ICI - Retirement Security

Support of a Defined Contribution System

Americans Agree: Keep Current Tax Incentives for Retirement Savings Mar 5, 2013
The Success of the U.S. Retirement System (pdf) Dec 5, 2012
A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf) Oct 22, 2012

Regulatory Activities

ICI Comment Letter on Department of Labor Proposed Information Collection Request Regarding Pension Benefit Statement Survey (pdf) Mar 25, 2013
ICI Comment Letter on Department of Labor Proposed Amendments to Abandoned Plan Regulations and Class Exemption; DOL extends Comment Period for Class Exemption Amendment through March 18, 2013 (pdf) Feb 11, 2013
ICI Comments to IRS on Simple IRA Plan Information Collection Request (pdf) Dec 17, 2012

Legislation

ICI Submission to House Ways and Means Working Group on Pensions/Retirement (pdf) Apr 15, 2013
Frequently Asked Questions on Securities Transaction Taxes Apr 19, 2012
ICI Statement on House Approval of Regulated Investment Company Modernization Act Sep 29, 2010

International

ICI Comment Letter on EC Consultation on the Modernization of European Pension Systems (pdf) Nov 15, 2010

Plan Type

Frequently Asked Questions About 401(k) Plans Feb 11, 2013
ICI Comments to IRS on Simple IRA Plan Information Collection Request (pdf) Dec 17, 2012
Institute Testifies at ERISA Advisory Council Hearing on 403(b) Plans (pdf) Aug 30, 2011

State Issues

Institute Submits Statement on Massachusetts Bills to Establish State-Run Plans for Private-Sector Workers Feb 7, 2012

Current Topics

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