Benefits | June 1st, 2023 How Plan Sponsors Can Shift Focus to Decumulation As most retirees no longer rely on a pension for lifetime income, plan sponsors should be exploring benefits that will...
June 1st, 2023 Interest Grows Among Employers in Retaining Retiree Assets In-Plan Cost, administrative work and fiduciary duties are all considerations when contemplating changing from traditional retirement plan structures.
Benefits | June 1st, 2023 Robust Retirement Tiers Can Help Keep Participants In-Plan Plan sponsors who want to continue serving their retirees need to give them a reason to stay.
Deals and People | September 15th, 2022 EBRI CEO Lori Lucas Announces Pending Retirement Lucas will stay at the helm through the end of the year while helping the research group source its next...
Data and Research | May 24th, 2022 More Concern on the Doorstep of Retirement Last year, the percentage of working Americans nearing retirement age who felt financially prepared for retirement was 26%; this year,...
Data and Research | February 4th, 2021 Plan Sponsors Want Continuing Relationship With Retirees However, few say they have a way to interact with them.
Benefits | July 23rd, 2020 Phased Retirement Programs Offer Perks for Employees and Employers A phased retirement program can help employers address workforce issues and help employees make a smooth transition, and it should...
Data and Research | July 22nd, 2020 Pandemic Causing Older Workers to Leave Workforce Earlier Than Planned Many workers near retirement age who may be worried about COVID-19 are turning to early retirement, but doing so comes...
Benefits | June 24th, 2020 Longevity and Retirement Experts Encourage Retention of Older Workers Many older employees either want or need to work past the traditional retirement age; sources say it makes economical sense...
Administration | May 12th, 2020 Keeping Retiree Assets in DC Plans Benefits Sponsors and Participants The benefits of keeping assets in the plan should be communicated to retirees, and plan sponsors should adjust design to...
Data and Research | October 17th, 2019 DC Plan Dominance Is Overstated, But Not For Long Among today’s retirees, nearly nine in 10 (86%) fund their retirement primarily with Social Security and pension income.
Participants | October 4th, 2019 Different Retirements for Different People Not all “retirees” want to stay home and kick their feet up—some are continuing work or starting new ventures. Does...
Data and Research | October 4th, 2019 Household Spending Decreases with Age, EBRI Finds EBRI says “This research also suggests that retirees are adept at adjusting their consumption as needed in order to fit...
Data and Research | March 22nd, 2019 Increasing Health Care Costs Have Implications for Retirement Savings If one adds annual spending figures, in today’s dollars, if you’re “average,” one can expect costs to be $414,000 over...
Data and Research | August 14th, 2018 Half of Pre-Retirees Expect to Return to Work Their primary reasons are financial and to fight boredom
Participants | June 12th, 2018 When Saving More Harms Workers’ Financial Future In the DC retirement plan industry, it is simply taken for granted that everyone should be saving more and that...
Participants | May 30th, 2018 Work for Fun in Retirement? Many Say They Will Asked about the major reasons they want to work beyond the traditional retirement age, Americans point to both wants and...
Data and Research | May 17th, 2018 LIMRA SRI: Preventing Brain Drain Should Be a Retirement Program Goal As skilled Baby Boomer employees begin to reach the traditional retirement age, employers need to examine their policies and procedures...
Administration | May 8th, 2018 Plan Distribution Behavior Dictated By Plan Design New DCIIA research put together in concert with a large group of retirement industry service providers highlights the crucial role...
Data and Research | May 8th, 2018 2018 Planning & Progress Study: Many Expect to Delay Retirement One clear point of concern in the data is the increasing number of Americans who anticipate retiring at 70 years...