Sarah Holden

Investment Company Institute

Senior Director, Retirement & Investor Research

1401 H Street, NW

Research Department

Washington, DC 20005

United States

  • Investment Company Institute

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

65

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6,508

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Top 5,283

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133

Scholarly Papers (65)

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1.

The Role of IRAs in US Households’ Saving for Retirement, 2021

ICI Research Perspective, Vol. 28, N0. 1, January 2022
Number of pages: 40 Posted: 13 Mar 2022
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 358 (179,179)
Citation 3

Abstract:

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Retirement, IRAs, asset allocation, investor behavior

2.

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 Morningstar Center for Retirement and Policy Studies
Downloads 338 (190,725)
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

3.

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 Morningstar Center for Retirement and Policy Studies
Downloads 310 (208,683)
Citation 2

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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

4.

The Role of IRAs in US Households’ Saving for Retirement, 2020

Number of pages: 40 Posted: 22 Mar 2021
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 271 (240,229)
Citation 3

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

5.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 205 (315,657)
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

6.

Contribution Behavior of 401(K) Plan Participants

Number of pages: 21 Posted: 21 Nov 2001
Jack VanDerhei and Sarah Holden
Morningstar Center for Retirement and Policy Studies and Investment Company Institute
Downloads 205 (315,657)
Citation 2

Abstract:

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

7.

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 202 (319,999)
Citation 3

Abstract:

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

8.

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 Morningstar Center for Retirement and Policy Studies
Downloads 180 (355,725)

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

9.

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

Number of pages: 28 Posted: 06 Dec 2002
Sarah Holden and Jack VanDerhei
Investment Company Institute and Morningstar Center for Retirement and Policy Studies
Downloads 175 (364,624)
Citation 1

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

10.

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

Number of pages: 32 Posted: 03 Apr 2001
Sarah Holden and Jack VanDerhei
Investment Company Institute and Morningstar Center for Retirement and Policy Studies
Downloads 174 (366,439)
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

11.

Characteristics of Mutual Fund Investors, 2020

Number of pages: 24 Posted: 22 Mar 2021
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 172 (370,163)
Citation 2

Abstract:

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mutual fund ownership, household finance, investor behavior, retirement saving

12.

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 Morningstar Center for Retirement and Policy Studies
Downloads 149 (418,383)
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

13.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 138 (444,887)
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

14.

The Role of IRAs in US Households’ Saving for Retirement, 2019

ICI RESEARCH PERSPECTIVE, DECEMBER 2019 // VOL. 25, NO. 10
Number of pages: 40 Posted: 08 Sep 2020
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 134 (455,499)
Citation 2

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

15.

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 127 (475,402)

Abstract:

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Retirement, IRAs, Asset allocation, Investor behavior

16.

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

Number of pages: 28 Posted: 20 Dec 2001
Sarah Holden and Jack VanDerhei
Investment Company Institute and Morningstar Center for Retirement and Policy Studies
Downloads 113 (519,935)

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17.

American Views on Defined Contribution Plan Saving, 2021

Number of pages: 36 Posted: 04 Apr 2022
Sarah Holden, Daniel Schrass, Michael Bogdan and Jason S. Seligman
Investment Company Institute, Investment Company Institute, Investment Company Institute - Research and The Investment Company Institute
Downloads 111 (530,520)

Abstract:

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retirement saving, defined contribution plans, investment choice

18.

What US Households Consider When They Select Mutual Funds, 2021

Number of pages: 12 Posted: 29 Sep 2022
Sarah Holden, Michael Bogdan and Daniel Schrass
Investment Company Institute, Investment Company Institute - Research and Investment Company Institute
Downloads 108 (537,787)
Citation 1

Abstract:

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Mutual fund ownership, household finance, investor behavior

19.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 106 (549,094)
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

20.

Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Participants

Number of pages: 24 Posted: 16 Sep 2021
Sarah Holden, Jack VanDerhei and Steven Bass
Investment Company Institute, Morningstar Center for Retirement and Policy Studies and Investment Company Institute
Downloads 105 (549,094)
Citation 1

Abstract:

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401(k) plans, asset allocation, target date funds

21.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 105 (549,094)

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

22.

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

Number of pages: 41 Posted: 06 Oct 2003
Sarah Holden and Jack VanDerhei
Investment Company Institute and Morningstar Center for Retirement and Policy Studies
Downloads 105 (549,094)
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

23.

Do People Successfully Manage Their Nest Eggs Through Retirement? Evidence from the Evolution of US Household Balance Sheets

Number of pages: 44 Posted: 09 Jun 2023
Sarah Holden and Jason S. Seligman
Investment Company Institute and The Investment Company Institute
Downloads 102 (560,924)

Abstract:

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Household Wealth, Retirement, Aging

24.

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 101 (564,844)
Citation 8

Abstract:

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IRA, Asset Allocation, Investor Behavior

25.

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

Number of pages: 51 Posted: 08 Apr 2003
Sarah Holden and Jack VanDerhei
Investment Company Institute and Morningstar Center for Retirement and Policy Studies
Downloads 94 (592,300)

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.

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 90 (608,373)
Citation 13

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

27.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 87 (621,320)
Citation 45

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28.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 86 (630,219)

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

29.

The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2018

ICI RESEARCH REPORT, NOVEMBER 2021
Number of pages: 96 Posted: 25 Aug 2023
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 85 (630,219)

Abstract:

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IRA, Asset Allocation, Investor Behavior

30.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 85 (634,655)

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

31.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 84 (634,655)
Citation 2

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

32.

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 83 (639,146)
Citation 4

Abstract:

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mutual fund ownership, household finance

33.

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 Morningstar Center for Retirement and Policy Studies
Downloads 81 (648,271)

Abstract:

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retirement, defined contribution, investments

34.

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

Number of pages: 28 Posted: 07 Apr 2001
Jack VanDerhei, Sarah Holden and Carol Quick
Morningstar Center for Retirement and Policy Studies, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 74 (687,404)
Citation 2

Abstract:

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

35.

Ownership of Mutual Funds and Shareholder Sentiment, 2022

Number of pages: 24 Posted: 16 Dec 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 73 (687,404)

Abstract:

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Mutual fund ownership, household finance, investor behavior

36.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 73 (687,404)

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

37.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 72 (692,571)

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

38.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI), Investment Company Institute and Investment Company Institute
Downloads 67 (719,934)

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

39.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 66 (725,823)

Abstract:

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

40.

Characteristics of Mutual Fund Investors, 2022

ICI RESEARCH PERSPECTIVE OCTOBER 2022 // VOL. 28, NO. 10
Number of pages: 24 Posted: 19 Dec 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 64 (749,599)

Abstract:

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mutual fund ownership, household finance, investor behavior, retirement saving

41.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020

ICI RESEARCH PERSPECTIVE NOVEMBER 2022 // VOL. 28, NO. 11
Number of pages: 24 Posted: 19 Dec 2022
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 64 (737,388)

Abstract:

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retirement saving, 401(k) plans, investment choice, target date funds, 401(k) plan loans

42.

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 63 (743,388)
Citation 4

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

43.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018

ICI Research Perspective, 2020
Number of pages: 24 Posted: 08 Dec 2020
Sarah Holden, Jack VanDerhei and Steven Bass
Investment Company Institute, Morningstar Center for Retirement and Policy Studies and Investment Company Institute
Downloads 62 (749,599)
Citation 2

Abstract:

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household finance, retirement, 401(k) plans

44.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 62 (749,599)

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

45.

The Role of IRAs in US Households’ Saving for Retirement, 2022

ICI RESEARCH PERSPECTIVE, VOL. 29, NO. 1 // FEBRUARY 2023
Number of pages: 32 Posted: 12 Jun 2023
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 59 (768,536)
Citation 2

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

46.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021

Number of pages: 24 Posted: 05 Jan 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 58 (775,045)
Citation 5

Abstract:

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mutual fund ownership, household finance, investor behavior

47.

Characteristics of Mutual Fund Investors, 2021

Number of pages: 24 Posted: 05 Jan 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 57 (781,744)
Citation 1

Abstract:

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mutual fund ownership, household finance, investor behavior, retirement saving

48.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019

Number of pages: 24 Posted: 18 Aug 2022 Last Revised: 06 Dec 2022
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 56 (788,563)
Citation 1

Abstract:

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Retirement, 401(k) Plans, Investor Behavior

49.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 55 (795,604)
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

50.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 55 (795,604)

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

51.

The Role of IRAs in US Households' Saving for Retirement, 2023

Number of pages: 28 Posted: 15 Apr 2024
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 51 (824,779)
Citation 2

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

52.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019

Number of pages: 3 Posted: 24 Jul 2022 Last Revised: 06 Dec 2022
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 51 (824,779)
Citation 2

Abstract:

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retirement saving, 401(k) plans, investment choice, target date funds, 401(k) plan loans

53.

Characteristics of Mutual Fund Investors, 2023

ICI RESEARCH PERSPECTIVE, OCTOBER 2023 // VOL. 29, NO. 11
Number of pages: 20 Posted: 15 Apr 2024
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 49 (848,062)

Abstract:

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mutual fund ownership, household finance, investor behavior, retirement saving

54.

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020

ICI RESEARCH PERSPECTIVE, VOL. 29, NO. 2 // MARCH 2023
Number of pages: 18 Posted: 12 Jun 2023
Sarah Holden, Craig Copeland and Steven Bass
Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 48 (848,062)
Citation 2

Abstract:

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Retirement, 401(k) Plans, Investor Behavior

55.

Ownership of Mutual Funds and Shareholder Sentiment, 2023

ICI RESEARCH PERSPECTIVE, OCTOBER 2023 // VOL. 29, NO. 10
Number of pages: 18 Posted: 15 Apr 2024
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 46 (864,527)

Abstract:

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mutual fund ownership, household finance, investor behavior

56.

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018

Number of pages: 40 Posted: 19 Apr 2021
Sarah Holden, Jack VanDerhei and Steven Bass
Investment Company Institute, Morningstar Center for Retirement and Policy Studies and Investment Company Institute
Downloads 46 (864,527)

Abstract:

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household finance, retirement, 401(k) plans

57.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 46 (864,527)

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

58.

How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020

Number of pages: 20 Posted: 11 Oct 2023
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 45 (873,008)

Abstract:

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Retirement, 401(k) Plans, Investor Behavior

59.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2019

ICI RESEARCH PERSPECTIVE, OCTOBER 2019 // VOL. 25, NO. 8
Number of pages: 24 Posted: 08 Sep 2020
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 45 (873,008)

Abstract:

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mutual fund ownership, household finance

60.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020

Number of pages: 24 Posted: 22 Mar 2021
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 40 (917,318)
Citation 4

Abstract:

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mutual fund ownership, household finance

61.

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2018

ICI RESEARCH REPORT, AUGUST 2021
Number of pages: 88 Posted: 25 Aug 2023
Sarah Holden, Daniel Schrass and Steven Bass
Investment Company Institute, Investment Company Institute and Investment Company Institute
Downloads 38 (936,408)

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

62.

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

Number of pages: 24 Posted: 12 Oct 2018
Sarah Holden, Jack VanDerhei, Luis Alonso and Steven Bass
Investment Company Institute, Morningstar Center for Retirement and Policy Studies, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 34 (976,232)
Citation 6

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63.

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
Morningstar Center for Retirement and Policy Studies, Investment Company Institute, Employee Benefit Research Institute (EBRI) and Investment Company Institute
Downloads 20 (1,139,683)

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64.

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

65.

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

Published in Blitzstein, D., O. Mitchell, and S. Utkus (Eds.) (2006). Restructuring Retirement Risks. Oxford, UK: Oxford University Press., Pension Research Council WP2005-9
Posted: 02 Nov 2005 Last Revised: 03 Apr 2020
Sarah Holden and Jack VanDerhei
Investment Company Institute and Morningstar Center for Retirement and Policy Studies

Abstract:

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