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) Assets Hit $4.8 Trillion in First Quarter of 2016
U.S. Retirement Assets hit $24.1 trillion as of March 31, up .6 percent from the end of December,…
June 27, 2016
What happened with 401(k) Participants in 2015?
America’s overall savings rate might be dismal, but if workers actually have a 401(k) plan, they’re not doing…
June 22, 2016
Why 401(k) Target Date Funds Continue to Dominate
The big news in 2013 was that it was the first year more assets came out of 401(k)s…
May 4, 2016
Year-End Solution to 401(k) Fiduciary Issue?
Pundits and politicians have long forewarned of the fiduciary fix to come. Indeed, our own Ary Rosenbaum has…
December 27, 2015
How Much Do 401(k)s Have in Assets? New Report
That’s trillion with a capital “T.” The Investment Company Institute reports that Americans held $6.8 trillion in all…
September 30, 2015
IRA Investors Surprisingly Unscathed During Financial Crisis: ICI Report
A new report from the Investment Company Institute finds that with $6 trillion in assets at year-end 2013,…
July 27, 2015
A Picture of 401(k) Participants by Age: ICI
How well do you know the participants in the plans on which you advise? The sheer number would…
June 17, 2015
Americans Overwhelmingly Oppose Changing Tax Incentives for Retirement Saving: ICI Survey
That’s the overwhelming message from a strong majority of U.S. households—including those with and those without retirement plan…
June 14, 2015
Retirement Plan Participants Tend to Stay the Course: ICI Data
Following on the heels of company-specific studies that found similar results, the Investment Company Institute’s (ICI) latest study…
June 14, 2015