Resources

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Fact Book

2013 Investment Company Fact Book (pdf)

Research

Defined Contribution Plan Participants' Activities, 2012 (pdf)

Research

America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf)

Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)

Perspective

The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf)

Perspective

Appendix: Additional Data on IRA Ownership in 2012 (pdf)

White Paper

The Success of the U.S. Retirement System (pdf)

News Release

ICI Analysis of U.S. Retirement System: It Is Working and Serving Each Generation Better Than Previo...

ICI Analysis of U.S. Retirement System: It Is Working and Serving Each Generation Better Than...

Research

12b-1 Fees
2021
2022
401(k)
401(k) Plan Asset Allocation
401(k) Plans
403(b) Plans
529 Plans
Accounting and Audit
Advertising
Advisory Contract Approval
Alternative Investment Funds
Anti-Money Laundering
Antitrust
Artificial Intelligence (AI)
Asia
Asia ESG
Audit Committees
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Board Leadership and Composition
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BrightScope/ICI DC Plan Profile
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Clearance and Settlement
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COVID-19
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Cyber
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Defined Contribution Plan Participants
Defined Contribution Plans
Department of Labor
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Directors and Fund Governance
Disclosure
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Diversity and Inclusion
Diversity, Equity, and Inclusion
Diversity, Equity, and Inclusion ESG
E-Delivery
EBRI/ICI 401(k) Investor Database
Employee Retirement Income Security Act (ERISA)
Equity Funds
Equity Investing
ESG
European Commission
European Union
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Event Video
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Explainer Video
Fact Book
FATCA
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Fees and Expenses
Fiduciary Issues
Financial Markets
Financial Services Legislation
Financial Services Regulatory Reform
Financial Stability
Financial Technology
Financial Transaction Tax
Fixed Income Securities
Fixed-Income Funds
Focus on Funds
Fraud Prevention
Fund Accounting & Financial Reporting
Fund Board Self-Assessments
Fund Disclosure
Fund Governance
Fund Indemnification
Fund Operations
Fund Ownership
Fund Regulation
Fundamentals for Newer Directors
Global
Global ESG
GMM
Government Affairs
Hong Kong
Households Saving for College
ICI Education Foundation
ICI Global
ICI Global Research Perspective
ICI Innovate
ICI News
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ICI Statistical Classification Definitions
IDC
Identity Theft
Index Funds
India
Industry and Investor Statistics by State
Industry Research
Information Security
Institutional Mutual Fund Shareholder
Intermediary Oversight
Internal Revenue Service (IRS)
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Investment Company Act of 1940
Investment Education
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Investor Research
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IRA Investor Database
IRAs
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Leadership Summit
Legal Entity Identifier
Liability Protection
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Litigation and Enforcement
Long-Term Mutual Fund Asset Composition
Long-Term Mutual Funds
Lost Property and Escheatment
Market Volatility
MiFID, EMIR, AIFMD, UCITS V
Minute with ICI
Money Market Fund Assets
Money Market Fund Portfolio Data
Money Market Funds
Monthly Mutual Fund Complex Assets
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Mutual Funds
Mutual Funds 100
Open-End Funds
Operations and Technology
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Policy Research
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Shareholder
Shareholders' Use of Information
State Issues
State-Run Retirement Plans
Stats - XLS
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Tax and Accounting Conference
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Tax Information Reporting
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Tech Summit
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Traditional IRA
Transfer Agency
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Trends Data Files
Trends in Mutual Fund Investing
UCITS
Unit Investment Trusts (UITs)
United Kingdom
United States
United States ESG
US Households' Views on Retirement Savings
US Taxation of Mutual Funds and Shareholders
Valuation
Variable Insurance Products
Video Interviews
Weekly Estimated Flow Reports
Worldwide Release

Resources

2013 Investment Company Fact Book (pdf)

Defined Contribution Plan Participants' Activities, 2012 (pdf)

America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)

The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf)

Appendix: Additional Data on IRA Ownership in 2012 (pdf)

The Success of the U.S. Retirement System (pdf)

ICI Analysis of U.S. Retirement System: It Is Working and Serving Each Generation Better Than Previo...

Defined Contribution Plan Participants' Activities, First Half 2012 (pdf)