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EBRI/ICI Study Shows Significant Growth in Account Balances for ...


Regular Contributions Help Participants Reach Higher 401(k ...

An EBRI and ICI report finds contributions were the top factor increasing balances, more so than benefits paid or investment returns.

What Does Consistent Participation in 401(k) Plans Generate ...

Changes in 401(k) Plan Account Balances, 2010–2018,” EBRI Issue Brief, no. 514, and ICI Research. Perspective, 26, no. 6 (October 2020).

What Does Consistent Participation in 401(k) Plans Generate ...

The growth in 401(k) plan account balances for consistent participants generally exceeded the growth rate for all participants in the EBRI/ICI ...

Attention 401(k) Participants: Consistency May Pay Off, Study Finds

Changes in 401(k) Account Balances, 2007-2012," analyzed 7.5 million 401(k) plan participants in the EBRI/ICI 401(k) database who participated in their plans ...

EBRI Reports Big Growth in Retirement Plan Ownership, Assets

New EBRI research finds substantial growth in individual retirement plan ownership and assets from 2019 to 2022.

Young 401(k) Savers Are Getting Richer - ThinkAdvisor

Because younger participants' account balances tended to be smaller, their contributions produced significant percentage growth in their account ...

Retirement Investing After the Bear - Symphony Financial

A new report by the Investment Company Institute (ICI) and the Employee Benefit Research Institute (EBRI) shows shifting allocations within 401( ...

401(k) plan consistency pays off: Study - BenefitsPro

Growth in account balances for consistent participants generally exceeded the growth rate for all participants in the EBRI/ICI 401(k) database.

Issue Brief - CiteSeerX

The year-end 2006 EBRI/ ICI database finds that, on average, 49 percent of participant account balances are allocated to equity funds (Figure 20) ...

CHAPTER - Investment Company Fact Book

Analysis of EBRI/ICI 401(k) data finds that outstanding loan balances among participants with loans averaged 10 percent of the remaining 401(k) account ...

The 3% difference: What leads to higher retirement savings rates?

For the first time, groundbreaking research from a collaboration of the Employee Benefit Research Institute (EBRI) and J.P. Morgan Asset ...

How Would Target-Date Funds Likely Impact Future 401(k ...

Figure 1 shows the interquartile range for the percentage increase ... Asset Allocation, Account Balances, and Loan Activity in 2007” EBRI Issue.

401(k) holders see robust rise in accounts - Investment News

... meaningful analysis of changes in account balances over time. The EBRI/ICI Participant-Directed Retirement Plan Collection Project includes ...

(PDF) 401 (k) Plan Asset Allocation, Account Balances, and Loan ...

Source: Tabulations from EBRI/ICI Participant-Directed Retirement Plan Data Collection Project. Note: Minor investment options are not shown; therefore, row ...

Employee Benefit Research Institute (EBRI) & J.P. Morgan Asset ...

In a first for the industry, EBRI will work with J.P. Morgan Asset Management to extract detailed insights into people's behaviors around ...

EBRI/ICI 401(k) Database Update: Average 401(k) Account Balance ...

The rise in 2009 was in line with the 2003–2007 pattern of steady increase in account balances and in contrast to the 27.8 percent decline in ...

What Does Consistent Participation in 401(k) Plans Generate ...

The longitudinal analysis tracks the account balances of 6.1 million 401(k) plan participants who had accounts in the year- end 2010 EBRI/ICI ...

401(k) Participants' Equity Holdings Drop As They Age - planadviser

The EBRI/ICI database also showed the 87% of participants are in plans that offer loans, and among this group, 18% had loans outstanding as of ...

Target Date Funds Widely Used by Younger Plan Participants «

New joint- study from the Investment Company Institute (ICI) the Employee Benefit Research Institute (EBRI) highlights interest in ...

New EBRI/ICI Research: Automatic Enrollment Could ... - WebWire

The study is based on a model constructed by the nonpartisan Employee Benefit Research Institute (EBRI) and the Investment Company Institute ( ...