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ICI Research Reports

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Research

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

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Defined Contribution Plan Participants’ Activities, 2016 (pdf)

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Fact Sheet: Most Americans Maintain or Increase Spendable Income After Claiming Social Security, Tax...

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Using Panel Tax Data to Examine the Transition to Retirement (pdf)

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

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Research

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

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Profile of Mutual Fund Shareholders, 2016 (pdf)

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The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2014 (pdf)

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What Happens When Rates Rise? A Forecast of Bond Mutual Fund Flows Under a 2013 Taper Tantrum Intere...

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