Resources

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ICI Viewpoints

Stripping 401(k) Tax Breaks Won’t Fix Social Security

November 1, 2024—More American retirees get income from retirement plans today than ever before. In...
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ICI Viewpoints

The Fact(or)s Matter When Measuring TDF Performance

October 14, 2024—Target date funds (TDFs) have steadily become a mainstream option among retirement...
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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf)

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Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xl...

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News Release

401(k) Investors Benefit as Mutual Fund Fees Cut in Half

July 16, 2024—The latest research from the Investment Company Institute (ICI), “The Economics of...
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Comment Letter

ICI Comment Letter on the Department of Labor's Proposed Information Collection Request

June 18, 2024—The Investment Company Institute submitted a comment letter on the proposed...
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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (pdf)

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Perspective

Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx...

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ICI Viewpoints

The DOL’s Hurried Fiduciary Rule Poses Lasting Harm to Investors

April 12, 2024—When it comes to their investments, Americans enjoy more information, choice, and...