Resources

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)

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Perspective

The Closed-End Fund Market, 2015 (pdf)

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Research

Profile of Mutual Fund Shareholders, 2015 (pdf)

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ICI Viewpoints

How America Supports Retirement: The Incentive to Save Is Not Upside Down

In my new book, How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits...
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ICI Viewpoints

How America Supports Retirement: What Do Tax Rates Have to Do with the Benefits of Tax Deferral? Les...

In my new book, How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits...
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Research

Defined Contribution Plan Participants' Activities, First Three Quarters of 2015 (pdf)

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ICI Viewpoints

How America Supports Retirement: No, Benefits Are Not “Tilted” to the Higher Earners

Second in a series of ICI Viewpoints. In my new book, How America Supports Retirement: Challenging...
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ICI Viewpoints

How America Supports Retirement: Tackling the Myths That Surround Us

America’s retirement system isn’t perfect but it’s a lot stronger than many people think. Whether by...
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Research

American Views on Defined Contribution Plan Saving, 2015 (pdf)