Sarah Holden

Investment Company Institute

Senior Economist

1401 H Street, NW

Research Department

Washington, DC 20005

United States

  • Investment Company Institute

    • Email
    • Tel: (202) 326-5915
SCHOLARLY PAPERS

38

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2,755

SSRN CITATIONS
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Top 3,617

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28

CROSSREF CITATIONS

274

Scholarly Papers (38)

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1.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2005

EBRI Issue Brief, No. 296, August 2006
Number of pages: 20 Posted: 24 Aug 2006
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 303 (102,973)
Citation 1

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

2.

The Influence of Automatic Enrollment, Catch-Up, and Ira Contributions on 401(K) Accumulations at Retirement

EBRI Issue Brief, No. 283, July 2005
Number of pages: 28 Posted: 28 Jul 2005
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 249 (126,793)
Citation 1

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401(k) plans, Employment-based benefits, Income replacement rate, Individual retirement accounts (IRAs), Pension plan contributions, Pension plan coverage, Pension plan design, Retirement income

3.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006

EBRI Issue Brief, No. 308, August 2007
Number of pages: 40 Posted: 10 Aug 2007
Jack VanDerhei, Sarah Holden, Craig Copeland and Luis Alonso
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 171 (180,457)

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

4.

Contribution Behavior of 401(K) Plan Participants

EBRI Issue Brief, No. 238, October 2001
Number of pages: 21 Posted: 21 Nov 2001
Jack VanDerhei and Sarah Holden
Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 169 (182,326)
Citation 1

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401(k) plans, Employment-based benefits, Participant contributions

5.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2004

EBRI Issue Brief, No. 285, September 2005
Number of pages: 20 Posted: 28 Oct 2005
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 160 (191,046)

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

6.

Can 401(K) Accumulations Generate Significant Income for Future Retirees?

EBRI Issue Brief, No. 251, November 2002
Number of pages: 28 Posted: 06 Dec 2002
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 134 (221,044)
Citation 1

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401(k) Plans, Employment-based Benefits, Income Replacement Rate, Retirement Income, Social Security

7.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2003

EBRI Issue Brief, No. 272, August 2004
Number of pages: 24 Posted: 18 Aug 2004
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 119 (241,928)
Citation 1

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

8.

The Success of the U.S. Retirement System

Brady, Peter, Kimberly Burham, and Sarah Holden, The Success of the U.S. Retirement System, Investment Company Institute, 2012
Number of pages: 64 Posted: 09 Dec 2012
Peter J. Brady, Kimberly D. Burham and Sarah Holden
Investment Company Institute, Investment Company Institute and Investment Company Institute
Downloads 111 (256,032)

Abstract:

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Retirement, Social Security, 401(k), retirement plans

9.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 1999

EBRI Issue Brief, Number 230, February 2001
Number of pages: 32 Posted: 03 Apr 2001
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 103 (267,896)
Citation 1

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Pension plan participation, Retirement plans, Self-directed investments

10.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012

EBRI Issue Brief, No. 394 (December 2013)
Number of pages: 52 Posted: 26 Dec 2013
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 100 (273,425)

Abstract:

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401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

11.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2007

EBRI Issue Brief, No. 324, December 2008
Number of pages: 52 Posted: 22 Dec 2008
Jack VanDerhei, Sarah Holden, Luis Alonso and Craig Copeland
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 83 (307,841)
Citation 1

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

12.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2000

EBRI Issue Brief, No. 239, November 2001
Number of pages: 28 Posted: 20 Dec 2001
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 81 (312,341)

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13.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2008

EBRI Issue Brief, No. 335, October 2009
Number of pages: 68 Posted: 13 Oct 2009
Jack VanDerhei, Sarah Holden and Luis Alonso
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 74 (329,206)

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401(k) plans, Asset allocation, Employment-based benefits, Life-cycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

14.

Role of 401(K) Accumulations in Providing Future Retirement Income

Pension Research Council WP2005-9
Number of pages: 27 Posted: 02 Nov 2005
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 70 (339,551)
Citation 1

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15.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2001

EBRI Issue Brief, No. 255, March 2003
Number of pages: 51 Posted: 08 Apr 2003
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 65 (353,131)

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401(k) Plans, Asset Allocation, Employment-based Benefits, Pension Plan Assets, Pension Plan Loans, Retirement Plans, Self-directed Investments

16.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010

EBRI Issue Brief, No. 366, December 2011
Number of pages: 52 Posted: 24 Dec 2011
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 56 (380,388)
Citation 1

Abstract:

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401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

17.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014

EBRI Issue Brief, Number 423 (April 2016)
Number of pages: 80 Posted: 30 Apr 2016
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 55 (383,614)

Abstract:

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401(k) account balances, 401(k) assets, 401(k) loans, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Self-directed investments, Target-date funds

18.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009

EBRI Issue Brief, No. 350, November 2010
Number of pages: 68 Posted: 23 Nov 2010
Jack VanDerhei, Sarah Holden and Luis Alonso
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 55 (383,614)

Abstract:

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401(k) Plans, Asset Allocation, Employment-Based Benefits, Life-Cycle Funds, Pension Plan Assets, Pension Plan Loans, Retirement Plans, Self-Directed Investments, Target-Date Funds

19.

401(K) Plan Participant Asset Allocation in 2004

Benefits Quarterly, Third Quarter, 2006
Number of pages: 11 Posted: 21 Jul 2007
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 54 (386,886)

Abstract:

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retirement, defined contribution, investments

20.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2002

EBRI Issue Brief, No. 261, September 2003
Number of pages: 41 Posted: 06 Oct 2003
Sarah Holden and Jack VanDerhei
Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 54 (386,886)
Citation 1

Abstract:

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

21.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011

EBRI Issue Brief, Number 380, December 2012
Number of pages: 56 Posted: 22 Dec 2012
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 51 (396,839)

Abstract:

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401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

22.

What Does Consistent Participation in 401(k) Plans Generate?

EBRI Issue Brief, No. 332-SR, July 2009
Number of pages: 16 Posted: 20 Jul 2009
Jack VanDerhei, Sarah Holden and Luis Alonso
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 49 (403,683)

Abstract:

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401(k) plans, asset allocation, employment-based benefits, pension plan assets, self-directed investments

23.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013

EBRI Issue Brief, Number 408 (December 2014)
Number of pages: 56 Posted: 19 Dec 2014
Jack VanDerhei, Sarah Holden, Luis Alonso, Steven Bass and AnnMarie Pino
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI), Investment Company Institute and Investment Company Institute
Downloads 47 (410,679)

Abstract:

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401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments, Target-date funds

24.

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007-2014

Number of pages: 76 Posted: 11 Sep 2016
Sarah Holden and Steven Bass
Investment Company Institute and Investment Company Institute
Downloads 45 (418,127)

Abstract:

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Retirement, IRAs, Asset allocation, Investor behavior

25.

401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 1998

EBRI Issue Brief, Number 218 (February 2000)
Number of pages: 28 Posted: 07 Apr 2001
Jack VanDerhei, Sarah Holden and Carol Quick
Employee Benefit Research Institute (EBRI), Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 45 (418,127)
Citation 1

Abstract:

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401(k) plans, Asset allocation, Employment-based benefits, Pension plan assets, Pension plan loans, Retirement plans, Self-directed investments

26.

401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011

EBRI Issue Brief, Number 391 (October 2013)
Number of pages: 20 Posted: 22 Oct 2013
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 40 (437,580)

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401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Financial crisis, Pension plan assets, Pension plan participation, Self-directed investments

27.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2018

ICI Research Perspective, Vol. 24, No. 8, November 2018
Number of pages: 24 Posted: 11 Jan 2019
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 32 (472,262)
Citation 2

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mutual fund ownership, household finance

28.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007-2012

EBRI Issue Brief, Number 402 (July 2014)
Number of pages: 28 Posted: 02 Aug 2014
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 31 (477,076)

Abstract:

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401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Financial crisis, Pension plan assets, Pension plan participation, Self-directed investments, Target-date funds

29.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010-2014

EBRI Issue Brief, Number 426 (September 8, 2016)
Number of pages: 28 Posted: 11 Sep 2016
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 24 (514,363)
Citation 1

Abstract:

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401(k) account balances, 401(k) assets, 401(k) plans, Asset allocation, Employment-based benefits, Retirement plan participation, Self-directed investments, Target-date funds

30.

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

ICI Research Report, September 2018
Number of pages: 96 Posted: 11 Jan 2019
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 21 (532,036)
Citation 5

Abstract:

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IRA, Asset Allocation, Investor Behavior

31.

The Role of IRAs in U.S. Households’ Saving for Retirement, 2015

ICI RESEARCH PERSPECTIVE, VOL. 22, NO. 1, 2016
Number of pages: 40 Posted: 11 Jan 2019
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 21 (532,036)
Citation 4

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Retirement, IRAs, Asset Allocation, Investor Behavior

32.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007-2013

EBRI Issue Brief, Number 418 (September 2015)
Number of pages: 28 Posted: 21 Sep 2015
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 20 (537,966)

Abstract:

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401(k) account balances, 401(k) plans, Asset allocation, Employment-based benefits, Financial crisis, Pension plan assets, Pension plan participation, Self-directed investments, Target-date funds

33.

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

EBRI Issue Brief, September 10, 2018, No. 458
Number of pages: 56 Posted: 11 Oct 2018
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 17 (562,244)
Citation 34

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34.

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

ICI Research Report, September 2018
Number of pages: 88 Posted: 11 Jan 2019
Sarah Holden and Steven Bass
Investment Company Institute and Investment Company Institute
Downloads 14 (574,861)
Citation 9

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

35.

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

EBRI Issue Brief, Number 436 (August 3, 2017)
Number of pages: 60 Posted: 09 Aug 2017
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 14 (574,861)

Abstract:

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401(k) account balances, 401(k) assets, 401(k) loans, 401(k) plans, Asset allocation, Employment-based benefits, Lifecycle funds, Self-directed investments, Target-date funds

36.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2015

EBRI Issue Brief, October 24, 2017, No. 439
Number of pages: 24 Posted: 12 Oct 2018
Sarah Holden, Jack VanDerhei, Luis Alonso and Steven Bass
Investment Company Institute, Employee Benefit Research Institute (EBRI), Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 10 (600,818)
Citation 3

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37.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016

ebri.org Issue Brief • November 6, 2018 • No. 464
Number of pages: 21 Posted: 02 Dec 2018
Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass
Employee Benefit Research Institute (EBRI), Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 8 (614,199)

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38.

The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2014

Holden, Sarah, and Daniel Schrass. 2016. “The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2014.” ICI Research Report (August)
Posted: 13 Sep 2016
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute

Abstract:

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Retirement, IRA, Asset allocation, Investor behavior