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

58

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286

Scholarly Papers (58)

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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 Morningstar Center for Retirement and Policy Studies
Downloads 324 (150,182)
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 Morningstar Center for Retirement and Policy Studies
Downloads 293 (166,971)
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

3.

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 192 (251,304)
Citation 2

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

4.

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 188 (256,054)
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

5.

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 182 (263,589)
Citation 3

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

6.

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 171 (278,328)
Citation 3

Abstract:

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

7.

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 171 (278,328)

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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 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 167 (283,933)
Citation 5

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Retirement, IRAs, asset allocation, investor behavior

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 159 (295,988)
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 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 137 (333,907)
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

11.

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 122 (364,341)
Citation 1

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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

12.

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 118 (373,326)
Citation 2

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Retirement, IRAs, Asset Allocation, Investor Behavior

13.

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 117 (375,615)
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

14.

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 114 (382,612)
Citation 2

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

15.

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 102 (413,963)

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16.

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 95 (434,086)
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

17.

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 89 (452,368)

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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

18.

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 81 (479,012)

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

19.

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 80 (482,528)
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

20.

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 74 (504,483)
Citation 8

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IRA, Asset Allocation, Investor Behavior

21.

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 73 (508,243)

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

22.

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 71 (516,167)
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

23.

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 70 (520,013)

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

24.

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 69 (524,044)
Citation 41

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25.

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 68 (528,068)

Abstract:

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retirement, defined contribution, investments

26.

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 67 (532,265)
Citation 4

Abstract:

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mutual fund ownership, household finance

27.

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 67 (532,265)

Abstract:

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Retirement, IRAs, Asset allocation, Investor behavior

28.

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 65 (540,784)

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retirement saving, defined contribution plans, investment choice

29.

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 60 (562,821)

Abstract:

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

30.

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 60 (562,821)
Citation 1

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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

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 58 (572,102)
Citation 4

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Retirement, IRAs, Asset Allocation, Investor Behavior

32.

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 58 (572,102)

Abstract:

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

33.

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 57 (576,904)

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

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 57 (576,904)
Citation 2

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

35.

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 56 (581,611)

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

36.

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 55 (586,506)
Citation 13

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

37.

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 52 (601,609)
Citation 1

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Mutual fund ownership, household finance, investor behavior

38.

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 41 (662,394)
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

39.

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 41 (662,394)

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

40.

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 40 (668,433)
Citation 4

Abstract:

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mutual fund ownership, household finance, investor behavior

41.

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 38 (680,983)

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

42.

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 36 (693,841)

Abstract:

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mutual fund ownership, household finance

43.

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 35 (700,389)

Abstract:

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

44.

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 34 (707,087)

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

45.

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 33 (713,844)

Abstract:

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household finance, retirement, 401(k) plans

46.

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 32 (720,872)
Citation 1

Abstract:

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

47.

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 27 (757,280)
Citation 6

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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 24 (780,696)

Abstract:

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Retirement, 401(k) Plans, Investor Behavior

49.

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 24 (780,696)
Citation 4

Abstract:

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mutual fund ownership, household finance

50.

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 20 (813,590)

Abstract:

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

51.

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 20 (813,590)

Abstract:

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

52.

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 18 (830,965)

Abstract:

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Mutual fund ownership, household finance, investor behavior

53.

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 18 (830,965)

Abstract:

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household finance, retirement, 401(k) plans

54.

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 16 (848,659)

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55.

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

Number of pages: 32
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 1

Abstract:

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Retirement, IRAs, Asset Allocation, Investor Behavior

56.

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

Number of pages: 18
Sarah Holden, Steven Bass and Craig Copeland
Investment Company Institute, Investment Company Institute and Employee Benefit Research Institute (EBRI)
Downloads 1

Abstract:

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Retirement, 401(k) Plans, Investor Behavior

57.

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

58.

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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