“Small Business Retirement Plans and the IRS’ Employee Plans Fee Change,” a hearing held April 17, 2018 (witness statements available in .pdf format, video of the full hearing available at the site, running time 40 minutes 40 seconds). Note: The hearing begins at the 11:11 mark.
smallbusiness.house.gov/calendar/eventsingle.aspx?EventID=400758
“Individual Account Retirement Plans: An Analysis of the 2016 Survey of Consumer Finances,” by Craig Copeland (EBRI Issue Brief No. 445, March 2018, .pdf format, 25p.).
“Workplace Retirement Accounts: Better Guidance and Information Could Help Plan Participants at Home and Abroad Manage Their Retirement Savings,” (GAO-18-19, January 2018, .pdf format, 86p.).
“Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010–2015,” by Craig Copeland (EBRI Issue Brief No. 440, January 2018, .pdf format, 32p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3531
“Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity,” by Wade Pfau, Joe Tomlinson, and Steve Vernon (November 2017, .pdf format, 146p.).
www.soa.org/research-reports/2017/2017-optimize-retire-income-plans-iras-equity/
A. “Dodged a Bullet? “Rothification” Likely to Reduce Retirement Saving,” by Alicia H. Munnell and Gal Wettstein (IB No. 17-20, November 2017, .pdf format, 7p.).
Dodged a Bullet? “Rothification” Likely to Reduce Retirement Saving
B. “Is Working Longer a Good Prescription for All?” by Geoffrey T. Sanzenbacher and Steven A. Sass (IB No. 17-21, November 2017, .pdf format, 7p.).
A. “Restructuring Medicare: The False Promise of Premium Support,” by Robert A. Berenson, Laura Skopec, and Stephen Zuckerman (October 2017, .pdf format, 24p.).
www.aarp.org/ppi/info-2017/premium-support-is-the-wrong-direction-for-medicare.html
B. “The Interaction Between IRAs and 401(k) Plans in Savers’ Portfolios,” by William G. Gale, Aaron Krupkin, and Shanthi Ramnath (October 2017, .pdf format, 25p.).
www.urban.org/research/publication/interaction-between-iras-and-401k-plans-savers-portfolios
“What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2015,” by Sarah Holden, Jack VanDerhei, Luis Alonso, and Steven Bass (Issue Brief No. 439, October 2017, .pdf format, 21p.).
“401(k)/IRA Holdings in 2016: An Update from the SCF,” by Alicia H. Munnell and Anqi Chen (IB No. 17-18, October 2017, .pdf format, 12p.).
crr.bc.edu/briefs/401kira-holdings-in-2016-an-update-from-the-scf/
“2015 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation,” by Craig Copeland (Issue Brief No. 437, September 2017, .pdf format, 44p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3493
“401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015,” by Jack VanDerhei, Sarah Holden, Luis Alonso, and Steven Bass (Issue Brief No. 436, August 2017, .pdf format, 60p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3478
EBRI Notes (Vol. 38, No. 7, May 2017, .pdf format, 16p.). Note: The title of this issue is “Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth,” by Craig Copeland.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3454
“Retirement Plan Knowledge Among State and Local Government Workers Under 40,” (May 2017, .pdf format, 7p.).
A. “Higher Initial Contribution Levels in Automatic Enrollment Plans May Result in Greater Retirement Savings: A Review of the Evidence,” by William Shiflett and David C. John (April 2017, .pdf format, 3p.).
www.aarp.org/ppi/info-2017/default-contribution-rate.html
B. “Maintaining Privacy and Security while Connected to the Internet,” by Neal Walters (May 2017, .pdf format, 5p.).
www.aarp.org/ppi/info-2017/maintaining-privacy-and-security-while-connected-to-the-internet.html
“Who Contributes to Individual Retirement Accounts?” by Anqi Chen and Alicia H. Munnell (IB 17-8, April 2017, .pdf format, 8p.).
crr.bc.edu/briefs/who-contributes-to-individual-retirement-accounts/
“How Has the Shift to 401(k) Plans Affected Retirement Income?” by Alicia H. Munnell, Wenliang Hou, Anthony Webb, and Yinji Li (IB No. 17-5, March 2017, .pdf format, 8p.).
crr.bc.edu/briefs/how-has-the-shift-to-401k-plans-affected-retirement-income/
“Access to Workplace Retirement Plans by Race and Ethnicity,” by Catherine Harvey (February 2017, .pdf format, 2p.).
www.aarp.org/ppi/info-2017/Access-to-Workplace-Retirement-Plans-by-Race-and-Ethnicity.html
“Retirement Plan Access and Participation Across Generations,” (February 2017, .pdf format, 13p.).
“Target Date Funds: What’s Under the Hood?” by Edwin J. Elton, Martin J. Gruber, Andre de Souza and Christopher R. Blake (IB No. 17-2, January 2017, .pdf format, 7p.).
A. “Cost-Sharing Features of State Defined Benefit Pension Plans,” (January 2017, .pdf format, 26p.).
B. “Small Business Views on Retirement Savings Plans,” (January 2017, .pdf format, 15p.).
“Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010–2014: The EBRI IRA Database,” by Craig Copeland (EBRI Issue Brief No. 429, January 2017, .pdf format, 32p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3409
A. “State Auto-IRA Programs: The Keys to Financial Self-Sufficiency,” by Alicia H. Munnell, Anek Belbase and Geoffrey T. Sanzenbacher (IB 16-19, December 2016, .pdf format, 7p.).
crr.bc.edu/briefs/state-auto-ira-programs-the-keys-to-financial-self-sufficiency/
B. “Cognitive Aging and Ability to Work,” by Anek Belbase and Geoffrey T. Sanzenbacher (IB 16-18, November 2016, .pdf format, 7p.).
“401(K) Plans: Effects of Eligibility and Vesting Policies on Workers’ Retirement Savings,” (GAO-17-69, October 2016, .pdf format, 93p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “Putting the Pension Back in 401(k) Plans: Optimal versus Default Longevity Income Annuities,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (w22717, October 2016, .pdf format, 36p.).
B. “Late-in-Life Risks and the Under-Insurance Puzzle,” by John Ameriks, Joseph Briggs, Andrew Caplin, Matthew D. Shapiro, and Christopher Tonetti (w22726, October 2016, .pdf format, 58p.).
“Business Owners’ Perspectives on Workplace Retirement Plans and State Proposals to Boost Savings,” (September 2016, .pdf and HTML format, 16p.).
“401(K) PLANS: DOL Could Improve Use of Lifetime Income Options,” (GAO-16-433, August 2016, .pdf format, 91p.).
“What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2014,” by Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass (Issue Brief No. 426, September 2016, .pdf format, 28p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3384
“2014 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation,” by Craig Copeland (Issue Brief No. 424, August 2016, .pdf format, 48p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3375
“Guaranteed Returns in Retirement Savings Plans: Are They Worth the Cost?” by William G. Gale (April 2016, .pdf format, 4p.).
www.aarp.org/ppi/info-2016/guaranteed-returns-in-retirement-savings-plans.html
“401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014,” by Jack VanDerhei, Sarah Holden, Luis Alonso, and Steven Bass (EBRI Issue Brief No. 423, April 2016, .pdf format, 80p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3347
A. “How Do Job Skills That Decline With Age Affect White-Collar Workers?” by Anek Belbase, Geoffrey T. Sanzenbacher, and Christopher M. Gillis (IB No. 16-6, April 2016, .pdf format, 11p.).
crr.bc.edu/briefs/how-do-job-skills-that-decline-with-age-affect-white-collar-workers/
B. “State Savings Initiatives: Lessons from California and Connecticut,” by Anek Belbase, Alicia H. Munnell, Nari Rheeand, and Geoffrey T. Sanzenbacher (IB No. 16-5, April 2016, .pdf format, 8p.).
crr.bc.edu/briefs/state-savings-initiatives-lessons-from-california-and-connecticut/
“State Initiatives to Cover Uncovered Private Sector Workers,” by Alicia H. Munnell, Anek Belbase, and Geoffrey T. Sanzenbacher (IB No. 16-4, March 2016, .pdf format, 10p.).
crr.bc.edu/briefs/state-initiatives-to-cover-uncovered-private-sector-workers-2/
“Helping Americans Prepare for Retirement: Increasing Access, Participation and Coverage in Retirement Savings Plans,” a hearing held January 28, 2016 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 29 minutes). Note: Hearing begins at the 28:40 mark
“A Look at Access to Employer-based Retirement Plans and Participation in the States: Who’s in, who’s out,” (January 2016, .pdf format, 37p.).
EBRI Notes (Vol. 36, No. 12, December 2015, .pdf format). Note: The article is this issue are: “The Effect of the Current Population Survey Redesign on Retirement-Plan Participation Estimates,” by Craig Copeland; and, “Worker Opinions About Employee Benefits: Differences Among Millennials, Baby Boomers, and Generation X Have Implications for Plan Sponsors,” by Paul Fronstin and Ruth Helman.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3299
“Investment Returns: Defined Benefit vs. Defined Contribution Plans,” by Alicia H. Munnell, Jean-Pierre Aubry and Caroline V. Crawford (IB No. 15-21, December 2015, .pdf format, 15p.).
crr.bc.edu/briefs/investment-returns-defined-benefit-vs-defined-contribution-plans/
“Automatic Enrollment in Retirement Savings Vehicles: Evidence from the Health and Retirement Study,” by Jeremy Burke, Angela A. Hung, and Jill E. Luoto (WR-1117, September 2015, .pdf format, 36p.). Note: Links to the abstract and the full text of the paper available at:
“Defaulting In and Cashing Out? The Impact of Retirement Plan Design on the Savings Accumulation of Separating Employees,” by Angela A. Hung, Jill E. Luoto, and Jeremy Burke (WR-1115, September 2015, .pdf format, 46p.). Note: Links to the abstract and the full text of the paper available at:
EBRI Notes (Vol. 36, No. 10, October 2015, .pdf format, 24p.). Note: The two articles in this issue are: “Amount of Savings Needed for Health Expenses for People Eligible for Medicare: Unlike the Last Few Years, the News Is Not Good,” by Paul Fronstin, Dallas Salisbury, and Jack VanDerhe; and, “How Does the Probability of a “Successful” Retirement Differ Between Participants in Final-Average Defined Benefit Plans and Voluntary Enrollment 401(k) Plans?” by Jack VanDerhei.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3284
“How Has Shift to Defined Contribution Plans Affected Saving?” by Alicia H. Munnell, Jean-Pierre Aubry and Caroline V. Crawford (IB No. 15-16, September 2015, .pdf format, 8p.).
crr.bc.edu/briefs/how-has-shift-to-defined-contribution-plans-affected-saving/
EBRI Notes (Vol. 36, No. 9, September 2015, .pdf format, 38p.). Note: The articles in this issue are: “2015 EBRI/Greenwald & Associates Health and Voluntary Workplace Benefits Survey: Most Workers Continue to Give Low Ratings to Health Care System, but Declining Number Report Health Care Cost Increases,” by Paul Fronstin and Ruth Helman; and, “IRA Asset Allocation, 2013, and Longitudinal Results, 2010-2013,” by Craig Copeland.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3277
“What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2013,” by Jack VanDerhei, Sarah Holden, Luis Alonso, and Steven Bass (Issue Brief No. 418, September 2015, .pdf format, 28p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3274
“401(K) Plans: Clearer Regulations Could Help Plan Sponsors Choose Investments for Participants,” (GAO-15-578, August 2015, .pdf format, 51p.).
Note: Free registration is required to access any content.
A. “Risk Disclosure in the European Insurance Industry: Implications for Occupational Pension Funds,” by Karel Van Hulle (WP2015-17, August 2015, .pdf format, 42p.). Note: Links to the abstract and the full text of the paper available at:
www.pensionresearchcouncil.org/publications/document.php?file=1284
B. “Mark-to-Market Accounting for United States Corporate Pensions: Implementation and Impact,” by Joseph Busillo, Thomas Harvey, and Bryan Hoffman (WP2015-16, August 2015, .pdf format, 27p.). Note: Links to the abstract and the full text of the paper available at:
www.pensionresearchcouncil.org/publications/document.php?file=1283
C. “Accounting-based Asset Return Smoothing in Participating Life Annuities: Implications for Annuitants, Insurers, and Policymakers,” by Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, and Ivonne Siegelin (WP2015-15, August 2015, .pdf format, 18p.). Note: Links to the abstract and the full text of the paper available at:
www.pensionresearchcouncil.org/publications/document.php?file=1282
D. “The New Insurance Supervisory Landscape: Implications for Insurance and Pensions,” by Peter A. Fisher (WP2015-14, August 2015, .pdf format, 39p.). Note: Links to the abstract and the full text of the paper available at:
www.pensionresearchcouncil.org/publications/document.php?file=1281
E. “Implications of the New Regulatory Order for Retirement System Risk Management,” by Olivia S. Mitchell, Raimond Maurer, and J. Michael Orszag (WP2015-13, August 2015, .pdf format, 13p.). Note: Links to the abstract and the full text of the paper available at:
www.pensionresearchcouncil.org/publications/document.php?file=1280
F. “The Role of Time Preferences and Exponential-Growth Bias in Retirement Savings,” by Gopi Shah Goda, Matthew R. Levy, Colleen Flaherty Manchester, Aaron Sojourner, and Joshua Tasoff (WP2015-11, August 2015, .pdf format, 93p.). Note: Links to the abstract and the full text of the paper available at:
www.pensionresearchcouncil.org/publications/document.php?file=1278
A. “How Much Longer Do People Need to Work?” by Alicia H. Munnell ,Anthony Webb and Anqi Chen (WP No. 2015-19, August 2015, .pdf format, 24p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/how-much-longer-do-people-need-to-work/
B. “The Challenge of Pension Reform in Georgia: Non-Contributory Pensions and Elderly Poverty,” by Tamila Nutsubidze and Khatuna Nutsubidze (WP No. 2015-18, July 2015, .pdf format, 29p.). Note: Links to the abstract and the full text of the paper available at:
C. “The Transition from Defined Benefit to Defined Contribution Pensions: Does It Influence Elderly Poverty?” by Natalia S. Orlova, Matthew S. Rutledge and April Yanyuan Wu (WP No. 2015-17, July 2015, .pdf format, 30p.). Note: Links to the abstract and the full text of the paper available at:
D. “Will the Average Retirement Age Continue to Increase?” by Matthew S. Rutledge, Christopher M. Gillis and Anthony Webb (WP No. 2015-16, July 2015, .pdf format, 38p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/will-the-average-retirement-age-continue-to-increase/
E. “The Role of Occupations in Differentiating Health Trajectories in Later Life,” by Michal Engelman and Heide Jackson (WP No. 2015-15, July 2015, .pdf format, 64p.). Note: Links to the abstract and the full text of the paper available at:
F. “The Relationship Between Automatic Enrollment and DC Plan Contributions: Evidence from a National Survey of Older Workers,” by Barbara A. Butrica and Nadia S. Karamcheva (WP No. 2015-14, July 2015, .pdf format, 33p.). Note: Links to the abstract and the full text of the paper available at:
“Employee Benefits in the United States – March 2015,” (July 2015, .pdf and HTML format, 16p.).
EBRI Notes (Vol. 36, No. 1, July 2015, .pdf format, 24p.). Note: The articles in this issue are: “IRA Withdrawals in 2013 and Longitudinal Results 2010-2013,” by Craig Copeland; and, “Satisfaction With Health Coverage and Care: Findings from the 2014 EBRI/Greenwald & Associates Consumer Engagement in Health Care Survey,” by Paul Fronstin.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3245
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