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EBRI Issue Brief – January 2009
Capping the Tax Exclusion for Employment-Based Health Coverage: Implications for Employers and Workers
This new study by EBRI examines implications for employers and workers involved in capping the tax exclusion for employment-based health coverage, an issue that could come up during this year’s expected debate over overhauling the nation’s health care system. Press release
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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
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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
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New Edition Available: 'Fundamentals of Employee Benefit Programs'
The all-new Sixth Edition of EBRI’s essential reference book, Fundamentals of Employee Benefit Programs, is now vailable for purchase. 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
