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Perspective

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances...

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Research

Mutual Fund Investors’ Views on Shareholder Reports: Reactions to a Summary Shareholder Report Proto...

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Research

The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2016 (pdf)

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The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf)

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016 (pdf)

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Defined Contribution Plan Participants’ Activities, First Quarter 2018 (pdf)

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Defined Contribution Plan Participants’ Activities, 2017 (pdf)

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Perspective

The Closed-End Fund Market, 2017 (pdf)

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Defined Contribution Plan Participants’ Activities, First Three Quarters of 2017 (pdf)