Resources

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Research

Defined Contribution Plan Participants’ Activities, First Half 2014 (pdf)

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Perspective

A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (pdf)

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Perspective

Who Gets Retirement Plans and Why, 2013 (pdf)

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Research

Inside the Structure of Defined Contribution/401(k) Plan Fees, 2013 (pdf)

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Research

Defined Contribution Plan Participants' Activities, First Quarter 2014 (pdf)

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Perspective

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 200...

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2013 (pdf)

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Research

The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2012 (pdf)

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Fact Book

2014 Investment Company Fact Book (pdf)