October 13, 1995
TO: DIRECT MARKETING COMMITTEE No. 45-95
INDUSTRY STATISTICS COMMITTEE No. 23-95
MARKETING POLICY COMMITTEE No. 52-95
OPERATIONS COMMITTEE No. 28-95
PENSION COMMITTEE No. 19-95
RESEARCH COMMITTEE No. 40-95
SALES FORCE MARKETING COMMITTEE No. 49-95
SMALL FUNDS COMMITTEE No. 18-95
RE: Annual Mutual Fund Retirement Statistics -- 1994
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Enclosed are the results of the 1994 Annual Mutual Fund Retirement Statistics Survey.
Estimates are based on responses from 112 complexes representing 80.9 percent of total industry assets.
Also enclosed are revisions in the estimates for 1992 and 1993 based on new information, and a
memo analyzing the 1994 results.
If you have questions concerning any of this information, do not hesitate to call me at (202) 326-
5917.
Kathy Rabon-Summers
Director of Industry Studies