Home Research & Statistics Research Reports
- Release: Quarterly Retirement Market Data, First Quarter 2017
Thu Jun 22 00:00:00 EDT 2017
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2016 (pdf)
Thu Jun 15 00:00:00 EDT 2017
- Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2016
Wed Jun 14 00:00:00 EDT 2017
- The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)
Wed Jun 07 00:00:00 EDT 2017
- The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)
Wed Jun 07 00:00:00 EDT 2017
- Defined Contribution Plan Participants’ Activities, 2016 (pdf)
Tue Jun 06 00:00:00 EDT 2017
- Defined Contribution Plan Participants’ Activities, First Three Quarters of 2016 (pdf)
Wed Feb 22 00:00:00 EST 2017
- American Views on Defined Contribution Plan Saving, 2016 (pdf)
Wed Feb 22 00:00:00 EST 2017
- Supplement: Profile Mutual Fund Shareholders, 2016 (xls)
Thu Feb 16 00:00:00 EST 2017
- Profile of Mutual Fund Shareholders, 2016 (pdf)
Thu Feb 16 00:00:00 EST 2017
- What Happens When Rates Rise? A Forecast of Bond Mutual Fund Flows Under a 2013 Taper Tantrum Interest Rate Scenario (pdf)
Tue Dec 13 00:00:00 EST 2016
- Defined Contribution Plan Participants’ Activities, First Half 2016 (pdf)
Thu Oct 27 00:00:00 EDT 2016
- Defined Contribution Plan Participants’ Activities, First Quarter 2016 (pdf)
Thu Aug 11 00:00:00 EDT 2016
- The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2014 (pdf)
Thu Aug 04 00:00:00 EDT 2016
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2014 (pdf)
Thu Aug 04 00:00:00 EDT 2016
- Defined Contribution Plan Participants' Activities, 2015 (pdf)
Thu Jun 16 00:00:00 EDT 2016
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans 2013 (pdf)
Mon May 23 00:00:00 EDT 2016
- Supplement: Profile Mutual Fund Shareholders, 2015 (xls)
Fri Mar 18 00:00:00 EDT 2016
- Profile of Mutual Fund Shareholders, 2015 (pdf)
Fri Mar 18 00:00:00 EDT 2016
- Defined Contribution Plan Participants' Activities, First Three Quarters of 2015 (pdf)
Tue Feb 23 00:00:00 EST 2016
- American Views on Defined Contribution Plan Saving, 2015 (pdf)
Thu Feb 04 00:00:00 EST 2016
- How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits
Wed Jan 20 00:00:00 EST 2016
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2013 (pdf)
Tue Dec 22 00:00:00 EST 2015
- Defined Contribution Plan Participants' Activities, First Half 2015 (pdf)
Tue Nov 24 00:00:00 EST 2015
- Defined Contribution Plan Participants’ Activities, First Quarter 2015 (pdf)
Thu Aug 06 00:00:00 EDT 2015
- The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2013 (pdf)
Tue Jul 28 00:00:00 EDT 2015
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2013 (pdf)
Tue Jul 14 00:00:00 EDT 2015
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans (pdf)
Tue Jun 30 00:00:00 EDT 2015
- Defined Contribution Plan Participants' Activities, 2014 (pdf)
Wed Apr 29 00:00:00 EDT 2015
- The Role and Activities of Authorized Participants of Exchange-Traded Funds (pdf)
Mon Mar 16 00:00:00 EDT 2015
- Profile of Mutual Fund Shareholders, 2014 (pdf)
Mon Feb 23 00:00:00 EST 2015
- Supplement: Profile of Mutual Fund Shareholders, 2014 (xls)
Sun Feb 22 00:00:00 EST 2015
- Defined Contribution Plan Participants' Activities, First Three Quarters of 2014 (pdf)
Wed Feb 11 00:00:00 EST 2015
- American Views on Defined Contribution Plan Saving (pdf)
Tue Jan 20 00:00:00 EST 2015
- The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans (pdf)
Mon Dec 08 00:00:00 EST 2014
- Defined Contribution Plan Participants’ Activities, First Half 2014 (pdf)
Thu Nov 06 00:00:00 EST 2014
- Inside the Structure of Defined Contribution/401(k) Plan Fees, 2013 (pdf)
Wed Aug 20 00:00:00 EDT 2014
- Defined Contribution Plan Participants' Activities, First Quarter 2014 (pdf)
Tue Aug 12 00:00:00 EDT 2014
- The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2012 (pdf)
Thu Jun 26 00:00:00 EDT 2014
- Defined Contribution Plan Participants' Activities, 2013 (pdf)
Wed Apr 23 00:00:00 EDT 2014
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007-2012 (pdf)
Mon Mar 10 00:00:00 EDT 2014
- Profile of Mutual Fund Shareholders, 2013 (pdf)
Mon Feb 24 00:00:00 EST 2014
- Supplement: Profile of Mutual Fund Shareholders, 2013 (xls)
Sun Feb 23 00:00:00 EST 2014
- Defined Contribution Plan Participants' Activities, First Three Quarters of 2013 (pdf)
Thu Feb 06 00:00:00 EST 2014
- Americans' Views on Defined Contribution Plan Saving (pdf)
Wed Jan 29 00:00:00 EST 2014
- Defined Contribution Plan Participants' Activities, First Half 2013 (pdf)
Tue Nov 05 00:00:00 EST 2013
- The IRA Investor Profile: Traditional IRA Investors' Activity, 2007-2011 (pdf)
Thu Oct 17 00:00:00 EDT 2013
- Defined Contribution Plan Participants' Activities, First Quarter 2013 (pdf)
Wed Jul 31 00:00:00 EDT 2013
- Defined Contribution Plan Participants' Activities, 2012 (pdf)
Thu Apr 25 00:00:00 EDT 2013
- Profile of Mutual Fund Shareholders, 2012 (pdf)
Thu Feb 28 00:00:00 EST 2013
- Supplement: Profile of Mutual Fund Shareholders, 2012 (xls)
Wed Feb 27 00:00:00 EST 2013
- America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf)
Thu Feb 07 00:00:00 EST 2013
- Defined Contribution Plan Participants' Activities, First Half 2012 (pdf)
Wed Nov 14 00:00:00 EST 2012
- The IRA Investor Profile: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf)
Thu Jul 26 00:00:00 EDT 2012
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf)
Wed Jul 25 00:00:00 EDT 2012
- Defined Contribution Plan Participants’ Activities, First Quarter 2012 (pdf)
Tue Jul 24 00:00:00 EDT 2012
- The Implications of Capital Buffer Proposals for Money Market Funds (pdf)
Wed May 16 00:00:00 EDT 2012
- Money Market Fund Regulations: The Voice of the Treasurer (pdf)
Thu Apr 19 00:00:00 EDT 2012
- Defined Contribution Plan Participants' Activities, 2011 (pdf)
Mon Apr 02 00:00:00 EDT 2012
- Profile of Mutual Fund Shareholders, 2011 (pdf)
Wed Feb 15 00:00:00 EST 2012
- America's Commitment to Retirement Security: Investor Attitudes and Actions (pdf)
Tue Jan 24 00:00:00 EST 2012
- Inside the Structure of Defined Contribution/401(k) Plan Fees (pdf)
Tue Nov 15 00:00:00 EST 2011
- Defined Contribution Plan Participants' Activities, First Half 2011 (pdf)
Wed Oct 26 00:00:00 EDT 2011
- The IRA Investor Profile: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf)
Mon Sep 19 00:00:00 EDT 2011
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf)
Sun Sep 18 00:00:00 EDT 2011
- Defined Contribution Plan Participants' Activities, First Quarter 2011 (pdf)
Mon Aug 08 00:00:00 EDT 2011
- Defined Contribution Plan Participants' Activities, 2010 (pdf)
Tue May 10 00:00:00 EDT 2011
- Profile of Mutual Fund Shareholders, 2010 (pdf)
Fri Feb 18 00:00:00 EST 2011
- Commitment to Retirement Security: Investor Attitudes and Actions (pdf)
Thu Jan 27 00:00:00 EST 2011
- Pricing of U.S. Money Market Funds (pdf)
Tue Jan 25 00:00:00 EST 2011
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Rollover Activity, 2007 and 2008 (pdf)
Thu Dec 23 00:00:00 EST 2010
- Traditional IRA Investors' Rollover Activity, 2007 and 2008 (pdf)
Thu Dec 16 00:00:00 EST 2010
- Defined Contribution Plan Participants' Activities: First Half 2010 (pdf)
Wed Oct 20 00:00:00 EDT 2010
- Defined Contribution Plan Participants' Activities: First Quarter 2010 (pdf)
Wed Aug 04 00:00:00 EDT 2010
- The IRA Investor Profile: Traditional IRA Investors' Contribution Activity, 2007 and 2008 (pdf)
Tue Jul 27 00:00:00 EDT 2010
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Contribution Activity, 2007 and 2008 (pdf)
Mon Jul 26 00:00:00 EDT 2010
- Profile of Mutual Fund Shareholders, 2009 (pdf)
Tue Feb 23 00:00:00 EST 2010
- Enduring Confidence in the 401(k) System (pdf)
Sat Jan 09 00:00:00 EST 2010
- Appendix: Regression Analysis for the Defined Contribution/401(k) Fee Study (pdf)
Wed Jun 24 00:00:00 EDT 2009
- Defined Contribution/401(k) Fee Study (pdf)
Wed Jun 24 00:00:00 EDT 2009
- Report of the Money Market Working Group (pdf)
Tue Mar 17 00:00:00 EDT 2009
- Profile of Mutual Fund Shareholders, 2008 (pdf)
Fri Feb 27 00:00:00 EST 2009
- Retirement Saving in Wake of Financial Market Volatility (pdf)
Fri Dec 19 00:00:00 EST 2008
- Equity and Bond Ownership in America, 2008 (pdf)
Mon Dec 15 00:00:00 EST 2008
- Appendices: Additional Figures for Equity and Bond Ownership in America, 2008 (pdf)
Sun Dec 14 00:00:00 EST 2008
- Defined Contribution Plan Distribution Choices at Retirement (pdf)
Tue Oct 21 00:00:00 EDT 2008
- Oversight of Fund Proxy Voting (pdf)
Thu Jul 10 00:00:00 EDT 2008
- Profile of Mutual Fund Shareholders, 2007 (pdf)
Thu Apr 24 00:00:00 EDT 2008
- Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)
Mon Mar 17 00:00:00 EDT 2008
- Cost-Benefit Analysis of the Summary Prospectus Proposal (pdf)
Thu Feb 28 00:00:00 EST 2008
- Understanding Investor Preferences for Mutual Fund Information (pdf)
Fri Aug 25 00:00:00 EDT 2006
- Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf)
Thu May 18 00:00:00 EDT 2006
- Competition in the Mutual Fund Business (pdf)
Tue Jan 17 00:00:00 EST 2006
- Equity Ownership in America, 2005 (pdf)
Thu Nov 10 00:00:00 EST 2005
- Appendices: Additional Figures for Equity Ownership in America, 2005 (pdf)
Wed Nov 09 00:00:00 EST 2005
- Mutual Funds and Portfolio Turnover (pdf)
Wed Nov 17 00:00:00 EST 2004
- Profile of Mutual Fund Shareholders (pdf)
Thu Oct 21 00:00:00 EDT 2004
- Reports of "Portfolio Pumping" by Mutual Funds: A Closer Look (pdf)
Fri Jul 23 00:00:00 EDT 2004
- Profile of Households Saving for College (pdf)
Mon Oct 06 00:00:00 EDT 2003
- Equity Ownership in America, 2002 (pdf)
Thu Sep 26 00:00:00 EDT 2002
- Profile of Mutual Fund Shareholders, 2001 (pdf)
Mon Oct 01 00:00:00 EDT 2001
- Defined Contribution Plan Distribution Choices at Retirement (pdf)
Wed Nov 01 00:00:00 EST 2000
- 401(k) Plan Participants: Characteristics, Contributions, and Account Activity (pdf)
Mon May 01 00:00:00 EDT 2000
- Equity Ownership in America (pdf)
Fri Oct 01 00:00:00 EDT 1999
- Profile of Mutual Fund Shareholders, 1998 (pdf)
Wed Sep 01 00:00:00 EDT 1999
- Retirement Plan Holdings of Mutual Funds (pdf)
Wed Oct 01 00:00:00 EDT 1997
- Shareholder Assessment of Bond Fund Risk Ratings (pdf)
Wed Oct 01 00:00:00 EDT 1997
- Understanding Shareholders' Use of Information and Advisers (pdf)
Fri Apr 25 00:00:00 EDT 1997
- Mutual Fund Shareholders: The People Behind the Growth (pdf)
Sat Jun 01 00:00:00 EDT 1996
- The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Summary (pdf)
Thu May 30 00:00:00 EDT 1996
- The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 1 (pdf)
Wed May 29 00:00:00 EDT 1996
- The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 2 (pdf)
Tue May 28 00:00:00 EDT 1996
- Shareholder Assessment of Risk Disclosure Methods (pdf), April 1996
Mon Apr 01 00:00:00 EST 1996
- 401(k) Plans: How Plan Sponsors See the Marketplace (pdf)
Fri Dec 01 00:00:00 EST 1995
- Profiles of First-Time Mutual Fund Buyers (pdf)
Thu Dec 01 00:00:00 EST 1994
- Distribution Channels for Mutual Funds: Understanding Shareholder Choices (pdf)
Wed Jun 01 00:00:00 EDT 1994
- Understanding Shareholder Redemption Decisions (pdf)
Wed Dec 01 00:00:00 EST 1993
- Piecing Together Shareholder Perceptions of Investment Risk (pdf)
Thu Apr 01 00:00:00 EST 1993
