About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: researcher is "investment company institute"

Surveys listed in reverse order of publication date

Results 1-4 of 4.

Delivering ERISA Disclosure for Defined Contribution Plans: Why the Time Has Come to Prefer Electronic Delivery
Delivering ERISA Disclosure for Defined Contribution Plans
Investment Company Institute
14 Jun 2011 United States Countries - US, Administration
The Investment Company Institute (ICI) has published a new white paper which puts forward the advantages of using electronic delivery to communicate with participants of DC plans. The report suggests that electronic delivery of a single new four-page notice could save $36.7m to $60.5m per year in printing and postage costs.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AC612796    
 
Who Gets Retirement Plans and Why: An Update
Who Gets Retirement Plans and Why: An Update
Investment Company Institute
24 Mar 2011 United States Savings, Countries - US
The Investment Company Institute (ICI) has updated research from 2008 into the employee characteristics that make some employers more likely to offer, and some workers more likely to seek, compensation packages that include retirement benefits. The study shows that younger households and those on a lower income are more likely to save for reasons other than retirement, such as education or to get on the property ladder.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8F597427   Click here to contact the authors.
 
The Role of IRAs in US Households' Saving for Retirement 2008
The Role of IRAs in US Households' Saving for Retirement 2008
Investment Company Institute
Jan 2009 United States Savings, Countries - US
70% of households in the US have retirement savings, according to research by the Investment Company Institute (ICI), whether this be through work plans or through Individual Retirement Accounts (IRAs). This study reveals that IRAs have played an increasingly important role in Americans' retirement savings, with 47 million households now reporting owning one in May 2008 (41%).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7846162E   Click here to contact the authors.
 
Mutual Funds: Survey of Households
Mutual fund ownership in the US
Investment Company Institute
Dec 2003 United States Investment - General
This research shows that, on the heels of a bear market which lasted from 2000 to 2002, mutual fund ownership declined slightly in a 12 month period ending in July 2003. At the same time, the survey found a record number of households, 36.4 million, owned mutual funds inside employer sponsored retirement plans. That figure represents 32.7% of all US households.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4F190423   Click here to contact the authors.
 

Results 1-4 of 4.