Browsing Tag
Investment Company Institute (ICI)
155 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.
How Consistent 401(k) Participation Pays—Big: Study
'The compounding growth and upward trends we observed shows the benefit of staying the course in 401k plans'
401(k) Participants Stay Focused During Recent Turmoil
Levels of hardship withdrawal activity also remained low
Younger 401(k) Participants Really Like TDFs, New Study Finds
Joint ICI and EBRI research shows recently hired 401k participants more likely to invest in target date funds
Mutual Fund Expense Ratios Fell, But How Far?
In 2021, average index equity mutual fund expense ratios were 0.06%, compared with 0.27% in 1996.
401k Participants’ Contribution Activity Steady, Strong
'Despite the economic hardships brought on by the lingering pandemic, the long-term mindset of retirement savers continues to serve them well'
Americans Really Like Their 401(k) Plans: ICI
'Americans value the discipline and investment opportunity that 401k plans represent'
Total U.S. Retirement Assets Dip Slightly in Q3
Latest Investment Company Institute data shows half-percent decline to $37.4 trillion as of the end of September
401(k) Assets Rise Sharply in Second Quarter
Americans held $10.4 trillion in all employer-based DC retirement plans
401k Assets Totaled $6.9 Trillion in First Quarter
Retirement account balances continued their post-pandemic recovery in the first quarter, up 1.8% from December, and totaled $35.4…
401(k) Recordkeeper Data Shows Commitment to Retirement Saving
Americans continued to save for retirement through defined contribution (DC) plans early this year despite uncertain market conditions…