Resources

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Research

Defined Contribution Plan Participants’ Activities, First Quarter 2017 (pdf)

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)

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News Release

New Comparison Across Two Generations of 401(k) Savers in Their Twenties Shows Contrast in Asset All...

New Comparison Across Two Generations of 401(k) Savers in Their Twenties Shows Contrast in Asset...
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Perspective

Who Participates in Retirement Plans (pdf)

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2016 (pdf)

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Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)

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Research

The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)

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Research

Defined Contribution Plan Participants’ Activities, 2016 (pdf)

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Speech

Chairman's Address, 59th General Membership Meeting

Chairman’s Address 59th Annual General Membership Meeting William “Ted” Truscott CEO Columbia...