Employee Benefit Research Institute

Employee Benefit Research Institute The organization also maintains and analyzes the most comprehensive database of 401(k)-type programs in the world.

The Employee Benefit Research Institute is a non-profit, independent and unbiased resource organization that provides the most authoritative and object information about critical issues relating employee benefit programs in the United States. The EBRI studies the world of health and retirement benefits including issues as 401(k)s, IRAs, retirement income adequacy, consumer-driven benefits, Social Security, tax treatment of both retirement and health benefits, cost management, worker and employer attitudes, policy reform proposals and pension assets and funding. As well, the Employee Benefit Research Institute also manages the Center for Research on Health Benefits Innovation, Retirement Security Research Center and the Financial Wellbeing Research Center. For more information, visit www.ebri.org, email [email protected] or call 202.659.0670.

Mark your calendar: The Employee Benefit Research Institute and Greenwald Research will release the 2026 Retirement Conf...
04/02/2026

Mark your calendar: The Employee Benefit Research Institute and Greenwald Research will release the 2026 Retirement Confidence Survey on Tuesday, April 21, 2026. The Retirement Confidence Survey is the longest-running survey of its kind measuring worker and retiree confidence about retirement. For more information and past survey reports, visit EBRI’s Retirement Confidence Survey page: https://www.ebri.org/retirement/retirement-confidence-survey

Employee Benefit Research Institute

This week's featured news from Advisor Magazine - Expanding The Benefits Horizon: How Brokers View Voluntary Offerings. ...
03/26/2026

This week's featured news from Advisor Magazine - Expanding The Benefits Horizon: How Brokers View Voluntary Offerings. Benefits brokers expect voluntary benefits sales to rise, but say complexity and education gaps still slow adoption.

https://www.lifehealth.com/expanding-the-benefits-horizon-how-brokers-view-voluntary-offerings/

Employee Benefit Research Institute Lincoln Financial

A new research report from the Employee Benefit Research Institute (EBRI) finds that benefits brokers expect growth across core and voluntary products in the year ahead, but say administrative complexity and gaps in education and communication continue to hinder broader employee adoption of voluntar...

Just a reminder: Watch Tuesday morning (March 3) for an interview with EBRI’s Craig Copeland on the Broadcast Retirement...
03/02/2026

Just a reminder: Watch Tuesday morning (March 3) for an interview with EBRI’s Craig Copeland on the Broadcast Retirement Network, hosted by Jeffrey Snyder, discussing trends and research shaping the retirement industry. Employee Benefit Research Institute

Watch here:
broadcastretirementnetwork.com
thestreet.com/retirement

The Employee Benefit Research Institute congratulates Bridget Bearden, Director of Member Growth & Partnership, on being...
03/02/2026

The Employee Benefit Research Institute congratulates Bridget Bearden, Director of Member Growth & Partnership, on being named a New Member of the National Academy of Social Insurance (NASI) — 2026. This is a well-deserved honor and an important recognition of her contributions to the field. Employee Benefit Research Institute

New Year, New Resources, New Opportunities…..Explore the benefits of a partnership with the Employee Benefit Research In...
12/29/2025

New Year, New Resources, New Opportunities…..

Explore the benefits of a partnership with the Employee Benefit Research Institute. Visit www.EBRI.org or email [email protected].

Benefit Research Institute

11/21/2025

Did you get a chance to review this EBRI “Special Edition” Issue Brief — Expanding the Benefits Horizon: How Employers View Voluntary Offerings?

The benefits landscape is rapidly evolving in the workplace. As employers navigate a dynamic labor market and look to attract and retain a talented work force with diverse needs, one option is to extend their benefits offerings beyond core benefits like retirement plans and health insurance. Data from EBRI’s previously published Financial Wellbeing Employer Survey suggest that organizations are increasingly broadening their offerings to include a wide range of benefits that address an equally wide range of worker concerns and priorities. Voluntary benefits — such as dental, vision, and supplemental health benefits — can play a role in helping workers manage day to-day expenses, weather unexpected events, and better prepare themselves and their families for the future. To build upon the learnings of this survey and to develop a deeper understanding of the voluntary benefits market landscape, EBRI has partnered with Lincoln Financial to field this Issue Brief, “Expanding the Benefits Horizon: How Employers View Voluntary Offerings,” which uncovers trends, challenges, and opportunities for strengthening financial protections available to workers at employers of all sizes.

https://www.ebri.org/publications/research-publications/issue-briefs/content/expanding-the-benefits-horizon--how-employers-view-voluntary-offerings

Employee Benefit Research Institute Lincoln Financial

Today’s CNBC “Save and Invest” news feature --  4 million more Americans may adopt this ‘powerful, yet underutilized’ fi...
11/18/2025

Today’s CNBC “Save and Invest” news feature -- 4 million more Americans may adopt this ‘powerful, yet underutilized’ financial tool next year, researchers say

https://www.cnbc.com/2025/11/17/health-savings-accounts-expanded-access.html

Employee Benefit Research Institute CNBC

With open enrollment season in full swing, more Americans than ever will be able to fund tax-advantaged accounts aimed at health-care costs next year.

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