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General Statistics, Surveys, and Reports on Retirement Policy

Pension Sponsorship and Participation: Summary of Recent Trends

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Every March, the Current Population Survey includes questions about employment, income, health insurance, retirement plan participation, and receipt of government benefits during the previous calendar year.

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Summary of the Employee Retirement Income Security Act (ERISA)

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This report provides background on the pension laws prior to ERISA, discusses various types of employee benefit plans governed by ERISA, provides an overview of ERISA's requirements, and includes a glossary of commonly used terms.

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Traditional and Roth Individual Retirement Accounts (IRAs): A Primer

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This report describes the primary features of two common retirement savings accounts that are available to individuals. Both traditional and Roth IRAs offer tax incentives to encourage individuals to save for retirement. Although the accounts have many features in common, they differ in some very important aspects.

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Employer-Sponsored Pensions: A Primer

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The shifting pension landscape raises questions about the financial security of future retirees. About one-half of private-sector workers are not covered by employer-sponsored pension plans on their current job.

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Pension Wealth and Income: 1992, 1998, and 2004

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Using data from the Health and Retirement Study, this brief documents this shift and compares employer-sponsored pension wealth across households with heads age 51-56 in 1992, 1998, and 2004. The results show that, for the average household, both pension wealth and replacement rates — the ratio of annual benefits to pre-retirement earnings — fell between 1992 and 2004.

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Private Pension Plan Bulletin: Abstract of 2005 Form 5500 Annual Reports

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This report, published annually, provides basic statistical data on the types of retirement plans offered, how many people participated in each type of plan, and the amount of assets in each type.

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Pension Sponsorship and Participation: Summary of Recent Trends

Publication

Every March, the Current Population Survey includes questions about employment, income, health insurance, retirement plan participation, and receipt of government benefits during the previous calendar year.

More...

Pension Funds Investing in Hedge Funds

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The proportion of U.S. corporate-defined benefit pension funds investing in hedge funds has increased to 24% in 2006, up from 19% in 2004 and 12% in 2000. Although statistics vary, total corporate pension fund assets allocated to hedge funds in 2006 was 2.1%.

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Private Pension Plan Bulletin: Abstract of 2004 Form 5500 Annual Reports

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This report, published annually, provides basic statistical data on the types of retirement plans offered, how many people participated in each type of plan, and the amount of assets in each type. The report also includes historical tables from 1975 to 2004.

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The Financial Health of the Pension Guaranty Benefit Corporation (PBGC)

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This report focuses on the financial condition of the PBGC and the effects of the Pension Protection Act; it will be updated upon major developments affecting the PBGC’s financial condition.

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