Date: March 12, 2020 Recommendations Regarding the Availability of Closed-End Fund Takeover Defenses (pdf)
Date: January 21, 2020 Decoding Retirement: A Detailed Look at Retirement Distributions Reported on Tax Returns (pdf)
Date: December 11, 2019 Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2019 (xls)
Date: October 29, 2019 Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2019 (pdf)