Save time with our cheat sheets, fact sheets, checklists & books!

May 2, 2016

Retirement Assets Total $24.0 Trillion in Fourth Quarter 2015


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.


Keep Learning

2013 IRS Publication 590 Issued

The IRS has issued Publication 590, Individual Retirement Arrangements (IRAs), for use with 2013 tax returns. The following are some announcements/changes included in 2013 IRS

Be among the first to know when

IRA Rules