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Educational Brochures and Resources

10 Myths About 401(k)s—and the Facts (pdf) Apr 17, 2009
529 Plans: A Summary May 1, 2007
A Guide to Bond Mutual Funds Sep 1, 2006
A Guide to Closed-End Funds Jun 1, 2007
A Guide to Exchange-Traded Funds Jun 1, 2007
A Guide to Mutual Funds Sep 1, 2006
A Guide to Understanding 529 Plans Dec 1, 2007
A Guide to Understanding Mutual Funds Sep 1, 2006
A Guide to Unit Investment Trusts Jun 1, 2007
Background Information on Education Savings Nov 30, 2002
Facts About Funds Jul 1, 2004
Frequently Asked Questions About 529 Plans May 30, 2007
Frequently Asked Questions About Coverdell Education Savings Accounts May 30, 2007
Frequently Asked Questions About Mutual Fund Fees Jul 1, 2004
How to Read a Mutual Fund Performance Advertisement (pdf) Jan 15, 2004
Investing for Your Health: Health Savings Accounts Dec 1, 2004
Principles to Enhance Understanding of Target Date Funds (pdf) Jun 17, 2009
Questions You Should Ask Before You Invest in a Mutual Fund Mar 1, 2000
The Differences Between Mutual Funds and Hedge Funds Apr 28, 2007
Understanding Mutual Fund Breakpoints May 10, 2007

Messages to Investors

401(k)s: (K)eeping Choices in Investing (pdf) Jun 11, 2009
401(k)s: (K)eeping Costs Down (pdf) Jun 10, 2009
401(k)s: (K)nowledge is Power (pdf) Jun 9, 2009
401(k)s: Working for Millions of Workers (pdf), April 2008 Apr 15, 2008
401(k)s: Working for Millions of Workers (pdf), April 2008 Apr 15, 2008
401(k)s: Working for Millions of Workers (pdf), January 2008 Jan 22, 2008
Look Forward to a Bright Future with Your 401(k) Plan (pdf), November 2006 Nov 8, 2006
Look Forward to a Bright Future with Your 401(k) Plan (pdf), September 2006 Sep 11, 2006
At Any Stage of Life, Savers Need Certainty (pdf), June 2006 Jun 7, 2006
What Percentage of Retirement Assets Is Invested in Mutual Funds? (pdf), April 2005 Apr 21, 2005
How Financially Prepared Are You for Your Future? (pdf), April 2004 Apr 21, 2004
The 401(k): An Opportunity for Americans; an Opportunity for Congress (pdf), September 2002 Sep 30, 2002
A Minute of Your Time, Please: Message to Investors (pdf), April 2000 Apr 11, 2000

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