Funded Health and Pension Research Papers
Research Program
Office of Policy and Research funds research projects focused on private employment-based health and pension benefits and plans, and related public policy issues. For further information about this program, please contact the Office of Policy and Research at 202.693.8410. Listed below is some of the research funded through this program over the past five years.
Funded Health Research Papers
- An Analysis of 2007-2009 Filings of Form M-1, Report for Multiple Employer Welfare Arrangements (MEWAs) and Certain Entities Claiming Exception (ECEs)
Michael J. Brien and Constantijn W.A. Panis, 2012 | Abstract | Full Report - Anomalies in Form 5500 Filings: Lessons from Supplemental Data for Group Health Plan Funding
Michael J. Brien and Constantijn W.A. Panis, 2012 | Abstract | Full Report - Strengths and Limitations of Form 5500 Filings for Determining the Funding Mechanism of Employer Provided Group Health Plans
Michael J. Brien and Constantijn W.A. Panis, 2012 | Abstract | Full Report - Identifying Self-Insured Health Plans Using Regulatory Data Sources
Michael J. Brien and Constantijn W.A. Panis, 2012 | Abstract | Full Report - Identifying Self-Insured Health Plans Using Research Data Sources
Michael J. Brien and Constantijn W.A. Panis, 2012 | Abstract | Full Report - Self-Insured Health Benefit Plans Second Report
Michael J. Brien and Constantijn W.A. Panis, 2012 | Abstract | Full Report - Self-Insured Health Benefit Plans Supplemental Report 2012
Michael J. Brien and Constantijn W.A. Panis, 2012 | Abstract | Full Report - Self-Insured Health Benefit Plans
Michael J. Brien and Constantijn W.A. Panis, 2011 | Abstract | Full Report - Large Group Health Plans Study
Michael J. Brien and Constantijn W.A. Panis, 2011 | Abstract | Full Report - Employer Self-Insurance Decisions and the Implications of the Patient Protection and Affordable Care Act as Modified by the Health Care and Education Reconciliation Act of 2010 (ACA)
Christine Eibner, Federico Girosi, Amalia R. Miller, Amado Cordova, Elizabeth A. McGlynn, Nicholas M. Pace, Carter C. Price, Raffaele Vardavas, and Carole Roan Gresenz, 2011 | Abstract | Full Report - Physician Cost Profiling - Reliability and Risk of Misclassification
John L. Adams, 2010 | Full Report - Associations Between Physician Characteristics and Quality of Care
Rachel O. Reid, et al., 2010 | Full Report - Other Post-Employment Benefits: Overview
Michael J. Brien, Philip J. Cross, Thomas A. Dunn, and Constantijn W.A. Panis, 2009 | Abstract | Full Report - Hospital Ownership Changes and Employers' Decision to Offer Insurance
Eric E. Seiber, 2006 | Abstract | Full Report - The Dynamics of Health Insurance Coverage: Factors Correlated with Insurance Gain and Loss among Adults
Robert W. Fairlie and Rebecca A. London, 2005 | Abstract | Full Report - Sinking with the Ship: How Does Involuntary Job Displacement Affect Health Insurance?
Kosali Ilayperuma Simon, 2005 | Abstract | Full Report - Post-displacement Health Insurance Coverage of Displaced Workers
Kosali Ilayperuma Simon, 2005 | Abstract | Full Report - External Reviews of Coverage Denials by Managed Care Organizations in California
Carol Roan Gresenz and David M. Studdert, 2005 | Full Report - Inside the Black Box of Managed Care Decisions
Institute for Civil Justice and Rand Health, 2004 | Full Report - Household Demand for Health Insurance Price and Spouse's Coverage
Marjorie Honig, 2004 | Abstract | Full Report - Enrollee Appeals of Preservice Coverage Denials at 2 Health Maintenance Organizations
David M. Studdert and Carol Roan Gresenz, 2003 | Full Report - Patients in Conflict with Managed Care: A Profile of Appeals in Two HMOs
Carol Roan Gresenz, et al., 2002 | Full Report - A Study of Coverage Decision-Making by Managed Care Organizations
Deborah R. Hensler, et al., 1999 | Full Report - Expanded Managed Care Liability: What Impact on Employer Coverage
David M. Studdert, et al., 1999 | Full Report
Funded Pension Research Papers
- Retirement Income Effects of Changing the Income Tax Treatment of DC Pension Plans
Martin Holmer, 2012 | Abstract | Full Report - Annuities in the Context of Defined Contribution Plans
Michael J. Brien and Constantijn W.A. Panis, 2011 | Abstract | Full Report - Target Date Funds and Retirement Savings
Michael J. Brien, Philip J. Cross, Thomas A. Dunn, Constantijn W.A. Panis, and Joice A. Pharris, 2010 | Abstract | Full Report - Volatility Metrics for Mutual Funds
Michael J. Brien, Constantijn W.A. Panis, and Karthik Padmanabhan, 2010 | Abstract | Full Report - Target Date Funds: Historical Volatility/Return Profiles
Michael J. Brien, Philip J. Cross, and Constantijn W.A. Panis, 2009 | Abstract | Full Report - Generally Accepted Investment Theories
Constantijn Panis and Joshua B. Schaeffer, 2007 | Abstract | Full Report - Participation in Defined Contribution Plans
William E. Even and David Macpherson, 2005 | Abstract | Full Report - Defined Contribution Pension Plans and Retirement Wealth Adequacy
Gary V. Engelhardt, 2005 | Abstract | Full Report - Valuing Assets in Retirement Savings Accounts
James M. Poterba, 2004 | Abstract | Full Report - The Causes and Consequences of Pension Fund Holding of Employer Stock
William Even and David Macpherson, 2004 | Abstract | Full Report - How Much and In What Manner Should Americans Save?
Jagadeesh Gokhale and Laurence J. Kotlikoff, 2004 | Abstract | Full Report - Cross-Trading by ERISA Plan Managers
Thomas H. McInish, 2002 | Abstract | Full Report - New Trends in Pension Benefits and Retirement Provisions
Olivia S. Mitchell, 2000 | Abstract | Full Report | Tables - Study of 401(k) Plan Fees and Expenses
Economic Systems, Inc., 1998 | Full Report
Related Links
- Employee Benefit Research Institute - Established in 1978, the Employee Benefit Research Institute (EBRI) is a nonprofit, nonpartisan organization committed exclusively to data dissemination, policy research, and education on economic security and employee benefits.
- Medical Expenditure Panel Survey (MEPS) - A set of large-scale surveys of families and individuals, their medical providers, and employers across the United States.
- National Center for Health Statistics - A rich source of information about America’s health and is the Nation’s principal health statistics agency. The NCHS compiles statistical information to guide and improve health services and research and health policies and programs.
- National Compensation Survey (Employee Benefits) - Comprehensive data on incidence and provisions of selected employee benefit plans.
- Occupational Employment Statistics - Data on employment and wages for over 800 occupations and for about 400 nonfarm industries for the nation, plus occupational data for States and metropolitan areas.
- Pension Benefit Guaranty Corporation - Created by the Employee Retirement Income Security Act of 1974 and protects the retirement incomes of 44.1 million American workers in private-sector defined benefit pension plans.
- Pension Research Council - Sponsors interdisciplinary research on the entire range of private pension and social security programs, as well as related benefit plans in the United States and around the world.
- Retirement Research Consortium - Comprises three multidisciplinary research centers funded through cooperative agreements with the Social Security Administration. The centers are located at Boston College, the University of Michigan, and the National Bureau of Economic Research.
- Social Security Online - The official Website of the Social Security Administration. It provides information about Retirement, Survivors, and Disability Insurance benefits; Supplemental Security Income; and wage reporting for employers.