This page lists the three most recent items in each category with a link to past research in each category. These files are in pdf format and require Adobe Reader for viewing and printing.
Issue Briefs -- Updated November 16, 2011
November 2011 - "Tax Reform Options: Promoting Retirement Security"
October 2011 - Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2010"
August 2011 - "Target-Date Fund Use in 401(k) Plans and the Persistence of Their Use, 2007-2009"
Past EBRI Issue Briefs on retirement and savings
EBRI Notes -- Updated December 12, 2011
December 2011 - "Retirement Age Expectations of Older Americans Between 2006 and 2010"
October 2011 - "Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans, 1996-2009"
September 2011 - "Is There a Future for Retirement?"
Past EBRI Notes articles on retirement and savings
Fast Facts from EBRI -- Updated December 7, 2011
December 1, 2011 - "Retirement Plan Participation Lowest in South and West"
November 29, 2011 - "Women Working Full-Time: Higher Retirement Plan Participation than Men"
September 29, 2011 - "Public Reaction to Chaning the Tax Treatment of Employment-Based Health Benefits"
Past Fast Facts from EBRI on retirement and savings
EBRI Surveys -- Updated November 2, 2011
September 2011 - "2011 Health Confidence Survey: Most Americans Unfamiliar with Key Aspects of Health Reform" -- Findings from the 2011 Health Confidence Survey (HCS) demonstrate that, despite the passage of health reform a year ago, most Americans are unfamiliar with health insurance exchanges, a key aspect of the health reform law, the Patient Protection and Affordable Care Act of 2010, or PPACA. Furthermore, dissatisfaction with the American health care system remains widespread; while confidence regarding various aspects of todays health care system is not high, it has neither fallen nor increased as a result of passage of health reform.
Additional information is at 2011 Health Confidence Survey.
March 2011 - "The 2011 Retirement Confidence Survey: Confidence Drops to Record Lows, Reflecting the 'New Normal'" -- The 21st wave of the Retirement Confidence Survey (RCS) finds that Americans’ confidence in their ability to afford a comfortable retirement has plunged to a new low at the same time that the recent declines in other retirement confidence indicators appear to be stabilizing. Instead of making fundamental adjustments to their spending and saving patterns in response to the decline in confidence, workers continue to change their expectations about how they will transition from work to retirement in what has been called an age of “the new normal.”
Additional information is at 2011 Retirement Confidence Survey.
December 2010 - "Findings from the 2010 EBRI/MGA Consumer Engagement in Health Care Survey" -- This Issue Brief presents findings from the 2010 EBRI/MGA Consumer Engagement in Health Care Survey, which provides nationally representative data regarding the growth of consumer-driven health plans (CDHPs) and high-deductible health plans (HDHPs), and the impact of these plans and consumer engagement more generally on the behavior and attitudes of adults with private health insurance coverage. Findings from this survey are compared with five earlier annual surveys.
Additional information is at EBRI/MGA Consumer engagement in Health Care Survey.
Past EBRI Surveys on retirement and savings
Databook -- see chapter for when last updated.
Chapter 6 -- Income Statistics of the Population Ages 55 and Over - Data is presented here on the following: percentage of the older population in poverty; real median income of the older population by gender; median and mean income of the population by education, marital status and race; real median income by age and source of income; comparison of the measurement of retirement income between the Current Population Survey, Annual Social and Economic (March) Supplement and the National Income and Product Accounts of the United States. The end of the chapter contains a reference section to other EBRI research on income statistics of the population ages 55 and over in a question and answer format.
Chapter 7 -- Sources of Income for Persons Ages 55 and Over - Data is presented here on the following: percentage distribution of population and income by detailed income source, mean income, and median income; aged income from private sector and public sector defined benefit plans; private sector and public sector defined benefit plans by age of recipient; median income from major sources, married couples and unmarried individuals aged 65 and over; percentage of individuals aged 55 and over with income from specified sources and percentage distribution of income from all sources by age; percentage of individuals aged 65 and over with income from specified sources and percentage distribution of income from all sources by income quintile. The end of the chapter contains a reference section to other EBRI research on sources of income for persons ages 55 and over in a question and answer format.
Chapter 8 -- Retirement Annuity and Employment-Based Pension Income - Data is presented here on the following: percentage receiving, median, and mean amount of retirement annuity and/or employment-based pension income recipiency. The data is presented for the following demographics: age, sex, industry, education, marital status, and income quintile. The end of the chapter contains a reference section to other EBRI research on retirement annuity and employment-based pension income in a question and answer format.
Chapter 9 -- U.S. Savings Rates - Data is presented on two government measurements of the personal savings rate in the United States, the National Income and Product Accounts of the United State and the Flow of Funds Accounts of the United States. The end of the chapter contains a reference section to other EBRI research on personal savings in a question and answer format.
Chapter 10 -- Aggregate Trends in Defined Benefit and Defined Contribution Retirement Plan Sponsorship, Participation, and Vesting - Data in this chapter is drawn from four sources: U.S. Department of Labor, Bureau of Labor Statistics, National Compensation Survey; U.S. Department of Labor, Employee Benefit Security Administration, Tabulations off the Form 5500; U.S. Department of Commerce, Bureau of the Census, Current Population Survey, Employee Benefit Supplement and Survey of Income and Program Participation ; U.S. Department of Commerce, Bureau of the Census, Current Population Survey, Annual Social and Economic (or March) Supplement. The end of the chapter contains a reference section to other EBRI research on personal savings in a question and answer format.
