Browsing Tag
Investment Company Institute (ICI)
159 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.
401(k) Recordkeeper Data Shows Solid Saving Trends
Good news on the 401(k)-participant behavior front. Americans continued to save for retirement through defined contribution plans early this…
401(k) Participation Rate Spikes as Workers Get Older
ICI study finds lack of participation by young workers skews overall 401(k) participation rate stats, leading to misperceptions about retirement preparedness.
How Behavioral Finance Will Impact This Swing State’s Retirement Savings
Joseph Torsella, PA State Treasurer, seeks to enhance retirement savings with behavioral finance initiatives for residents.
401(k) Fee Fight! Mutual Fund Expense Ratios Fall Again
The cost of investing in equity mutual funds through 401(k) plans fell again in 2018, while the average…
401(k) Account Balances Continue to Climb
Rebounding markets from a tough fourth quarter in 2018 meant total U.S. retirement assets hit $29.1 trillion in…
How Many Investment Options Are in the Typical (Large) 401(k) Plan?
Is it a diverse range of offerings or too many choices? An updated study from BrightScope and the…
‘Almost All’ 401(k) Participants Kept Contributing in 2018
It’s not surprising, but nonetheless heartening, especially given fourth-quarter volatility and the uncertainty it caused. Almost all 401(k)…
(Hallelujah!) Investors ‘Carefully Consider’ Fees, Expenses in Mutual Fund Selection
Is the knock-down, drag-out industry fight over fees finally getting through to the masses? It appears so, according to ICI.
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.