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-- An attorney subscriber
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Search the News Archive
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10 Matching News Items |
| 1. |
Investment Company Institute [ICI] and Employee Benefit Research Institute [EBRI]
Aug. 25, 2006
Excerpt: The August 2006 issue of Perspective covers the year-end 2005 data gathered by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) in their collaborative effort -- the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project. This Appendix provides supplementary tables and charts for the August 2006Perspective.
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| 2. |
Investment Company Institute [ICI] and Employee Benefit Research Institute [EBRI]
July 15, 2009
Excerpt: [O]ver the eight-year period from 1999 to 2007: The average 401(k) account balance increased at an annual growth rate of 9.5 percent over the period, to $137,430 at year-end 2007; [and the] median 401(k) account balance (half above, half below) increased at an annual growth rate of 15.2 percent over the period, to $76,946 at year-end 2007. Analysis of a consistent group of 401(k) participants highlights the accumulation potential of 401(k) plans.
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| 3. |
The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations (PDF)
Employee Benefit Research Institute [EBRI]
July 13, 2005 28 pages. Excerpt: The Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) have collaborated to develop the EBRI/ICI 401(k) Accumulation Projection Model. This model examines how401(k) assets might contribute to retirement income for future retirees based on decisions workers make throughout their careers and finds that the median replacement rate from 401(k) accumulations depends primarily on whether current participants will continue to work for[.] |
| 4. |
Investment Company Institute [ICI]
Aug. 11, 2004
16 pages. Excerpt: In an ongoing effort to track 401(k) plan participants, the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI), in a collaborative effort, have gathered annual data on 401(k) plan participants since 1996 from a wide variety of 401(k) plan recordkeepers.
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| 5. |
Employee Benefit Research Institute [EBRI] and Investment Company Institute [ICI]
Aug. 3, 2017
60 pages. "On average, at year-end 2015, 66 percent of 401(k) participants' assets were invested in equity securities through equity funds, the equity portion of balanced funds, and company stock.... Nearly 65 percent of 401(k) plans, covering nearly three-quarters of 401(k) plan participants, included target-date funds in their investment lineup at year-end 2015.... A majority of new or recent hires invested their 401(k) assets in balanced funds, including target-date funds.... 401(k) participants' investment in company stock continued at historically low levels.... 401(k) participants were less likely to have loans outstanding at year-end 2015 than at year-end 2014."
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| 6. |
Employee Benefit Research Institute [EBRI] and Investment Company Institute [ICI]
Apr. 28, 2016 "More 401(k) plan participants held equities at year-end 2014 than before the financial market crisis (year-end 2007), and most had the majority of their accounts invested in equities.... More than 70 percent of 401(k) plans included targe t-date funds in their investment lineup at year-end 2014.... A majority of new or recent hires invested their 401(k) assets in balanced funds, including target-date funds.... 401(k) participants ' investments in company stock continued at historically low levels.... 401(k) participants were less slightly likely to have loans outstanding at year -end 2014 than at year- end 2013." |
| 7. |
Employee Benefit Research Institute [EBRI]; Investment Company Institute [ICI]
Dec. 21, 2011 On average, at year-end 2010, 62 percent of 401(k) participants' assets were invested in equity securities through equity funds, the equity portion of balanced funds, and company stock. Thirty-three percent were in fixed-income securities such as stable value investments and bond and money funds. |
| 8. |
Investment Company Institute [ICI] and Employee Benefit Research Institute [EBRI]
Dec. 23, 2013
"The bulk of 401(k) assets continued to be invested in stocks.... Seventy-two percent of 401(k) plans included target date funds in their investment lineup at year-end 2012.... More new or recent hires invested their 401(k) assets in balanced funds, including target date funds.... Participants' 401(k) loan activity remained steady, although loan balances increased slightly in 2012... The year-end 2012 average 401(k) account balance in the database was 8.4 percent higher than the year before, but may not accurately reflect the experience of typical 401(k) participants in 2012."
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| 9. |
Employee Benefit Research Institute [EBRI] and Investment Company Institute [ICI]
Sept. 8, 2016
28 pages. "The average 401(k) plan account balance for consistent participants rose each year from 2010 through year-end 2014. Overall, the average account balance increased at a compound annual average growth rate of 17.3 percent from 2010 to 2014, to $138,553 at year-end 2014. The median (mid-point) 401(k) plan account balance for consistent participants in creased at a compound annual average growth rate of 19.7 percent over the period, to $56,653 at year-end 2014."
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| 10. |
Investment Company Institute [ICI] and Employee Benefit Research Institute [EBRI]
Dec. 23, 2013
"Target date fund use varies across 401(k) participant age.... [Y]ounger participants are more likely to hold target date funds and target date funds represent a much larger share of their 401(k) assets. At year-end 2012, 52 percent of 401(k) plan participants in their twenties had target date funds, and those funds made up 34 percent of their 401(k) assets."
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