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401(k) Participant Disclosure: FAQs

Frequently Asked Questions About 401(k) Participant Disclosure DOL’s 404a-5 participant disclosure regulation requires plan administrators (e.g., employers) to make specific disclosures to individuals (e.g., employees) participating in 401(k), 403(b), and other defined contribution...
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Focus on Funds: Investor Demand for Funds Remained Strong in 2017

Focus on Funds Investor Demand for Funds Remained Strong in 2017 What does the 2017 data reveal about where investors are directing their money? In the February 2, 2018, edition of Focus on Funds, ICI Senior Director for Industry and Financial Analysis Shelly Antoniewicz explains the...

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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