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BrightScope/ICI Data Find That Employer Contributions Are …

WEBWashington, DC; July 15, 2021—Employer contributions are prevalent in 401(k) plans, according to an updated study on 401(k) plans from BrightScope and the Investment …

Actived: 2 days ago

URL: https://www.ici.org/news-release/21_news_brightscope

ICI Statement on HELP Committee Passage of Retirement Legislation

WEBWashington, DC; June 14, 2022 —Today ICI President and CEO Eric Pan issued the following statement after the Senate Health, Education, Labor, and Pensions (HELP) …

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The BrightScope/ICI Defined Contribution Plan Profile

WEBThe BrightScope/ICI Defined Contribution Plan Profile is designed to increase public understanding in this critical area of retirement savings.The research—which draws from …

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BrightScope/ICI Data Show Employer Commitment to 401(k) Plan …

WEBWashington, DC; September 27, 2022—Employer contributions play a significant role in 401(k) plans, according to an updated study on large 401(k) plans from BrightScope and the Investment Company Institute (ICI).The study, The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2019, found that most 401(k) plans offer …

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401(k) Plan Research: FAQs Investment Company Institute

WEBMutual fund assets held in retirement accounts (IRAs and DC plan accounts, including 401 (k) plans) were $12.1 trillion as of the end of June 2021, or 47 percent of overall mutual fund assets. Fund assets in 401 (k) plans stood at $4.8 trillion, or 19 percent of total mutual fund assets as of June 30, 2021. Retirement savings accounts held a

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2020 Investment Company Fact Book: Letter from the Chief …

WEBIn 2019, assets in all US‑regulated funds totaled more than $26 trillion, about 120 percent of GDP. As the industry goes, so goes our Fact Book. If you pick up …

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Bond Mutual Fund Outflows: A Measured Investor Response to a …

WEBSee, for example, Frank Hespeler and Felix Suntheim, “The Behavior of Fixed-Income Funds During COVID-19 Market Turmoil,” Global Financial Stability …

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Ten Important Facts About 401(k) Plans

WEBContents. 2FACT 1 401(k) plans are the largest share (70 percent) of DC plan assets. 4FACT 2 More than one-third of 401(k) plan participants are younger than 40. 6FACT 3 …

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ppr 13 strong retirement print

WEBAccess to and participation in retirement plans are both strong, with almost 80% of full- time workers having access to employer-sponsored retirement plans, and more than 80% of …

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The Comprehensive Regulatory Framework Around IRAs

WEBWe occasionally encounter the puzzling misperception that individual retirement accounts (IRAs) are under-regulated—as in this recent Wall Street Journal story. The truth is, IRA investors benefit from a comprehensive regulatory framework, one that governs the IRA itself, IRA providers, and, in most cases, the investments that are held …

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COVID-19’s Impact on Money Markets, Crane’s Fund Symposium

WEBOver that same period, prime money market funds had net outflows totaling just 11 billion dollars. Another indicator—we ran an analysis of thousands of news …

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Defined Contribution Plan Distribution Choices at Retirement

WEB3Distributions must begin on April 1 of the year following a retired person’s attainment of age 70 K. Source: Investment Company Institute Defi ned Contribution Plan …

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The Impact of COVID-19 on Economies and Financial Markets

WEBThe global financial crisis was, at root, a financial crisis that spilled over into the real economy. The COVID-19 crisis, in contrast, is a shock to the real economy that rebounded into financial markets. This is key to understanding financial market developments and the experience of funds.

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Market Turmoil and Liquidity Crunch Rooted in the COVID-19 …

WEBThe spring of 2020 will be remembered for the outbreak of the global COVID-19 pandemic. Within a few short weeks, the world’s leading economies shut down all but …

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ICI RESEARCH PERSPECTIVE

WEBICI RESEARCH. PERSPECTIVE. JUNE 4044 // VOL. 41, NO. 2. The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021. KEY FINDINGS. » 401(k) plan participants investing in mutual funds tend to hold lower-cost funds. At year-end 2021, 401(k) plan assets totaled $7.7 trillion, with 39 percent invested in equity mutual funds.

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Coverdell Education Savings Accounts: FAQs

WEBWhat is a Coverdell Education Savings Account? Formerly known as an Education IRA, a Coverdell Education Savings Account (ESA), is a federally sponsored, …

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ICI RESEARCH PERSPECTIVE

WEBcatch-up contribution. Individuals aged 50 or older are permitted to make contributions to an IRA or employer-sponsored retirement savings plan in excess of the annual contribution limit. In 2021, the catch-up limit was $1,000 for IRAs, $3,000 for SIMPLE plans, and $6,500 for 401(k) plans. contribution limit.

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