Archive of U.S. Legislative Action on State-Related Issues

• Michigan Repeals Tax Affecting Investment Advice Services, December 2007
• New Michigan Tax Legislation Impacts Financial Services Providers and Their Customers, October 2007
• ICI Urges Revisions to Rhode Island State Tax Legislation, May 2007
• Institute Supports Illinois Education Savings Legislation, February 2007

• ICI Urges Conformity in Alabama, Pennsylvania 529 Plan Legislation, February 2006

• ICI Opposes Double Taxation of Early Distributions, June 2005

• Maine Law Requires Equal Tax Treatment of All 529 College Savings Plans, June 2003
• ICI Supports Measures to Conform State, Federal Tax Treatment of 529 Plans, April 2003

• ICI Urges Illinois Legislators to Enact College Savings Legislation, December 2002
• Illinois Enacts Tax Legislation Concerning 529 Education Savings Programs, July 2002
• Institute Raises Concerns About California 403(b) Bill, July 2002
• Institute, SIA Jointly Urge State Officials to Make Tax Code Changes, March 2002

• Institute Testifies on Tax Code Simplification, August 2001
• ICI Applauds Enactment of Tax Reform Package, June 2001
• Legislation Contains Retirement and Other Savings Provisions, May 2001
• Institute Testifies on Tax Code Simplification, May 2001
• Committee Recommends Simplified Retirement and Education Savings Incentives, April 2001

• Senate Approves Securities Litigation Uniform Standards Bill, May 1998
• ICI General Counsel Remarks at the 1998 Mutual Funds Disclosure Reform Conference (speech), April 1998

• ICI President's Report at the 1997 General Membership Meeting (speech), May 1997
• ICI President's Keynote Address at the Mutual Funds and Investment Management Conference (speech), March 1997

• Institute Testifies on State-Federal Regulation of Mutual Funds, December 1995