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IRA Withdrawals in 2013 and Longitudinal Results, 2010-2013
Health Care Research
HSAs: Account Balances, Contributions, Distributions, and other Vital Statistics
Latest update from the EBRI/ICI 401(k) database
The Triple Tax Advantage of HSAs
The EBRI Blog
A fresh perspective on EBRI research, as well as the trends and factors shaping employee benefits.
EBRI Notes – July 2015
“IRA Withdrawals in 2013 and Longitudinal Results 2010-2013,” and “Satisfaction With Health Coverage and Care: Findings from the 2014 EBRI/Greenwald & Associates Consumer Engagement in Health Care Survey”
IRAs: Relatively few owners of individual retirement accounts (IRAs) are withdrawing money from them, and most of those who do are those over age 70-½ who are required by law to take a distribution from their Traditional IRA, according to new research by EBRI. Press release.
Satisfaction Gap: Individuals with health insurance continue to express higher satisfaction with traditional health plans compared with so-called “consumer-driven” plans, but the “satisfaction gap” appears to be narrowing, according to new research from EBRI. Press release
EBRI Issue Brief – June 2015
When family members help each other out--especially with the Baby Boom generation rapidly entering retirement--which way does the money flow: From old to young, or the other way around? New research from EBRI finds that, overwhelmingly, the generational transfer of money flows downhill: Mostly it’s older family members helping out their younger adult relatives than the other way around. Press release.
EBRI Issue Brief – July 2015
Health Savings Account Balances, Contributions, Distributions, and Other Vital Statistics, 2014: Estimates from the EBRI HSA Database
Average health savings account (HSA) balances increased from $1,408 to $1,933 (up about 37 percent) in 2014, according to a new report by EBRI. Press release.
EBRI Notes – June 2015
“Self-Insured Health Plans: State Variation and Recent Trends by Firm Size, 1996-2013,” and “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®”
Self-Insured: Will small businesses follow the lead of bigger firms and start self-insuring their medical benefits to avoid the costs of the Patient Protection and Affordable Care Act (PPACA)? So far (up to 2013, the latest data available), there is no evidence that they are doing so, according to new research by EBRI. Press release.
Auto-IRAs: If “automatic IRAs” (individual retirement accounts) were made universal, how significant could their impact be for increasing retirement readiness and reducing the national retirement savings deficit? That depends largely on age, the default contribution rate and the opt-out rate (the percentage of eligible employees who choose not to participate), according to new research by EBRI. Press release.
- 401(k) Valuations Published: July 1, 2015 401(k) Balances and Changes Due to Market Volatility
- Data Book Last Updated: July 2014 A comprehensive collection of the most up-to-date benefit information available