Steven Bass

Investment Company Institute

1401 H Street, NW

Washington, DC 20005

United States

  • Investment Company Institute

SCHOLARLY PAPERS

19

DOWNLOADS

903

SSRN CITATIONS
Rank 11,569

SSRN RANKINGS

Top 11,569

in Total Papers Citations

28

CROSSREF CITATIONS

72

Scholarly Papers (19)

Actions:
Email selected abstracts
1.

Using Panel Tax Data to Examine the Transition to Retirement

Number of pages: 87 Posted: 07 Mar 2017 Last Revised: 11 Apr 2017
Peter J. Brady, Steven Bass, Jessica Holland and Kevin Pierce
Investment Company Institute, Investment Company Institute, Government of the United States of America - Internal Revenue Service (IRS), Statistics of Income Division and Government of the United States of America - Internal Revenue Service (IRS)
Downloads 290 (121,191)
Citation 14

Abstract:

Loading...

Social Security, retirement income, pensions, annuities, IRAs

2.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012

EBRI Issue Brief, No. 394 (December 2013)
Number of pages: 52 Posted: 26 Dec 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
Downloads 102 (299,421)

Abstract:

Loading...

401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

3.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014

EBRI Issue Brief, Number 423 (April 2016)
Number of pages: 80 Posted: 30 Apr 2016
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
Downloads 62 (400,442)

Abstract:

Loading...

401(k) account balances, 401(k) assets, 401(k) loans, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Self-directed investments, Target-date funds

4.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010

EBRI Issue Brief, No. 366, December 2011
Number of pages: 52 Posted: 24 Dec 2011
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
Downloads 57 (417,189)
Citation 2

Abstract:

Loading...

401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

5.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011

EBRI Issue Brief, Number 380, December 2012
Number of pages: 56 Posted: 22 Dec 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
Downloads 52 (435,026)

Abstract:

Loading...

401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

6.

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007-2014

Number of pages: 76 Posted: 11 Sep 2016
Sarah Holden and Steven Bass
Investment Company Institute and Investment Company Institute
Downloads 51 (438,668)

Abstract:

Loading...

Retirement, IRAs, Asset allocation, Investor behavior

7.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013

EBRI Issue Brief, Number 408 (December 2014)
Number of pages: 56 Posted: 19 Dec 2014
Jack VanDerhei, Sarah Holden, Luis Alonso, Steven Bass and AnnMarie Pino
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI), Investment Company Institute and Investment Company Institute
Downloads 47 (454,092)

Abstract:

Loading...

401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

8.

401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011

EBRI Issue Brief, Number 391 (October 2013)
Number of pages: 20 Posted: 22 Oct 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
Downloads 41 (479,272)

Abstract:

Loading...

401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Financial crisis, Pension plan assets, Pension plan participation, Self-directed investments

9.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007-2012

EBRI Issue Brief, Number 402 (July 2014)
Number of pages: 28 Posted: 02 Aug 2014
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
Downloads 31 (527,027)

Abstract:

Loading...

401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Financial crisis, Pension plan assets, Pension plan participation, Self-directed investments, Target-date funds

10.

Decoding Retirement: A Detailed Look at Retirement Distributions Reported on Tax Returns

Number of pages: 83 Posted: 01 Mar 2020
Peter J. Brady and Steven Bass
Investment Company Institute and Investment Company Institute
Downloads 29 (537,962)
Citation 1

Abstract:

Loading...

Retirement income, pensions, annuities, IRAs

11.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010-2014

EBRI Issue Brief, Number 426 (September 8, 2016)
Number of pages: 28 Posted: 11 Sep 2016
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
Downloads 27 (549,445)
Citation 1

Abstract:

Loading...

401(k) account balances, 401(k) assets, 401(k) plans, Asset allocation, Employment-based benefits, Retirement plan participation, Self-directed investments, Target-date funds

12.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016

EBRI Issue Brief, September 10, 2018, No. 458
Number of pages: 56 Posted: 11 Oct 2018
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
Downloads 25 (561,666)
Citation 36

Abstract:

Loading...

13.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007-2013

EBRI Issue Brief, Number 418 (September 2015)
Number of pages: 28 Posted: 21 Sep 2015
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
Downloads 20 (594,024)

Abstract:

Loading...

401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Financial crisis, Pension plan assets, Pension plan participation, Self-directed investments, Target-date funds

14.

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016

ICI Research Report, September 2018
Number of pages: 88 Posted: 11 Jan 2019
Sarah Holden and Steven Bass
Investment Company Institute and Investment Company Institute
Downloads 19 (600,754)
Citation 11

Abstract:

Loading...

Retirement, IRAs, Asset Allocation, Investor Behavior

15.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015

EBRI Issue Brief, Number 436 (August 3, 2017)
Number of pages: 60 Posted: 09 Aug 2017
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
Downloads 16 (620,678)

Abstract:

Loading...

401(k) account balances, 401(k) assets, 401(k) loans, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Self-directed investments, Target-date funds

16.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2015

Number of pages: 24 Posted: 12 Oct 2018
Sarah Holden, Jack VanDerhei, Luis Alonso and Steven Bass
Investment Company Institute, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 10 (663,595)
Citation 5

Abstract:

Loading...

17.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016

ebri.org Issue Brief • November 6, 2018 • No. 464
Number of pages: 21 Posted: 02 Dec 2018
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
Downloads 9 (670,952)

Abstract:

Loading...

18.

Reconciling Form 1040 and Form 1099-R Data

Number of pages: 39 Posted: 01 Mar 2020
Peter J. Brady and Steven Bass
Investment Company Institute and Investment Company Institute
Downloads 8 (678,137)

Abstract:

Loading...

Retirement income, pensions, annuities, IRAs

19.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018

ICI Research Perspective, 2020
Number of pages: 24 Posted: 08 Dec 2020
Sarah Holden, Jack VanDerhei and Steven Bass
Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 7 (685,527)

Abstract:

Loading...

household finance, retirement, 401(k) plans