Date: May 23, 2017 Monitoring Direct-at-Fund Assets and Accounts with Grandfathered Compensation in Response to the DOL Fiduciary Rule (pdf)
Date: April 21, 2017 Fact Sheet: Most Americans Maintain or Increase Spendable Income After Claiming Social Security, Tax Data Show (pdf)
Date: March 23, 2017 Market Access for Regulated Fund Managers in the United States and European Union (pdf)
Date: February 22, 2017 Defined Contribution Plan Participants’ Activities, First Three Quarters of 2016 (pdf)