Households overwhelmingly support maintaining the tax incentives for retirement saving, according to new ICI research.

This White Paper compares the effectiveness today of electronic and paper delivery and demonstrates that factually, there are large and growing advantages of electronic over paper delivery.

This ICI/Deloitte study found that fees are closely related to a number of factors, including the number of participants and average participant account balance, and allocation of plan assets to equities.

401(k) investors in mutual funds tend to hold lower-cost funds with below-average portfolio turnover.

Sixty-nine percent of all U.S. households had retirement plans through work or IRAs.

More than 52 million U.S. households owned mutual funds in 2011, according to a newly updated ICI annual survey of U.S. households.

ICI’s annual survey of U.S. households finds that almost all mutual fund investors were focused on retirement saving.

ICI’s annual compilation reports on retirement assets, characteristics of mutual fund owners, use of index funds, and other trends. Downloadable files of the data are available on the HTML version.

Households overwhelmingly support maintaining the tax incentives for retirement saving, according to new ICI research.

Total U.S. retirement assets were $17.0 trillion as of September 30, 2011, down 7.5 percent from the record high of $18.4 trillion in assets recorded as of June 30, 2011.

Across all income groups, retirement income from employer-sponsored retirement plans is more prevalent among retirees today than prior to the passage of ERISA.

An updated ICI study finds that most workers who are likely to value retirement savings have access to an employer-provided retirement plan.

Total money market mutual fund assets decreased by $21.28 billion to $2.657 trillion for the week ended Wednesday, February 1.

Total estimated inflows to long-term mutual funds were $11.60 billion for the week ended Wednesday, January 25.

The combined assets of the nation’s mutual funds increased by $12.3 billion, or 0.1 percent, to $11.620 trillion in December.

The combined assets of the nation’s exchange-traded funds (ETFs) were $1.048 trillion in December.

Unit investment trusts, investment companies that hold fixed portfolios of selected stocks or bonds, had total deposits of $2.93 billion in December.

The combined assets of the nation’s closed-end funds were $236.65 billion at the end of August.

Mutual fund assets worldwide decreased 10.8 percent to $23.13 trillion at the end of the third quarter of 2011.

Total U.S. retirement assets were $17.0 trillion as of September 30, 2011, down 7.5 percent from the record high of $18.4 trillion in assets recorded as of June 30, 2011.

ICI’s annual compilation—our fifty-first edition—reports on retirement assets, characteristics of mutual fund owners, use of index funds, and other trends.