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) 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…
Happy Birthday! The IRA Turns 45
They say it’s your birthday. The Investment Company Institute helpfully marked the 45th birthday of the individual retirement…
The MAJOR Impact 401ks Make
With National 401k Day just wrapped, the Investment Company Institute (ICI) is out with a reminder of how much…
401(k) Recordkeeper Data Shows Solid Saving Trends
Good news on the 401(k)-participant behavior front. Americans continued to save for retirement through defined contribution plans early this…
401(k) Participation Rate Spikes as Workers Get Older
ICI study finds lack of participation by young workers skews overall 401(k) participation rate stats, leading to misperceptions about retirement preparedness.
How Behavioral Finance Will Impact This Swing State’s Retirement Savings
Joseph Torsella, PA State Treasurer, seeks to enhance retirement savings with behavioral finance initiatives for residents.
401(k) Fee Fight! Mutual Fund Expense Ratios Fall Again
The cost of investing in equity mutual funds through 401(k) plans fell again in 2018, while the average…