Browsing Tag
Investment Company Institute (ICI)
151 posts
The Investment Company Institute (ICI) is a leading global association representing regulated investment funds, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. Based in Washington, D.C., ICI advocates for fund shareholders, promotes industry best practices, and engages with policymakers on financial regulation. It also conducts research and provides education on investment trends and fund economics.
DC Assets Took Hit in Fourth Quarter Rout
U.S. retirement assets 2018 fell 7.4% in Q4, dropping to $27.1 trillion as market volatility hit 401(k), IRA, and DC plans.
401(k) Target Date Fund Fees Fall
The news comes as part of a larger examination of expense ratios overall, with average equity, hybrid, and bond mutual funds trending downward for decades.
ICI Defends 401(k) in Wake of Zweig Attack
ICI's Schott Stevens is taking up the 401(k) industry flag in responding to Jason Zweig’s attack on the retirement savings vehicle earlier this month.
Serenity Now! How 401(k) Plan Participants Behaved in 2018
Participants get it, and should give themselves (or their 401(k) advisors) a pat on the back.x They stayed…
Americans Very Confident in 401(k) Plans – and Say ‘Hands Off’ to Feds
Explore 401(k) retirement savings confidence as most Americans value control, tax perks, and oppose federal changes.
401(k) Assets Make Big Jump (But Will It Hold?)
After all the recent market craziness, will 401(k) assets continue their climb? Total U.S. retirement assets were $29.2…
401(k) Participants Do Rollovers Right
A bit of good news about plan participant behavior. New research finds the majority rollover assets from previous…
Headscratcher—Is 401(k) Coverage Getting Better or Worse?
We can’t keep up. Retirement plan coverage for workers is getting better, then it’s getting worse. The states…
403(b) Plan Sponsors (Really) Generous With Employer Contributions
Our nonprofit brethren are doing just fine. Joint research from BrightScope and the Investment Company Institute shows high employer…
Data Dump—401(k) Plan Participants Stay the Saving Course
The Investment Company Institute is out with its latest roundup of retirement saving behavior, and things are looking…