Selected Literature

Here are some recent studies that may be of interest.

Employee Benefit Research Institute (EBRI)

Retirement Confidence Survey (RCS) is a comprehensive study of the attitudes and behavior of American workers and retirees toward saving, retirement planning, and long-term financial security.

EBRI Databook on Employee Benefits includes data from dozens of sources to provide a comprehensive analysis of how the employee benefit system works in the U.S.

National Endowment for Financial Education (NEFE)

Periodically, NEFE brings together experts in the fields of education, personal finance and research. These groups spend several days exploring new approaches to delivering financial education to diverse populations. Click here for reports from the NEFE Convenings.

NEFE also conducts research on various financial issues. Read more here.