Jack VanDerhei

Employee Benefit Research Institute (EBRI)

Research Director

1100 13th Street, NW

Suite 878

Washington, DC 20005-4204

United States

http://www.ebri.org

SCHOLARLY PAPERS

125

DOWNLOADS
Rank 3,441

SSRN RANKINGS

Top 3,441

in Total Papers Downloads

10,804

CITATIONS
Rank 1,969

SSRN RANKINGS

Top 1,969

in Total Papers Citations

231

Scholarly Papers (125)

1.

Measuring Retirement Income Adequacy: Calculating Realistic Income Replacement Rates

EBRI Issue Brief, No. 297, September 2006
Number of pages: 36 Posted: 19 Sep 2006
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 517 (52,380)
Citation 13

Abstract:

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Income replacement rate, Retirement income, Retirement planning

2.

Defined Benefit Plan Freezes: Who's Affected, How Much, and Replacing Lost Accruals

EBRI Issue Brief, No. 291, March 2006
Number of pages: 20 Posted: 16 Mar 2006
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 480 (57,564)
Citation 12

Abstract:

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Defined benefit plans, Employment-based benefits, Pension plan assets, Pension plan contributions, Pension plan freezes, Retirement income, Savings

3.

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 384 (75,338)
Citation 4

Abstract:

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Retirement attitudes and opinions, Retirement planning

4.

'Short' Falls: Who's Most Likely to Come up Short in Retirement, and When?

EBRI Notes, Vol. 35, No. 6 (June 2014)
Number of pages: 28 Posted: 22 Jun 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 303 (98,471)
Citation 1

Abstract:

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Aged, Home health care costs, Long-term care costs, Nursing home costs, Retirement expenses, Retirement income adequacy, Retirement planning

5.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2005

EBRI Issue Brief, No. 296, August 2006
Number of pages: 20 Posted: 24 Aug 2006
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 302 (98,818)
Citation 2

Abstract:

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

6.

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 265 (113,632)
Citation 9

Abstract:

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Retirement attitudes and opinions, Retirement planning

7.

Measuring Retirement Income Adequacy, Part One: Traditional Replacement Ratios and Results for Workers at Large Companies

EBRI Notes, Vol. 25, No. 9, September 2004
Number of pages: 16 Posted: 04 Oct 2004
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 250 (120,697)
Citation 2

Abstract:

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Income replacement rate, Postretirement expenditures, Retirement income

8.

The Influence of Automatic Enrollment, Catch-Up, and Ira Contributions on 401(K) Accumulations at Retirement

EBRI Issue Brief, No. 283, July 2005
Number of pages: 28 Posted: 28 Jul 2005
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 246 (122,668)
Citation 28

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401(k) plans, Employment-based benefits, Income replacement rate, Individual retirement accounts (IRAs), Pension plan contributions, Pension plan coverage, Pension plan design, Retirement income

9.

Retirement Income Adequacy After PPA and FAS 158: Part One--Plan Sponsors' Reactions

EBRI Issue Brief, No. 307, July 2007
Number of pages: 32 Posted: 24 Jul 2007
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 216 (139,472)
Citation 8

Abstract:

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Defined benefit plans, Defined contribution plans, Employment-based benefits, Pension plan accounting, Pension plan attitudes and opinions, Pension plan design, Pension plan freezes, Pension plan funding, Pension plan legislation, Retirement income

10.

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 211 (142,612)
Citation 19

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

11.

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 203 (147,833)
Citation 13

Abstract:

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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

12.

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 182 (163,448)
Citation 3

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

13.

The Expected Impact of Automatic Escalation of 401(k) Contributions on Retirement Income

EBRI Notes, Vol. 28, No. 9, September 2007
Number of pages: 12 Posted: 19 Sep 2007
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 176 (168,409)
Citation 10

Abstract:

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401(k) plans, Employment-based benefits, Pension plan contributions, Retirement income

14.

Increasing Default Deferral Rates in Automatic Enrollment 401(k) Plans: The Impact on Retirement Savings Success in Plans with Automatic Escalation

EBRI Notes, Vol. 33, No. 9, September 2012
Number of pages: 24 Posted: 27 Sep 2012
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 175 (169,280)
Citation 9

Abstract:

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401(k) plans, Automatic contribution escalation, Automatic enrollment, Employment-based benefits, Pension plan contributions, Pension plan design, Retirement income, Savings

15.

The Impact of the Recent Financial Crisis on 401(k) Account Balances

EBRI Issue Brief No. 326, February 2009
Number of pages: 24 Posted: 28 Feb 2009
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 174 (170,159)
Citation 4

Abstract:

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

16.

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 170 (173,657)
Citation 3

Abstract:

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

17.

Contribution Behavior of 401(K) Plan Participants

EBRI Issue Brief, No. 238, October 2001
Number of pages: 21 Posted: 21 Nov 2001
Jack VanDerhei and Sarah Holden
Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 168 (175,463)
Citation 30

Abstract:

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401(k) plans, Employment-based benefits, Participant contributions

18.

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 167 (176,363)
Citation 5

Abstract:

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Income replacement rate, Retirement income, Retirement planning, Savings

19.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2004

EBRI Issue Brief, No. 285, September 2005
Number of pages: 20 Posted: 28 Oct 2005
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 160 (182,894)
Citation 3

Abstract:

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

20.

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 142 (201,885)

Abstract:

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Retirement attitudes and opinions, Retirement planning

21.

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 138 (206,567)
Citation 11

Abstract:

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

22.

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 136 (208,986)
Citation 2

Abstract:

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

23.

Savings Needed to Fund Health Insurance and Health Care Expenses in Retirement: Findings from a Simulation Model

EBRI Issue Brief, No. 317, May 2008
Number of pages: 28 Posted: 31 May 2008
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 135 (210,232)
Citation 16

Abstract:

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Employment-based benefits, Health care costs, Health insurance, Medicare, Medicare supplement insurance, Prescription drug costs, Public employees, Retiree health benefits, Savings, State and local employees

24.

Can 401(K) Accumulations Generate Significant Income for Future Retirees?

EBRI Issue Brief, No. 251, November 2002
Number of pages: 28 Posted: 06 Dec 2002
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 132 (214,125)
Citation 42

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401(k) Plans, Employment-based Benefits, Income Replacement Rate, Retirement Income, Social Security

25.

How Would Target-Date Funds Likely Impact Future 401(K) Accumulations?

Number of pages: 25 Posted: 23 Jun 2009 Last Revised: 27 Jul 2009
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 130 (216,689)
Citation 10

Abstract:

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401(k) plans, asset allocation, employment-based benefits, pension plan assets, self-directed investments

26.

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 Employee Benefit Research Institute (EBRI)
Downloads 120 (230,209)
Citation 1

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

27.

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 120 (230,209)
Citation 6

Abstract:

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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

28.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2003

EBRI Issue Brief, No. 272, August 2004
Number of pages: 24 Posted: 18 Aug 2004
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 118 (233,114)
Citation 15

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

29.

Defined Contribution Plan Dominance Grows Across Sectors and Employer Sizes, While Mega Defined Benefit Plans Remain Strong: Where We are and Where We are Going

Number of pages: 44 Posted: 26 Mar 2009 Last Revised: 21 Jul 2009
Kelly Olsen and Jack VanDerhei
affiliation not provided to SSRN and Employee Benefit Research Institute (EBRI)
Downloads 115 (237,577)
Citation 18

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30.

The Role of Social Security, Defined Benefits, and Private Retirement Accounts in the Face of the Retirement Crisis

EBRI Notes, Vol. 35, No. 1, January 2014
Number of pages: 24 Posted: 26 Jan 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 111 (243,579)
Citation 1

Abstract:

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401(k) plans, Automatic enrollment, Automatic contribution escalation, Defined benefit plans, Employment-based benefits, Pension plan coverage, Retirement income, Retirement income adequacy, Social Security benefits, Voluntary enrollment

31.

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

EBRI Issue Brief, No. 328, April 2009
Number of pages: 24 Posted: 18 Apr 2009
Ruth Helman, Craig Copeland and Jack VanDerhei
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 110 (245,155)
Citation 2

Abstract:

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Retirement attitudes and opinions, Retirement planning

32.

A Framework for Analyzing and Comparing Social Security Policies

EBRI Issue Brief, No. 183, March 1997
Number of pages: 24 Posted: 11 Sep 2007
Kelly A. Olsen, Jack VanDerhei and Dallas Salisbury
affiliation not provided to SSRN, Employee Benefit Research Institute (EBRI) and Independent
Downloads 105 (253,360)
Citation 4

Abstract:

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Social Security financing, Social Security modeling, Social Security reform

33.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 1999

EBRI Issue Brief, Number 230, February 2001
Number of pages: 32 Posted: 03 Apr 2001
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 103 (256,696)
Citation 7

Abstract:

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

34.

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

EBRI Issue Brief, No. 394 (December 2013)
Number of pages: 52 Posted: 26 Dec 2013
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 100 (261,848)
Citation 3

Abstract:

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

35.

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 Employee Benefit Research Institute (EBRI)
Downloads 97 (267,162)
Citation 4

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

36.

The Impact of Auto-enrollment and Automatic Contribution Escalation on Retirement Income Adequacy

EBRI Issue Brief, No. 349, November 2010
Number of pages: 12 Posted: 24 Oct 2010
Jack VanDerhei and Lori Lucas
Employee Benefit Research Institute (EBRI) and Callan Associates, Inc.
Downloads 97 (268,927)
Citation 18

Abstract:

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401(k) plans, Automatic contribution escalation, Automatic enrollment, Employment-based benefits, Income replacement rate, Pension plan contributions, Pension plan coverage, Pension plan design, Pension plan participation, Retirement income, Savings

37.

Savings Needed for Health Expenses in Retirement: An Examination of Persons Ages 55 and 65 in 2009

EBRI Notes, Vol. 30, No. 6, June 2009
Number of pages: 20 Posted: 29 Jun 2009
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 96 (268,927)
Citation 1

Abstract:

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Employment-based benefits, Health care costs, Medicare, Medicare supplement insurance, Prescription drug costs, Retiree health benefits, Retirement; Savings

38.

The Importance of Defined Benefit Plans for Retirement Income Adequacy

EBRI Notes, Vol. 32, No. 8, August 2011
Number of pages: 24 Posted: 01 Sep 2011
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 95 (270,749)
Citation 6

Abstract:

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Employment-based benefits, Defined benefit plans, Defined contribution plans, Pension plan coverage, Retirement income, Retirement policy

39.

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 94 (272,577)
Citation 25

Abstract:

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

40.

A Post-Crisis Assessment of Retirement Income Adequacy for Baby Boomers and Gen Xers

EBRI Issue Brief, No. 354, February 2011
Number of pages: 28 Posted: 26 Jan 2011
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 93 (274,549)
Citation 10

Abstract:

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Defined Contribution Plans, Employment-Based Benefits, Financial Crisis, Home Equity, Income Replacement Rate, Pension Plan Coverage, Retirement Income, Retirement Planning, Savings

41.

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 91 (278,329)

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

42.

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

EBRI Issue Brief, No. 205, January 1999
Number of pages: 22 Posted: 21 Jul 2009 Last Revised: 17 Aug 2009
Employee Benefit Research Institute (EBRI), Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 89 (282,260)
Citation 26

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401(k) plans, asset allocation, employment-based benefits, pension plan assets, self-directed investments

43.

Retirement Income Adequacy for Today’s Workers: How Certain, How Much Will it Cost, and How Does Eligibility for Participation in a Defined Contribution Plan Help?

EBRI Notes, Vol. 31, No. 9, September 2010
Number of pages: 24 Posted: 29 Sep 2010
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 87 (286,339)
Citation 4

Abstract:

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401(k) Plans, Defined Contribution Plans, Employment-Based Benefits, Income Replacement Rate, Pension Plan Coverage, Pension Plan Participation, Retirement Income, Retirement Planning, Retirement Policy, Savings

44.

Is Working to Age 70 Really the Answer for Retirement Income Adequacy?

EBRI Notes, Vol. 33, No. 8, August 2012
Number of pages: 24 Posted: 01 Sep 2012
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 85 (290,523)
Citation 5

Abstract:

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Defined contribution plans, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement age, Retirement income

45.

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 83 (294,739)
Citation 12

Abstract:

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

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 82 (296,942)
Citation 13

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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

47.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2000

EBRI Issue Brief, No. 239, November 2001
Number of pages: 28 Posted: 20 Dec 2001
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 79 (303,546)
Citation 19

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48.

The Impact of Automatic Enrollment in 401(k) Plans on Future Retirement Accumulations: A Simulation Study Based on Plan Design Modifications of Large Plan Sponsors

EBRI Issue Brief, No. 341, April 2010
Number of pages: 24 Posted: 30 Mar 2010
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 77 (308,196)
Citation 18

Abstract:

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401(k) plans, Automatic enrollment, Employment-based benefits, Pension plan contributions, Pension plan coverage, Pension plan design, Pension plan participation, Retirement income, Savings

49.

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 Employee Benefit Research Institute (EBRI)
Downloads 76 (310,571)
Citation 2

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

50.

How Much Needs to be Saved for Retirement After Factoring in Post-Retirement Risks: Evidence from the EBRI Retirement Security Projection Model®

EBRI Notes, Vol. 36, No. 3 (March 2015)
Number of pages: 28 Posted: 31 Mar 2015
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 74 (315,372)

Abstract:

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401(k) account balances, Defined contribution plans, Employment-based benefits, Pension plan contributions, Pension plan participation, Retirement income adequacy, Retirement planning, Savings

51.

Retirement Income Adequacy for Boomers and Gen Xers: Evidence from the 2012 EBRI Retirement Security Projection Model®

EBRI Notes, Vol. 33, No. 5 (May 2012)
Number of pages: 20 Posted: 24 May 2012
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 74 (315,372)
Citation 2

Abstract:

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401(k) plans, Defined contribution plans, Employment-based benefits, Home equity, Pension plan coverage, Retirement income, Retirement planning, Savings

52.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2008

EBRI Issue Brief, No. 335, October 2009
Number of pages: 68 Posted: 13 Oct 2009
Jack VanDerhei, Sarah Holden and Luis Alonso
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 72 (320,221)
Citation 8

Abstract:

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

53.

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

Pension Research Council WP2005-9
Number of pages: 27 Posted: 02 Nov 2005
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 70 (325,210)
Citation 9

Abstract:

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54.

Retirement Readiness Ratings and Retirement Savings Shortfalls for Gen Xers: The Impact of Eligibility for Participation in a 401(k) Plan

EBRI Notes, Vol. 33, No. 6 (June 2012)
Number of pages: 24 Posted: 22 Jun 2012
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 67 (332,999)
Citation 8

Abstract:

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401(k) plans, Defined contribution plans, Employment-based benefits, Home health care, Nursing home costs, Pension plan coverage, Pension plan participation, Retirement income, Retirement planning, Savings

55.

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 67 (332,999)
Citation 1

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Minority groups, Retirement attitudes and opinions, Retirement planning

56.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2001

EBRI Issue Brief, No. 255, March 2003
Number of pages: 51 Posted: 08 Apr 2003
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 65 (338,302)
Citation 6

Abstract:

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401(k) Plans, Asset Allocation, Employment-based Benefits, Pension Plan Assets, Pension Plan Loans, Retirement Plans, Self-directed Investments

57.

Retirement Security and Defined Contribution Pension Plans: The Role of Company Stock in 401(k) Plans

Number of pages: 10 Posted: 27 Aug 2008
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 63 (343,774)
Citation 3

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401(k) plans, defined contribution plans, company stock, Enron

58.

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 Independent
Downloads 63 (343,774)

Abstract:

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Retirement, Retirement attitudes and opinions, Retirement planning

59.

What Causes EBRI Retirement Readiness Ratings™ to Vary: Results from the 2014 Retirement Security Projection Model®

EBRI Issue Brief, No. 396 (February 2014)
Number of pages: 32 Posted: 16 Feb 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 60 (352,213)
Citation 12

Abstract:

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Annuities, Defined contribution plans, Employment-based benefits, Health care costs, Home equity, Investment performance, Longevity, Pension plan coverage, Retirement income adequacy, Social Security benefits

60.

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 57 (361,171)
Citation 15

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

61.

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 57 (361,171)

Abstract:

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Employment-based benefits, Pension plan coverage

62.

How Much Can Qualifying Longevity Annuity Contracts Improve Retirement Security?

EBRI Notes, Vol. 36, No. 8 (August 2015)
Number of pages: 24 Posted: 30 Aug 2015
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 56 (364,225)
Citation 1

Abstract:

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401(k) account balances, Annuities, Defined contribution plan participation, Employment-based benefits, Longevity, Pension plan reform, Qualifying Longevity Annuity Contract (QLAC), Retirement attitudes and opinions, Retirement income adequacy, Retirement planning

63.

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

EBRI Issue Brief, No. 366, December 2011
Number of pages: 52 Posted: 24 Dec 2011
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 56 (364,225)
Citation 14

Abstract:

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

64.

Findings from the 2003 Small Employer Retirement Survey (Sers)

EBRI Notes, Vol. 24, No. 9, September 2003
Number of pages: 12 Posted: 19 Oct 2003
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 56 (364,225)
Citation 2

Abstract:

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Pension plan attitudes and opinions, Retirement plans, Small business

65.

All or Nothing? An Expanded Perspective on Retirement Readiness

EBRI Notes, Vol. 33, No. 11 (November 2012)
Number of pages: 24 Posted: 30 Nov 2012
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 55 (367,422)
Citation 8

Abstract:

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Defined contribution plans, Employment-based benefits, Pension plan coverage, Retirement income, Retirement income adequacy

66.

The Impact of Repealing PPACA on Savings Needed for Health Expenses for Persons Eligible for Medicare

EBRI Notes, Vol. 32, No. 8, August 2011
Number of pages: 24 Posted: 01 Sep 2011
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 55 (367,422)
Citation 5

Abstract:

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Aged, Health care costs, Health care reform, Medicare, Medicare supplement insurance, Prescription drug costs, Savings

67.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009

EBRI Issue Brief, No. 350, November 2010
Number of pages: 68 Posted: 23 Nov 2010
Jack VanDerhei, Sarah Holden and Luis Alonso
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 55 (367,422)
Citation 4

Abstract:

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401(k) Plans, Asset Allocation, Employment-Based Benefits, Life-Cycle Funds, Pension Plan Assets, Pension Plan Loans, Retirement Plans, Self-Directed Investments, Target-Date Funds

68.

Retirement Savings Shortfalls for Today’s Workers

EBRI Notes, Vol. 31, No. 10, October 2010
Number of pages: 16 Posted: 23 Oct 2010
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 55 (367,422)
Citation 8

Abstract:

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Aged, Defined contribution plans, Employment-based benefits, Health care costs, Home health care, Nursing home costs, Pension plan coverage, Pension plan participation, Retirement income, Retirement planning, Savings

69.

401(K) Plan Participant Asset Allocation in 2004

Benefits Quarterly, Third Quarter, 2006
Number of pages: 11 Posted: 21 Jul 2007
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 54 (370,570)

Abstract:

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retirement, defined contribution, investments

70.

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 53 (373,603)

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

71.

What a Sustained Low-Yield Rate Environment Means for Retirement Income Adequacy: Results from the 2013 EBRI Retirement Security Projection Model®

EBRI Notes, Vol. 34, No. 6 (June 2013)
Number of pages: 24 Posted: 30 Jun 2013
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 53 (373,603)
Citation 1

Abstract:

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Bonds, Defined contribution plans, Employment-based benefits, Home equity, Investment performance, Pension plan coverage, Retirement income adequacy, Retirement planning

72.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2002

EBRI Issue Brief, No. 261, September 2003
Number of pages: 41 Posted: 06 Oct 2003
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 53 (373,603)
Citation 5

Abstract:

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

73.

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

EBRI Issue Brief, Number 423 (April 2016)
Number of pages: 80 Posted: 30 Apr 2016
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 52 (376,850)
Citation 1

Abstract:

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

74.

How Much Would It Take? Achieving Retirement Income Equivalency between Final-Average-Pay Defined Benefit Plan Accruals and Voluntary Enrollment 401(k) Plans in the Private Sector

EBRI Notes, Vol. 34, No. 12 (December 2013)
Number of pages: 24 Posted: 22 Dec 2013
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 52 (376,850)

Abstract:

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401(k) plans, Annuities, Defined benefit plans, Defined contribution plans, Employment-based benefits, Investment performance, Pension plan coverage, Pension plan participation, Retirement income adequacy, Voluntary enrollment

75.

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

EBRI Issue Brief, Number 380, December 2012
Number of pages: 56 Posted: 22 Dec 2012
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 51 (380,104)
Citation 2

Abstract:

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

76.

A Little Help: The Impact of On-Line Calculators and Financial Advisors on Setting Adequate Retirement-Savings Targets: Evidence from the 2013 Retirement Confidence Survey

EBRI Notes, Vol. 34, No. 3, March 2013
Number of pages: 28 Posted: 05 Apr 2013
Jack VanDerhei and Nevin Adams
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 50 (383,413)
Citation 2

Abstract:

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Retirement age, Retirement attitudes and opinions, Retirement income, Retirement income adequacy, Retirement planning, Savings

77.

Retirement Income Adequacy: Alternative Thresholds and the Importance of Future Eligibility in Defined Contribution Retirement Plans

EBRI Notes, Vol. 32, No. 4, p. 10, April 2011
Number of pages: 20 Posted: 30 Apr 2011
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 49 (386,712)
Citation 5

Abstract:

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Defined contribution plans, Employment-based benefits, Pension plan coverage, Retirement income, Retirement policy

78.

How Do Individual Social Security Accounts Stack Up? An Evaluation Using the EBRI-SSASIM2 Policy Simulation Model

EBRI Issue Brief, No. 195, March 1998
Number of pages: 32 Posted: 11 Sep 2007
affiliation not provided to SSRN, Employee Benefit Research Institute (EBRI), Independent and Policy Simulation Group, Inc.
Downloads 49 (386,712)
Citation 1

Abstract:

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

79.

What Does Consistent Participation in 401(k) Plans Generate?

EBRI Issue Brief, No. 332-SR, July 2009
Number of pages: 16 Posted: 20 Jul 2009
Jack VanDerhei, Sarah Holden and Luis Alonso
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 47 (393,633)

Abstract:

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401(k) plans, asset allocation, employment-based benefits, pension plan assets, self-directed investments

80.

Company Stock in 401(K) Plans: Results of a Survey of ISCEBS Members

Benefits Quarterly, Third Quarter, 2002
Number of pages: 12 Posted: 21 Jul 2007
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 47 (393,633)
Citation 1

Abstract:

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retirement, defined contribution, investments, company stock

81.

Retirement Savings Shortfalls: Evidence from EBRI's Retirement Security Projection Model®

EBRI Issue Brief No. 410 (February 2015)
Number of pages: 28 Posted: 22 Feb 2015
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 46 (397,129)
Citation 1

Abstract:

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Defined contribution plans, Employment-based benefits, Home health care costs, Longevity, Nursing home costs, Pension plan coverage, Retirement income adequacy; Social Security benefits

82.

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

EBRI Issue Brief, Number 408 (December 2014)
Number of pages: 56 Posted: 19 Dec 2014
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI), Investment Company Institute and Investment Company Institute
Downloads 46 (397,129)
Citation 4

Abstract:

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

83.

Reality Checks: A Comparative Analysis of Future Benefits from Private-Sector, Voluntary-Enrollment 401(k) Plans vs Stylized, Final-Average-Pay Defined Benefit and Cash Balance Plans

EBRI Issue Brief, Number 387 (June 2013)
Number of pages: 52 Posted: 29 Jun 2013
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 45 (400,611)
Citation 12

Abstract:

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401(k) plans, Annuities, Cash balance plans, Defined benefit plans, Defined contribution plans, Employment-based benefits, Investment performance, Pension plan coverage, Pension plan participation, Retirement income adequacy, Voluntary enrollment

84.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 1998

EBRI Issue Brief, Number 218 (February 2000)
Number of pages: 28 Posted: 07 Apr 2001
Jack VanDerhei, Sarah Holden and Carol Quick
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 45 (400,611)
Citation 18

Abstract:

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

85.

Tax Reform Options: Promoting Retirement Security

EBRI Issue Brief, No. 364, November 2011
Number of pages: 24 Posted: 17 Nov 2011
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 44 (404,206)
Citation 6

Abstract:

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401(k) account balances, 401(k) plans, Defined contribution plans, Employment-based benefits, Income replacement rate, Participant contributions, Pension plan contributions, Retirement income, Retirement plans, Retirement policy, Savings, Tax policy, Tax reform

86.

The Impact of Modifying the Exclusion of Employee Contributions for Retirement Savings Plans from Taxable Income: Results from the 2011 Retirement Confidence Survey

EBRI Notes, Vol. 32, No. 3, March 2011
Number of pages: 20 Posted: 03 Apr 2011
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 42 (411,590)
Citation 1

Abstract:

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401(k) Plans, Defined Contribution Plans, Employment-Based Benefits, Income Tax, Pension Plan Contributions, Retirement Attitudes and Opinions, Retirement Income, Retirement Plans, Savings, Taxation

87.

Funding Savings Needed for Health Expenses For Persons Eligible for Medicare

EBRI Issue Brief, No. 351, December 2010
Number of pages: 16 Posted: 07 Dec 2010
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 41 (415,225)
Citation 4

Abstract:

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Aged, Employment-based benefits, Health care costs, Health insurance, Medicare, Medicare supplement insurance, Prescription drug costs, Retiree health benefits, Savings

88.

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), Employee Benefit Research Institute (EBRI) and Independent
Downloads 40 (419,056)
Citation 4

Abstract:

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

89.

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

EBRI Issue Brief, Number 391 (October 2013)
Number of pages: 20 Posted: 22 Oct 2013
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 39 (422,941)
Citation 4

Abstract:

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

90.

Amount of Savings Needed for Health Expenses for People Eligible for Medicare: Unlike the Last Few Years, the News Is Not Good

EBRI Notes, Vol. 36, No. 10 (October 2015)
Number of pages: 24 Posted: 25 Oct 2015
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 38 (427,059)
Citation 1

Abstract:

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Aged, Health care costs, Health insurance, Medicare, Medicare supplement insurance, Prescription drug costs, Savings

91.

Retirement Plans and Prospects for Retirement Income Adequacy

Pension Research Council WP 2014-06
Number of pages: 40 Posted: 12 Nov 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 38 (427,059)
Citation 2

Abstract:

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92.

Amount of Savings Needed for Health Expenses for People Eligible for Medicare: Good News Not So Rare Anymore

EBRI Notes, Vol. 35, No. 10 (October 2014)
Number of pages: 28 Posted: 01 Nov 2014
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 36 (435,138)
Citation 2

Abstract:

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Aged, Health care costs, Health insurance, Medicare, Medicare supplement insurance, Prescription drug costs, Savings

93.

Savings Needed for Health Expenses for People Eligible for Medicare: Some Rare Good News

EBRI Notes, Vol. 33, No. 10, October 2012
Number of pages: 24 Posted: 26 Oct 2012
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 34 (443,441)
Citation 6

Abstract:

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Aged, Health care costs, Health insurance, Medicare, Medicare supplement insurance, Prescription drug costs, Savings

94.

Contributory 'Negligence?' The Impact of Future Contributions to Defined Contribution Plans on Retirement Income Adequacy for Gen Xers

EBRI Notes, Vol. 35, No. 8, August 2014
Number of pages: 28 Posted: 17 Aug 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 33 (447,652)

Abstract:

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401(k) plans, Automatic contribution escalation, Automatic enrollment, Defined contribution plans, Demographics, Employment-based benefits, Pension plan contributions, Pension plan coverage, Pension plan design, Retirement income adequacy

95.

Capping Tax-Preferred Retirement Contributions: Preliminary Evidence of the Impact of the National Commission on Fiscal Responsibility and Reform Recommendations

EBRI Notes, Vol. 32, No. 7, July 2011
Number of pages: 16 Posted: 21 Jul 2011
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 33 (447,652)
Citation 5

Abstract:

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401(k) plans, Defined contribution plans, Employment-based benefits, Income replacement rate, Pension plan assets, Pension plan contributions, Retirement income, Retirement plans, Savings, Tax reform

96.

An Evaluation of the Adequacy and Structure of Current U.S. Voluntary Retirement Plans, with Special Emphasis on 401(K) Plans

Number of pages: 45 Posted: 18 Sep 2009 Last Revised: 24 Sep 2009
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 32 (452,070)

Abstract:

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401(k) plans, retirement income adequacy

97.

The Role of Company Stock in 401(K) Plans

Number of pages: 10 Posted: 27 Aug 2008
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 32 (452,070)
Citation 2

Abstract:

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401(k) plans, defined contribution plans, company stock, Enron

Deferred Income Annuity Purchases: Optimal Levels for Retirement Income Adequacy

Number of pages: 14 Posted: 12 Sep 2018
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 20 (532,680)
Citation 1

Abstract:

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Deferred Income Annuity Purchases: Optimal Levels for Retirement Income Adequacy

Employee Benefit Research Institute, January 3, 2019, No. 469
Number of pages: 19 Posted: 14 Jan 2019
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 11 (591,694)

Abstract:

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99.

Auto-IRAs: How Much Would They Increase the Probability of 'Successful' Retirements and Decrease Retirement Deficits? Preliminary Evidence from EBRI's Retirement Security Projection Model®

EBRI Notes, Vol. 36, No. 6 (June 2015)
Number of pages: 32 Posted: 21 Jun 2015
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 31 (456,754)
Citation 1

Abstract:

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Automatic IRAs, Defined contribution plan participation, Defined contribution plans, Employee contribution rate, Employment-based benefits, Individual retirement accounts (IRAs), Long-term care costs, Retirement deficits, Retirement income adequacy

100.

Amount of Savings Needed for Health Expenses for People Eligible for Medicare: More Rare Good News

EBRI Notes, Vol. 34, No. 10 (October 2013)
Number of pages: 24 Posted: 20 Oct 2013
Paul Fronstin, Dallas Salisbury and Jack VanDerhei
Employee Benefit Research Institute (EBRI), Independent and Employee Benefit Research Institute (EBRI)
Downloads 31 (456,754)
Citation 1

Abstract:

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Aged, Health care costs, Health insurance, Medicare, Medicare supplement insurance, Prescription drug costs, Savings

101.

Modifying the Federal Tax Treatment of 401(k) Plan Contributions: Projected Impact on Participant Account Balances

EBRI Notes, Vol. 33, No. 3, March 2012
Number of pages: 28 Posted: 31 Mar 2012
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 31 (456,754)
Citation 10

Abstract:

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401(k) account balances, 401(k) plans, Employment-based benefits, Participant contributions, Pension plan contributions, Pension plan design, Retirement income, Retirement plans, Tax policy, Tax reform

102.

How Does the Probability of a 'Successful' Retirement Differ Between Participants in Final-Average Defined Benefit Plans and Voluntary Enrollment 401(k) Plans?

EBRI Notes, Vol. 36, No. 10 (October 2015)
Number of pages: 24 Posted: 25 Oct 2015
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 30 (461,424)

Abstract:

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401(k) plans, Defined benefit plans, Defined contribution plans, Employment-based benefits, Pension plan coverage, Pension plan participation, Retirement income adequacy, Retirement plan participation, Voluntary enrollment

103.

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

EBRI Issue Brief, Number 402 (July 2014)
Number of pages: 28 Posted: 02 Aug 2014
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 30 (461,424)
Citation 1

Abstract:

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

104.

How Would Defined Contribution Participants React to Lifetime Income Illustrations? Evidence from the 2014 Retirement Confidence Survey

EBRI Notes, Vol. 35, No. 3 (March 2014)
Number of pages: 16 Posted: 27 Mar 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 28 (471,135)

Abstract:

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Defined contribution plans, Employment-based benefits, Pension plan contributions, Pension plan participation, Retirement age, Retirement attitudes and opinions, Retirement income, Retirement planning

105.

Under the Dome – A Closer Look at Legislative Proposals Impacting Retirement

Number of pages: 15 Posted: 18 Jul 2019
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 27 (486,957)

Abstract:

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106.

Savings Medicare Beneficiaries Need for Health Expenses: Some Couples Could Need as Much as $350,000

EBRI Notes, Vol. 38, No. 1 (January 31, 2017)
Number of pages: 12 Posted: 02 Feb 2017
Paul Fronstin and Jack VanDerhei
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 26 (481,485)

Abstract:

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Aged, Health Care Costs, Health Insurance, Medicare, Medicare Supplement Insurance, Prescription Drug Costs, Retirement Health Expenses, Savings

107.

The Impact of Leakages on 401(K) Accumulations at Retirement Age

Number of pages: 31 Posted: 28 Jun 2014
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 23 (497,943)
Citation 1

Abstract:

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108.

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

EBRI Issue Brief, Number 426 (September 8, 2016)
Number of pages: 28 Posted: 11 Sep 2016
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 22 (503,642)
Citation 2

Abstract:

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

109.

Enron and Beyond: Enhancing Worker Retirement Security

Number of pages: 25 Posted: 27 Aug 2008
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 22 (503,642)

Abstract:

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401(k) plans, defined contribution plans, company stock, Enron

110.

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

EBRI Issue Brief, Number 418 (September 2015)
Number of pages: 28 Posted: 21 Sep 2015
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 20 (515,069)

Abstract:

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

111.

The Impact of a Retirement Savings Account Cap

EBRI Issue Brief No. 389 (August 2013)
Number of pages: 28 Posted: 04 Sep 2013
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 18 (526,732)
Citation 6

Abstract:

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401(k) account balances, 401(k) plans, defined benefit plans, defined contribution plans, employment-based benefits, pension plan contributions, retirement policy, tax policy, United States budget

112.

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

EBRI Issue Brief, Number 436 (August 3, 2017)
Number of pages: 60 Posted: 09 Aug 2017
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 14 (550,050)
Citation 3

Abstract:

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

113.

How Retirement Readiness Varies by Gender and Family Status: A Retirement Savings Shortfall Assessment of Gen Xers

Number of pages: 19 Posted: 31 Jan 2019
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 12 (562,077)
Citation 1

Abstract:

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114.

Retirement Savings Shortfalls: Evidence from EBRI’s 2019 Retirement Security Projection Model®

EBRI, March 7, 2019 • No. 475
Number of pages: 14 Posted: 01 Apr 2019
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 11 (568,184)
Citation 7

Abstract:

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115.

Savings Medicare Beneficiaries Need for Health Expenses: Some Couples Could Need As Much As $370,000, Up from $350,000 in 2016

EBRI Dec. 20, 2017, Vol. 38, No. 10
Number of pages: 9 Posted: 27 Dec 2017
Paul Fronstin and Jack VanDerhei
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 11 (568,184)
Citation 1

Abstract:

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health care, retirement, health spending, monte carlo simulation

116.

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

EBRI Issue Brief, October 24, 2017, No. 439
Number of pages: 24 Posted: 12 Oct 2018
Sarah Holden, Jack VanDerhei, Luis Alonso and Steven Bass
Investment Company Institute, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 9 (580,548)
Citation 8

Abstract:

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117.

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

EBRI Issue Brief, September 10, 2018, No. 458
Number of pages: 56 Posted: 11 Oct 2018
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 9 (580,548)
Citation 63

Abstract:

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118.
Downloads 8 (586,760)
Citation 8

Abstract:

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401(k) plans, Annuities, Defined benefit plans, Defined contribution plans, Employment-based benefits, Investment performance, Pension plan coverage, Pension plan participation, Retirement income adequacy, Automatic enrollment

119.

EBRI Retirement Security Projection Model®(RSPM) – Analyzing Policy and Design Proposals

EBRI Issue Brief, May 31, 2018 • No. 451
Number of pages: 17 Posted: 12 Sep 2018
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 8 (586,760)
Citation 1

Abstract:

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Pensions, Social Security, and Savings

EBRI Issue Brief No. 129, September 1992
Number of pages: 26 Posted: 02 Dec 2018
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 2 (660,960)

Abstract:

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Pensions, Social Security, and Savings

EBRI Issue Brief No. 97, December 1989
Number of pages: 21 Posted: 02 Dec 2018
Jennifer Davis and Jack VanDerhei
Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 2 (660,960)

Abstract:

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121.

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

ebri.org Issue Brief • November 6, 2018 • No. 464
Number of pages: 21 Posted: 02 Dec 2018
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 4 (612,967)

Abstract:

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122.

Worker Investment Decisions: An Analysis of Large 401(k) Plan Data

EBRI Issue Brief No. 176, August, 1996
Number of pages: 16 Posted: 02 Dec 2018
Paul Yakoboski and Jack VanDerhei
TIAA-CREF Institute and Employee Benefit Research Institute (EBRI)
Downloads 3 (620,926)

Abstract:

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123.

Alternative Realities: The Impact of Extreme Changes in Defined Contribution Plans on Retirement Income Adequacy in America

Number of pages: 15 Posted: 20 Jun 2019
Jack VanDerhei
Employee Benefit Research Institute (EBRI)
Downloads 2 (630,845)

Abstract:

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124.

Contribution Rates and Plan Features: An Analysis of Large 401(k) Plan Data

EBRI Issue Brief, June 1996
Number of pages: 16 Posted: 02 Dec 2018
Paul Yakoboski and Jack VanDerhei
TIAA-CREF Institute and Employee Benefit Research Institute (EBRI)
Downloads 2 (630,845)

Abstract:

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125.

PBGC Solvency: Balancing Social and Casualty Insurance Perspectives

EBRI Issue Brief, No. 126, May 1992
Number of pages: 35 Posted: 02 Dec 2018
Paul Yakoboski, Celia Silverman and Jack VanDerhei
TIAA-CREF Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 1 (643,529)

Abstract:

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