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.
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 has fallen is detailed in a new report.
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…
Americans Really Like 401k Plan Structures, Features
For all the talk about 401ks’ supposed “failures,” how they weren’t specifically designed as retirement plans and how…
Recordkeeper Data Shows ‘Ongoing Commitment’ to Retirement Saving
401(k) participant activity 2019 shows steady saving habits, low withdrawals, and continued commitment to retirement plans.
401(k) Assets Hit How Much in Q3?
Good news to close out the year, as just-released research finds total 401(k) assets surged ahead in the…
How IRA Owners Do Retirement Planning Right
More than two-thirds of U.S. households with traditional IRAs said they have a strategy for managing their income and assets in retirement.
Are 401(k) Participants Finally Getting It?
We know—we’re our own worst enemies, behaviorally speaking. Widely-reported analysis from the Investment Company Institute found that in…
5 Important Points About 401(k) Plan Fees
The Investment Company Institute is out with a roundup of its 401(k) research, which highlights five points—we’ll call…