This Issue Brief examines asset allocation, account balance, and loan activity of a large and representative group of 401(k) plan participants as of year-end 2000, using data gathered by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) in their...

The Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) have been collaborating for the past three years to collect data on participants in 401(k) plans. This effort, known as the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project, has...

The Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) have been collaborating for the past four years to collect data on participants in 401(k) plans. This effort, known as the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project, has obtained...

This EBRI Notes article examines the amount of savings Medicare beneficiaries are projected to need to cover program premiums, deductibles, and certain other health expenses in retirement. More specifically, for the purposes of this study, the health expenses for which savings are accumulated...

This paper provides results from EBRI's Retirement Security Projection Model® to examine claims that merely working to age 70 would provide most workers with adequate retirement income levels. Contrary to some reports that working just a little bit longer -- to age 70 -- will allow between 80...

Analyses of recent proposals to change the tax preferences for employment-based 401(k) retirement programs have often assumed status quo in plan design (by plan sponsors) and contribution flows (by both individual participants and employers) in response to those changes. Surveys of both...