Data & Research July 9th, 2026 EBRI: Financial Capability Linked With Workplace Financial Education Programs Even when controlling for demographic variables, positive relationships remain, according to data from a joint study.
Data & Research June 18th, 2026 DB Income Linked to Slower Drawdowns for Low-, Middle-Asset Retirees An EBRI study tracking post-retirement income found that a guaranteed source such as defined benefit payments could curb asset declines.
Data & Research May 28th, 2026 Most TDF Investors Stay Fully Invested, per EBRI, ICI According to new research, 85% of surveyed plan participants maintained their all-target-date-fund lineup for at least six years.
Data & Research May 20th, 2026 Growing Number of Workers Retire Early, Involuntarily While an increasing proportion of workers expect to retire later, unplanned retirements threaten those plans, according to studies from Allianz...
Data & Research April 21st, 2026 Worker, Retiree Retirement Confidence Hits Lowest Point in Nearly a Decade The smallest share of workers and retirees in nearly a decade reported being confident they have enough money to live...
Data & Research March 2nd, 2026 EBRI Survey: 61% View HSA as Savings Account As rising health care costs impact retirement savings, EBRI found two-thirds of survey respondents used a health savings account in...
Data & Research January 21st, 2026 Younger Generations Name Emergency Savings No. 1 Worry Research from CAPTRUST suggests that plan sponsors can leverage advisers to improve outcomes for their employees.
Deals & People December 22nd, 2025 EBRI’s 2025 Lifetime Achievement Awards Commend 2 Industry Veterans James A. Klein and Mathew Greenwald were recognized for ‘preserving, protecting and enhancing’ retirement security and benefits.
Data & Research December 10th, 2025 EBRI: DC Plan Loans Correspond to Health Care Spending Health expenditures increased by at least 10% the same year in 51% of households in which a retirement plan participant...
Data & Research August 20th, 2025 Social Security Administration Cuts Shutter Two More Retirement Research Centers Following February executive orders, research centers at the University of Michigan and Baruch College have scaled back operations.
Data & Research August 14th, 2025 Mental Health Coverage Improves Yet Awareness Lags Almost 40% of health care plan participants did not know if mental health services were covered in the same way...
Data & Research July 24th, 2025 EBRI Discusses Retirement Risks From Not Addressing Long-Term Care Employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports influence their financial readiness in retirement.
Data & Research June 13th, 2025 EBRI Finds Increased Rate of Withdrawals From HSAs in 2023 Despite higher spending on health care, HSA account balances continued to increase over the course of the year.
Data & Research June 5th, 2025 What is the State of the Retirement Plan Industry? At the annual PLANSPONSOR National Conference, speakers from leading industry groups agreed that the state of the industry is strong...
Data & Research April 25th, 2025 Retirement Confidence Remains High, As Does Interest in Income Options EBRI's most recent Retirement Confidence Survey found that 67% of workers and 78% of retirees reported being confident that they...
In Practice November 5th, 2024 Retirement Benefits Valued by More Workers Than Last Year EBRI found that more employees value retirement savings’ role in their financial security.
In Practice September 26th, 2024 How Employee Resource Groups Can Make Financial Wellness More Approachable Speakers at a webinar co-hosted by EBRI shared how the smaller cohorts can lead to more tailored financial wellness programs...
Data & Research September 6th, 2024 Workers’ ‘Spending Spikes’ Threaten Retirement Security Many public sector employees face unexpected expenses, leading to increased DC plan loans and credit card debt.
Data & Research June 26th, 2024 Retirement Confidence Not Recovered, But Steady, Says EBRI Although confidence hasn’t recovered since the last reading, many Americans feel optimistic about their retirement.
Client Service May 17th, 2024 Expanding Retirement Plan Automation Experts at EBRI discussed how automation features for emergency savings and other vehicles can help underserved communities save for retirement.