ERIC Surveys

2012 2013 2014 2015 2016 2017 2018 2019

protected content Survey: Hardship Changes

Earlier this year, President Trump signed a two-year budget deal, the Bipartisan Budget Act of 2018 that included changes to retirement plans… More

protected content Survey on Balance Billing

ERIC surveyed members to learn where they stand on balance billing proposals, and whether they might support turning the tables and instead placing requirements on the providers who are sending these balance bills to patients… More

protected content Employee Stock Offering Survey

ERIC conducted a spot survey of its members on the use of employee stock offerings… More

protected content Survey on the Funding of Nonqualified Deferred Compensation (NQDC) Plans

ERIC conducted a spot survey on the funding of nonqualified deferred compensation (NQDC) plans… More

protected content Non-Qualified Deferred Compensation Spot Survey

ERIC created a spot survey on the use and prevalence of rabbi trusts to fund non-qualified deferred compensation (NQDC)… More

protected content Determination Letter Follow-Up Survey

This survey was intended as a follow-up to the prior survey as well as a way to receive feedback from members on the direction of the comment letter we planned to file with the IRS in response to the recent Notice… More

protected content Survey on the Lifetime Income Disclosure Act (LIDA)

ERIC created a survey on the Lifetime Income Disclosure Act (LIDA), the legislative proposal that would mandate the inclusion of an annuitized amount on retirement participants' plan statements… More

protected content Non-Qualified Plans and other Executive Arrangements Survey

At the request of one of our member companies, ERIC created a survey on non-qualified plans and other executive arrangement… More

protected content 2018 Member Policy Priorities Surveys

ERIC surveyed members on their federal health and retirement policy priorities, as well as their state policy priorities for 2018… More

2012 2013 2014 2015 2016 2017 2018 2019