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401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016

https://doi.org/10.2139/ssrn.3251513
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References needing attention

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Measuring retirement resource adequacy
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Using Panel Tax Data to Examine the Transition to Retirement
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What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2015
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no DOI — not checkedA Look at Private-Sector Retirement Plan Income After ERISA
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no DOI — not checkedTarget-Date Fund Use in 401(k) Plans and the Persistence of Their Use
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no DOI — not checkedContribution Behavior of 401(k) Plan Participants
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999
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no DOI — not checkedCan 401(k) Accumulations Generate Significant Income for Future Retirees
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002
no DOI — not checkedAppendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End
no DOI — not checkedContribution Behavior of 401(k) Plan Participants During Bull and Bear Markets
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003
no DOI — not checkedThe Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2008
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007
no DOI — not checked401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1998
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no DOI — not checked401(k) Pension Plans: Loan Provisions Enhance Participation but May Affect Income Security for Some
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no DOI — not checkedThe Impact of Automatic Enrollment in 401(k) Plans on Future Retirement Accumulations: A Simulation Study Based on Plan Design Modifications of Large Plan Sponsors
no DOI — not checkedThe Impact of PPA on Retirement Savings for 401(k) Participants
no DOI — not checkedThe Impact of Auto-Enrollment and Automatic Contribution Escalation on Retirement Income Adequacy
no DOI — not checkedEmployee Benefits Security Administration 2018a and 2018b. For total retirement assets (including those in 401(k) plans) through the first quarter of 2018, see Investment Company Institute 2018. For a discussion of trends between defined benefit (DB) and were issued (see Holden
no DOI — not checked) their employer's 401(k) plan has only recently been established (73 percent of all 401(k)-type plans in existence in 2015 were established after 1996 [tabulations of U.S. Department of Labor Form 5500 data for 2015]), or (2) the employee only recently joined the plan (whether on his or her own or through automatic enrollment)
no DOI — not checkedref92
no DOI — not checkedFor example, the firstyear replacement rate (mean scheduled Social Security first-year benefits as a percentage of average inflation-indexed career earnings for retired workers in the 1960-1969 birth cohort [individuals aged 48 to 57 in 2017]) decreased as income increased. The mean replacement rate for the lowest lifetime household earnings quintile was 83 percent; for the middle quintile, the mean Social Security replacement rate was 54 percent; and for the highest quintile, it was 33 percent. See "C-2. Replacement Rate-Prices" in Congressional Budget Office 2017. For additional discussion
no DOI — not checkedA complete analysis of preparedness for retirement would require estimating projected balances at retirement by also considering retirement income from Social Security, defined benefit plans, IRAs, and other DC plans, possibly from previous employment (for example, see VanDerhei
no DOI — not checkedref95
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