Resources

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)

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Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)

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Research

The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)

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Research

Defined Contribution Plan Participants’ Activities, 2016 (pdf)

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Perspective

The Closed-End Fund Market, 2016 (pdf)

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Research

American Views on Defined Contribution Plan Saving, 2016 (pdf)

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Research

Defined Contribution Plan Participants’ Activities, First Three Quarters of 2016 (pdf)

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Research

Profile of Mutual Fund Shareholders, 2016 (pdf)

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Perspective

The Role of IRAs in US Households’ Saving for Retirement, 2016 (pdf)