Craig Copeland

Employee Benefit Research Institute (EBRI)

Senior Research Associate

1100 13th Street, NW

Suite 878

Washington, DC 20005-4204

United States

  • Employee Benefit Research Institute (EBRI)

    • Email
    • Tel: 202-775-6356
    • Fax: 202-775-6312
SCHOLARLY PAPERS

151

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18,124

TOTAL CITATIONS
Rank 5,017

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Top 5,017

in Total Papers Citations

97

Scholarly Papers (151)

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1.

The 2017 Retirement Confidence Survey: Many Workers Lack Retirement Confidence and Feel Stressed about Retirement Preparations

EBRI Issue Brief, Number 431 (March 21, 2017)
Number of pages: 32 Posted: 28 Mar 2017
Lisa Greenwald, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 593 (96,649)

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Debt, Financial Advice, Financial Education, Medicare Attitudes and Opinions, Retirement Age, Retirement Attitudes and Opinions, Retirement Expenses, Retirement Income, Retirement Plan Participation, Retirement Planning, Savings, Social Security Attitudes and Opinions

2.

Will More of Us Be Working Forever? The 2006 Retirement Confidence Survey

EBRI Issue Brief, No. 292, April 2006
Number of pages: 28 Posted: 20 Apr 2006
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 433 (141,906)
Citation 1

Abstract:

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Retirement attitudes and opinions, Retirement planning

3.

The Retirement System in Transition: The 2007 Retirement Confidence Survey

EBRI Issue Brief, No. 304, April 2007
Number of pages: 28 Posted: 18 Apr 2007
Ruth Helman, Jack VanDerhei and Craig Copeland
Greenwald & Associates, Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 348 (181,343)

Abstract:

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Retirement attitudes and opinions, Retirement planning

4.

The 2015 Retirement Confidence Survey: Having a Retirement Savings Plan a Key Factor in Americans’ Retirement Confidence

EBRI Issue Brief, Number 413 (April 2015)
Number of pages: 40 Posted: 28 Apr 2015
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 321 (197,784)

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Automatic contribution escalation, Automatic enrollment, Debt, Employment-based benefits, Medicare attitudes and opinions, Retirement age, Retirement attitudes and opinions, Retirement income, Retirement plan participation, Retirement planning, Savings, Social Security attitudes and opinions

5.

The EBRI Retirement Readiness Rating:™ Retirement Income Preparation and Future Prospects

EBRI Issue Brief, No. 344, July 2010
Number of pages: 36 Posted: 20 Jul 2010
Jack VanDerhei and Craig Copeland
Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 316 (201,137)
Citation 27

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Income replacement rate, Retirement income, Retirement planning, Savings

6.

Erisa at 30: The Decline of Private-Sector Defined Benefit Promises and Annuity Payments? What Will it Mean?

Number of pages: 36 Posted: 25 May 2004
Jack VanDerhei and Craig Copeland
Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 307 (207,549)
Citation 1

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Annuities, Cash balance plans, Defined benefit plans, Employment-based benefits, Income replacement rate, Lump-sum distributions, Retirement income, Retirement policy

7.

The 2012 Retirement Confidence Survey: Job Insecurity, Debt Weigh on Retirement Confidence, Savings

EBRI Issue Brief, No. 369, March 2012
Number of pages: 36 Posted: 20 Mar 2012
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 286 (223,605)

Abstract:

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Employment-based benefits, Financial planning, Medicare attitudes and opinions, Pension plan coverage, Retirement age, Retirement attitudes and opinions, Retirement income, Retirement planning, Savings, Social Security attitudes and opinions

8.

Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data, 2012

EBRI Notes, Vol. 34, No. 8 (August 2013)
Number of pages: 24 Posted: 04 Sep 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 275 (232,725)
Citation 2

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401(k) plans, defined benefit plans, defined contribution plans, employment-based benefits, pension plan contributions, pension plan coverage, pension plan participation, pension plan vesting, retirement plans, salary reduction plans

9.

Employee Tenure, 2006

EBRI Notes, Vol. 28, No. 4, April 2007
Number of pages: 12 Posted: 17 Apr 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 247 (259,445)

Abstract:

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Employment, Job tenure, Labor force participation

10.

The Changing Face of Private Retirement Plans

Number of pages: 24 Posted: 01 May 2001
Jack VanDerhei and Craig Copeland
Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 246 (260,486)

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Asset allocation, Defined benefit plans, Defined contribution plans, Employment-based benefits, Individual retirement accounts, Pension plan assets, Pension plan participation, Retirement income

11.

Employee Tenure Trends, 1983-2014

EBRI Notes, Vol. 36, No. 2, February 2015
Number of pages: 24 Posted: 22 Feb 2015
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 231 (276,943)
Citation 7

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Employee tenure, Employment, Job tenure, Labor force participation

12.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2013

EBRI Issue Brief, No. 405 (October 2014)
Number of pages: 48 Posted: 30 Oct 2014
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 205 (310,291)
Citation 2

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Defined benefit plans, Defined contribution plans, Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement plans

13.

The 2010 Retirement Confidence Survey: Confidence Stabilizing, but Preparations Continue to Erode

EBRI Issue Brief, No. 340, March 2010
Number of pages: 44 Posted: 30 Mar 2010
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 205 (310,291)
Citation 5

Abstract:

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Employment-based benefits, Retirement attitudes and opinions, Retirement income, Retirement planning, Savings, Social Security attitudes and opinions

14.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006

EBRI Issue Brief, No. 308, August 2007
Number of pages: 40 Posted: 10 Aug 2007
Jack VanDerhei, Sarah Holden, Craig Copeland and Luis Alonso
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 204 (311,774)
Citation 1

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

15.

Asset Allocation: Iras and 401(K)-Type Plans

Number of pages: 16 Posted: 27 Feb 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 201 (316,009)

Abstract:

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Asset allocation, Retirement plans

16.

Comparing Social Security Reform Options

Number of pages: 32 Posted: 16 May 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 200 (317,473)

Abstract:

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Social Security benefits, Social Security modeling, Social Security reform

17.

Labor Force Participation Rates: The Population Age 55 and Older, 2008

EBRI Notes, Vol. 31, No. 2, February 2010
Number of pages: 20 Posted: 23 Feb 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 192 (329,617)

Abstract:

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Aged, Demographics, Employment, Labor force participation

18.

Retirement Plan Participation and Retirees' Perception of Their Standard of Living

EBRI Issue Brief, No. 289, January 2006
Number of pages: 44 Posted: 19 Jan 2006
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 191 (331,238)

Abstract:

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Employment-based benefits, Individual retirement accounts (IRAs), Keogh plans, Lump-sum distributions, Pension plan contributions, Pension plan participation, Salary reduction plans, Self-directed investments

19.

Labor-Force Participation: The Population Age 55 and Older

EBRI Notes, Vol. 28, No. 6, June 2007
Number of pages: 12 Posted: 13 Jun 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 190 (332,855)

Abstract:

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Aged, Demographics, Labor force participation

20.

Retirement Plan Participation: Survey of Income and Program Participation (Sipp) Data

EBRI Notes, Vol. 26, No. 9, September 2005
Number of pages: 16 Posted: 28 Oct 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 187 (337,710)
Citation 3

Abstract:

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Defined benefit plans, Defined contribution plans, Employment-based benefits, Pension plan contributions, Pension plan coverage, Pension plan participation, Pension plan vesting, Retirement plans, Salary reduction plans

21.

Use of Target-Date Funds in 401(k) Plans, 2007

EBRI Issue Brief, No. 327, March 2009
Number of pages: 32 Posted: 26 Mar 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 185 (341,101)

Abstract:

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401(k) plans, Asset allocation, Employment-based benefits, Life-cycle funds, Pension plan assets, Self-directed investments, Target-date funds

22.

Encouraging Workers to Save: The 2005 Retirement Confidence Survey

Number of pages: 32 Posted: 08 Apr 2005
Ruth Helman, Dallas Salisbury, Variny Paladino and Craig Copeland
Greenwald & Associates, Independent, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 182 (346,166)

Abstract:

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Retirement attitudes and opinions, Retirement planning

23.

Can America Afford Tomorrow's Retirees: Results from the Ebri-Erf Retirement Security Projection Model

Number of pages: 28 Posted: 10 Dec 2003
Jack VanDerhei and Craig Copeland
Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 181 (347,928)
Citation 16

Abstract:

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Income replacement rate, Postretirement expenditures, Retirement income, Retirement planning, Savings

24.

Ira and Keogh Assets and Contributions

Downloads 177 (354,873)

Ira and Keogh Assets and Contributions

EBRI Notes, Vol. 27, No. 1, January 2006
Number of pages: 16 Posted: 19 Jan 2006
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 99 (566,870)

Abstract:

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Individual retirement accounts (IRAs), Keogh plans, Pension plan assets, Retirement plans

Ira and Keogh Assets and Contributions

Number of pages: 16 Posted: 18 Aug 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 78 (658,282)

Abstract:

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Individual retirement accounts (IRAs), Keogh plans, Pension plan assets, Retirement plans

25.

The Impact of Deferring Retirement Age on Retirement Income Adequacy

EBRI Issue Brief, No. 358, June 2011
Number of pages: 36 Posted: 18 Jun 2011
Jack VanDerhei and Craig Copeland
Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 174 (360,207)
Citation 1

Abstract:

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Employment-based benefits, Defined contribution plans, Nursing home costs, Pension plan coverage, Pension plan participation, Retirement age, Retirement income, Retirement planning

26.

The 2008 Retirement Confidence Survey ®: Americans Much More Worried About Retirement, Health Costs a Big Concern

EBRI Issue Brief, No. 316, April 2008
Number of pages: 24 Posted: 21 Apr 2008
Ruth Helman, Jack VanDerhei and Craig Copeland
Greenwald & Associates, Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 174 (360,207)

Abstract:

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Retirement attitudes and opinions, Retirement planning

27.

The 2014 Retirement Confidence Survey: Confidence Rebounds — For Those With Retirement Plans

EBRI Issue Brief, Number 397 (March 2014)
Number of pages: 36 Posted: 27 Mar 2014
Ruth Helman, Nevin Adams, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 173 (362,007)

Abstract:

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Debt, Employment-based benefits, Medicare attitudes and opinions, Pension plan contributions, Pension plan participation, Retirement age, Retirement attitudes and opinions, Retirement income, Retirement planning, Savings, Social Security attitudes and opinions

28.

The 2013 Retirement Confidence Survey: Perceived Savings Needs Outpace Reality for Many

EBRI Issue Brief, Number 384, March 2013
Number of pages: 36 Posted: 23 Mar 2013
Ruth Helman, Nevin Adams, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 170 (367,671)
Citation 1

Abstract:

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Employment-based benefits, Medicare attitudes and opinions, Pension plan participation, Retirement age, Retirement attitudes and opinions, Retirement income, Retirement planning, Savings, Social Security attitudes and opinions

29.

Employee Tenure: Stable Overall, But Male and Female Trends Differ

Number of pages: 16 Posted: 30 Mar 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 165 (377,344)

Abstract:

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Employment, Job tenure, Labor force participation

30.

How Are New Retirees Doing Financially in Retirement?

EBRI Issue Brief, No. 302, February 2007
Number of pages: 24 Posted: 15 Feb 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 160 (387,320)
Citation 2

Abstract:

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Retirement income, Wealth

31.

The 2009 Retirement Confidence Survey: Economy Drives Confidence to Record Lows; Many Looking to Work Longer

EBRI Issue Brief, No. 328, April 2009
Number of pages: 24 Posted: 18 Apr 2009
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 158 (391,533)

Abstract:

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Retirement attitudes and opinions, Retirement planning

32.

Labor-force Participation Rates of the Population Ages 55 and Older, 2013

EBRI Notes, Vol. 35, No. 4 (April 2014)
Number of pages: 20 Posted: 25 Apr 2014
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 150 (408,932)

Abstract:

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Aged, Demographics, Employment, Labor force participation, Recession

33.

Employee Tenure Trends, 1983-2012

EBRI Notes, Vol. 33, No. 12, December 2012
Number of pages: 24 Posted: 21 Dec 2012
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 146 (417,954)

Abstract:

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Employee tenure, Employment, Job tenure, Labor force participation

34.

The Impact of PPA on Retirement Savings for 401(k) Participants

EBRI Issue Brief, No. 318, June 2008
Number of pages: 24 Posted: 28 Jun 2008
Jack VanDerhei and Craig Copeland
Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 145 (420,191)
Citation 1

Abstract:

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Employment-based benefits, Pension plan coverage, Pension plan design, Retirement income, Savings

35.

Labor-Force Participation Rates of the Population Age 55 and Older: What Did the Recession Do to the Trends?

EBRI Notes, Vol. 32, No. 2, February 2011
Number of pages: 20 Posted: 17 Feb 2011
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 144 (422,537)

Abstract:

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Aged, Demographics, Employment, Labor force participation, Recession

36.

Ira Assets and Characteristics of Ira Owners

Number of pages: 16 Posted: 06 Jan 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 144 (422,537)

Abstract:

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Individual Retirement Accounts (IRAs)

37.

Ira Assets, Contributions, and Market Share

EBRI Notes, Vol. 28, No. 1, January 2007
Number of pages: 16 Posted: 23 Jan 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 143 (424,921)

Abstract:

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Individual retirement account rollovers, Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions

38.

Lump-Sum Distributions

EBRI Notes, Vol. 26, No. 12, December 2005
Number of pages: 20 Posted: 19 Dec 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 139 (434,565)

Abstract:

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Employment-based benefits, Lump-sum distributions

39.

Debt of the Elderly and Near Elderly, 1992-2010

EBRI Notes, Vol. 34, No. 2, February 2013
Number of pages: 28 Posted: 23 Feb 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 138 (437,028)

Abstract:

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Aged, Debt, Income, Retirement income, Retirement income adequacy, Wealth

40.

The 2011 Retirement Confidence Survey: Confidence Drops to Record Lows, Reflecting 'The New Normal'

EBRI Issue Brief, No. 355, March 2011
Number of pages: 40 Posted: 16 Mar 2011
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 136 (442,145)
Citation 3

Abstract:

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Employment-based benefits, Medicare attitudes and opinions, Retirement age, Retirement attitudes and opinions, Retirement income, Retirement planning, Savings, Social Security attitudes and opinions

41.

Individual Account Retirement Plans: An Analysis of the 2001 Survey of Consumer Finances

Number of pages: 28 Posted: 14 Aug 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 134 (447,388)

Abstract:

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Demographics, Employment-based Benefits, Pension Plan Assets, Pension Plan Participation, Retirement Plans, Wealth

42.

Productivity Growth and the Actuarial Balance of the Social Security Program

Number of pages: 16 Posted: 19 Dec 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 134 (447,388)

Abstract:

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Labor productivity, Social Security financing

43.

401(K)-Type Plan and Ira Ownership

Number of pages: 16 Posted: 28 Jan 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 133 (450,082)

Abstract:

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401(k) plans, Employment-based benefits, Individual retirement accounts (IRAs), Participant contributions, Pension plan assets, Pension plan participation, Retirement plans

44.

Debt of the Elderly and Near Elderly, 1992-2007

EBRI Notes, Vol. 30, No. 10, October 2009
Number of pages: 24 Posted: 11 Oct 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 130 (458,377)

Abstract:

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Aged, Retirement income, Wealth

45.

Social Security Reform Issues

Number of pages: 36 Posted: 29 Aug 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 125 (472,586)

Abstract:

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46.

Individual Account Retirement Plans: An Analysis of the 2004 Survey of Consumer Finances

EBRI Issue Brief, No. 293, May 2006
Number of pages: 32 Posted: 08 May 2006
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 124 (475,570)

Abstract:

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Demographics, Employment-based benefits, Individual retirement accounts (IRAs), Keogh plans, Pension plan assets, Pension plan participation, Retirement plans, Wealth

47.

Employee Tenure

Number of pages: 16 Posted: 08 Apr 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 124 (475,570)

Abstract:

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Employment, Job Tenure, Labor Force Participation

48.

Social Security Reform: How Different Options Might Affect Future Funding

EBRI Notes, Vol. 30, No. 9, September 2009
Number of pages: 20 Posted: 23 Sep 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 122 (481,643)

Abstract:

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Social Security benefits, Social Security financing, Social Security reform

49.

Social Security Reform: The Importance of Disability Insurance and Annuities in Individual Accounts

EBRI Notes, Vol. 26, No. 7, July 2005
Number of pages: 20 Posted: 28 Jul 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 122 (481,643)

Abstract:

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Annuities, Social Security benefits, Social Security modeling, Social Security reform

50.

Social Security Actuarial Balance and the Labor Force Participation Rate

Number of pages: 20 Posted: 06 Jun 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 121 (484,745)

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Labor Force Participation, Social Security Financing, Social Security Modeling

51.

An Analysis of the Retirement and Pension Plan Coverage Topical Module of Sipp

Number of pages: 20 Posted: 25 Jul 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 121 (484,745)
Citation 1

Abstract:

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Defined benefit plans, Defined contribution plans, Employment-based benefits, Pension plan contributions, Pension plan coverage, Pension plan participation, Pension plan vesting, Salary reduction plans

52.

Social Security: Unemployment and Immigration

Number of pages: 16 Posted: 21 May 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 121 (484,745)

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Immigration, Social Security financing, Social Security modeling, Unemployment

53.

The 2016 Retirement Confidence Survey: Worker Confidence Stable, Retiree Confidence Continues to Increase

EBRI Issue Brief, Number 422 (March 2016)
Number of pages: 40 Posted: 27 Mar 2016
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 120 (487,835)
Citation 1

Abstract:

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Debt, Employment-based benefits, Financial advice, Investment education, Medicare attitudes and opinions, Retirement age, Retirement attitudes and opinions, Retirement expenses, Retirement income, Retirement plan participation, Retirement planning, Savings, Social Security attitudes and opinions

54.

IRA Asset Allocation, 2011

EBRI Notes, Vol. 34, No. 10, p. 8-22, (October 2013)
Number of pages: 24 Posted: 20 Oct 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 120 (487,835)

Abstract:

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Asset allocation, Individual retirement accounts (IRAs), Individual retirement account rollovers, Pension plan assets, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

55.

401(k)-Type Plans and Individual Retirement Accounts (IRAs)

EBRI Notes, Vol. 28, No. 10, October 2007
Number of pages: 16 Posted: 17 Oct 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 119 (490,902)

Abstract:

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401(k) plans, Defined contribution plans, Employment-based benefits, Individual retirement accounts (IRAs), Participant contributions, Pension plan assets, Pension plan participation, Retirement plans

56.

Retirement Plan Participation and Features, and the Standard of Living of Americans 55 or Older

Number of pages: 40 Posted: 19 Sep 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 118 (493,978)

Abstract:

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Employment-based Benefits, Individual Retirement Accounts (IRAs), Keogh Plans, Lump-sum Distributions, Pension Plan Contributions, Pension Plan Loans, Pension Plan Participation, Salary Reduction Plans, Self-directed Investments

57.

Individual Retirement Account Balances, Contributions, and Rollovers, 2012; With Longitudinal Results 2010-2012: The EBRI IRA Database

EBRI Issue Brief, Number 399 (May 2014)
Number of pages: 32 Posted: 25 May 2014
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 116 (500,516)

Abstract:

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Demographics, Individual retirement account rollovers, Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

58.

IRA Asset Allocation

EBRI Notes, Vol. 32, No. 5, May 2011
Number of pages: 24 Posted: 28 May 2011
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 116 (500,516)

Abstract:

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Asset allocation, Individual retirement accounts (IRAs), Individual retirement account rollovers, Pension plan assets, Retirement plans, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

59.

Employee Tenure Trend Lines, 1983-2010

EBRI Notes, Vol. 31, No. 12, p. 2, December 2010
Number of pages: 20 Posted: 17 Dec 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 116 (500,516)

Abstract:

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Employee Tenure, Employment, Job Tenure, Labor Force Participation

60.

Retirement Plan Participation and Asset Allocation

Number of pages: 16 Posted: 05 Feb 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 116 (500,516)

Abstract:

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Asset allocation, Employment-based benefits, Pension plan participation, Retirement plans

61.

Labor-Force Participation Rates of the Population Age 55 and Older, 2011: After the Economic Downturn

EBRI Notes, Vol. 33, No. 2, February 2012
Number of pages: 20 Posted: 18 Feb 2012
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 115 (503,784)

Abstract:

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Aged, Demographics, Employment, Labor force participation, Recession

62.

Employment Status of Workers Ages 55 or Older, 1987-2008

EBRI Notes, Vol. 31, No. 3, March 2010
Number of pages: 16 Posted: 31 Mar 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 114 (507,091)

Abstract:

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Aged, Demographics, Employment, Labor force participation

63.

Employment Status of Workers Ages 55 or Older

EBRI Notes, Vol. 28, No. 8, August 2007
Number of pages: 12 Posted: 10 Aug 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 113 (510,411)

Abstract:

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Aged, Demographics, Employment, Labor force participation

64.

Individual Account Retirement Plans: An Analysis of the 2007 Survey of Consumer Finances, with Market Adjustments to June 2009

EBRI Issue Brief, Number 333, August 2009
Number of pages: 36 Posted: 13 Aug 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 112 (513,772)

Abstract:

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401(k) plans, Employment-based benefits, Individual Retirement Accounts (IRAs), Keogh plans, Pension plan assets, Pension plan coverage, Pension plan participation, Retirement plans, Wealth

65.

Personal Account Retirement Plans: An Analysis of the Survey of Consumer Finances

Number of pages: 28 Posted: 02 Apr 2001
Craig Copeland and Jack VanDerhei
Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 112 (513,772)

Abstract:

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401(k) plans, Defined benefit plans, Defined contribution plans , Individual retirement accounts (IRAs), Individual retirement account rollovers, Keogh plans, Pension plan assets, Pension plan participation, Wealth

66.

Changes in Wealth for Americans Reaching or Just Past Normal Retirement Age

Number of pages: 36 Posted: 28 Jan 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 111 (517,222)

Abstract:

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Demographics, Employment-based benefits, Individual retirement accounts (IRAs), Pension plan assets, Retirement income, Retirement plans, Wealth

67.

Retirement Plan Participation: Full-Time, Full-Year Workers Ages 18-64

Number of pages: 16 Posted: 22 Jan 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 109 (524,129)

Abstract:

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Retirement plans, Pension plan participation, Employment-based benefits

68.

Total Individual Account Retirement Plan Assets, by Demographics, 2004

EBRI Notes, Vol. 29, No. 3, March 2008
Number of pages: 12 Posted: 26 Mar 2008
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 108 (527,739)

Abstract:

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Defined contribution plans, Demographics, Employment-based benefits, Individual retirement accounts (IRAs), Keogh plans, Pension plan assets, Retirement plans

69.

Target-Date Fund Use in 401(k) Plans and the Persistence of Their Use, 2007-2009

EBRI Issue Brief, No. 361, August 2011
Number of pages: 24 Posted: 31 Aug 2011
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 106 (535,022)
Citation 4

Abstract:

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

70.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2007

EBRI Issue Brief, No. 324, December 2008
Number of pages: 52 Posted: 22 Dec 2008
Jack VanDerhei, Sarah Holden, Luis Alonso and Craig Copeland
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 105 (538,743)
Citation 1

Abstract:

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

71.

EBRI 2008 Recent Retirees Survey: Report of Findings

EBRI Issue Brief, No. 319
Number of pages: 24 Posted: 10 Jul 2008
Ruth Helman, Craig Copeland, Jack VanDerhei and Dallas Salisbury
Greenwald & Associates, Employee Benefit Research Institute (EBRI), Morningstar Center for Retirement and Policy Studies and Independent
Downloads 102 (550,067)

Abstract:

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Retirement, Retirement attitudes and opinions, Retirement planning

72.

Debt of the Elderly and Near Elderly, 1992-2004

EBRI Notes, Vol. 27, No. 9, September 2006
Number of pages: 16 Posted: 19 Sep 2006
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 102 (550,067)

Abstract:

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Aged, Retirement income, Wealth

73.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends

Number of pages: 32 Posted: 18 Oct 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 102 (550,067)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation

74.

Individual Retirement Account Balances, Contributions, and Rollovers, 2010: The EBRI IRA Database™

EBRI Issue Brief, Number 371 (May 2012)
Number of pages: 24 Posted: 31 May 2012
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 101 (553,924)

Abstract:

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Demographics, Individual retirement account rollovers, Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

75.

Ownership of Individual Retirement Accounts (IRAs) and 401(K)-Type Plans

EBRI Notes, Vol. 29, No. 5, May 2008
Number of pages: 20 Posted: 20 May 2008
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 98 (565,327)
Citation 1

Abstract:

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401(k) plans, Defined contribution plans, Employment-based benefits, Individual retirement accounts (IRAs), Participant contributions, Pension plan assets, Pension plan participation, Retirement plans

76.

Minority Workers Remain Confident About Retirement, Despite Lagging Preparations and False Expectations

EBRI Issue Brief, No. 306, June 2007
Number of pages: 20 Posted: 13 Jun 2007
Ruth Helman, Jack VanDerhei and Craig Copeland
Greenwald & Associates, Morningstar Center for Retirement and Policy Studies and Employee Benefit Research Institute (EBRI)
Downloads 98 (565,327)

Abstract:

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Minority groups, Retirement attitudes and opinions, Retirement planning

77.

IRA Asset Allocation, 2012, and Longitudinal Results, 2010-2012

EBRI Notes, Vol. 35, No. 10 (October 2014)
Number of pages: 28 Posted: 01 Nov 2014
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 97 (569,135)

Abstract:

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Asset allocation, Individual retirement accounts (IRAs), Individual retirement account rollovers, Pension plan assets, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

78.

Retirement Plan Participation and Asset Allocation, 2010

EBRI Notes, Vol. 34, No. 4 (April 2013)
Number of pages: 20 Posted: 27 Apr 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 97 (569,135)

Abstract:

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Asset allocation, Defined benefit plans, Defined contribution plans, Employment-based benefits, Individual retirement accounts (IRAs), Pension plan assets, Pension plan coverage, Pension plan participation, Retirement plans

79.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2012

EBRI Issue Brief, No. 392 (November 2013)
Number of pages: 44 Posted: 17 Nov 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 96 (572,940)

Abstract:

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Defined benefit plans, Defined contribution plans, Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement plans

80.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2006

EBRI Issue Brief, No. 311, November 2007
Number of pages: 36 Posted: 15 Nov 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 95 (576,684)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation

81.

Retirement Plan Participation and Asset Allocation, 2004

EBRI Notes, Vol. 28, No. 2, February 2007
Number of pages: 12 Posted: 15 Feb 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 95 (576,684)

Abstract:

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Asset allocation, Employment-based benefits, Individual retirement accounts (IRAs), Pension plan assets, Pension plan participation, Retirement plans

82.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2004

EBRI Issue Brief, No. 286, October 2005
Number of pages: 36 Posted: 16 Nov 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 95 (576,684)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation

83.

Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data, 2009

EBRI Notes, Vol. 31, No. 11, November 2010
Number of pages: 20 Posted: 20 Nov 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 94 (580,703)

Abstract:

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401(k) Plans, Defined Benefit Plans, Defined Contribution Plans, Employment-Based Benefits, Pension Plan Contributions, Pension Plan Coverage, Pension Plan Participation, Pension Plan Vesting, Retirement Plans, Salary Reduction Plans

84.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2005

EBRI Issue Brief, No. 299, November 2006
Number of pages: 36 Posted: 06 Nov 2006
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 94 (580,703)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation

85.

Target-Date Fund Use Over Time

EBRI Notes, Vol. 31, No. 7, July 2010
Number of pages: 16 Posted: 19 Jul 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 93 (584,714)

Abstract:

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401(k) plans, Employment-based benefits, Pension plan assets, Self-directed investments, Target-date funds

86.

Examining the New Income Measures in the Current Population Survey

EBRI Notes, Vol. 36, No. 5 (May 2015)
Number of pages: 16 Posted: 30 May 2015
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 92 (588,503)

Abstract:

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401(k)-type plans, Aged, Annuities, Current Population Survey (CPS), Employment-based benefits, Individual retirement accounts (IRAs), Pension plans, Retirement income, Social Security benefits, Wealth

87.

Retirement Plan Participation and Asset Allocation, 2007

EBRI Notes, Vol. 30, No. 11, November 2009
Number of pages: 24 Posted: 16 Nov 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 92 (588,503)

Abstract:

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Asset allocation, Defined benefit plans, Defined contribution plans, Employment-based benefits, Individual retirement accounts (IRAs), Pension plan assets, Pension plan coverage, Pension plan participation, Retirement plans

88.

Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010-2014: The EBRI IRA Database

EBRI Issue Brief, Number 429 (January 17, 2017)
Number of pages: 32 Posted: 19 Jan 2017
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 91 (592,541)
Citation 1

Abstract:

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Asset allocation, Individual retirement accounts (IRAs), Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

89.

Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans, 1996-2009

EBRI Notes, Vol. 32, No. 10, October 2011
Number of pages: 20 Posted: 22 Oct 2011
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 88 (604,815)

Abstract:

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401(k) Plans, Defined Contribution Plans, Employment-Based Benefits, Individual Retirement Accounts (IRAs), Participant Contributions, Pension Plan Assets, Pension Plan Contributions, Pension Plan Participation, Retirement Plans

90.

The Number of Individual Account Retirement Plans Owned by American Families

EBRI Notes, Vol. 29, No. 6, June 2008
Number of pages: 12 Posted: 30 Jun 2008
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 88 (604,815)

Abstract:

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Defined contribution plans, Demographics, Employment-based benefits, Individual retirement accounts (IRAs), Pension plan participation, Retirement plans, Wealth

91.

Changes in the Oasi Benefit Distribution Under Various Social Security Reform Alternatives

EBRI Notes, Vol. 27, No. 4, April 2006
Number of pages: 12 Posted: 20 Apr 2006
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 87 (609,001)

Abstract:

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Social Security benefits, Social Security modeling, Social Security reform

92.

Pension Coverage: Examining CPS Data

Number of pages: 16 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 87 (609,001)

Abstract:

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Employment-based benefits, Pension plan coverage

93.

Individual Retirement Account Balances, Contributions, and Rollovers, 2011: The EBRI IRA Database

EBRI Issue Brief, Number 386 (May 2013)
Number of pages: 28 Posted: 30 May 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 85 (617,729)

Abstract:

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Demographics, Individual retirement account rollovers, Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

94.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2010

EBRI Issue Brief, No. 363, October 2011
Number of pages: 44 Posted: 14 Oct 2011
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 84 (622,007)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement plans

95.

Individual Account Retirement Plans: An Analysis of the 2010 Survey of Consumer Finances

EBRI Issue Brief No. 375, September 2012
Number of pages: 28 Posted: 27 Sep 2012
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 83 (626,373)

Abstract:

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401(k) plans, Employment-based benefits, Individual Retirement Accounts (IRAs), Keogh plans, Pension plan assets, Pension plan coverage, Pension plan participation, Retirement plans, Wealth

96.

Employee Tenure, 2008

EBRI Notes, Vol. 31, No. 1, January 2010
Number of pages: 20 Posted: 08 Jan 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 83 (626,373)

Abstract:

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Employment, Job tenure, Labor force participation

97.

Lump-Sum Distributions at Job Change

EBRI Notes, Vol. 30, No. 1, January 2009
Number of pages: 12 Posted: 29 Jan 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 83 (626,373)

Abstract:

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Employment-based benefits, Lump-sum distributions, Pension plan distributions

98.

The Effect of the Current Population Survey Redesign on Retirement-Plan Participation Estimates

EBRI Notes, Vol. 36, No. 12 (December 2015)
Number of pages: 24 Posted: 22 Dec 2015
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 82 (630,788)

Abstract:

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Aged, Current Population Survey (CPS), Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement income, Retirement plan participation, Retirement policy

99.

IRA Assets and Contributions, 2006

EBRI Notes, Vol. 28, No. 12, December 2007
Number of pages: 16 Posted: 14 Dec 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 81 (635,159)

Abstract:

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Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions

100.

Employment-Based Retirement and Pension Plan Participation: Declining Levels and Geographic Differences

Number of pages: 28 Posted: 01 Dec 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 81 (635,159)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation

101.

Nonelderly Individuals with Employment-Based and Individually Purchased Health Care Coverage

Number of pages: 12 Posted: 10 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 81 (635,159)

Abstract:

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Employment-based benefits, Health insurance coverage

102.

Debt of the Elderly and Near Elderly, 1992-2013

EBRI Notes, Vol. 36, No. 1 (January 2015)
Number of pages: 24 Posted: 31 Jan 2015
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 80 (639,710)

Abstract:

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Aged, Debt, Income, Retirement income, Retirement income adequacy, Wealth

103.

Ira Assets Continue to Grow

Number of pages: 16 Posted: 22 Jan 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 79 (644,334)

Abstract:

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Individual retirement accounts (IRAs), Pension plan assets

104.

Debt of the Elderly and Near Elderly, 1992-2001

Number of pages: 16 Posted: 05 May 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 78 (648,901)

Abstract:

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Aged, Retirement income

105.

Ira and 401(K)-Type Plan Ownership

Number of pages: 16 Posted: 29 Jul 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 78 (648,901)

Abstract:

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Employment-based benefits, 401(k) plans, Individual retirement accounts (IRAs)

106.

Individual Account Retirement Plans: An Analysis of the 2013 Survey of Consumer Finances

EBRI Issue Brief, Number 406 (November 2014)
Number of pages: 28 Posted: 24 Nov 2014
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 77 (653,577)

Abstract:

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Defined benefit plans, Defined contribution plans, Employment-based benefits, Individual retirement accounts (IRAs), Keogh plans, Pension plan assets, Pension plan coverage, Pension plan participation, Retirement plans, Wealth

107.

Total Individual Account Retirement Plan Assets, by Demographics, 2007, With Market Adjustments to March 2010

EBRI Notes, Vol. 31, No. 5, May 2010
Number of pages: 20 Posted: 10 May 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 77 (653,577)

Abstract:

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401(k) plans, Defined contribution plans, Demographics, Employment-based benefits, Individual retirement accounts (IRAs), Keogh plans, Pension plan assets, Retirement plans

108.

Medicare Beneficiaries with Dual Sources of Coverage

Number of pages: 16 Posted: 18 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 77 (653,577)

Abstract:

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Health insurance coverage, Medicare

109.

IRA Assets and Contributions, 2007

EBRI Notes, Vol. 29, No. 9, September 2008
Number of pages: 16 Posted: 22 Sep 2008
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 76 (658,199)

Abstract:

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Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions

110.

Estimating the Value of Changes in Oasi Benefits Under Social Security Reforms

EBRI Notes, Vol. 27, No. 6, June 2006
Number of pages: 12 Posted: 19 Jun 2006
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 76 (658,199)

Abstract:

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Savings, Social Security benefits, Social Security modeling, Social Security reform

111.

Employment-Based Retirement and Pension Plan Participation: Geographic Differences and Trends

Number of pages: 28 Posted: 29 Apr 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 76 (658,199)

Abstract:

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Demographics, Employment-based Benefits, Pension Plan Coverage, Pension Plan Participation

112.

Ebri Research Highlights: Retirement Benefits

Number of pages: 28 Posted: 21 Jul 2003
Kenneth J. McDonnell and Craig Copeland
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 75 (663,029)

Abstract:

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Employment-based benefits, Retirement plans, Retirement attitudes and opinions, Social Security

113.

Pension Plan Participation Continued to Rise in 2000 - What Next?

Number of pages: 16 Posted: 17 Apr 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 75 (663,029)

Abstract:

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Employment-based benefits, Pension plan participation

114.

Ira and Keogh Assets

Number of pages: 16 Posted: 25 Feb 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 74 (667,908)

Abstract:

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Individual retirement accounts (IRAs), Keogh plans, Pension plan assets, Retirement plans

115.

Prescription Drugs: Continued Rapid Growth

Number of pages: 16 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 74 (667,908)

Abstract:

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Employment-based benefits, Health care costs, Prescription drug costs

116.

Lump-Sum Distributions at Job Change, Distributions Through 2012

EBRI Notes, Vol. 34, No. 11 (November 2013)
Number of pages: 24 Posted: 16 Nov 2013
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 73 (672,859)
Citation 2

Abstract:

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Employment-based benefits, Lump-sum distributions, Pension plan assets, Pension plan distributions

117.

Social Security Reform: Evaluating Current Proposals: Latest Results of the EBRI-SSASIM2 Policy Simulation Model

EBRI Issue Brief, No. 210, June 1999
Number of pages: 24 Posted: 11 Sep 2007
Craig Copeland, Jack VanDerhei and Dallas Salisbury
Employee Benefit Research Institute (EBRI), Morningstar Center for Retirement and Policy Studies and Independent
Downloads 73 (672,859)

Abstract:

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Social Security benefits, Social Security financing, Social Security modeling, Social Security reform

118.

Recent Evidence on Pension Coverage and Sponsorship, by Employer Size and Industry

Number of pages: 16 Posted: 02 Apr 2001
Craig Copeland and Jack VanDerhei
Employee Benefit Research Institute (EBRI) and Morningstar Center for Retirement and Policy Studies
Downloads 73 (672,859)

Abstract:

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Employment-based benefits, Pension plan coverage

119.

Retirees with Pension Income and Characteristics of Their Former Job

Number of pages: 16 Posted: 05 Mar 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 72 (677,852)

Abstract:

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Employment-based Benefits, Income Replacement Rate, Retirement Income

120.

IRA Balances and Contributions: An Overview of the EBRI IRA Database™

EBRI Issue Brief, No. 346, September 2010
Number of pages: 20 Posted: 25 Sep 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 71 (682,981)

Abstract:

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Individual retirement account rollovers, Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions, Retirement plans, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

121.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2007

EBRI Issue Brief, No. 322, October 2008
Number of pages: 40 Posted: 09 Oct 2008
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 70 (688,141)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation

122.

Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data, 2006

EBRI Notes, Vol. 30, No. 2, February 2009
Number of pages: 16 Posted: 28 Feb 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 69 (693,433)

Abstract:

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Defined benefit plans, Defined contribution plans, Employment-based benefits, Pension plan contributions, Pension plan coverage, Pension plan participation, Pension plan vesting, Retirement plans, Salary reduction plans

123.

Characteristics of Individual Retirement Account Owners

Number of pages: 12 Posted: 16 Jun 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 69 (693,433)

Abstract:

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Individual retirement accounts (IRAs)

124.

Evaluating the Archer-Shaw Social Security Proposal

Number of pages: 12 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 67 (704,155)

Abstract:

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Social Security financing, Social Security modeling, Social Security reform

125.

Pension Income of the Elderly and Characteristics of Their Former Employers

EBRI Notes, Vol. 28, No. 3, March 2007
Number of pages: 16 Posted: 16 Mar 2007
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 65 (715,131)

Abstract:

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Employment-based benefits, Income replacement rate, Retirement income

126.

The Inflation Rate and the Actuarial Balance of the Oasdi Trust Funds

Number of pages: 16 Posted: 23 Jun 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 65 (715,131)

Abstract:

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Social Security financing, Social Security modeling

127.

Retirement Accounts and Wealth, 2001

Number of pages: 16 Posted: 26 May 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 65 (715,131)

Abstract:

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401(k) plans, Individual retirement accounts (IRAs), Retirement planning, Wealth

128.

2014 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation

EBRI Issue Brief, Number 424 (August 2016)
Number of pages: 48 Posted: 03 Sep 2016
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 64 (720,784)
Citation 1

Abstract:

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Asset allocation, Individual retirement accounts (IRAs), Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

129.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2011

EBRI Issue Brief, No. 378 (November 2012)
Number of pages: 44 Posted: 30 Nov 2012
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 64 (720,784)
Citation 7

Abstract:

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Defined benefit plans, Defined contribution plans, Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement plans

130.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020

ICI RESEARCH PERSPECTIVE NOVEMBER 2022 // VOL. 28, NO. 11
Number of pages: 24 Posted: 19 Dec 2022
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 63 (726,621)

Abstract:

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retirement saving, 401(k) plans, investment choice, target date funds, 401(k) plan loans

131.

Individual Retirement Account Balances, Contributions, and Rollovers, 2013; With Longitudinal Results 2010-2013: The EBRI IRA Database

EBRI Issue Brief, Number 414, May 2015
Number of pages: 36 Posted: 30 May 2015
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 63 (726,621)

Abstract:

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Demographics, Individual retirement account rollovers, Individual retirement accounts (IRAs), Pension plan assets, Pension plan contributions, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

132.

The Impact of Health Savings Accounts (HSAs) on Retirement Income Adequacy for Future Retirees

TIAA Institute Research Paper Series No. 10/23
Number of pages: 2 Posted: 09 Feb 2024
Paul Fronstin, Bridget Bearden, Craig Copeland, Jake Spiegel and Victoria Maia
Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 62 (732,413)

Abstract:

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Health, household saving, retirement plans

133.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2009

EBRI Issue Brief, No. 348, October 2010
Number of pages: 44 Posted: 23 Oct 2010
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 62 (732,413)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement plans

134.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2008

EBRI Issue Brief, No. 336, November 2009
Number of pages: 40 Posted: 16 Nov 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 62 (732,413)

Abstract:

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Demographics, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement plans

135.

The Impact of Workers' Earnings Profiles on Individual Account Accumulation

Number of pages: 16 Posted: 27 Feb 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 62 (732,413)

Abstract:

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Retirement income, Social Security modeling

136.

IRA Asset Allocation, 2013, and Longitudinal Results, 2010-2013

EBRI Notes, Vol. 36, No. 9 (September 2015)
Number of pages: 28 Posted: 21 Sep 2015
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 61 (738,098)

Abstract:

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Asset allocation, Individual retirement accounts (IRAs), Individual retirement account rollovers, Pension plan assets, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

137.

Lump-Sum Distributions: An Update

Number of pages: 16 Posted: 16 Aug 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 61 (738,098)

Abstract:

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Employment-based Benefits, Lump-sum Distributions

138.

Pension Participation: February 2001

Number of pages: 16 Posted: 15 Jan 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 59 (750,315)

Abstract:

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Employment-based benefits, Pension plan participation

139.

Another Year After the Current Population Survey Redesign and More Questions About the Survey's Retirement Plan Participation Estimates

EBRI Notes, Vol. 37, No. 12 (November 21, 2016)
Number of pages: 16 Posted: 23 Nov 2016
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 58 (756,555)

Abstract:

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Aged, Current Population Survey (CPS), Employment-Based Benefits, Pension Plan Coverage, Pension Plan Participation, Retirement Income, Retirement Plan Coverage, Retirement Plan Participation

140.

Social Security: Not All Reform Approaches are Equal

Number of pages: 12 Posted: 16 May 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 57 (763,030)

Abstract:

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Social Security financing, Social Security modeling, Social Security reform

141.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019

Number of pages: 24 Posted: 18 Aug 2022 Last Revised: 06 Dec 2022
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 54 (782,636)
Citation 1

Abstract:

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Retirement, 401(k) Plans, Investor Behavior

142.

IRA Asset Allocation, 2010

EBRI Notes, Vol. 33, No. 10, October 2012
Number of pages: 24 Posted: 26 Oct 2012
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 53 (789,442)

Abstract:

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Asset allocation, Individual retirement accounts (IRAs), Individual retirement account rollovers, Pension plan assets, Roth IRA, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension (SEP)

143.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019

Number of pages: 3 Posted: 24 Jul 2022 Last Revised: 06 Dec 2022
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 49 (818,028)
Citation 2

Abstract:

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retirement saving, 401(k) plans, investment choice, target date funds, 401(k) plan loans

144.

Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth

EBRI Notes, Vol. 38, No. 7 (May 16, 2017)
Number of pages: 16 Posted: 25 May 2017
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 49 (818,028)

Abstract:

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Debt, Defined contribution plans, Employment-based benefits, Financial assets, Home equity, Individual retirement accounts (IRAs), Net worth, Wealth

145.

More Detail on Lump-Sum Distributions of Workers Who Have Left a Job, 2006

EBRI Notes, Vol. 30, No. 7, July 2009
Number of pages: 20 Posted: 20 Jul 2009
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 48 (825,558)

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employment-based benefits, lump-sum distributions, pension plan distributions

146.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020

ICI RESEARCH PERSPECTIVE, VOL. 29, NO. 2 // MARCH 2023
Number of pages: 18 Posted: 12 Jun 2023
Sarah Holden, Craig Copeland and Steven Bass
Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 47 (833,200)
Citation 2

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Retirement, 401(k) Plans, Investor Behavior

147.

How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020

Number of pages: 20 Posted: 11 Oct 2023
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 42 (873,660)

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Retirement, 401(k) Plans, Investor Behavior

148.

IRA Withdrawals, 2011

EBRI Notes, Vol. 35, No. 2 (February 2014)
Number of pages: 24 Posted: 14 Feb 2014
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 38 (909,085)

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Individual retirement account rollovers, Individual retirement account withdrawals, Individual retirement accounts (IRAs), Required minimum distribution (RMD), Roth IRA, Savings

149.

IRA Withdrawals in 2013 and Longitudinal Results 2010-2013

EBRI Notes, Vol. 36, No. 7 (July 2015)
Number of pages: 24 Posted: 19 Jul 2015
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 35 (937,324)

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Individual retirement account withdrawals, Individual retirement accounts (IRAs), Required minimum distribution (RMD), Roth IRA, Savings

150.

IRA Withdrawals in 2012 and Longitudinal Results, 2010-2012

EBRI Notes, Vol. 35, No. 7 (July 2014)
Number of pages: 24 Posted: 31 Jul 2014
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 31 (977,341)

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Individual retirement account withdrawals, Individual retirement accounts (IRAs), Required minimum distribution (RMD), Roth IRA, Savings

151.

Medicare on Life Support: Will It Survive?

EBRI Publications, No. 189, September 1997
Number of pages: 24 Posted: 06 Sep 2015
Paul Fronstin and Craig Copeland
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 30 (988,064)

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