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An ICI Review of the Economics of Providing Retirement Plans Bookmark

An ICI Review of the Economics of Providing Retirement Plans
While the Department of Labor has delayed the implementation of new fee disclosure rules about fees charged to plans and participants, it may be useful to refer to the recent report "The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2009" published by the Investment Company Institute (ICI), a national industry group representing companies offering mutual funds, ETFs, and unit investment trusts (UITs). Members of ICI manage assets of $12.74 trillion and serve over 90 million shareholders. As the title suggests, this report offers research insights into the costs associated with 401(k) plans. You may find the information also relevant to similar plan arrangements.