“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.).
October 30, 2017
CAAR – Employee Benefit Research Institute Issue Brief – October 30, 2017
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October 12, 2017
CAAR – Center for Retirement Research at Boston College Issue Brief – October 12, 2017
“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/
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September 18, 2017
CAAR – Employee Benefits Research Institute Issue Brief – September 18, 2017
“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
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August 17, 2017
CAAR – Employee Benefit Research Institute Issue Brief – August 17, 2017
“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
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May 23, 2017
CAAR – Employee Benefit Research Institute Periodical – May 23, 2017
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
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May 19, 2017
CAAR – Pew Charitable Trusts Issue Brief – May 19, 2017
“Retirement Plan Knowledge Among State and Local Government Workers Under 40,” (May 2017, .pdf format, 7p.).
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May 17, 2017
CAAR – AARP Public Policy Institute Fact Sheet, Brief – May 17, 2017
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
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May 2, 2017
CAAR – Center for Retirement Research at Boston College Issue Brief – May 2, 2017
“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/
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March 15, 2017
CAAR – Center for Retirement Research at Boston College Issue Brief – March 15, 2017
“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/
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February 27, 2017
CAAR – AARP Public Policy Institute Fact Sheet – February 27, 2017
“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
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February 16, 2017
CAAR – Pew Charitable Trust Issue Brief – February 16, 2017
“Retirement Plan Access and Participation Across Generations,” (February 2017, .pdf format, 13p.).
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February 7, 2017
February 1, 2017
CAAR – Center for Retirement Research at Boston College Issue Brief – February 1, 2017
“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.).
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January 24, 2017
CAAR – Pew Charitable Trusts Report, Issue Brief – January 24, 2017
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.).
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January 17, 2017
CAAR – Employee Benefit Research Institute Issue Brief – January 17, 2017
“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
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December 13, 2016
CAAR – Center for Retirement Research at Boston College Issue Briefs – December 13, 2016
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.).
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December 8, 2016
November 28, 2016
CAAR – US Government Accountability Office Report – November 28, 2016
“401(K) Plans: Effects of Eligibility and Vesting Policies on Workers’ Retirement Savings,” (GAO-17-69, October 2016, .pdf format, 93p.).
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October 10, 2016
CAAR – National Bureau of Economic Research Working Paper – October 10, 2016
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.).
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September 13, 2016
CAAR – Pew Charitable Trusts Issue Brief – September 13, 2016
“Business Owners’ Perspectives on Workplace Retirement Plans and State Proposals to Boost Savings,” (September 2016, .pdf and HTML format, 16p.).
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September 8, 2016
CAAR – US Government Accountability Office Report – September 8, 2016
“401(K) PLANS: DOL Could Improve Use of Lifetime Income Options,” (GAO-16-433, August 2016, .pdf format, 91p.).
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CAAR – Employee Benefit Research Institute Issue Brief – September 8, 2016
“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
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August 25, 2016
CAAR – Employee Benefit Research Institute Issue Brief – August 25, 2016
“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
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June 2, 2016
CAAR – AARP Public Policy Institute Report – June 2, 2016
“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
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April 28, 2016
CAAR – Employee Benefit Research Institute Issue Brief – April 28, 2016
“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
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April 13, 2016
CAAR – Center for Retirement Research at Boston College Issue Briefs – April 13, 2016
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/
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March 3, 2016
CAAR – Center for Retirement Research at Boston College Issue Brief – March 3, 2016
“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/
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January 29, 2016
CAAR – US Senate Committee on Finance Hearing Testimony – January 29, 2016
“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
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January 14, 2016
CAAR – Pew Charitable Trusts Report – January 14, 2016
“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.).
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December 17, 2015
CAAR – Employee Benefit Research Institute Periodical – December 17, 2015
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
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December 16, 2015
CAAR – Center for Retirement Research at Boston College Issue Brief – December 16, 2015
“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/
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November 19, 2015
CAAR – Rand Corporation Labor and Population Program Working Paper – November 19, 2015
“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:
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November 16, 2015
CAAR – Rand Corporation Labor and Population Program Working Paper – November 16, 2015
“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:
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October 22, 2015
CAAR – Employee Benefits Research Institute Periodical – October 22, 2015
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
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September 22, 2015
CAAR – Center for Retirement Research at Boston College Issue Brief – September 22, 2015
“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/
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September 17, 2015
CAAR – Employee Benefit Research Institute Periodical – September 17, 2015
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
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September 16, 2015
CAAR – Employee Benefit Research Institute Issue Brief – September 16, 2015
“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
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September 4, 2015
CAAR – US Government Accountability Office Report – September 4, 2015
“401(K) Plans: Clearer Regulations Could Help Plan Sponsors Choose Investments for Participants,” (GAO-15-578, August 2015, .pdf format, 51p.).
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September 2, 2015
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – September 2, 2015
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
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August 12, 2015
CAAR – Center for Retirement Research at Boston College Working Papers – August 12, 2015
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:
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July 28, 2015
CAAR – US Bureau of Labor Statistics News Release – July 28, 2015
“Employee Benefits in the United States – March 2015,” (July 2015, .pdf and HTML format, 16p.).
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July 16, 2015
CAAR – Employee Benefits Research Institute Periodical – July 16, 2015
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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July 9, 2015
CAAR – Center for Retirement Research at Boston College Issue Briefs – July 9, 2015
A. “The Funding of State and Local Pensions: 2014-2018,” by Alicia H. Munnell and Jean-Pierre Aubry (SLP No. 45, June 2015, .pdf format, 12p.).
crr.bc.edu/briefs/the-funding-of-state-and-local-pensions-2014-2018/
B. “Do Catch-Up Contributions Increase 401(k) Saving?” by Qi Guan,Matthew S. Rutledge, April Yanyuan Wu and Francis M. Vitagliano (IB No. 15-10, July 2015, .pdf format, 6p.).
crr.bc.edu/briefs/do-catch-up-contributions-increase-401k-saving/
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June 25, 2015
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – June 25, 2015
Note: PRC requires free registration before providing working papers. “Financial Knowledge and 401(k) Investment Performance: A Case Study,” by Robert Clark, Annamaria Lusardi, and Olivia S. Mitchell (WP2015-10, June 2015, .pdf format, 33p.). Note: Links to the abstract and the full text of the paper available at:
www.pensionresearchcouncil.org/publications/document.php?file=1277
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June 22, 2015
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – June 22, 2015
Note: PRC requires free registration before providing working papers.
“Social Interaction Effects and Individual Portfolio Choice: Evidence from 401(k) Pension Plan Investors,” by Timothy (Jun) Lu and Ning Tang (WP2015-09, June 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=1274
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June 18, 2015
CAAR – Employee Benefit Research Institute Issue Brief, Periodical – June 18, 2015
A. “Intra-Family Cash Transfers in Older American Households,” by Sudipto Banerjee (EBRI Issue Brief No. 415, June 2015, .pdf format, 32p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3236
B. EBRI Notes (Vol. 36, No. 6, June 2015, .pdf format, 32p.). Note: The articles in this issue: “Self-Insured Health Plans: State Variation and Recent Trends by Firm Size, 1996-2013,” by Paul Fronstin; and, “Auto-IRAs: How Much Would They Increase the Probability of “Successful” Retirements and Decrease Retirement Deficits? Preliminary Evidence from EBRI’s Retirement Security Projection Model,” by Jack VanDerhei.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5522
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June 15, 2015
CAAR – US Government Accountability Office Correspondence – June 15, 2015
A. “401(K) Plans: Frequent and Collective Trading Are Uncommon and Not a Significant Concern for Plan Participants, Sponsors, or Mutual Funds,” (GAO-15-427R, May 2015, .pdf format, 33p.).
www.gao.gov/products/GAO-15-427R
B. “Older Americans Act: Updated Information on Unmet Need for Services,” (GAO-15-601R, June 2015, .pdf format, 35p.).
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May 29, 2015
CAAR – US Bureau of Labor Statistics Article – May 29, 2015
“Automatic enrollment, employer match rates, and employee compensation in 401(k) plans,” by Barbara A. Butrica and Nadia S. Karamcheva (Monthly Labor Review, May 2015, .pdf and HTML format, 34p.).
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CAAR – US Department of Labor, Employee Benefits Security Administration Report – May 29, 2015
“Assessing the Quality of Employee Benefit Plan Audits,” (May 2015, .pdf format, 191p.).
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