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May 2, 2016

Retirement Assets Total $24.0 Trillion in Fourth Quarter 2015

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According to the investment Company Institute (ICI) total U.S. retirement assets were $24.0 trillion as of December 31, 2015, up 3.0 percent from the end of September and about unchanged for the year.

For a breakdown of how these assets are allocated among the different types of retirement plans, and other important relevant information, please click


for a copy of the report

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

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