Employee Benefit Research Institute

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  Where Does the Money Go in IRAs?

  By John Sullivan, AdvisorOne  |  May 23, 2013

  It’s a salient question asked and answered by the EBRI in its latest analysis of the savings plans.

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  They’re Wealthy, but Are They Healthy?

  By Michael S. Fischer  |  April 2, 2013

  Wealthy investors say keeping physically fit is as important to them as staying fiscally fit, but their actions belie their words, according to a new study.

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  New York Life Stresses Value of Auto-Enrollment

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  A survey found that if workers were automatically enrolled in a retirement plan at a 3% rate, just 11% would opt out.

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  Altering of 401(k) Tax Incentives Alarms Retirement Industry

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.

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  Halfway There: 50% of Americans Need Better Savings Habits

  By Danielle Andrus, AdvisorOne  |  February 26, 2013

  Americans are split pretty evenly into good savers and bad savers, according to a national survey released as part of America Saves Week.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  No Country for Old People

  By John Sullivan, AdvisorOne  |  February 21, 2013

  New research from AARP and EBRI finds the nation’s retirees are not off base in their fears for the future.

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  To Annuitize, or Not to Annuitize: What Sways the Choice?

  By John Sullivan, AdvisorOne  |  January 18, 2013

  The answer initially appears quite simple—plan design. But it quickly gets complicated from there, an EBRI study shows.

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  Demographic Nightmare: Boomer Retirement Disaster Looms

  By Joyce Hanson, AdvisorOne  |  January 17, 2013

  "We’re living into our 80s, 90s and 100s," says Wilmington Trust's Kathryn Karlic. "We’ll have four generations around a single pocket of wealth, with 80-year-old women taking care of their 100-year-old parents."

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  Tax Reform ‘Threat’ Will Hurt 401(k)s, ASPPA Warns

  By John Sullivan, AdvisorOne  |  November 27, 2012

  It doesn’t have quite the emotional resonance of “Save the Whales,” but it’s endangered nonetheless.