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...
Tag: EBRI
Workers’ ‘Spending Spikes’ Threaten Retirement Security
Many public sector employees face unexpected expenses, leading to increased DC plan loans and credit card debt.
Retirement Confidence Not Recovered, But Steady, Says EBRI
Although confidence hasn’t recovered since the last reading, many Americans feel optimistic about their retirement.
Expanding Retirement Plan Automation
Experts at EBRI discussed how automation features for emergency savings and other vehicles can help underserved communities save for retirement.
Retirement Confidence Grows On Higher Wages
Wage growth may be helping people feel more confident in retirement savings, but guaranteed income in retirement is still a...
HSA Balances See Upward Trend, Despite Increase Healthcare Spending
Recent EBRI data reveal a rising average in health savings account balances, despite employees frequently using them for short-term spending.
More Than 21.9M People Will Qualify for Saver’s Match, EBRI Says
The Saver’s Match will replace the Saver’s Credit in 2027, making it a direct government matching contribution into an IRA...
401(k) World: The Piggy Bank
The first story in a new quarterly series, PLANADVISER In-Depth, considers the tax code that underpins America’s pension system and...
EBRI Finds Small Businesses Don’t Know About Start-Up Credits
The research institute also found that some businesses would consider ending their plan and joining a state-run auto-IRA program if...
PLESAs Are Important Coverage Expanders, SECURE 2.0 Co-Author Argues
A former senior Senate staffer spoke at the EBRI-Milken Retirement Symposium about how pension-linked emergency savings accounts can greatly encourage...
Retirement Industry People Moves – 12/22/23
Ascensus and FuturePlan add regional and sector sales heads; InVesti snags sales head from IPX Retirement; EBRI taps Segal executive...
Where Are Financial Wellness Benefits Headed?
According to EBRI, employers are looking for a wider range of benefits.
HSA-Eligible Plans Cover Increased Use of Certain Medical Services, EBRI Finds
Following a 2019 IRS policy change, 75% of large employers offering HSA-eligible plans have expanded their pre-deductible coverage for chronic condition-related medication.
EBRI Study: Inflation, Weak Stock Market Slashed Retirement Confidence
EBRI reports sharply decreased retirement confidence, driven primarily by inflation.
EBRI Finds Inflation Eroding Retirement Confidence
It's the biggest drop in retirement confidence since the 2008 Global Financial Crisis, according to the research institute.
Disability-Affected Individuals Need Better Retirement Preparation
Among disability-affected retirees, 61% said they did not save enough for retirement, and a new EBRI report lays out ways...
EBRI Selects Barb Marder of Mercer as New CEO
Barb Marder moves from leadership positions at Mercer to be the new president and CEO of EBRI.
Non-Immediate Vesting Does Not Help Companies Retain Employees
According to retirement experts at an EBRI hosted webinar, vesting forfeitures are easy to time and easy to outweigh with...
High Inflation Takes a Toll on Employees’ Financial Well-Being
Inflation, which remains elevated as of Tuesday's CPI report, has led to increased stress, less financial preparedness and growing debt,...
Lori Lucas Will Retire as Head of EBRI
The CEO of nearly five years will turn to fiction writing in 2023, leaving a remarkable legacy at EBRI.