401(k) Content

Focus on Funds 401(k) Disclosure Rules Meet the Modern Age For the first time since smartphones became common, the rules governing delivery of 401(k) disclosures are changing. In the November 1, 2019, edition of Focus on Funds, ICI assistant general counsel Shannon Salinas details how...

What Do Americans Really Think About Their 401(k)s? Listen to Sarah Holden, ICI senior director of retirement and investor research, discuss Americans’ perspectives on DC plans, their tax treatment, and more on the 401(k) Fridays podcast with Rick Unser. Her insights are based on ICI...

Focus on Funds At 40, the 401(k) Is a Savings Success Four decades after the 401(k) was created, Americans have accumulated trillions of dollars in retirement savings using 401(k) accounts. In the November 16, 2018, edition of Focus on Funds, ICI Senior Director of Retirement and...

Chairman’s Address 59th Annual General Membership Meeting William “Ted” Truscott CEO Columbia Threadneedle Investments May 3, 2017 Marriott Wardman Park Hotel Washington, DC As prepared for delivery. Thank you, Jim [McNamara, GMM chairman, and president and CEO, Goldman Sachs Mutual...

In my new book, How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits, and the first three ICI Viewpoints in this series, I’ve demonstrated that Social Security’s benefit formula drives participation in tax-deferred employer-sponsored retirement plans...

In my new book, How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits, I set out to gain a comprehensive view of how government policy supports American workers as they gather resources for retirement.

Second in a series of ICI Viewpoints. In my new book, How America Supports Retirement: Challenging the Conventional Wisdom on Who Benefits, I analyze the benefits individuals receive from the major government policies that help American workers accumulate resources for retirement...

America’s retirement system isn’t perfect but it’s a lot stronger than many people think. Whether by accident or design, the U.S. retirement system provides benefits to workers across the earnings distribution and has helped millions of retirees maintain their standard of living in...