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 9, 2009
November 2009 #336 - "Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2008"
October 2009 #335 - "401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2008"
August 2009 #333 - "Individual Account Retirement Plans: Analysis of the 2007 Survey of Consumer Finance, with Market Adjustments to June 2009"
Past EBRI Issue Briefs on retirement and savings
EBRI Notes -- Updated November 9, 2009
November 2009 - "Retirement Plan Participation and Asset Allocation, 2007"
November 2009 - "Availability, Contributions, Account Balances and Rollovers in Account-Based Health Plans, 2006-2009"
October 2009 - "Debt of the Elderly and Near Elderly, 1992-2007"
Past EBRI Notes articles on retirement and savings
Fast Facts from EBRI -- Updated November 9, 2009
November 5, 2009 - "401(k) Asset Allocation and Participation by Age in 2008"
October 21, 2009 - "How the Retirement Plan System Has Changed Over Time"
October 15, 2009 - "How Housing and Credit Card Debt Have Changed Over Time"
Past Fast Facts from EBRI on retirement and savings
EBRI Surveys -- Updated June 16, 2009
July 2009 - "The 2009 Health Confidence Survey: Public Opinion on Health CAre Reform Varies; Strong Support for Insurance Market Reform and Public Plan Option, Mixed Response to Tax Cap" -- Findings from the 2009 Health Confidence Survey—the 12th annual HCS—indicate that Americans have already formed strong opinions regarding various aspects of health reform, even before details have been released regarding various key factors. These issues include health insurance market reform, the availability of a public plan option, mandates on employers and individuals, subsidized coverage for the low-income population, changes to the tax treatment of job-based health benefits, and regulatory oversight of health care. These opinions may change as details surface, especially as they concern financing options. In the absence of such details, the 2009 HCS finds generally strong support for the concepts of health reform options that are currently on the table.
Additional information is at 2009 Health Confidence Survey.
May 2009 - "Consumer Engagement in Health Care: The Use of Lower Cost Sharing" -- This survey examined opinions regarding the appropriate use of lower cost sharing as an incentive to change the way individuals use the health care system.
April 2009 - "The 2009 Retirement Confidence Survey: Economy Drives Confidence to Record Lows; Many Looking to Work Longer" -- Workers who say they are very confident about having enough money for a comfortable retirement this year hit the lowest level in 2009 (13 percent) since the Retirement Confidence Survey started asking the question in 1993, continuing a two-year decline. Retirees also posted a new low in confidence about having a financially secure retirement, with only 20 percent now saying they are very confident (down from 41 percent in 2007).
Additional information is at 2009 Retirement Confidence 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.
