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Home >  Events >  The Regulation of Mutual Funds
The Regulation of Mutual Funds
Print Mail
Competition with Other Investment Vehicles for Retirement Savings
Start:  Tuesday, January 3, 2006  2:00 PM
End:  Tuesday, January 3, 2006  4:00 PM
Location:  Wohlstetter Conference Center, Twelfth Floor, AEI
1150 Seventeenth Street, N.W., Washington, D.C. 20036
Directions to AEI

Although the mutual fund industry has grown phenomenally in recent years and now holds more than $8 trillion in securities, it still operates in a highly competitive market. Mutual funds today face strong competition from defined contribution plans and particularly from 401(k) investments. Administrators of 401(k) and other pension plans, aware of their fiduciary responsibilities, may be seeking out the most inexpensive management—especially for index fund investments that track the market indexes, and others that do not require active management. In this environment, bank trust and collective investment funds have grown faster than mutual funds and become major providers of investment services to defined contribution and 401(k) plans. This conference will examine the reasons for this growth and its implications for the regulation of mutual funds.

1:45 p.m.
Registration
 
2:00 Introduction:
Peter J. Wallison, AEI
2:15
Presenter:
David Wray, Profit Sharing/401(k) Council of America
 
Discussants:
Warren Cormier, Boston Research Group
 
 
John Kimpel, Fidelity Investments
 
 
Donald Myers, Reed Smith, LLP
 
Moderator:
Peter J. Wallison, AEI
4:00
Adjournment
 

More Information
Daniel Geary
American Enterprise Institute
 1150 Seventeenth Street, N.W.
Washington, DC  20036
Phone: 202-862-5940
Fax: 202-862-7177
E-mail: DGeary@aei.org

Media Inquiries
Veronique Rodman
American Enterprise Institute
 1150 Seventeenth Street, N.W.
Washington, DC  20036
Phone: 202-862-4870
E-mail: VRodman@aei.org
AEI Print Index No. 19457


Part of the
Is There a Better Way to Regulate Mutual Funds? Event Series
Event Materials
  Summary
  Transcript
  Video
Related Material
Speaker Biographies
Wallison Introduction  
Kimpel presentation  
Cormier presentation  
Wray presentation