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.
401(k) Rollovers Roll On, Despite Fiduciary Rule
Traditional IRA rollover strategies remain a top option for retirees seeking control, tax benefits, and investment flexibility in retirement.
December 4, 2017
Bad News for 401(k) Loan Activity
DC plan participants 2017 stayed invested, with steady contributions, low withdrawals, and loan activity slightly above crisis levels.
November 21, 2017
Consistency is Key to 401(k) Success
The Investment Company Institute took a look at its 401(k) database recently, something it maintains with EBRI. Here's what it found.
October 25, 2017
Retirement Plan Industry Frets Over Rumored Pre-Tax Contribution Cuts
Financial industry advocacy groups are worried over reports of major cuts to pre-tax retirement plan contribution limits, including 401(k)s.
October 20, 2017
Why Mutual Funds Still Matter in 401(k)s
Mutual Funds continue to be a mainstay for American investors, especially in retirement plans like 401(k)s, ensuring financial growth.
October 11, 2017
401(k) Assets Hit New High (Again)
Another record high. Investment Company Institute reports that total U.S. retirement assets were $26.6 trillion as of June…
September 29, 2017
Why We All Love 401(k)s
With the fiduciary rule frenzy and rumored tax reform, a little ‘pick-me-up’ is in order for purveyors of…
September 12, 2017
401(k) Participants Calm Through Trump 2017 Craziness
Trump bump, good investing behavior or better 401(k) technology/product innovation? Whatever the reason (or possibly all three), Americans…
August 31, 2017
Are Younger 401(k) Participants Finally ‘Growing Up?’
Smart phones versus flip, Nirvana versus Taylor Swift. ICI and EBRI recently drew on 20 years of data…
August 7, 2017
Great News About 401(k) Participation Rates!
Retirement Plan Participation Rates show most workers join employer plans, with age and income boosting enrollment.
July 31, 2017