401(k) Savers Who Stuck Out Financial Crisis Reaping Rewards
Consistent savers in 401(k)s from 2007 to 2012 saw an average 6.8% growth rate despite the market crash of 2008, ICI and EBRI found.
Most Roth IRAs Born Through Contributions, Not Rollovers
A new ICI report compares Roth and traditional IRA holders on a wide range of data.
IRA Owners Staying on Top of Retirement Planning
A report by ICI says IRA owners are likely to adopt other complex planning and savings behaviors like determining when to take Social Security.
Most IRA, 401(k) Balances Reached Precrisis Levels in 2011
The Investment Company Institute released on Thursday a pair of studies that show how far investors have come from the 2008 financial crisis.
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
Post Financial Crisis, Investors Wary of Taking On Risk: IMCA Conference
Over the past three years U.S. households have become more conservative, with 58% increasing their savings rate, shifting investments away from stocks and delaying retirement, according to recent ICI research.
IRA Investors Faithful to Their Investments, ICI/SIFMA Study Finds
Traditional IRA investors tend to max out contributions, favor Roth IRAs
IRA ownership greatest among baby boomers
Baby boomers account for 50 percent of all IRA ownership, including traditional, Roth and employer-sponsored IRAs. New research from the Investment Company Institute also shows seven...
U.S. household ownership of mutual funds continues to increase
U.S. household ownership of mutual funds and other U.S.-registered investment companies increased slightly in 2008 to 45.6 percent, representing approximately 53 million U.S. households, according...
First-time analysis provides data on lifecycle fund utilization
The EBRI/ICI database, a joint project of the two organizations since 1996, has measured 401(k) plan asset allocation, account balances, and loan activity over time....