Archive of Taxation Disclosure-Related Issues

• ICI President Speaks at 41st Annual Mutual Funds Conference (speech), March 2006
• Stevens Calls for Greater Use of Internet; Announces Initiative to Develop XBRL Data Tagging Technology, March 2006

• ICI President Asks Mutual Fund Leaders to Take Additional Concrete Steps to Reinforce Investor Confidence, May 2003
• ICI President's Report at the 2003 ICI General Membership Meeting (speech), May 2003
• ICI Chairman's Remarks at the 2003 ICI General Membership Meeting (speech), May 2003
• Institute President Addresses Investor Confidence in Remarks at Mutual Fund Conference (speech), March 2003

• ICI President's Report at the 2002 ICI General Membership Meeting (speech), May 2002
• Institute President, SEC Director Address Industry Conference (speech), March 2002
• New Legislation Includes Changes to Existing Pension, Taxation Provisions, March 2002
• New Retirement Legislation Includes Diversification, Disclosure, Tax Provisions, February 2002

• SEC Release FAQs Concerning New After-Tax Return Disclosure Requirements, November 2001
• SEC Extends Compliance Date for After-Tax Disclosure Rules, September 2001
• ICI President's Report at the 2001 ICI General Membership Meeting (speech), May 2001
• ICI Chairman, President Discuss Maintaining Shareholder Confidence (video), May 2001
• President's Keynote Address at the 2001 Mutual Funds & Investment Management Conference (speech), March 2001
• SEC Adopts Mutual Fund After-Tax Return Disclosure Rules, January 2001

• Institute Comments on SEC After-Tax Returns Proposal, July 2000
• House Passes Tax Awareness Bill, April 2000
• SEC Proposes Disclosure of Mutual Fund After-Tax Returns, March 2000

• ICI Submits Statement on H.R. 1089, October 1999
• ICI President's Report at the 1999 General Membership Meeting (speech), May 1999
• Representative Gillmor Introduces Mutual Fund Tax Awareness Act, March 1999

• New Bill Aims To Increase Fund After-Tax Performance Disclosure, October 1998