Research | August 25th, 2023 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...
Compliance | May 22nd, 2023 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.
Data and Research | April 27th, 2023 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...
Deals and People | March 27th, 2023 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.
Data and Research | March 23rd, 2023 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.
Data and Research | February 9th, 2023 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.
Deals and People | December 19th, 2022 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.
Compliance | December 1st, 2022 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...
Data and Research | October 11th, 2022 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...
Data and Research | September 1st, 2022 Self-Insured Group Health Plans Have Not Spiked After ACA The use of self-insured group health plans varies around the U.S.
Data and Research | June 16th, 2022 LGBTQ Workers Have Lower Retirement Confidence The EBRI 2022 Retirement Confidence Survey also found LGBTQ Americans carry more debt than non-LGBTQ individuals.
Data and Research | May 18th, 2022 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.
Data and Research | April 20th, 2022 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.
Data and Research | January 23rd, 2019 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 | January 11th, 2019 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...
Data and Research | June 13th, 2018 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...
Deals and People | February 7th, 2018 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 | September 20th, 2017 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...