Resources

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Perspective

Supplemental Tables: A Look at the Private-Sector Retirement Plan Income After ERISA, 2011 (xls)

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Perspective

A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf)

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Perspective

Who Gets Retirement Plans and Why, 2011 (pdf)

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Perspective

Supplemental Tables: Who Gets Retirement Plans and Why, 2011 (xls)

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White Paper

The Tax Benefits and Revenue Costs of Tax Deferral (pdf)

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Research

The IRA Investor Profile: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf)

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Research

The IRA Investor Profile: Appendix: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (p...

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Research

Defined Contribution Plan Participants’ Activities, First Quarter 2012 (pdf)

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Fact Book

2012 Investment Company Fact Book (pdf)