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.
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 plan participants withdrew money from their accounts in 2019, according to the Investment Company Institute.
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.