September 24, 1996
TO: DIRECT MARKETING COMMITTEE No. 29-96
INDUSTRY STATISTICS COMMITTEE No. 24-96
INSTITUTIONAL FUNDS COMMITTEE No. 19-96
MEMBERS - ONE PER COMPLEX No. 66-96
OPERATIONS COMMITTEE No. 22-96
PENSION COMMITTEE No. 39-96
RESEARCH COMMITTEE No. 32-96
SALES FORCE MARKETING COMMITTEE No. 33-96
RE: Annual Mutual Fund Retirement Statistics -- 1995
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Enclosed are the results of the 1995 Annual Mutual Fund Retirement Statistics Survey.
Estimates are based on responses from 101 complexes covering 80.7 percent of total industry assets. An
analysis of the results and estimated retirement net flows are also included.
If you have a question concerning any of this information, do not hesitate to call me at (202)
326-5917.
Kathy Rabon-Summers
Director of Industry Studies