What's New - July 2015

Index to All Months

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[7/7/15] U.S. News & World Report: “How Your Retirement Account Balance Compares to Your Peers

[7/7/15] CNN Money: “Your 401(k) may nosedive after Greece’s ‘No’ vote - but don’t panic

[7/7/15] Bank of America Merrill Lynch Workplace Insights™: “Simplify the Path to Financial Wellness: Four Strategies to Help Increase 401(k) Participation

[7/7/15] USA Today: “What is an annuity, and is one right for you?

[7/7/15] Center for State & Local Government Excellence: Retirement Security Summit: The Evolving Social Contract [“On June 9, 2015, SLGE convened a Retirement Security Summit in order to explore pension and health benefit changes, retirement income trends, the implications of shifting demographics, and the evolving social contract with employees.” - Note: EBRI president and CEO Dallas Salisbury delivered the keynote address. This webpage includes a link to the video of the event, as well as links to speaker presentations.]

[7/7/15] Employee Benefit Adviser: “Aetna, Humana merger offers potential positives and negatives for employers

[7/7/15] UMB Healthcare Services Perspective: “HSAs Build Long-Term Wealth with Tax-Favored Savings

[7/7/15] Human Resource Executive Online: “Controlling Pharmacy Costs

[7/7/15] America’s Health Insurance Plans: “What’s Behind Health Insurance Premiums?

[7/7/15] Lockton Health Reform and Compliance: “New Trade Bill Escalates ACA Reporting Penalties, Resuscitates Health Coverage Tax Credit

[7/6/15] NAPA Net: “A Dip in Values for Those June 30 Statements?

[7/6/15] U.S. Bureau of Labor Statistics Beyond the Numbers: Pay & Benefits: “Selected characteristics of savings and thrift plans for private industry workers

[7/6/15] PlanSponsor: “2015 Recordkeeping Survey

[7/6/15] Fox Business: “Judge rules for Montana teachers’ union in pension benefits lawsuit

[7/6/15] U.S. News & World Report: “5 Steps to Dump Debt During Your Senior Years

[7/6/15] Internal Revenue Service: “Get to Know the Small Business Health Care Tax Credit” [IRS Health Care Tax Tip 2015-38, July 1, 2015]

[7/6/15] Harvard Business Review: “Using Data to Increase Patient Engagement in Health Care

[7/6/15] Physicians for a National Health Program: “Sound the alarm: The private insurance exchanges are coming!

[7/6/15] NextAvenue: “Is Obamacare Becoming the Unaffordable Care Act? Consumer-driven health care is sending out-of-pocket costs soaring

[7/6/15] Buck Consultants FYI® In-Depth: “California and Massachusetts Employers Feverishly Prepare for Paid Sick Leave

[7/2/15] Inc.: “The 4 Best Ways to Keep Your Employees Happy

[7/2/15] U.S. Bureau of Labor Statistics: “Part-time private-industry workers less likely to have access to benefits in 2013

[7/2/15] Employee Benefit Adviser: “Towers Watson, Willis merger would expand private exchanges

[7/2/15] PlanSponsor: “HSAs a Growing Retirement Savings Opportunity

[7/2/15] Computerworld: “Are You Ready for the ‘Data Tsunami’ from the Affordable Health Care Ruling?

[7/2/15] Congressional Research Service: Health Benefits for Members of Congress and Designated Congressional Staff

[7/2/15] BenefitsPro: “Leakage from 401(k) loans, defaults is greater than thought

[7/2/15] CNBC.com: “The downside of automatic 401(k) enrollment

[7/2/15] TIME: “3 Retirement Loopholes That Are Likely to Close

[7/2/15] U.S. Census Bureau: Summary of the Quarterly Survey of Public Pensions for 2015:Q1 - Pension Assets Reach All-Time High in First Quarter of 2015 [Released June 30, 2015]

[7/2/15] Governmental Accounting Standards Board GASB In Focus: “GASB Statement No. 74, Financial Reporting for Postemployment Benefit Plans Other Than Pension Plans; GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions

[7/2/15] BusinessofBenefits.com: “Fiduciary Liability for 403(b) Non-ERISA Plans?

[7/1/15] BrightScope and Investment Company Institute: The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans

[7/1/15] The Huffington Post [Blog]: “IRA Balances Increase With the Rise in Contribution Limits

[7/1/15] CNBC.com: “State budget balancing is putting pensions at risk

[7/1/15] Governmental Accounting Standards Board: Statement No. 73 of the Governmental Accounting Standards Board: Accounting and Financial Reporting for Pensions and Related Assets That Are Not within the Scope of GASB Statement 68, and Amendments to Certain Provisions of GASB Statements 67 and 68

[7/1/15] Buck Consultants’ FYI®: “Multiemployer Plan Benefit Suspension Guidance Is Here

[7/1/15] NAPA Net: “Case of the Week: Roth IRA Beneficiary Options

[7/1/15] BenefitsPro: “Top 10 reasons you should implement wellness

[7/1/15] Forbes: “How You Can Use Your Company Health Benefits to Strengthen Employee Engagement

[7/1/15] PolitiFact and Austin American-Statesman: “Donna Howard says Texas No. 1 in uninsured residents across the board

[7/1/15] Kaiser Family Foundation Issue Brief: “Medicare Advantage 2015 Spotlight: Enrollment Market Update
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What's new at EBRI this month:

EBRI 2015 Spring Policy Forum: "Evidence on Defined Contribution Health and Retirement: The Road Ahead" [“gavel-to-gavel” webcast - Prerecorded broadcast available through the International Foundation of Employee Benefit Plans]

EBRI 2014 Fall Policy Forum: “Measured Matters” [“gavel-to-gavel” webcast - Prerecorded broadcast available through the International Foundation of Employee Benefit Plans]

EBRI's Recent Media Coverage

“EBRI Now on Twitter” [EBRI Press Release, 2/6/09]

401(k) Balances and Changes Due to Market Volatility

Publications:

June 2015 EBRI Issue Brief - "Intra-Family Cash Transfers in Older American Households"

June 2015 EBRI Notes - "Self-Insured Health Plans: State Variation and Recent Trends by Firm Size, 1996-2013" and "Auto-IRAs: How Much Would They Increase the Probability of 'Successful' Retirements and Decrease Retirement Deficits? Preliminary Evidence from EBRI's Retirement Security Projection Model"

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What's new in employee benefits:


The following items have been added to the Government Accountability Office's Web site in Portable Document (PDF) format:

Reports
401(K) Plans: Frequent and Collective Trading Are Uncommon and Not a Significant Concern for Plan Participants, Sponsors, or Mutual Funds. GAO-15-427R, May 14.

Retirement Security: Most Households Approaching Retirement Have Low Savings. GAO-15-419, May 12. Highlights. Podcast.

Unemployment Insurance: States' Reductions in Maximum Benefit Durations Have Implications for Federal Costs. GAO-15-281, April 22. Highlights.

Contingent Workforce: Size, Characteristics, Earnings and Benefits. GAO-15-168R, April 20.

Private Health Insurance: Early Evidence Finds Premium Tax Credit Likely Contributed to Expanded Coverage, but Some Lack Access to Affordable Plans. GAO-15-312, March 23. Highlights.

Private Pensions: Participants Need Better Information When Offered Lump Sums That Replace Their Lifetime Benefits. GAO-15-74, January 27. Highlights.

 

If a title link above no longer works, click here for the GAO home page and search for the report by keyword or report number. Click here to browse by date, topic, or agency.   Searches for reports can also be conducted in the Government Accountability Office (GAO) Reports Online via GPO Access database.

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Updated 7/7/15