
401(k) Plans FAQs
The Basics of 401(k) Plans: FAQs
A 401(k) plan is an employer-sponsored retirement savings plan that allows an employee to contribute...
401(k) Plan Research: FAQs
Frequently Asked Questions About 401(k) Plan Research How large are 401(k)s? As of June 30, 2021...
Ten Important Facts About 401(k) Plans (pdf)
401(k) Participant Disclosure: FAQs
Frequently Asked Questions About 401(k) Participant Disclosure DOL’s 404a-5 participant disclosure...
25th Anniversary of 401(k) Plans: FAQs
25th Anniversary of 401(k) Plans: Frequently Asked Questions Why is November 10, 2006, regarded as...
529 Plans and Coverdell Education Savings Accounts FAQs
Coverdell Education Savings Accounts: FAQs
What is a Coverdell Education Savings Account? Formerly known as an Education IRA, a Coverdell...
Release: 529 Plan Program Statistics, December 2021
Exchange-Traded Funds (ETFs) FAQs
ETF Basics and Structure: FAQs
Frequently Asked Questions About ETF Basics and Structure What is an ETF? What kind of investments...
The US ETF Market: FAQs
Frequently Asked Questions About the US ETF Market How big is the US ETF market? How many Americans...
How ETFs Compare with Other Investments: FAQs
Frequently Asked Questions About How ETFs Compare with Other Investments How are ETFs similar to...
ETFs and Retail Investors: FAQs
Frequently Asked Questions About ETFs and Retail Investors Why do investors use ETFs? What factors...
Expenses and Fees FAQs
Mutual Fund Fee Disclosure: FAQs
Frequently Asked Questions About Mutual Fund Fee Disclosure How can investors find out about a...
Individual Retirement Accounts (IRAs) FAQs
Money Market Funds FAQs
Money Market Funds: FAQs
Frequently Asked Questions About Money Market Funds What are money market funds, and how do...
ICI Survey of Money Market Form N-MFP Data: FAQs
Frequently Asked Questions About Money Market Fund N-MFP Data What is this new money market fund...
Money Market Funds and Credit Ratings on US Treasury Securities: FAQs
These FAQs update an ICI resource from the 2011 debt ceiling crisis. Money Market Funds and Credit...
Mutual Funds FAQs
Mutual Fund Fee Disclosure: FAQs
Frequently Asked Questions About Mutual Fund Fee Disclosure How can investors find out about a...
Mutual Fund Shareholders: FAQs
Frequently Asked Questions About Mutual Fund Shareholders How many American households own mutual...
Mutual Fund Liquidity: FAQs
Frequently Asked Questions About Mutual Fund Liquidity What is liquidity? The term liquidity can...
Mutual Fund Share Pricing: FAQs
Frequently Asked Questions About Mutual Fund Share Pricing Mutual funds are required by law to...
ICI Research 2014 Mutual Fund Reclassification: FAQs
ICI Research 2014 Mutual Fund Reclassification: FAQs What is ICI’s 2014 fund reclassification? To...
Understanding the Risks of Bond Mutual Funds: Are They Right for Me?
Understanding the Risks of Bond Mutual Funds: Are They Right for Me? I. Are Bond Mutual Funds Right...
An Era of Leadership
This is the dawn of a new era. It’s an era of change – for the industry, the economy, and society as...
Securities FAQs
Securities Lending by Regulated Funds: FAQs
What is securities lending? Securities lending is one of the myriad investment techniques used by...
"Best Execution": FAQs
Frequently Asked Questions About “Best Execution” What is “best execution”? While there is no...
Taxation FAQs
Financial Transaction Taxes: FAQs
Frequently Asked Questions on Financial Transaction Taxes General Questions on Financial Transaction...
Taxation for Mutual Fund Investors: FAQs
Frequently Asked Questions About Taxation for Mutual Fund Investors Taxes are a key consideration...
Other Topics FAQs
Closed-End Funds and Their Use of Leverage: FAQs
This document contains FAQs about closed-end funds, including information related to failed auctions...
Municipal Bonds: FAQs
Frequently Asked Questions About Municipal Bonds What are municipal bonds? Municipal bonds (“muni...
Service Provider Disclosure: FAQs
Frequently Asked Questions About Service Provider Disclosure The Employee Retirement Income Security...
Shareholder Response to Market Volatility: FAQs
Frequently Asked Questions About Shareholder Response to Market Volatility How do mutual fund...
Target Date Funds: FAQs
Target date funds, which are also called lifecycle funds, are designed to offer a convenient way to...
Unit Investment Trusts: FAQs
Frequently Asked Questions About Unit Investment Trusts What is a unit investment trust? Unit...
U.S. 2008 Takeover of Fannie Mae and Freddie Mac: FAQs
Frequently Asked Questions About U.S. Takeover of Fannie Mae and Freddie Mac How will the government...