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Guide

Background on 401(k) Topics

Focus on Funds: An End-of-Summer Checkup for Your Long-Term Savings Aug 28, 2020 Focus on Funds: Collaborative Research Highlights Three Key Features of 401(k) Plan Design Aug 21, 2020 Ten Important Facts About 401(k) Plans (pdf) Mar 30, 2020 Focus on Funds: 401(k) Disclosure Rules...
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IDC Update

IDC Update: April 15, 2021

IDC Comments on Potential Options for Money Market Fund Reform IDC submitted a letter to the SEC on a recent report from the President’s Working Group on Financial Markets, which outlines various reform measures that policymakers could consider to improve the resilience of money...

2024 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Factbook

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