Browsing Tag
Investment Company Institute (ICI)
137 posts
Where America’s 401(k) Assets Sat in the Second Quarter
Overall retirement assets were $31.9 trillion as of June 30, up 11.2% from March, the Investment Company Institute…
It’s Official: Plan Sponsors Design 401ks to Engage Participants
It’s all about the plan design, and 401k advisors’ persistence in getting sponsors to understand that fact is…
401(k) Cashout Leakage is Real, Not a ‘Narrative’
I write frequently about 401(k) cashout leakage, and I can assure you it counts for nothing around my…
401(k) Assets Totaled $5.6 Trillion in First Quarter 2020
Not bad, all things considered. Total U.S. retirement assets were $28.7 trillion as of March 31, down 11.9%…
Retirement Plan Leakage Vastly Overstated, New ICI Analysis Finds
“Leakage” is almost always bad, but when it comes to retirement plans, it might not be as bad…
Few DC Plan Participants Withdrew Funds in 2019, ICI Finds
Only 3.9% of defined contribution (DC) retirement plan participants withdrew money from their accounts in 2019, according to…
Mutual Fund Expense Ratios Continue Their (Sharp) Decline
When markets are down, it’s bad. When expense ratios are down, it’s good. Just how far the latter…
401(k ) Assets Totaled $6.2 Trillion in Fourth Quarter
For what it’s worth, in the time before the coronavirus craziness, total U.S. retirement assets were $32.3 trillion…
Why 401(k) Participants May Wish For ‘Good Old Days’ of 2019
In stark contrast to current craziness, relatively mild market conditions last year meant 401k and participants in similar…
More Accurate Retirement Plan Research (Finally) on the Way
The Current Population Survey (CPS) from the U.S. Census Bureau is a perennial problem for industry research and…