Craig Copeland

Employee Benefit Research Institute (EBRI)

Senior Research Associate

1100 13th Street, NW

Suite 878

Washington, DC 20005-4204

United States

SCHOLARLY PAPERS

143

DOWNLOADS
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CITATIONS
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in Total Papers Citations

644

Scholarly Papers (143)

1.

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 Employee Benefit Research Institute (EBRI)
Downloads 345 (62,410)
Citation 3

Abstract:

Retirement attitudes and opinions, Retirement planning

2.

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, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 218 (103,145)
Citation 7

Abstract:

Retirement attitudes and opinions, Retirement planning

3.

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 206 (112,867)

Abstract:

Employment, Job tenure, Labor force participation

4.

ERISA At 30: The Decline of Private-Sector Defined Benefit Promises and Annuity Payments? What Will It Mean?

EBRI Issue Brief, No. 269, May 2004
Number of pages: 36 Posted: 25 May 2004
Jack VanDerhei and Craig Copeland
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 192 (120,546)
Citation 16

Abstract:

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

5.

The Changing Face of Private Retirement Plans

EBRI Issue Brief, No. 232, April 2001
Number of pages: 24 Posted: 01 May 2001
Jack VanDerhei and Craig Copeland
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 182 (125,158)
Citation 22

Abstract:

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

6.

Comparing Social Security Reform Options

EBRI Issue Brief, No. 281, May 2005
Number of pages: 32 Posted: 16 May 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 158 (143,026)

Abstract:

Social Security benefits, Social Security modeling, Social Security reform

7.

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
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 154 (145,329)
Citation 65

Abstract:

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

8.

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 141 (157,093)
Citation 10

Abstract:

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.

Encouraging Workers to Save: The 2005 Retirement Confidence Survey

EBRI Issue Brief, No. 280, April 2005
Number of pages: 32 Posted: 08 Apr 2005
Greenwald & Associates, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 136 (166,376)
Citation 3

Abstract:

Retirement attitudes and opinions, Retirement planning

10.

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 135 (162,620)
Citation 2

Abstract:

Aged, Demographics, Labor force participation

11.

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 131 (163,553)
Citation 5

Abstract:

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

12.

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, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 126 (173,313)

Abstract:

Retirement attitudes and opinions, Retirement planning

13.

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

EBRI Notes, Vol. 26, No. 3, 2005
Number of pages: 16 Posted: 30 Mar 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 126 (171,260)
Citation 1

Abstract:

Employment, Job tenure, Labor force participation

14.
Downloads 121 (184,275)
Citation 6

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 68 (271,182)
Citation 6

Abstract:

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

IRA and Keogh Assets and Contributions

EBRI Notes, Vol. 25, No. 8, August 2004
Number of pages: 16 Posted: 18 Aug 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 53 (308,532)
Citation 6

Abstract:

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

15.

Asset Allocation: IRAs and 401(k)-Type Plans

EBRI Notes, Vol. 21, No. 10, October 2000
Number of pages: 16 Posted: 27 Feb 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 115 (189,116)
Citation 2

Abstract:

Asset allocation, Retirement plans

16.

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 Employee Benefit Research Institute (EBRI)
Downloads 114 (162,620)

Abstract:

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

17.

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 111 (194,062)
Citation 5

Abstract:

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

18.

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 108 (191,614)
Citation 6

Abstract:

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

19.

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

EBRI Issue Brief, No. 263, November 2003
Number of pages: 28 Posted: 10 Dec 2003
Jack VanDerhei and Craig Copeland
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 104 (190,331)
Citation 25

Abstract:

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

20.

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 99 (206,056)
Citation 2

Abstract:

Retirement income, Wealth

21.

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 Employee Benefit Research Institute (EBRI)
Downloads 98 (196,596)
Citation 2

Abstract:

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

22.

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 96 (210,303)
Citation 5

Abstract:

Employment-based benefits, Lump-sum distributions

23.

401(k)-Type Plan and IRA Ownership

EBRI Notes, Vol. 26, No. 1, January 2005
Number of pages: 16 Posted: 28 Jan 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 96 (213,126)
Citation 2

Abstract:

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

24.

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 94 (210,303)

Abstract:

Aged, Demographics, Employment, Labor force participation, Recession

25.

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 93 (214,640)
Citation 17

Abstract:

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

26.

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 92 (216,173)

Abstract:

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

27.

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 87 (223,870)
Citation 2

Abstract:

Aged, Demographics, Employment, Labor force participation

28.

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 85 (228,671)
Citation 1

Abstract:

Aged, Demographics, Employment, Labor force participation

29.

Social Security Reform Issues

Number of pages: 36 Posted: 29 Aug 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 85 (231,906)
Citation 1

Abstract:

30.

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
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 84 (182,045)
Citation 4

Abstract:

Income replacement rate, Retirement income, Retirement planning, Savings

31.

Social Security: Unemployment and Immigration

EBRI Notes, Vol. 23, No. 4, April 2002
Number of pages: 16 Posted: 21 May 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 84 (230,289)

Abstract:

Immigration, Social Security financing, Social Security modeling, Unemployment

32.

IRA Assets and Characteristics of IRA Owners

EBRI Notes, Vol. 23, No. 12, December 2002
Number of pages: 16 Posted: 06 Jan 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 82 (233,597)
Citation 3

Abstract:

Individual Retirement Accounts (IRAs)

33.

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 Employee Benefit Research Institute (EBRI)
Downloads 80 (230,289)
Citation 1

Abstract:

Retirement attitudes and opinions, Retirement planning

34.

Retirement Plan Participation and Asset Allocation

EBRI Notes, Vol. 25, No. 1, January 2004
Number of pages: 16 Posted: 05 Feb 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 80 (237,014)
Citation 1

Abstract:

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

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
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 79 (230,289)
Citation 6

Abstract:

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

36.

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 78 (238,798)
Citation 2

Abstract:

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

37.

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

EBRI Issue Brief, No. 245, May 2002
Number of pages: 20 Posted: 25 Jul 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 78 (237,014)
Citation 10

Abstract:

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

38.

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
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 77 (242,386)
Citation 66

Abstract:

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

39.

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

EBRI Issue Brief, No. 277, January 2005
Number of pages: 36 Posted: 28 Jan 2005
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 77 (244,242)
Citation 3

Abstract:

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

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 76 (242,386)
Citation 6

Abstract:

Aged, Retirement income, Wealth

41.

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 76 (246,147)

Abstract:

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

42.

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 75 (223,870)

Abstract:

Aged, Demographics, Employment, Labor force participation, Recession

43.

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 75 (238,798)

Abstract:

Employee tenure, Employment, Job tenure, Labor force participation

44.

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 75 (246,147)

Abstract:

Social Security benefits, Social Security financing, Social Security reform

45.

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 Employee Benefit Research Institute (EBRI)
Downloads 74 (240,596)

Abstract:

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

46.

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

EBRI Issue Brief, Number 223, July 2000
Number of pages: 28 Posted: 02 Apr 2001
Craig Copeland and Jack VanDerhei
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 74 (249,907)
Citation 18

Abstract:

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

47.

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 73 (249,907)
Citation 3

Abstract:

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

48.

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 71 (191,614)
Citation 10

Abstract:

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

49.

Social Security Actuarial Balance and the Labor Force Participation Rate

EBRI Notes, Vol. 24, No. 5, May 2003
Number of pages: 20 Posted: 06 Jun 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 71 (253,801)

Abstract:

Labor Force Participation, Social Security Financing, Social Security Modeling

50.

Employee Tenure

EBRI Notes, Vol. 24, No. 3, March 2003
Number of pages: 16 Posted: 08 Apr 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 71 (257,781)
Citation 1

Abstract:

Employment, Job Tenure, Labor Force Participation

51.

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 68 (251,857)

Abstract:

Aged, Demographics, Employment, Labor force participation, Recession

52.

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 68 (257,781)
Citation 11

Abstract:

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

53.

Employment-Based Retirement Plan Participation: Geographic Differences and Trends

EBRI Issue Brief, No. 274, October 2004
Number of pages: 32 Posted: 18 Oct 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 68 (259,848)
Citation 11

Abstract:

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

54.

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 65 (266,069)
Citation 1

Abstract:

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

55.

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 64 (274,785)
Citation 6

Abstract:

Aged, Retirement income, Wealth

56.

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, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 63 (272,526)

Abstract:

Minority groups, Retirement attitudes and opinions, Retirement planning

57.

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 60 (274,785)

Abstract:

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)

58.

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 57 (286,359)
Citation 10

Abstract:

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

59.

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 57 (284,035)

Abstract:

Social Security benefits, Social Security modeling, Social Security reform

60.

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 56 (284,035)
Citation 12

Abstract:

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

61.

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 55 (291,121)
Citation 11

Abstract:

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

62.

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 54 (277,056)

Abstract:

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)

63.

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 54 (293,599)
Citation 5

Abstract:

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

64.

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 53 (298,635)

Abstract:

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

65.

Pension Coverage: Examining CPS Data

EBRI Notes, Vol. 21, No. 9, September 2000
Number of pages: 16 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 53 (293,599)
Citation 1

Abstract:

Employment-based benefits, Pension plan coverage

66.

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 52 (284,035)
Citation 11

Abstract:

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

67.

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 52 (296,128)
Citation 1

Abstract:

Aged, Demographics, Employment, Labor force participation

68.

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), Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 52 (293,599)
Citation 1

Abstract:

Retirement, Retirement attitudes and opinions, Retirement planning

69.

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 52 (293,599)
Citation 2

Abstract:

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

70.

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 50 (306,596)

Abstract:

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

71.

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

EBRI Notes, Vol. 22, No. 1, January 2001
Number of pages: 16 Posted: 22 Jan 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 49 (303,940)
Citation 1

Abstract:

Retirement plans, Pension plan participation, Employment-based benefits

72.

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

EBRI Notes, Vol. 21, No. 8, August 2000
Number of pages: 16 Posted: 02 Apr 2001
Craig Copeland and Jack VanDerhei
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 48 (301,316)
Citation 1

Abstract:

Employment-based benefits, Pension plan coverage

73.

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 47 (314,938)

Abstract:

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

74.

IRA Assets Continue to Grow

EBRI Notes, Vol. 22, No. 1, January 2001
Number of pages: 16 Posted: 22 Jan 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 47 (312,150)
Citation 3

Abstract:

Individual retirement accounts (IRAs), Pension plan assets

75.

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
Greenwald & Associates, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 46 (284,035)

Abstract:

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

76.

Medicare Beneficiaries With Dual Sources of Coverage

EBRI Notes, Vol. 21, No. 2, February 2000
Number of pages: 16 Posted: 18 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 46 (317,858)

Abstract:

Health insurance coverage, Medicare

77.

Prescription Drugs: Continued Rapid Growth

EBRI Notes, Vol. 21, No. 9, September 2000
Number of pages: 16 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 46 (306,596)
Citation 8

Abstract:

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

78.

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 45 (314,938)
Citation 1

Abstract:

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.

Debt of the Elderly and Near Elderly, 1992-2001

EBRI Notes, Vol. 25, No. 4, April 2004
Number of pages: 16 Posted: 05 May 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 45 (320,768)
Citation 6

Abstract:

Aged, Retirement income

80.

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 43 (281,658)
Citation 11

Abstract:

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

81.

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 43 (320,768)

Abstract:

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

82.

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

EBRI Issue Brief, No. 256, April 2003
Number of pages: 28 Posted: 29 Apr 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 43 (314,938)
Citation 13

Abstract:

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

83.

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 42 (303,940)
Citation 1

Abstract:

Employee Tenure, Employment, Job Tenure, Labor Force Participation

84.

Retirees With Pension Income and Characteristics of Their Former Job

EBRI Notes, Vol. 24, No. 2, February 2003
Number of pages: 16 Posted: 05 Mar 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 42 (323,587)

Abstract:

Employment-based Benefits, Income Replacement Rate, Retirement Income

85.

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 41 (277,056)
Citation 6

Abstract:

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

86.

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 41 (323,587)
Citation 1

Abstract:

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

87.

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
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 41 (314,938)
Citation 1

Abstract:

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

88.

IRA and Keogh Assets

EBRI Notes, Vol. 25, No. 2, February 2004
Number of pages: 16 Posted: 25 Feb 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 40 (329,561)
Citation 3

Abstract:

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

89.

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 39 (329,561)
Citation 10

Abstract:

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

90.

EBRI Research Highlights: Retirement Benefits

EBRI Issue Brief, No. 258, June 2003
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 39 (332,679)

Abstract:

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

91.

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 38 (335,737)
Citation 6

Abstract:

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

92.

Retirement Accounts and Wealth, 2001

EBRI Notes, Vol. 25, No. 5, May 2004
Number of pages: 16 Posted: 26 May 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 38 (338,876)
Citation 1

Abstract:

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

93.

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

EBRI Issue Brief, No. 259, July 2003
Number of pages: 28 Posted: 14 Aug 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 38 (335,737)
Citation 17

Abstract:

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

94.

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 37 (338,876)
Citation 1

Abstract:

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

95.

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 37 (342,091)

Abstract:

Employment-based benefits, Income replacement rate, Retirement income

96.

IRA and 401(k)-Type Plan Ownership

EBRI Notes, Vol. 23, No. 6, June 2002
Number of pages: 16 Posted: 29 Jul 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 37 (342,091)
Citation 2

Abstract:

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

97.

Characteristics of Individual Retirement Account Owners

EBRI Notes, Vol. 22, No. 6, June 2001
Number of pages: 12 Posted: 16 Jun 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 37 (338,876)

Abstract:

Individual retirement accounts (IRAs)

98.

The Impact of Workers' Earnings Profiles on Individual Account Accumulation

EBRI Notes, Vol. 21, No. 10, October 2000
Number of pages: 16 Posted: 27 Feb 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 37 (342,091)

Abstract:

Retirement income, Social Security modeling

99.

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

EBRI Issue Brief, No. 262, October 2003
Number of pages: 28 Posted: 01 Dec 2003
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 36 (335,737)
Citation 8

Abstract:

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

100.

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 35 (348,620)
Citation 11

Abstract:

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

101.

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

EBRI Notes, Vol. 23, No. 3, March 2002
Number of pages: 16 Posted: 17 Apr 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 35 (345,279)
Citation 1

Abstract:

Employment-based benefits, Pension plan participation

102.

Productivity Growth and the Actuarial Balance of the Social Security Program

EBRI Notes, Vol. 22, No. 11, November 2001
Number of pages: 16 Posted: 19 Dec 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 35 (348,620)

Abstract:

Labor productivity, Social Security financing

103.

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 34 (342,091)
Citation 1

Abstract:

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

104.

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 L. Salisbury
Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 33 (348,620)
Citation 1

Abstract:

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

105.

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

EBRI Notes, Vol. 25, No. 6, June 2004
Number of pages: 16 Posted: 23 Jun 2004
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 33 (359,036)
Citation 1

Abstract:

Social Security financing, Social Security modeling

106.

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

EBRI Issue Brief, No. 248, August 2002
Number of pages: 40 Posted: 19 Sep 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 33 (355,545)
Citation 8

Abstract:

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

107.

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 32 (362,638)

Abstract:

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)

108.

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 32 (338,876)
Citation 11

Abstract:

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

109.

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 32 (359,036)
Citation 11

Abstract:

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

110.

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
Greenwald & Associates, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 31 (288,706)

Abstract:

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

111.

Social Security: Not All Reform Approaches Are Equal

EBRI Notes, Vol. 22, No. 5, May 2001
Number of pages: 12 Posted: 16 May 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 31 (362,638)
Citation 2

Abstract:

Social Security financing, Social Security modeling, Social Security reform

112.

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 30 (362,638)

Abstract:

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)

113.

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 30 (332,679)
Citation 2

Abstract:

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

114.

Lump-Sum Distributions: An Update

EBRI Notes, Vol. 23, No. 7, July 2002
Number of pages: 16 Posted: 16 Aug 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 30 (366,394)
Citation 3

Abstract:

Employment-based Benefits, Lump-sum Distributions

115.

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 29 (332,679)

Abstract:

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

116.

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 29 (359,036)
Citation 17

Abstract:

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

117.

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 28 (373,888)
Citation 11

Abstract:

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

118.

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 27 (373,888)

Abstract:

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

119.

Pension Participation: February 2001

EBRI Notes, Vol. 22, No. 12, December 2001
Number of pages: 16 Posted: 15 Jan 2002
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 27 (377,880)
Citation 1

Abstract:

Employment-based benefits, Pension plan participation

120.

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 25 (366,394)
Citation 6

Abstract:

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

121.

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 25 (390,749)

Abstract:

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)

122.

Evaluating the Archer-Shaw Social Security Proposal

EBRI Notes, Vol. 21, No. 6, June 2000
Number of pages: 12 Posted: 03 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 25 (377,880)
Citation 1

Abstract:

Social Security financing, Social Security modeling, Social Security reform

123.

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 24 (390,749)
Citation 11

Abstract:

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

124.

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 23 (400,078)

Abstract:

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)

125.

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

EBRI Notes, Vol. 21, No. 5 (May 2000)
Number of pages: 12 Posted: 10 Apr 2001
Craig Copeland
Employee Benefit Research Institute (EBRI)
Downloads 23 (390,749)

Abstract:

Employment-based benefits, Health insurance coverage

126.

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 22 (359,036)
Citation 17

Abstract:

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

127.

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 22 (404,853)

Abstract:

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)

128.

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 21 (309,336)

Abstract:

Employee tenure, Employment, Job tenure, Labor force participation

129.

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 21 (390,749)

Abstract:

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)

130.

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 Employee Benefit Research Institute (EBRI)
Downloads 17 (326,637)

Abstract:

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

131.

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 16 (419,803)

Abstract:

Employment, Job tenure, Labor force participation

132.

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 15 (435,059)

Abstract:

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

133.

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 11 (460,592)

Abstract:

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

134.

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 8 (435,059)

Abstract:

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)

135.

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 5 (475,758)

Abstract:

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

136.

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 5 (490,331)

Abstract:

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

137.

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 3 (424,945)

Abstract:

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)

138.

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 1 (503,868)

Abstract:

139.

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 0 (485,605)

Abstract:

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

140.

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 0 (475,758)

Abstract:

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

141.

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 0 (480,698)

Abstract:

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

142.

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 Employee Benefit Research Institute (EBRI)
Downloads 0 (377,880)

Abstract:

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

143.

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 0 (435,059)

Abstract:

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