IWS Documented News Service

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Institute for Workplace Studies----------------- Professor Samuel B. Bacharach

School of Industrial & Labor Relations-------- Director, Institute for Workplace Studies

Cornell University

16 East 34th Street, 4th floor---------------------- Stuart Basefsky

New York, NY 10016 -------------------------------Director, IWS News Bureau

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Employee Benefit Research Institute (EBRI)

2014 Retirement Confidence Survey (RCS) — 2014 Results [18 March 2014]
http://www.ebri.org/surveys/rcs/2014/

2014 RCS Press Release—March 18, 2014

2014 RCS Findings—Published as the March 2014 EBRI Issue Brief

Fact Sheets

• Retirement Confidence
• Changing Expectations About Retirement
• Savings and Tax Preferences
• Age Comparisons Among Workers
• Gender Comparisons Among Workers
• Preparing for Retirement in America
• Attitudes About Current Social Security and Medicare

2014 RCS Underwriters

The RCS is the longest-running annual retirement survey of its kind in the nation. Sponsored by the Employee Benefit Research Institute (EBRI), the American Savings Education Council (ASEC), and Mathew Greenwald & Associates (Greenwald), the annual RCS is a random, nationally representative survey of 1,000 individuals age 25 and over.

The survey contains a core set of questions that is asked annually, allowing key attitudes and self-reported behavior patterns to be tracked over time. Sample questions include: how confident are Americans about their retirement income prospects, including Social Security and Medicare; how much money have they saved for their future and where are they putting their money; who they turn to for retirement investment information and advice; and why individuals are not saving more and what would motivate them to do so. The RCS also strives to be timely by covering issues that are of current interest to policymakers and retirement benefits specialists; past examples include participant education in 401(k) plans and understanding of IRA eligibility.

In addition, policymakers, the news media, and the retirement benefits community are increasing their attention to the special challenges minority groups face when planning financially for the future.

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