Craig Copeland

Employee Benefit Research Institute (EBRI)

Senior Research Associate

1100 13th Street, NW

Suite 878

Washington, DC 20005-4204

United States

SCHOLARLY PAPERS

151

DOWNLOADS
Rank 4,528

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Top 4,528

in Total Papers Downloads

16,166

SSRN CITATIONS
Rank 4,449

SSRN RANKINGS

Top 4,449

in Total Papers Citations

103

CROSSREF CITATIONS

296

Scholarly Papers (151)

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 518 (100,771)

Abstract:

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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 424 (127,949)
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 328 (170,195)

Abstract:

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Retirement attitudes and opinions, Retirement planning

4.

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 289 (194,484)
Citation 1

Abstract:

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

5.

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 279 (201,607)

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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

6.

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 276 (203,862)
Citation 27

Abstract:

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Income replacement rate, Retirement income, Retirement planning, Savings

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 265 (212,338)

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 249 (225,889)
Citation 2

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

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 244 (230,428)

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 238 (236,037)

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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.

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 195 (284,261)
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

12.

Comparing Social Security Reform Options

Number of pages: 32 Posted: 16 May 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 195 (284,261)

Abstract:

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Social Security benefits, Social Security modeling, Social Security reform

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 191 (289,755)
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.

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 183 (300,949)
Citation 7

Abstract:

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Employee tenure, Employment, Job tenure, Labor force participation

15.

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 180 (305,432)

Abstract:

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Aged, Demographics, Labor force participation

16.

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 179 (306,954)

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

17.

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 176 (311,525)
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

18.

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 173 (316,307)
Citation 2

Abstract:

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

19.

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 173 (316,307)
Citation 16

Abstract:

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

20.

Encouraging Workers to Save: The 2005 Retirement Confidence Survey

Number of pages: 32 Posted: 08 Apr 2005
Greenwald & Associates, Independent, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 172 (317,897)

Abstract:

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Retirement attitudes and opinions, Retirement planning

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 171 (319,448)

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.

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 170 (321,137)

Abstract:

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Retirement attitudes and opinions, Retirement planning

23.
Downloads 167 (326,068)
Citation 1

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 94 (508,705)

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 73 (595,059)

Abstract:

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

24.

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 158 (341,780)

Abstract:

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Employment, Job tenure, Labor force participation

25.

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

Number of pages: 16 Posted: 27 Feb 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 158 (341,780)

Abstract:

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Asset allocation, Retirement plans

26.

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 156 (345,482)
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

27.

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 149 (358,767)

Abstract:

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Retirement attitudes and opinions, Retirement planning

28.

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 148 (360,734)

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

29.

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 145 (366,775)
Citation 2

Abstract:

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Retirement income, Wealth

30.

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 141 (374,873)

Abstract:

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Aged, Demographics, Employment, Labor force participation

31.

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 141 (374,873)

Abstract:

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

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 139 (379,169)

Abstract:

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Aged, Demographics, Employment, Labor force participation, Recession

33.

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 137 (383,338)

Abstract:

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Aged, Demographics, Employment, Labor force participation, Recession

34.

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 132 (394,758)

Abstract:

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Employee tenure, Employment, Job tenure, Labor force participation

35.

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 130 (399,504)
Citation 1

Abstract:

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

36.

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 128 (404,328)

Abstract:

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Employment-based benefits, Lump-sum distributions

37.

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 126 (409,272)

Abstract:

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

38.

Ira Assets and Characteristics of Ira Owners

Number of pages: 16 Posted: 06 Jan 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 126 (409,272)

Abstract:

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Individual Retirement Accounts (IRAs)

39.

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 125 (411,761)
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

40.

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 121 (421,723)

Abstract:

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Aged, Retirement income, Wealth

41.

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 120 (424,366)

Abstract:

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

42.

401(K)-Type Plan and Ira Ownership

Number of pages: 16 Posted: 28 Jan 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 119 (427,002)

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

43.

Employee Tenure

Number of pages: 16 Posted: 08 Apr 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 119 (427,002)

Abstract:

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Employment, Job Tenure, Labor Force Participation

44.

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 117 (432,496)
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

45.

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 116 (435,241)

Abstract:

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

46.

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 116 (435,241)
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

47.

Retirement Plan Participation and Asset Allocation

Number of pages: 16 Posted: 05 Feb 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 115 (438,038)

Abstract:

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

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 114 (440,951)

Abstract:

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Social Security benefits, Social Security financing, Social Security reform

49.

Social Security Reform Issues

Number of pages: 36 Posted: 29 Aug 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 113 (443,827)

Abstract:

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50.

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 111 (449,773)

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

51.

Social Security: Unemployment and Immigration

Number of pages: 16 Posted: 21 May 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 110 (452,862)

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Immigration, Social Security financing, Social Security modeling, Unemployment

52.

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 109 (455,905)

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

53.

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 109 (455,905)

Abstract:

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Labor Force Participation, Social Security Financing, Social Security Modeling

54.

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 108 (458,897)

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)

55.

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 108 (458,897)

Abstract:

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Aged, Demographics, Employment, Labor force participation

56.

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 106 (465,092)

Abstract:

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Aged, Demographics, Employment, Labor force participation, Recession

57.

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 105 (468,296)

Abstract:

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

58.

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 103 (474,856)

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

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 100 (484,484)

Abstract:

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Employee Tenure, Employment, Job Tenure, Labor Force Participation

60.

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 99 (487,689)

Abstract:

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Aged, Demographics, Employment, Labor force participation

61.

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 99 (487,689)

Abstract:

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

62.

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 97 (494,411)
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

63.

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 97 (494,411)
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

64.

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 94 (504,483)
Citation 3

Abstract:

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

65.

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 94 (504,483)

Abstract:

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Aged, Retirement income, Wealth

66.

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 94 (507,939)

Abstract:

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

67.

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 91 (515,003)

Abstract:

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

68.

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 90 (518,596)

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)

69.

EBRI 2008 Recent Retirees Survey: Report of Findings

EBRI Issue Brief, No. 319
Number of pages: 24 Posted: 10 Jul 2008
Greenwald & Associates, Employee Benefit Research Institute (EBRI), Morningstar Center for Retirement and Policy Studies and Independent
Downloads 90 (518,596)

Abstract:

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Retirement, Retirement attitudes and opinions, Retirement planning

70.

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 90 (518,596)

Abstract:

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Minority groups, Retirement attitudes and opinions, Retirement planning

71.

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 90 (518,596)

Abstract:

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

72.

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 89 (522,239)
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

73.

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 89 (522,239)

Abstract:

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

74.

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 88 (525,904)

Abstract:

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

75.

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 87 (529,582)

Abstract:

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Labor productivity, Social Security financing

76.

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 86 (533,422)

Abstract:

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

77.

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 86 (533,422)

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

78.

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 85 (537,113)

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

79.

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 85 (537,113)

Abstract:

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Retirement plans, Pension plan participation, Employment-based benefits

80.

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 84 (541,057)

Abstract:

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

81.

Pension Coverage: Examining CPS Data

Number of pages: 16 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 84 (541,057)

Abstract:

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Employment-based benefits, Pension plan coverage

82.

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 82 (548,946)

Abstract:

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

83.

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 82 (548,946)

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

84.

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 81 (552,990)
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)

85.

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 80 (557,122)

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)

86.

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 80 (557,122)

Abstract:

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

87.

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 80 (557,122)

Abstract:

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Social Security benefits, Social Security modeling, Social Security reform

88.

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 77 (569,427)

Abstract:

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

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 76 (573,821)

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.

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 76 (573,821)

Abstract:

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

91.

Ira Assets Continue to Grow

Number of pages: 16 Posted: 22 Jan 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 76 (573,821)

Abstract:

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Individual retirement accounts (IRAs), Pension plan assets

92.

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 75 (578,130)

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

93.

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 75 (578,130)

Abstract:

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Aged, Retirement income

94.

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 75 (578,130)

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

95.

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 74 (582,491)

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)

96.

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 74 (582,491)

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

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 74 (582,491)

Abstract:

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

98.

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 73 (586,852)

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)

99.

Prescription Drugs: Continued Rapid Growth

Number of pages: 16 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 73 (586,852)

Abstract:

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

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 72 (591,354)

Abstract:

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

101.

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 71 (596,031)

Abstract:

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Employment, Job tenure, Labor force participation

102.

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 71 (596,031)

Abstract:

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

103.

Ira and Keogh Assets

Number of pages: 16 Posted: 25 Feb 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 71 (596,031)

Abstract:

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

104.

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 71 (596,031)

Abstract:

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

105.

Medicare Beneficiaries with Dual Sources of Coverage

Number of pages: 16 Posted: 18 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 71 (596,031)

Abstract:

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Health insurance coverage, Medicare

106.

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 71 (596,031)

Abstract:

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Employment-based benefits, Pension plan coverage

107.

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 70 (600,629)

Abstract:

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

108.

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 70 (600,629)

Abstract:

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

109.

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 69 (605,342)

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

110.

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 68 (609,909)

Abstract:

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Employment-based Benefits, Income Replacement Rate, Retirement Income

111.

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 67 (614,606)

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

112.

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 67 (614,606)

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

113.

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 67 (614,606)

Abstract:

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

114.

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 66 (619,471)

Abstract:

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

115.

Ira and 401(K)-Type Plan Ownership

Number of pages: 16 Posted: 29 Jul 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 66 (619,471)

Abstract:

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

116.

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 64 (629,558)

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)

117.

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 64 (629,558)

Abstract:

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Employment-based benefits, Pension plan participation

118.

Characteristics of Individual Retirement Account Owners

Number of pages: 12 Posted: 16 Jun 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 64 (629,558)

Abstract:

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Individual retirement accounts (IRAs)

119.

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 63 (634,483)

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

120.

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 63 (634,483)

Abstract:

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

121.

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 62 (639,556)
Citation 2

Abstract:

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

122.

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 62 (639,556)

Abstract:

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Employment-based benefits, Income replacement rate, Retirement income

123.

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 60 (650,105)

Abstract:

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Employment-based benefits, Health insurance coverage

124.

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 60 (650,105)

Abstract:

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Retirement income, Social Security modeling

125.

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 59 (655,321)

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)

126.

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 58 (660,750)

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)

127.

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 58 (660,750)

Abstract:

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Social Security financing, Social Security modeling

128.

Retirement Accounts and Wealth, 2001

Number of pages: 16 Posted: 26 May 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 58 (660,750)

Abstract:

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

129.

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 57 (666,211)
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)

130.

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 56 (671,874)
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

131.

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 56 (671,874)

Abstract:

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

132.

Lump-Sum Distributions: An Update

Number of pages: 16 Posted: 16 Aug 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 56 (671,874)

Abstract:

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Employment-based Benefits, Lump-sum Distributions

133.

Evaluating the Archer-Shaw Social Security Proposal

Number of pages: 12 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 56 (671,874)

Abstract:

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Social Security financing, Social Security modeling, Social Security reform

134.

Pension Participation: February 2001

Number of pages: 16 Posted: 15 Jan 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 55 (677,469)

Abstract:

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Employment-based benefits, Pension plan participation

135.

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 54 (683,219)

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)

136.

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 54 (683,219)

Abstract:

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

137.

Social Security: Not All Reform Approaches are Equal

Number of pages: 12 Posted: 16 May 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 51 (700,874)

Abstract:

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Social Security financing, Social Security modeling, Social Security reform

138.

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 48 (719,750)

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

139.

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 46 (732,537)

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)

140.

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 44 (745,832)

Abstract:

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

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 39 (781,223)
Citation 1

Abstract:

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Retirement, 401(k) Plans, Investor Behavior

142.

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 38 (788,540)

Abstract:

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

143.

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 36 (803,635)

Abstract:

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

144.

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
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 35 (811,301)

Abstract:

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Health, household saving, retirement plans

145.

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 34 (819,345)
Citation 1

Abstract:

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

146.

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 32 (835,459)

Abstract:

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

147.

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 29 (860,479)
Citation 2

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Retirement, 401(k) Plans, Investor Behavior

148.

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 27 (887,062)

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Retirement, 401(k) Plans, Investor Behavior

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 27 (877,945)

Abstract:

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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 25 (896,120)

Abstract:

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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 24 (905,306)

Abstract:

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