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Retirement Savings: Big Picture, Big Opportunity

ICI President’s Remarks Before the Economic Club of Chicago Retirement Savings: Big Picture, Big Opportunity By Paul Schott Stevens President, Investment Company Institute November 10, 2006 Chicago, IL Thanks for that introduction. It really is a pleasure to be here at the Economic...
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25th Anniversary of 401(k) Plans: FAQs

25th Anniversary of 401(k) Plans: Frequently Asked Questions Why is November 10, 2006, regarded as the 25th birthday of the 401(k)? Subsection (k) of Section 401 of the Internal Revenue Code—the tax code—was added in 1978. It was written to address a narrow tax issue that had pitted...

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

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