Date: December 20, 2023 Summary of Recent ICI Research on First-Mover Advantage, Dilution, and Systemic Risk in Open-End Funds (pdf)
Date: October 9, 2023 IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)
Date: September 28, 2023 The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2020 (pdf)
Date: September 11, 2023 2023 Year-End Tax Reporting – Secondary Layout of Reporting Information, Updated (xls)
Date: September 11, 2023 2023 Year-End Tax Reporting – Primary Layout of Reporting Information, Updated (xls)