Research & Publications
Past EBRI Surveys on Retirement and Savings -- May 15, 2012

This page lists all EBRI Surveys on retirement and savings. These files are in pdf format and require Adobe Reader for viewing and printing.

Retirement Confidence Survey (RCS), Home Page

Health Confidence Survey (HCS), Home Page

EBRI/MGA Consumer Engagement in Health Care Survey, Home Page

2011

March 2011 - "The 2011 Retirement Confidence Survey: Confidence Drops to Record Lows, Reflecting the 'New Normal'"

2010

December 2010 - "Findings from the 2010 EBRI/MGA Consumer Engagement in Health Care Survey"

September 2010 - "The 2010 Health Confidence Survey: Health Reform Does Not Increase Confidence in the Health Care System"

March 2010 - "The 2010 Retirement Confidence Survey: Confidence Stabilizing but Preparations Continue to Erode"

2009

December 2009 - "Findings from the 2009 EBRI/MGA Consumer Engagement in Health Care Survey"

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"

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"

2008

November 2008 - "Findings from the 2008 EBRI Consumer Engagement in Health Care Survey"

October 2008 - "The 2008 Health Confidence Survey: Rising Costs Continue to Change the Way Americans Use the Health Care System"

April 2008 - "The 2008 Retirement Confidence Survey: Americans Much More Worried About Retirement, Health Costs a Big Concern"

March 2008 - "Preparing for Their Future: A Look at the Financial State of Gen X and Gen Y"

March 2008 - "Finding from the 2007 EBRI/Commonwealth FundConsumerism in Health Survey"

2007

November 2007 - "2007 Health Confidence Survey: Rising Health Care Costs Are Changing the Ways Americans Use the Health Care System"

June 2007 #306 - "Minority Workers Remain Confident About Retirement Despite Lagging Preparations and False Expectations "

April 2007 #304 - "The Retirement System in Transition: The 2007 Retirement Confidence Survey"

2006

December 2006 #300 - "The 2nd Annual EBRI/Commonwealth Fund Consumerism in Health Care Survey, 2006: Early Experience With High Deductible and Consumer Driven Health Plans"

November 2006 - "2006 Health Confidence Survey: Dissatisfaction With Health Care System Doubles Since 1998"

April 2006 #292 - "Will More of Us Work Forever? The 2006 Retirement Confidence Survey"

March 2006 – ‘Retirement Plans and Retirement Confidence in Higher Education.’

2005

November 2005 - "2005 Health Confidence Survey: Cost and Quality Not Linked"

April 2005 #280 - "Encouraging Workers to Save: The 2005 Retirement Confidence Survey"

2004

November 2004 #275 - "Public Attitudes on the U.S. Health Care Systm: Findings from the Health Confidence Survey"

April 2004 #268 - "Will Americans Ever Become Savers? The 14th Retirement Confidence Survey, 2004"

2003

September 2003 - "Findings from the 2003 Small Employer Retirement Survey (SERS)"

September 2003 - "2003 Health Confidence Survey Summary of Findings"

July 2003 - "Findings from the 2003 Retirement Confidence Survey (RCS) and Minority RCS"

2002

September 2002 - "2002 Health Confidence Survey Summary of Findings"

March 2002 - "Value of Benefits Constant in a Changing World: Findings from the 2001 EBRI/MGA Value of Benefits Survey

2001

October 2001 - "2001 Health Confidence Survey Summary of Findings"

June 2001 #234 - "EBRI 2001 Retirement Surveys: Retirement Confience Survey (RCS), Minority RCS, and Small Employer Retirement Survey (SERS)"

February 2001 - "Women on Savings and Retirement: Results from the 2000 Women's Retirement Confidence Survey"

2000

November 2000 - "2000 Health Confidence Survey Summary of Findings"

June 2000 #222 - "Retirement Confience Survey 2000 - Including Results from the RCS Minority Survey and Small Employer Retirement Survey"

June 2000 - "Value of Benefits Constant in a Changing Job Environment: The 1999 WorldatWork/EBRI Value of Benefits Survey"

January 2000 - "Retirement Planning and Saving Among Women: Results from the 1999 Women's Retirement Confidence Survey"

1999

December 1999 #216 - "The Evolution of Retirement: Results of the 1999 Retirement Confidence Survey"

October 1999 - "1999 Health Confidence Survey Summary of Findings"

August 1999 #212 - "The 1999 Small Employer Retirement Survey: Building a Better Mouse Trap Is Not Enough"

August 1999 - "Lessons from the 1999 Youth and Money Survey"

April 1999 - "Small Employer Survey on Individual Social Security Account Administration"

January 1999 - "Women and Saving: Results from the 1998 Women's Retirement Confidence Survey"

1998

October 1998 #202 - "Small Employers and the Challenge of Sponsoring a Retirement Plan: Results of the 1998 Small Employer Retirement Survey"

October 1998 - "Recent Public Opinion Polls on Social Security"

April 1998 - "1998 Health Confidence Survey Summary of Findings"

March 1998 - "(1) Public Attitudes on Social Security: The UFO Fallacy (2) Preparing for Retirement: An Analysis of Personality Types"

1997

November 1997 #191 - "Increased Saving but Little Planning: Results of the 1997 Retirement Confience Survey"

March 1997 - "Public Attitudes on Social Security Reform"

January 1997 #181 - "The Reality of Retirement Today: Lessons in Planning for Tomorrow"

1995

December 1995 #168 - "Are Workers Kidding Themselves? Results of the 1995 Retirement Confidence Survey"

March 1995 - "Americans Say They Support Tax Increases to Preserve Social Security, According to New EBRI/Gallup Survey"

1994

December 1994 #156 - "Retirement Confidence in America: Getting Ready for Tomorrow"

December 1994 - "Investment Performance Education May Influence Americans' Investment Behavior, According to New EBRI/Gallup Survey"

November 1994 - "1994 Retirement Confidence Survey"

August 1994 - "Public Attitudes on the Value of Benefits, Results of New EBRI/Gallup Survey"

May 1994 - "Americans Have More Confidence in Pensions and Savings Than in Social Security, According to New EBRI/Gallup Survey"

April 1994 - "Americans Are Saving for Retirement at Early Ages, According to New EBRI/Gallup Survey"

February 1994 - "Benefits Affect Americans' Job Decisions, According to New EBRI/Gallup Survey"

1993

July 1993 - "Public Attitudes on Retirement Planning, Results of New EBRI Survey"

June 1993 - "Worker Attitudes Toward Retirement Financial Planning"

May 1993 - "Public Attitudes on Investment Preferences Results of New EBRI/Gallup Survey"

1992

October 1992 - "Americans Would Trade Some Social Security for More Medicare, According to EBRI/Gallup Survey"

August 1992 - "Americans Value Having Choice in Benefit Programs, According to Recent EBRI/Gallup Survey"

July 1992 - "Americans Expect to Have More Than 20 Years of Retirement and Plan to Retire Near Age 61, According to Recent EBRI/Gallup Survey"

June 1992 - "Most Americans Perfer Forced Savings for Retirement, According to Recent EBRI/Gallup Survey"

1991

December 1991 - "Americans Would Trade Some Pension Benefits for Increased Health Insurance, According to New EBRI/Gallup Survey"

August 1991 - "Americans Expect to Have More Than 20 Years of Retirement, EBRI/Gallup Survey Shows"

June 1991 - "Confience in the Future of Social Security Explored: Results of New EBRI/Gallup Survey"

January 1991 - "Most Americans Would Prefer "Forced" Saving for Retirement, EBRI/Gallup Survey Finds"

1990

June 1990 - "Americans Oppose Cutting Social Security Payroll Tax"

 

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