401(k) Content

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...

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...

Frequently Asked Questions About 401(k) Plan Research How large are 401(k)s? As of June 30, 2021, 401(k) plans held an estimated $7.3 trillion in assets and represented nearly one-fifth of the $37.2 trillion US retirement market, which includes employer-sponsored retirement plans...

A 401(k) plan is an employer-sponsored retirement savings plan that allows an employee to contribute a portion of his or her paycheck into a tax-advantaged investment account.

Financial literacy will equip you with money skills. Good money habits and skills will lead you to greater financial well-being—and help you achieve things such as education, home ownership, and a comfortable retirement. And those will last a lot longer than May flowers.

Now is the perfect time to ensure your long-term savings are on track with a helpful checklist from Sarah Holden, senior director of retirement and investor research.

August 21, 2020—ICI's annual collaboration with retirement plan ratings provider BrightScope provides insight into 401(k) plan design.

ICI Explains When Will My 401(k) Balance Get Back on Track Again? As the COVID-19 pandemic hit financial markets in the first quarter of 2020, many of America’s 401(k) savers are asking: when will my balance get back on track again? To answer this question, the following video...

The Japanese Investment Trusts Association (JITA) hosted a seminar today to launch a Japanese-language edition of a book written by Investment Company Institute (ICI) Senior Economic Adviser Peter J. Brady, which illustrates how the US Social Security system and retirement tax...