Date: November 19, 2020 Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (pdf)
Date: November 19, 2020 Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (xls)
Date: November 9, 2020 All About Authorized Participants with Shelly Antoniewicz on the ETF Working Lunch Podcast
Date: October 30, 2020 The Fundamentals of Saving For Retirement with Sarah Holden on Your Wealth & Beyond: The Financial Planning Podcast
Date: October 1, 2020 What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf)
Date: September 25, 2020 Sarah Holden on Rocking Your Retirement Savings from the Start on the Andrew Lopez Finance Podcast
Date: August 25, 2020 Sarah Holden on 401(k) Plans, “Free Money,” and More on the Best Friends Finance Podcast