Jack VanDerhei

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  Low Interest Rates Wallop Retirees: EBRI

  By Melanie Waddell, AdvisorOne  |  May 13, 2013

  The low-interest-rate environment “has an extremely large impact on failure rates” when it comes to meeting retirement goals, EBRI's research director says.

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  Half of Workers Believe Comfortable Retirement Out of Reach

  By Danielle Andrus, AdvisorOne  |  March 19, 2013

  A comfortable retirement is still something many Americans fear they’ll have to do without, according to EBRI’s 2013 Retirement Confidence Survey.

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  Time Bombs Lurk in Retirement Overhaul: Lawmakers, Experts

  By Melanie Waddell, AdvisorOne  |  April 17, 2012

  House Ways and Means Committee Chairman Dave Camp warned Tuesday that a retirement overhaul in efforts to reform the tax code could "threaten the retirement security of ordinary families."

• Retirement Plans Could Be Hit by Proposals

  By Marlene Y. Satter, AdvisorOne  |  March 21, 2012

  In the proposed plan, contributions to plans would no longer be tax deductible, but a flat-rate refundable tax credit of 18% would be introduced instead that would serve as a federal matching contribution into a retirement savings account.

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  EBRI: Workers’ Biggest Concerns Are Job Security, Debt Levels

  By Melanie Waddell, AdvisorOne  |  March 13, 2012

  While only 14% of workers are very confident that they’ll have the money to retire, workers say the more pressing concerns of job security and mounting debt are taking precedence over retirement concerns, according to an EBRI survey.

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  Deficit Tax Proposals Would Radically Change 401(k)s: EBRI

  By Jane Wollman Rusoff  |  November 11, 2011

  If enacted, two major tax-reform proposals aimed at shrinking the federal deficit would reduce 401(k) plan contributions and likely send retirement account balances tumbling, according to the nonpartisan EBRI.

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  New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI

  By Marlene Y. Satter, AdvisorOne  |  November 2, 2011

  This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.

• DC Plan Contributions 'Major Factor' in Retirement Success: EBRI

  By Danielle Andrus, AdvisorOne  |  June 7, 2011

  It's been well-reported that many workers are delaying or planning to delay retirement, but a report from EBRI released Tuesday found that it may be for naught.

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  Cutting Retirement Plan Tax Break Would Hurt Low-Income Workers Most: EBRI Survey

  By Michael S. Fischer  |  April 1, 2011

  Lower-income workers would be far more likely than higher-income counterparts to reduce their contributions if Congress were to lower or eliminate the tax exclusion for employee contributions for retirement savings plans, according to new findings by the Employee Benefit Research Institute released Wednesday.

• EBRI Says Half of Boomers Likely to Outlive Retirement Savings

  By John Sullivan, AdvisorOne  |  July 14, 2010

  A study by the Employee Benefit Research Institute (EBRI) finds 64% of Americans in the two lowest income levels will run short after 10 years in retirement.