Resources

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Research

The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2014 (pdf)

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2015 (pdf)

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Research

Defined Contribution Plan Participants' Activities, 2015 (pdf)

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Research

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans 2013 (pdf)

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)

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ICI Viewpoints

How America Supports Retirement: The Incentive to Save Is Not Upside Down – Japanese Translation (pd...

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ICI Viewpoints

How America Supports Retirement: The Incentive to Save Is Not Upside Down – Chinese Translation (pdf...

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ICI Viewpoints

How America Supports Retirement: The Incentive to Save Is Not Upside Down

In my new book, How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits...
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ICI Viewpoints

How America Supports Retirement: What Do Tax Rates Have to Do with the Benefits of Tax Deferral? Les...