Retirement Plans

These sites are listed to show the range of information available regarding retirement plans. WISER does not endorse any of these sites, and recommends that you investigate the sources before obtaining any services.

"Juggling Current Needs and Long-Term Security: Every Woman Needs Her Own Retirement Strategy."
February 2013
Source: Transamerica

"Unlocking Secrets of Retirement Readiness: Meet the Everyday People Who are 'Power Planners'- The 14th Annual Transamerica Retirement Survey," illuminates emerging trends, promotes awarenenss, and helps educate the public.
June 2013
Source: Transamerica Center for Retirement Studies

"Individual Retirement Account Balances, Contributions, and Rollovers, 2011: The EBRI IRA Database," studies this ever-growing important source of retirement assets.
May 2013
Source: Employee Benefit Research Institute

"Trends in Health Coverage for Part time Workers & IRA Withdrawals: How Much, When, and Other Saving Behavior," reviews recent trends in coverage for workers by hours worked and firm size, and examines data from the U.S. Census Bureau’s most recent Current Population Survey.
May 2013
Source: Employee Benefit Research Institute

"The 2013 Retirement Confidence Survey: Perceived Savings Needs Outpace Reality for Many." gauges the views and attitudes of working-age and retired Americans regarding retirement, their preparations for retirement, their confidence with regard to various aspects of retirement, and related issues.
March 2013
Source: Employee Benefit Research Institute

"401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011," researches 401(k) plan participants’ activity through year-end 2011
December 2012
Source: Employee Benefit Research Institute

"Individual Account Retirement Plans: An Analysis of the 2010 Survey of Consumer Finances," investigates the percentage of families that participate in various types of retirement plans, including IRAs.
September 2012
Source: Employee Benefit Research Institute

"Retirement Security: Women Still Face Challenges," investigates the factors that contribute to the higher rate of poverty among elderly women than elderly men.
July 2012
Source: United States Government Accountability Office

"Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2011," examines retirement plan participation levels by workers in public- and private-sector, employment-based pension or retirement plans.
November 2011
Source: Employee Benefit Research Institute

"Disparities for Women and Minorities in Retirement Security."
October 2011
Source: Society of Actuaries

"Target-Date Fund Use in 401(k0) Plans and the Persistence of Their Use, 2007-2009," examines the use of target-date funds (TDFs) by a consistent group of 401(k) participants.
August 2011
Source: Employee Benefit Research Institute

"Disparities For Women and Minorities in Retirement Saving."
September 2010
Source: Brookings Institute

"The Retirement Security Project: Pursuing Universal Retirement Security Through Automatic IRAs," spells out a set of initiatives to expand retirement saving dramatically, including automatic retirement savings accounts.
Source: Brookings Institute

"The Impact of Retirement Risk on Women," shows ninety-two percent of female retirees are not planning long-term for retirement. This study suggests much more needs to be done in retirement planning and education.
Source: Society of Actuaries

"Women and Retirement Savings,"details the unique concerns of women and questions one should ask in planning for retirement.
Source: United States Department of Labor

"Retirement Readiness Index: Are Americans Prepared for the Transition to Retirement?" Findings highlight gender and age discrepancies in planning for retirement. Includes an assessment of current efforts.
May 2010
Source: MetLife Mature Market Institute

"Retirement Planning: Health Care Considerations," identifies steps to take in retirement planning, explains key government programs, policies and options for individuals.
Source: MetLife Mature Market Institute

"Automatic Lifetime Income as a Path to Retirement Income Security," discusses the effectiveness of annuitization plans in ensuring retirement security and suggests methods for the implementation of plans that encourage such options.
August 2009
Source: Brown, Jeffrey R., PhD. for The American Council of Life Insurers

"Employment-Based Retirement Plan Participation: Geographic Differences and Trends," examines participation of workers in different retirement plans.
October 2004
Source: Copeland, Craig, Employee Benefit Research Institute, EBRI Issue Brief No. 274

Choice and Other Determinants of Employee Contributions to Defined Contribution Plans," examines how individual and job characteristics affect one's participation in a Defined Contribution Plan.
March 2004
Source: Papke, Leslie E., Center for Retirement Research at Boston College

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