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Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf)

Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016 (pdf)

Research

Defined Contribution Plan Participants’ Activities, First Quarter 2018 (pdf)

ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...

Podcast

Retirement Insight and Fund Investment Trends on the Best Ever You Podcast

Learn how to make the most of your retirement savings plan and what other investors are doing when...

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2017 (pdf)

Research

Defined Contribution Plan Participants’ Activities, 2017 (pdf)

ICI Viewpoints

A More Accurate Evaluation of Retirement Plan Participation

What's the actual participation rate of Americans preparing for retirement through a workplace...

Speech

Does America Face a "Retirement Crisis"?

Does America Face a “Retirement Crisis”? Paul Schott Stevens President and CEO Investment Company...

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