What's New from EBRI
Planned retirement and retirement plan type: Does the type of retirement plan you have make any difference between your planned and actual retirement?
Not really, according to recent EBRI research.
EBRI analysis shows that the gap between expected and actual retirement is generally very small between those with defined benefit (pension) plans and defined contribution (401(k)-type) plans. The study also found that people who have a retirement plan tend to retire closer to when they planned, compared with those without a plan.
Using data from the University of Michigan’s Health and Retirement Study (HRS), EBRI looked at longitudinal results (over time) for when older American male and female full-time workers (at least 50 years old) retired. For the cross-sectional comparisons, EBRI analyzed data from the 2006, 2008, 2010, and 2012 survey years. HRS, which is sponsored by the National Institute on Aging, is the most comprehensive national survey of older Americans.
MORE.
Save the date! EBRI’s Spring 2015 policy forum will be held Thursday, May 14. Topic:
Evidence on Defined Contribution Health and Retirement: The Road Ahead.
Upcoming EBRI Presentations
April 22 - Dallas Salisbury,
Western Pension and Benefits Conference, Seattle, WA - Opening Keynote: “Employee Benefits – 2015 and Beyond”
April 27 - Paul Fronstin,
Mid-Sized Retirement & Healthcare Plan Management Conference, University Conference Services, Boston, MA -- Topic: “The Outlook for Employment-Based Health Benefits in a Post-ACA World”
April 29 - Paul Fronstin,
Midwest Business Group on Health 35th Annual Conference, Chicago, IL -- Topic: “Have We Reached the Cost-Share Tipping Point with Consumers?”
May 5 - Jack VanDerhei,
International Foundation of Employee Benefit Plans, Washington Legislative Update, Washington, DC -- Topic: “Changing Longevity and Its Impact on Benefits”
May 14 - EBRI Spring 2015 Policy Forum --
Evidence on Defined Contribution Health and Retirement: The Road Ahead, Washington, DC, 9:00 a.m. – 12:00 p.m.
Register for this event.
Policy Forum Agenda [includes topics and speakers].
