Role of 401(K) Accumulations in Providing Future Retirement Income

Published in Blitzstein, D., O. Mitchell, and S. Utkus (Eds.) (2006). Restructuring Retirement Risks. Oxford, UK: Oxford University Press.

Pension Research Council WP2005-9

Posted: 2 Nov 2005 Last revised: 3 Apr 2020

See all articles by Sarah Holden

Sarah Holden

Investment Company Institute

Jack VanDerhei

Morningstar Center for Retirement and Policy Studies

Date Written: 2005

Abstract

Defined contribution (DC) plans are increasingly being offered as the primary employer-sponsored pension, so it is of interest to ask whether DC accumulations are likely to yield sufficient income in retirement. This chapter uses the EBRI/ICI 401(k) Accumulation Projection Model to explore alternative future scenarios for retirees having had 401(k) plans available over a full working career. We assess the impact of catch-up contributions recently permitted by legislation; saving through individual retirement accounts if the employer does not offer a 401(k) plan; and changing the retirement age.

Suggested Citation

Holden, Sarah and VanDerhei, Jack, Role of 401(K) Accumulations in Providing Future Retirement Income (2005). Published in Blitzstein, D., O. Mitchell, and S. Utkus (Eds.) (2006). Restructuring Retirement Risks. Oxford, UK: Oxford University Press., Pension Research Council WP2005-9, Available at SSRN: https://ssrn.com/abstract=829985 or http://dx.doi.org/10.2139/ssrn.829985

Sarah Holden (Contact Author)

Investment Company Institute ( email )

1401 H Street, NW
Research Department
Washington, DC 20005
United States
(202) 326-5915 (Phone)

Jack Vanderhei

Morningstar Center for Retirement and Policy Studies ( email )

22 W Washington Street
Chicago, IL 60602
United States

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