• EBRI Notes – January 2009

    Lump-Sum Distributions at Job Change

    An increasing percentage of retirement plan participants are preserving their retirement assets in tax-qualified accounts, but a significant number are using at least some these assets to pay off debts, start a business, or buy a home, according to a study released today by the EBRI. Press release

  • 401(k) Balances and Changes Due to Market Volatility

    The Employee Benefit Research Institute is giving regular updates of 401(k) balance estimates as the markets change, based on data from the EBRI/ICI 401(k) database, the most comprehensive database on 401(k) plan participants yet assembled. Click here for more information by release date.

  • EBRI Issue Brief – December 2008

    401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007

    More than 7 percent of 401(k) assets at year-end 2007 were invested in lifecycle funds and one-quarter of 401(k) participants held lifecycle funds, according to analysis by the nonpartisan Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). The findings are part of the annual update of the EBRI/ICI 401(k) database, the largest of its kind, and represent the two groups' first application of the database to examine investors' use of lifecycle funds. Press release

  • New Edition Available: 'Fundamentals of Employee Benefit Programs'

    The all-new Sixth Edition of EBRI’s essential reference book, Fundamentals of Employee Benefit Programs, will be available for purchase in January 2009. For more information, click here  To order individual copies of the book, click here  EBRI Member organizations wishing to order the book should e-mail publications@ebri.org