Recent publications

  1. April 2010 Issue Brief on “The Impact of Automatic Enrollment in 401(k) Plans on Future Retirement Accumulations: A Simulation Study Based on Plan Design Modifications of Large Plan Sponsors”.
  2. September 2010 Notes article showing the importance of FUTURE eligibility in a defined contribution plan with respect to retirement income adequacy
  3. October 2010 Senate HELP testimony on the importance of Social Security and employer sponsored retirement plans on retirement income adequacy
  4. October 2010 Notes article showing the overall retirement savings shortfalls for Boomers and Gen Xers as well as individual averages by various cohorts
  5. November 2010 Issue Brief on  The Impact of Auto-enrollment and Automatic Contribution Escalation on Retirement Income Adequacy
  6. February 2011 Issue Brief showing the impact of the 2008/9 recession on retirement readiness and the additional savings needed to achieve adequate retirement income as a result
  7. April 2011 Notes article on Retirement Income Adequacy: Alternative Thresholds and the Importance of Future Eligibility in Defined Contribution Retirement Plans
  8. June 2011 Issue Brief on  The Impact of Deferring Retirement Age on Retirement Income Adequacy.
  9. July 2011 Notes article on  Capping Tax-Preferred Retirement Contributions: Preliminary Evidence of the Impact of the National Commission on Fiscal Responsibility and Reform Recommendation
  10. August 2011 Notes article on  The Importance of Defined Benefit Plans for Retirement Income Adequacy.
  11. September 2011 Senate Finance testimony on  Tax Reform Options: Promoting Retirement Security
  12. November 2011 Issue Brief on  Tax Reform Options: Promoting Retirement Security
  13. March 2012 Notes article on Modifying the Federal Tax Treatment of 401(k) Plan Contributions: Projected Impact on Participant Account Balances
  14. March  2012 Testimony before the Senate Banking Committee, on “Retirement (In)security: Examining the Retirement Savings Deficit”
  15. April 2012 Testimony before the House Ways and Means Committee, on “Tax Reform and Tax-Favored Retirement Accounts”
  16. May 2012 Notes article on Retirement Income Adequacy for Boomers and Gen Xers: Evidence from the 2012 EBRI Retirement Security Projection Model®
  17. June 2012 Notes article on Retirement Readiness Ratings and Retirement Savings Shortfalls for Gen Xers: The Impact of Eligibility for Participation in a 401(k) Plan
  18. August 2012 Notes article on Is Working to Age 70 Really the Answer for Retirement Income Adequacy?
  19. September 2012 Notes article on Increasing Default Deferral Rates in Automatic Enrollment 401(k) Plans: The Impact on Retirement Savings Success in Plans With Automatic Escalation
  20. November 2012 Notes article on  All or Nothing? An Expanded Perspective on Retirement Readiness
  21. March 2013 Notes article on A Little Help: The Impact of On-line Calculators and Financial Advisors on Setting Adequate Retirement-Savings Targets: Evidence from the 2013 Retirement Confidence Survey
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: