Resources

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News Release

New EBRI/ICI Report Sheds Light on How Savers Use Target Date Funds in 401(k) Plans

A growing number of investors save for retirement through target date funds (TDFs), according to a...
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Video

ICI’s Mutual Fund Transfer Agents: Trends and Billing Practices Survey 2021

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Research

Defined Contribution Plan Participants’ Activities, First Half 2021 (pdf)

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News Release

Most Retirement Plan Savers Aren’t Tapping Their Accounts Despite Pandemic

Americans continued to save for retirement through defined contribution (DC) plans during the first...
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Comment Letter

IDC Letter on In-Person Voting Requirements (pdf)

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Comment Letter

Report of the OBO/NOBO Working Group to the Staff of the US Securities and Exchange Commission (pdf)

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Comment Letter

ICI Files Comment Letter to FINRA on Potential Enhancements to Short Interest Reporting and a Report...

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Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2018 (pdf)

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Video

US Mutual Fund Expense Ratios: A Steady, Substantial Decline

ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily...