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EBRI Publications Research Paper Series
32,630 Total downloads | Link to this page | Subscribe to this eJournal (requires login)

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Incl. Electronic Paper How Would Defined Contribution Participants React to Lifetime Income Illustrations? Evidence from the 2014 Retirement Confidence Survey
EBRI Notes, Vol. 35, No. 3 (March 2014)
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Date Posted: March 27, 2014
Accepted Paper Series
7 downloads

Incl. Electronic Paper Brand-Name and Generic Prescription Drug Use After Adoption of a Full-Replacement, Consumer-Directed Health Plan With a Health Savings Account
EBRI Notes, Vol. 35, No. 3 (March 2014)
Paul Fronstin and M. Christopher Roebuck
Employee Benefit Research Institute (EBRI) and RxEconomics LLC
Date Posted: March 27, 2014
Accepted Paper Series
12 downloads

Incl. Electronic Paper The 2014 Retirement Confidence Survey: Confidence Rebounds — For Those With Retirement Plans
EBRI Issue Brief, Number 397 (March 2014)
Ruth Helman , Nevin E. Adams , Craig Copeland and Jack VanDerhei
Greenwald & Associates , Employee Benefit Research Institute (EBRI) , Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Date Posted: March 27, 2014
Accepted Paper Series
7 downloads

Incl. Electronic Paper What Causes EBRI Retirement Readiness Ratings™ to Vary: Results from the 2014 Retirement Security Projection Model®
EBRI Issue Brief, No. 396 (February 2014)
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Date Posted: February 16, 2014
Accepted Paper Series
14 downloads

Incl. Electronic Paper Employer and Worker Contributions to Health Reimbursement Arrangements and Health Savings Accounts, 2006-2013
EBRI Notes, Vol. 35, No. 2 (February 2014)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: February 14, 2014
Accepted Paper Series
22 downloads

Incl. Electronic Paper IRA Withdrawals, 2011
EBRI Notes, Vol. 35, No. 2 (February 2014)
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: February 14, 2014
Accepted Paper Series
4 downloads

Incl. Electronic Paper The Role of Social Security, Defined Benefits, and Private Retirement Accounts in the Face of the Retirement Crisis
EBRI Notes, Vol. 35, No. 1, January 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Date Posted: January 26, 2014
Accepted Paper Series
59 downloads

Incl. Electronic Paper The Cost of Spousal Health Coverage
EBRI Notes, Vol. 35, No. 1, January 2014
Paul Fronstin and M. Christopher Roebuck
Employee Benefit Research Institute (EBRI) and RxEconomics LLC
Date Posted: January 26, 2014
Accepted Paper Series
15 downloads

Incl. Electronic Paper Health Savings Accounts and Health Reimbursement Arrangements: Assets, Account Balances, and Rollovers, 2006-2013
EBRI Issue Brief, No. 395 (January 2014)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: January 26, 2014
Accepted Paper Series
11 downloads

Incl. Electronic Paper 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012
EBRI Issue Brief, No. 394 (December 2013)
Jack VanDerhei , Sarah Holden , Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI) , Investment Company Institute , Employee Benefit Research Institute (EBRI) and Investment Company Institute
Date Posted: December 26, 2013
Accepted Paper Series
47 downloads

Incl. Electronic Paper How Much Would It Take? Achieving Retirement Income Equivalency between Final-Average-Pay Defined Benefit Plan Accruals and Voluntary Enrollment 401(k) Plans in the Private Sector
EBRI Notes, Vol. 34, No. 12 (December 2013)
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Date Posted: December 22, 2013
Accepted Paper Series
24 downloads

Incl. Electronic Paper Views on Employment-Based Health Benefits: Findings from the 2013 Health and Voluntary Workplace Benefits Survey
EBRI Notes, Vol. 34, No. 12, December 2013
Paul Fronstin and Ruth Helman
Employee Benefit Research Institute (EBRI) and Greenwald & Associates
Date Posted: December 22, 2013
Accepted Paper Series
33 downloads

Incl. Electronic Paper Findings from the 2013 EBRI/Greenwald & Associates Consumer Engagement in Health Care Survey
EBRI Issue Brief, No. 393 (December 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: December 22, 2013
Accepted Paper Series
10 downloads

Incl. Electronic Paper Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2012
EBRI Issue Brief, No. 392 (November 2013)
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: November 17, 2013
Accepted Paper Series
33 downloads

Incl. Electronic Paper Lump-Sum Distributions at Job Change, Distributions Through 2012
EBRI Notes, Vol. 34, No. 11 (November 2013)
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: November 16, 2013
Accepted Paper Series
14 downloads

Incl. Electronic Paper Views on the Value of Voluntary Workplace Benefits: Findings from the 2013 Health and Voluntary Workplace Benefits Survey
EBRI Notes, Vol. 34, No. 11 (November 2013)
Paul Fronstin and Ruth Helman
Employee Benefit Research Institute (EBRI) and Greenwald & Associates
Date Posted: November 16, 2013
Accepted Paper Series
26 downloads

Incl. Electronic Paper 401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011
EBRI Issue Brief, Number 391 (October 2013)
Jack VanDerhei , Sarah Holden , Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI) , Investment Company Institute , Employee Benefit Research Institute (EBRI) and Investment Company Institute
Date Posted: October 22, 2013
Accepted Paper Series
28 downloads

Incl. Electronic Paper IRA Asset Allocation, 2011
EBRI Notes, Vol. 34, No. 10, p. 8-22, (October 2013)
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: October 20, 2013
Accepted Paper Series
24 downloads

Incl. Electronic Paper Amount of Savings Needed for Health Expenses for People Eligible for Medicare: More Rare Good News
EBRI Notes, Vol. 34, No. 10 (October 2013)
Paul Fronstin , Dallas L. Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI) , Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Date Posted: October 20, 2013
Accepted Paper Series
25 downloads

Incl. Electronic Paper 2013 Health and Voluntary Workplace Benefits Survey: Nearly 90% of Workers Satisfied With Their Own Health Plan, But 55% Give Low Ratings to Health Care System
EBRI Notes, Vol. 34, No. 9, September 2013
Paul Fronstin and Ruth Helman
Employee Benefit Research Institute (EBRI) and Greenwald & Associates
Date Posted: October 10, 2013
Accepted Paper Series
28 downloads

Incl. Electronic Paper How Does Household Income Change in the Ten Years Around Age 65?
EBRI Notes, Vol. 34, No. 9, September 2013
Sudipto Banerjee
Employee Benefit Research Institute (EBRI)
Date Posted: September 30, 2013
Accepted Paper Series
23 downloads

Incl. Electronic Paper Sources of Health Insurance and Characteristics of the Uninsured: Analysis of the March 2013 Current Population Survey
EBRI Issue Brief, Number 390, September 2013
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: September 30, 2013
Accepted Paper Series
28 downloads

Incl. Electronic Paper Satisfaction With Health Coverage and Care: Findings from the 2012 EBRI/MGA Consumer Engagement in Health Care Survey
EBRI Notes, Vol. 34, No. 8 (August 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: September 04, 2013
Accepted Paper Series
16 downloads

Incl. Electronic Paper Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data, 2012
EBRI Notes, Vol. 34, No. 8 (August 2013)
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: September 04, 2013
Accepted Paper Series
32 downloads

Incl. Electronic Paper The Impact of a Retirement Savings Account Cap
EBRI Issue Brief No. 389 (August 2013)
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Date Posted: September 04, 2013
Accepted Paper Series
11 downloads

Incl. Electronic Paper Decisions, Decisions: Choices That Affect Retirement Income Adequacy - EBRI's 72nd Policy Forum
EBRI Notes, Vol. 34, No. 7 (July 2013)
Nevin E. Adams
Employee Benefit Research Institute (EBRI)
Date Posted: July 20, 2013
Accepted Paper Series
34 downloads

Incl. Electronic Paper Health Care Spending after Adopting a Full-Replacement, High-Deductible Health Plan With a Health Savings Account: A Five-Year Study
EBRI Issue Brief, Number 388 (July 2013)
Paul Fronstin and M. Christopher Roebuck
Employee Benefit Research Institute (EBRI) and RxEconomics LLC
Date Posted: July 20, 2013
Accepted Paper Series
26 downloads

Incl. Electronic Paper Tracking Health Insurance Coverage by Month: Trends in Employment-Based Coverage Among Workers, and Access to Coverage Among Uninsured Workers, 1995-2012
EBRI Notes, Vol. 34, No. 7 (July 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: July 20, 2013
Accepted Paper Series
18 downloads

Incl. Electronic Paper Use of Health Care Services and Access Issues by Type of Health Plan: Findings from the EBRI/MGA Consumer Engagement in Health Care Survey
EBRI Notes, Vol. 34, No. 6 (June 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: June 30, 2013
Accepted Paper Series
16 downloads

Incl. Electronic Paper What a Sustained Low-Yield Rate Environment Means for Retirement Income Adequacy: Results from the 2013 EBRI Retirement Security Projection Model®
EBRI Notes, Vol. 34, No. 6 (June 2013)
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Date Posted: June 30, 2013
Accepted Paper Series
26 downloads

Incl. Electronic Paper Reality Checks: A Comparative Analysis of Future Benefits from Private-Sector, Voluntary-Enrollment 401(k) Plans vs Stylized, Final-Average-Pay Defined Benefit and Cash Balance Plans
EBRI Issue Brief, Number 387 (June 2013)
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Date Posted: June 29, 2013
Accepted Paper Series
26 downloads

Incl. Electronic Paper IRA Withdrawals: How Much, When, and Other Savings Behavior
EBRI Notes, Vol. 34, No. 5 (May 2013)
Sudipto Banerjee
Employee Benefit Research Institute (EBRI)
Date Posted: May 30, 2013
Accepted Paper Series
12 downloads

Incl. Electronic Paper Trends in Health Coverage for Part-Time Workers
EBRI Notes, Vol. 34, No. 5 (May 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: May 30, 2013
Accepted Paper Series
28 downloads

Incl. Electronic Paper Individual Retirement Account Balances, Contributions, and Rollovers, 2011: The EBRI IRA Database
EBRI Issue Brief, Number 386 (May 2013)
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: May 30, 2013
Accepted Paper Series
25 downloads

Incl. Electronic Paper Retirement Plan Participation and Asset Allocation, 2010
EBRI Notes, Vol. 34, No. 4 (April 2013)
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: April 27, 2013
Accepted Paper Series
35 downloads

Incl. Electronic Paper Characteristics of the Population with Consumer-Driven and High-Deductible Health Plans, 2005-2012
EBRI Notes, Vol. 34, No. 4, April 2013
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: April 27, 2013
Accepted Paper Series
37 downloads

Incl. Electronic Paper Mental Health, Substance Abuse, and Pregnancy: Health Spending Following the PPACA Adult-Dependent Mandate
EBRI Issue Brief, Number 385 (April 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: April 16, 2013
Accepted Paper Series
23 downloads

Incl. Electronic Paper 'Post' Script: What's Next for Employment-Based Health Benefits?
EBRI Notes, Vol. 34, No. 3, March 2013
Nevin E. Adams
Employee Benefit Research Institute (EBRI)
Date Posted: April 05, 2013
Accepted Paper Series
29 downloads

Incl. Electronic Paper A Little Help: The Impact of On-Line Calculators and Financial Advisors on Setting Adequate Retirement-Savings Targets: Evidence from the 2013 Retirement Confidence Survey
EBRI Notes, Vol. 34, No. 3, March 2013
Jack VanDerhei and Nevin E. Adams
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Date Posted: April 05, 2013
Accepted Paper Series
29 downloads

Incl. Electronic Paper The 2013 Retirement Confidence Survey: Perceived Savings Needs Outpace Reality for Many
EBRI Issue Brief, Number 384, March 2013
Ruth Helman , Nevin E. Adams , Craig Copeland and Jack VanDerhei
Greenwald & Associates , Employee Benefit Research Institute (EBRI) , Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Date Posted: March 23, 2013
Accepted Paper Series
26 downloads

Incl. Electronic Paper Employer and Worker Contributions to Health Reimbursement Arrangements and Health Savings Accounts, 2006-2012
EBRI Notes, Vol. 34, No. 2, February 2013
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: February 23, 2013
Accepted Paper Series
28 downloads

Incl. Electronic Paper Debt of the Elderly and Near Elderly, 1992-2010
EBRI Notes, Vol. 34, No. 2, February 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: February 23, 2013
Accepted Paper Series
31 downloads

Incl. Electronic Paper Income Composition, Income Trends, and Income Shortfalls of Older Households
EBRI Issue Brief, Number 383, February 2013
Sudipto Banerjee
Employee Benefit Research Institute (EBRI)
Date Posted: February 23, 2013
Accepted Paper Series
26 downloads

Incl. Electronic Paper Views on Health Coverage and Retirement: Findings from the 2012 Health Confidence Survey®
EBRI Notes, Vol. 34, No. 1 (January 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: February 01, 2013
Accepted Paper Series
22 downloads

Incl. Electronic Paper Health Savings Accounts and Health Reimbursement Arrangements: Assets, Account Balances, and Rollovers, 2006-2012
EBRI Issue Brief, Number 382 (January 2013)
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: February 01, 2013
Accepted Paper Series
40 downloads

Incl. Electronic Paper Tax Preferences and Mandates: Is the Danish Savings Experience Applicable to the United States?
EBRI Notes, Vol. 34, No. 1 (January 2013)
Sudipto Banerjee and Nevin E. Adams
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Date Posted: February 01, 2013
Accepted Paper Series
24 downloads

Incl. Electronic Paper Annuity and Lump-Sum Decisions in Defined Benefit Plans: The Role of Plan Rules
EBRI Issue Brief, Number 381 (January 2013)
Sudipto Banerjee
Employee Benefit Research Institute (EBRI)
Date Posted: January 24, 2013
Accepted Paper Series
24 downloads

Incl. Electronic Paper 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011
EBRI Issue Brief, Number 380, December 2012
Jack VanDerhei , Sarah Holden , Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI) , Investment Company Institute , Employee Benefit Research Institute (EBRI) and Investment Company Institute
Date Posted: December 22, 2012
Accepted Paper Series
45 downloads

Incl. Electronic Paper Employee Tenure Trends, 1983-2012
EBRI Notes, Vol. 33, No. 12, December 2012
Craig Copeland
Employee Benefit Research Institute (EBRI)
Date Posted: December 21, 2012
Accepted Paper Series
55 downloads

Incl. Electronic Paper Views on Employment-Based Health Benefits: Findings from the 2012 Health Confidence Survey
EBRI Notes, Vol. 33, No. 12, December 2012
Paul Fronstin
Employee Benefit Research Institute (EBRI)
Date Posted: December 21, 2012
Accepted Paper Series
31 downloads


 

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