Research & Publications
Past EBRI Notes articles on Retirement and Savings -- Updated May 15, 2012

This page lists all EBRI Notes articles on retirement and savings. These files are in pdf format and require Adobe Reader for viewing and printing.

2012

February 2012 - "Labor-Force Participation Rates of the Population Age 55 and Older, 2011: After the Economic Downturn"

February 2012 - "Employer and Worker Contributions to Health Savings Accounts and Health Reimbursement Arrangements, 2006-2011"

January 2012 - "Spending Adjustments Made by Older Americans to Save Money"

2011

December 2011 - "Retirement Age Expectations of Older Americans Between 2006 and 2010"

October 2011 - "Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans, 1996-2009"

September 2011 - "Is There a Future for Retirement?"

August 2011 - "The Importance of Defined Benefit Plans for Retirement Income Adequacy"

July 2011 - "Capping Tax Preferred Retirement Contributions: Preliminary Evidence of the Impact on Fiscal Responsibility and Reform Recommendations"

June 2011 - "How Changes in Longevity Annuity Prices and Longevity Risk Affect Retirement Income Adequacy"

May 2011 - "Characteristics of the CDHO Population, 2005-2010"

May 2011 - IRA Asset Allocation"

April 2011 - "Retirement Income Adequacy: Alternative Thresholds and the Importance of Future Eligibility in Defined Contribution Retirement Plans"

March 2011 - "Employer and Worker Contributions to Account-Based Health Plans, 2006-2010"

March 2011 - "The Impact of Modifying the Exclusion of Employee Contributions for Retirment Savings Plans from Taxable Income: Results from the 2011 Retirement Confidence Survey"

February 2011 - "Labor Force Participation Rates of the Population Age 55 and Older: What Did the Recession Do to the Trends?"

January 2011 - "Self Reported Accural Rates in Defined Benefit Plans: An Analysis of the 2004 and 2007 Survey of Consumer Finances"

2010

December 2010 - "Who Might Respond to Financial Incentives that Use Lower Cost Sharing to change Behavior? Findings from the 2010 Health Confidence Survey"

December 2010 - "Employee Tenure Trends Lines, 1983-2010"

November 2010 - "Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data, 2009"

October 2010 - "Retirement Savings Shortfalls for Today's Workers"

September 2010 - "Retirement Income Adequacy for Today's Workers: How Certain, How Much It Will Cost, and how Does Eligibility for Participation in a Defined Contribution Plan Help?"

August 2010 - "EBRI's Spring Policy Forum: Retirement Income Adequacy--How Big Is the Gap and How Might the Market Respond?"

July 2010 - "Target-Date Fund Use Over Time"

June 2010 - "Examination of the Short-term Impact of the COBRA Premium Subsidy and Characteristics of the COBRA Population"

June 2010 - "Income of the Elderly Population Age 65 and Over, 2008"

May 2010 - "Retirement Annuity and Employment-Based Pension Income, Among Individuals Age 50 and Over, 2008"

May 2010 - "Total Individual Account Retirement Plan Assets, by Demographics, 2007, with Market Adjustment to March 2010"

April 2010 - "The Use of Health Savings Accounts for Health Care in Retirement"

March 2010 - "Employment Status of Workers Age 55 and Older, 1987-2008"

February 2010 - "Labor Force Participation Rates: The Population Age 55 and Over, 2008"

January 2010 - "Employee Tenure, 2008"

2009

December 2009 - "Investment Behavior of Target-Date Fund Users Having Other Funds in 401(k) Plan Accounts"

November 2009 - "Retirement Plan Participation and Asset Allocation, 2007"

November 2009 - "Availability, Contributions, Account Balances and Rollovers in Account-Based Health Plans, 2006-2009"

October 2009 - "Debt of the Elderly and Near Elderly, 1992-2007"

September 2009 - "Social Security Reform: how Different Options Might Affect Future Funding"

August 2009 - "Basic of Social Security: Update with the 2009 Board of Trustees Report"

July 2009 - "More Detail on Lump-Sum Distributions of Workers Who Have Left a Job, 2006"

June 2009 - "Savings Needed for Health Care Expenses in Retirement: An Examination of Persons Age 55 and 65 in 2009"

June 2009 - "Many 401(k) Sponsors Suspending Matching Contributions Also Funding Defined Benefit Pension Plans"

May 2009 - "Income of the Elderly Population Age 65 and Over, 2007"

April 2009 - "Public Pension Plan Asset Allocations"

February 2009 - "Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data 2006"

January 2009 - "Lump-Sum Distributions at Job Change"

2008

November 2008 - ‘Retirement Annuity and Employment-Based Pension Income Among Individuals Age 50 and Over: 2007’

September 2008 -- IRA Assets and Contributions

August 2008 -- "Saving for Health Care in Retirement: The Use of Health Savings Accounts"

July 2008 -- "EBRI Policy Forum: Defined Contribution Plans in a Post-PPA Environment"

June 2008 - "The Number of Individual Account Retirement Plans Owned by American Families"

May 2008 - "Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans"

April 2008 - "Facts from EBRI—The Basics of Social Security: Updated With the 2008 Board of Trustees Report"

March 2008 - "Total Individual Account Retirement Plan Assets, by Demographics, 2004"

January 2008 - "Retirement Annuity and Employment-Based Pension Income, Among Individuals Age 50 and Over, 2006"

January 2008 - "Finances of Employee Benefits, 1950-2006"

2007

December 2007 - "IRA Assets and Contributions, 2006"

December 2007 - "Income of the Elderly Population Age 65 and Over, 2006"

October 2007 - "401(k) Type Plans and Individual Retirement Accounts"

September 2007 - "The Expected Impact of Automatic Escalation of 401(k) Contributions on Retirement Income"

August 2007 - 'Employment Status of Workers Age 55 and Older'

August 2007 - 'Assets in Qualified Retirement Plans, 1985–2005: Updated'

July 2007 - "Experts Track Continuing Evolution of U.S. Pension System"

June 2007 - "Labor Force Participation: The Population Age 55 and Older"

May 2007 - "Income of the Elderly Population Age 65 and Over, 2005"

March 2007 - "Retirement Annuity and Employment-Based Pension Income Among Individuals Age 50 and Over: 2005"

March 2007 - "Pension Income of the Elderly and Characteristics of the Their Former Employers"

February 2007 - "Retirement Plan Participation and Asset Allocation 2004"

January 2007 - "EBRI Fact Sheet on the PBGC"

January 2007 - "IRA Assets, Contributions, and Market Share"

2006

December 2006 - "Survey Finds Federal Workers Share Poor Retirement Planning With All Workers, But Have More Savings"

December 2006 - "Facts from EBRI: Employer Spending on Benefits, 2005"

September 2006 - "Debt of the Elderly and Near Elderly, 1992-2004"

August 2006 - "Britain's Answer for Future Retirement Income: Possible Lessons for the United States"

August 2006 - "An American Perspective on the Chinese System"

July 2006 - "The Employment-Based Pension System: Evolution or Revolution?"

June 2006 - "Estimating the Value of Changes in OASI Benefits Under Social Security Reforms"

April 2006 - "Changes in the OASI Benefit Distribution Under Various Social Security Reform Options"

March 2006 - "(1) Retirement Plans and Retirement Confidence in Higher Education, (2) Retirement Annuity and Employment-Based Pension Income Among Individuals Ages 50 and Over"

January 2006 - "(1) IRA and Keogh Assets and Contributions, (2) Income of the Elderly Population, Age 65 and Over, 2004"

2005

December 2005 - "Lump-Sum Distributions"

September 2005 - "Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data"

August 2005 - "Retirement Income Security: A Look at Social Security, Employment-Based Retirement Plans’

July 2005 - Social Security Reform: The Importance of Disability Insurance and Annuities in Individual Accounts

May 2005 - "Facts from EBRI: The Basics of Social Security, New Publications and Internet Sites"

April 2005 - "Facts from EBRI: The History of Retirement Plans"

February 2005 - "Retirement Annuity and Employment-Based Pension Income"

January 2005 - "401(k)-Type Plan and IRA Ownership; Income of the Elderly Population: 2003"

2004

November 2004 - "The Ticking Time Bomb: What State Governments Can Do"

September 2004 - "Measuring Retirement Income Adequacy, Part One: Traditional Replacement Ratios and Results for Workers at Large Companies"

August 2004 - "IRA and Keogh Assets and Contributions"

July 2004 - "The Decline of Private-Sector Defined Benefit Promises and Annuity Payments: What Will It Mean?"

June 2004 - "The Inflation Rate and Actuarial Balance of the OASDI Trust Fund"

May 2004 - "Retirement Accounts and Wealth, 2001"

April 2004 - "Debt of the Elderly and Near Elderly, 1992-2001"

February 2004 - "IRA and Keogh Assets"

January 2004 - "Retirement Plan Participation and Asset Allocation"

2003

December 2003 - "(1) Toward a More Complete History: Johnson & Johnson's 401(k) Nursey, (2) Retirement Annuity and Employment-Based Pension Income"

November 2003 - "Income of the Elderly Population 2002"

September 2003 - "Findings from the 2003 Small Employer Retirement Survey (SERS)"

July 2003 - "Findings from the 2003 Retirement Confidence Survey (RCS) and Minority RCS"

June 2003 - "Income of the Elderly Population: 2001"

May 2003 - "Social Security Actuarial Balance and the Labor Force Participation Rates"

April 2003 - "Will Today's Workers Retire With Adequate Income? How Are Today's Retirees Surviving from a Financial Perspective"

March 2003 - "Employee Tenure"

February 2003 - "Retirees with Pension Income and Characteristics of Their Former Job"

January 2003 - "Retirement Annuity and Employment-Based Pension Income"

2002

December 2002 - "IRA Assets and Characteristics of IRA Owners"

July 2002 - "Lump-Sum Distributions: An Update"

June 2002 - "IRA and 401(k)-Type Plan Ownership"

May 2002 - "Defined Contribution Plans With Rate-of-Return Guarantees"

April 2002 - "(1) Social Security: Unemployment and Immigration (2) Retirement Annuity and Employment-Based Pension"

March 2002 - "(1) Value of Benefits Constant in a Changing World: Findings from the 2001 EBRI/MGA Value of Benefits Survey (2) Pension Plan Participation Continued to Rise in 2000 - What Next?"

2001

December 2001 - "(1) Pension Participation: February 2001 (2) Income of the Elderly Population"

November 2001 - "Productivity Growth and and the Actuarial Balance of the Social Security Program"

September 2001 - "Phased Retirement: Leaving the Labor Force"

July 2001 - "Retirement Annuity and Employment-Based Pension Income"

June 2001 - "(1) Characteristics of Individual Retirement Account Owners (2) Income of the Retired Population"

May 2001 - "Social Security: Not All Reform Approaches Are Equal"

March 2001 - "A 21st Century Update on Employee Tenure"

February 2001 - "Women on Savings and Retirement: Results from the 2000 Women's Retirement Confidence Survey"

January 2001 - "(1) Retirement Plan Participation: Full-Time, Full-Year Workers Ages 18-64 (2) IRA Assets Contrinue to Grow"

2000

October 2000 - "(1) The Impact of Workers' Earnings Profiles on Individual Account Accumulations (2) Asset Allocation: IRAs and 401(k)-Type Plans"

September 2000 - "Pension Coverage: Examining CPS Data"

August 2000 - "Recent Evidence on Pension Coverage and Sponsorship, by Employer Size and Industry"

June 2000 - "(1) Evaluating the Archer-Shaw Social Security Proposal (2) Value of Benefits Constant in a Changing Job Environment: The 1999 WorldatWork/EBRI Value of Benefits Survey"

May 2000 - "IRA Assets Total More Than $2 Trillion"

April 2000 - "(1) The Future of Private Retirement Plans (2) Understanding the Income of the Older Population"

February 2000 - "Retirement Annuity and Employment-Based Pension Income"

January 2000 - "Retirement Planning and Saving Among Women: Results from the 1999 Women's Retirement Confidence Survey"

1999

December 1999 - "One-Quarter of Tax Payers Own and IRA"

November 1999 - "Do the Social Security Projections Underestimate Future Longevity"

October 1999 - "Lump-Sum Distributions Total $87.2 Billion in 1995"

September 1999 - "Implications of Investing Social Security Funds in the U.S. Stock Market"

August 1999 - "Lessons from the 1999 Youth and Money Survey"

July 1999 - "An Overview of Cash Balance Plans"

June 1999 - "Multiemployer Pension Plans"

May 1999 - "Projecting IRA Balances and Withdrawals"

April 1999 - "Small Employer Survey on Individual Social Security Account Administration"

March 1999 - "Are Individual Social Security Accounts Feasible"

February 1999 - "Male and Female Tenure Continues to Move in Opposite Directions"

January 1999 - "Women and Saving: Results from the 1998 Women's Retirement Confidence Survey"

1998

December 1998 - "(1) IRAs: Benchmarking for the Post-TRA '97 World (2) IRA Assets Grew by 23 Percent During 1997"

October 1998 - "Recent Public Opinion Polls on Social Security"

May 1998 - "Promoting Retirement Plans Among Small Employers"

April 1998 - "Keeping Track of Social Security Reform Proposals: An Update"

March 1998 - "(1) Public Attitudes on Social Security: The UFO Fallacy (2) Preparing for Retirement: An Analysis of Personality Types"

February 1998 - "Do Employers/Employees Still Need Employee Benefits?"

January 1998 - "(1) Preservation and Annuitization in Retirement Savings Accounts (2) BLS Surveys Shows Change in Group Health and Retirement Plan Participation"

1997

December 1997 - "IRA and Keogh Assets Grew by 16 Percent During 1996"

September 1997 - "IRAs: It's a Whole New Ball Game"

August 1997 - "Chilean Social Security Reform as a Prototype for Other Nations"

July 1997 - "Retirement Prospects in a Defined Contribution World: A Report from EBRI's April 20, 1997 Policy Forum"

June 1997 - "Retirement Annuity and Employment-Based Pension Income"

May 1997 - "Benefits in Small Independent Businesses"

April 1997 - "(1) Daring to Touch the Third Rail (2) Employee Benefits and Workers in theNonprofit Sector"

March 1997 - "(1) Preservation and Annuitization in Retirement Savings Accounts (2) Public Attitudes on Social Security Reform"

February 1997 - "(1) Assessing Social Security Reform Alternatives (2) Benefits in Small Private Establishments"

1996

December 1996 - "IRA and Keogh Assets Grew by 16 Percent in 1996"

November 1996 - "Keeping Track of Social Security Reform Proposals: A Summary"

October 1996 - "Growth in State and Local 457 Plan Popularity Continues through 1995"

August 1996 - "Part-Time Workers: Characteristics and Benefits"

July 1996 - "Understanding the Income of the Older Population"

June 1996 - "(1) Comprehensive Tax Reform: Implications for Economic Security and Employee Benefits (2) Worker Decisions in an Evolving Retirement Income System"

May 1996 - "(1) The Future of Employee Security (2) Tax Reform and the Discipline of Employment-Based Retirement Plans"

February 1996 - "Worker Decisions in the Federal Thrift Savings Plan"

1995

December 1995 - "Benefits Are a Substantial Component of Total compensation"

November 1995 - "IRA and Keogh Assets Grew by 6 Percent During 1994"

October 1995 - "Salary Reduction Arrangements as Primary Retirement Plans"

September 1995 - "Employee Benefits in a Flat Tax or Consumption Tax World"

August 1995 - "The Challenge of Social Security and Medicare Funding"

June 1995 - "(1) DOL to Launch Savings and Pension Education Campaign (2) Sources of Income of the Elderly Population Introduction"

May 1995 - "Department of Labor Plans to Guide, Not Regulate, Employers in Providing Investor Education"

April 1995 - "(1) Congress Considers IRA Expansion (2) IRA Eligibility and Useage"

March 1995 - "(1) The Future Role of Pensions in Savings and Retirement Income (2) Americans Say They Support Tax Increases to Preserve Social Security, According to New EBRI/Gallup Survey"

February 1995 - "(1) The Changing Employer Role in Retirement Security (2) Pension Assets Grew 2.3 Percent Between the Second and Third Quarter of 1994"

January 1995 - "Work Force Patterns and Pensions"

1994

December 1994 - "Investment Performance Education May Influence Americans' Investment Behavior, According to New EBRI/Gallup Survey"

November 1994 - "(1) 1994 Retirement Confidence Survey (2) Benefit Participation High Among Employees of State and Local Governments, According to Latest BLS Survey"

October 1994 - "IRA and Keogh Assets Grew by 19 Percent During 1993"

September 1994 - "(1) Factors Influencing Employer Contributions to Defined Benefit Plans (2) Slight Increase in Benefit Participation in Small Private Establishments Indicated in Recent BLS Survey"

August 1994 - "Public Attitudes on the Value of Benefits, Results of New EBRI/Gallup Survey"

July 1994 - "(1) Benefit Participation Low Among Small Independent Businesses, According to Recent BLS Survey (2) Americans Say Choice Choice of Benefits Is Important, According to New EBRI/Gallup Survey"

June 1994 - "Social Security and Medicare Reform"

May 1994 - "(1) Internal Revenue Service Data Provide a Look at Plan Creations and Terminations (2) Americans Have More Confidence in Pensions and Savings Than in Social Security, According to New EBRI/Gallup Survey"

April 1994 - "(1) Pension and Social Security Income 1984-1991 (2) Americans Are Saving for Retirement at Early Ages, According to New EBRI/Gallup Survey"

March 1994 - "Changes in DB and DC Plans Occuring Mainly Among Small Plans"

February 1994 - "(1) Private Trusteed Pension Assets Reach $2.5 Trillion by End of third Quarter 1993 (2) Benefits Affect Americans' Job Decisions, According to New EBRI/Gallup Survey"

1993

November 1993 - "(1) PBGC Reform Proposaed in Retirement Protect Act of 1993 (2) IRA and Keogh Assets Reach $773 Billion at Year-End 1992"

August 1993 - "BLS Survey Shows Decline in Group Health and Retirement Plan Participation"

July 1993 - "(1) New Evidence on Lump-Sum Distributions and Rollover Activity (2) Public Attitudes on Retirement Planning, Results of New EBRI Survey"

June 1993 - "(1) Worker Attitudes Toward Retirement Financial Planning (2) Total Private and Public Pension Assets Reach $4.4 Trillion by Year-End 1992"

May 1993 - "(1) Implications of Lowering the Compensation Limit for Qualified Retirement Plans (2) Public Attitudes on Investment Preferences Results of New EBRI/Gallup Survey"

January 1993 - "State and Local 457 Plans Continue to Gain Popularity"

1992

December 1992 - "Changing Roles of Defined Benefit and Defined Contribution Plans"

November 1992 - "Private Trusteed Pension Assets Reach $2 Trillion as of Mid-Year 1992"

October 1992 - "(1) Sources and Levels of the Elderly's Income (2) Americans Would Trade Some Social Security for More Medicare, According to EBRI/Gallup Survey"

September 1992 - "State and Local Pension Plan Assets Continue to Grow: Are Pension Plans the Answer to States' Budgetary Deficits?"

August 1992 - "Americans Value Having Choice in Benefit Programs, According to Recent EBRI/Gallup Survey"

July 1992 - "(1) IRA and Keogh Assets Show Increased Growth in 1991 (2) Americans Expect to Have More Than 20 Years of Retirement and Plan to Retire Near Age 61, According to Recent EBRI/Gallup Survey"

June 1992 - "(1) Tomorrow's Elderly: Will They Be Wealthy or Poorer Than Today's? (2) 1992 Annual Reports Revise Date of Social Security and Medicare Trust Funds' Exhaustion (3) Most Americans Perfer Forced Savings for Retirement, According to Recent EBRI/Gallup Survey"

April 1992 - "BLS Survey Shows High Rate of Benefit Participation Among Public Employees"

March 1992 - "(1) IRA Proposals and Their Potential Impact on Retirement Savings (2) New Findings from the March 1991 CPS on Pension Coverage and Participation"

February 1992 - "(1) New Evidence That Employees Choose Conservative Investments for Their Retirement Funds (2) IRA and Keogh Assets Continue to Grow During First Half of 1991"

1991

December 1991 - "Americans Would Trade Some Pension Benefits for Increased Health Insurance, According to New EBRI/Gallup Survey"

November 1991 - "Evidence on Lump-Sum Consumption: EBRI and PSRF Studies Compared"

October 1991 - "BLS Survey Reports Lower Participation in Retirement and Other Benefits Among Small Private Establishments Employee in 1990"

September 1991 - "Pension Simplification, Access, and Participation: Will Pending Proposals Achieve Goals?"

August 1991 - "(1) 1991 Social Security and Medicare Annual Reports Revise Insolvency Projections (2) Americans Expect to Have More Than 20 Years of Retirement, EBRI/Gallup Survey Shows"

July 1991 - "Will the Golden Age Tarnish? A Recap of the May 1991 EBRI-ERF Policy Forum on Pension Portability and PReservation"

June 1991 - "(1) IRA and Keogh Assets Grow More Slowly in 1990 (2) Confience in the Future of Social Security Explored: Results of New EBRI/Gallup Survey"

May 1991 - "(1) IRA Deduction Eligibility Falls Under TRA '86 (2) Pension Funds Increase Equity Investments"

March 1991 - "High Earners' Elective Deferrals Slightly Exceed Those of Low and Moderate Earners"

January 1991 - "Most Americans Would Prefer "Forced" Saving for Retirement, EBRI/Gallup Survey Finds"

1990

November 1990 - "(1) Moving Toward a National Retirement Policy, Part Two: Policy Decisions (2) More Elderly Received Retirement Plan Income"

September 1990 - "(1) Moving Toward a National Retirement Policy, Part One: Why the Need Exists (2) An Analysis of New BLS Benefits Survey Findings"

August 1990 - "(1) Americans Choose Low Risk Investments for Retirement Benefits (2) The Future of Defined Benefit and Defined Contribution Plans"

July 1990 - "IRA and Keogh Assets Continue to Grow"

June 1990 - "(1) Americans Oppose Cutting Social Security Payroll Tax (2) EBRI Policy Forum Explores Taxation of Pension Funds"

May 1990 - "Assets of Private Trusteed Pension Funds Increase 108% Over 7 Years"

March 1990 - "New Data Provide Financial Picture of State and Local Retirement Systems"

January 1990 - "IRA and Keogh Assets Grow During the First Half of 1989"

1989

November 1989 - "Benefit Participation Remains High in Medium-Sized and Large Establishments"

October 1989 - "More on the 'Two Hats' of Employers Who Administer Their Own Pension Plans"

September 1989 - "Top 25 Overfunded Pension Plans, 1986"

July 1989 - "(1) IRA/Keogh Assets Top $400 Billion (2) Increased Premiums Help PBGC Bottom Line"

June 1989 - "Surveys Explore 401(k) Investment Options"

May 1989 - "Pension Participation Declines as Pension Recipiency Increases"

April 1989 - "(1) Focus on National Retirement Policy Intensifies (2) Pension Assets Continue to Grow"

January 1989 - "Number of Pension Plans Rises in 1987"

1988

December 1988 - "IRA and Keogh Asset Growth Slows"

September 1988 - "Pension Recipiency Rises Among Older Americans"

August 1988 - "Asset Distribution Stable Among Private Trusteed Pension Funds, While Flows Change"

June 1988 - "(1) Social Security in the 21st Century (2) Social Security Trustees Release 1988 Trust Fund Reports"

May 1988 - "(1) Pension Funds Didn't Flee Stock Market After Oct 19 (2) Number of Pension Plans Continues Gorwing Through 1986"

1987

December 1987 - "Growth in the Number of Pension Plans Since ERISA"

November 1987 - "(1) Did the Stock Market Swing Effect Pension Funds? (2) IRA, Keogh Assets Top $350 Billion (3) New Data Reveal Pension Coverage, Participation Rates (4) 3 in 5 Find Pensions Lacking, Survey Reveals"

October 1987 - "(1) State and Local Government Pension Reciepts Rise (2) Multiemployer Pension Plan Withdrawal Liability (3) Retirement Knowledge Lacking"

September 1987 - "Pension Plans More Diverse, Labor Survey Finds"

June 1987 - "(1) CBO Releases Retirement Policy Study (2) IRA Assets Reach $262 Billion; Keogh Assets Nearly $42 Billion"

January 1987 - "Social Security and Private Pensions"

1986

December 1986 - "Pension Participation Since REA"

November 1986 - "Nation's Pension Assets Approach $2 Trillion"

October 1986 - "IRA, Keogh Assets Jump $70 Billion; Future Growth May Slow Because of Tax Reform"

September 1986 - "1985-1986 Estimates Show More Pension Plans"

July 1986 - "Social Security 1986 Annual Trustees' Report"

June 1986 - "Agreement Reached on New Federal Pension System"

May 1986 - "Small Employers and Pension Plans"

April 1986 - "1985 Year-End IRA and Keogh Assets"

January 1986 - "'Yuppies' and Their Retirement Income"

1985

September 1985 - "IRA/Keogh Assets Surpass $200 Billion"

July 1985 - "National Retirement Income Policy Probed"

May 1985 - "(1) Pension Coverage Braod but Not Among Small Firms (2) Pension-Related Tax Expenditures in the 1981-1986 Federal Budget"

March 1985 - "(1) Pension Economics an Overview (2) New EBRI Defined Benefit and Defined Contribution Plan Statistics"

January 1985 - "(1) Extensive Public Comments on National Pension Forum Recommendations (2) New Data on Income Sources of Recent Retirees"

1984

November 1984 - "IRA and Keogh Assets Top $120 Billion"

September 1984 - "New State by State Statistics on Pension and Health Coverage"

May 1984 - "Net Pension Plan Creation Slowed in 1983"

March 1984 - "IRA and Keogh Assets Continue Rising in 1983"

1983

November 1983 - "Five-Year Census Shows Fewer But Better Funded State and Local Pension Plans"

March 1983 - "Surveys Show that Individual Retirement Accounts (IRAs) Are Popular"

January 1983 - "Taxing Social Security Benefits"

1982

September 1982 - "Firms With Multiple Defined Benefit and Defined Contribution Plans"

May 1982 - "May 82 IRA Assets Show Significant Growth"

January 1982 - "Retirement Income Levels and Adequacy"

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