Retirement
- ICI Comment Letter on Proposed RMD Exception for Longevity Annuity Contracts (pdf) May 3, 2012
- ICI Recommendations for 2012-2013 Treasury/IRS Guidance Priority List - Retirement Plan Items (pdf) May 1, 2012
- ICI Statement for House Ways and Means Committee on Tax Reform and Tax-Favored Retirement Accounts (pdf) Apr 17, 2012
- Comment Letter from Joint Trades on Electronic Delivery Guidance under Section 404(a) of ERISA (pdf) Mar 28, 2012
- Survey Results: Joint Trades on Electronic Delivery Guidance under Section 404(a) of ERISA (pdf) Mar 27, 2012
- Institute Submits Statement on Massachusetts Bills to Establish State-Run Plans for Private-Sector Workers Feb 7, 2012
- ICI and SPARK Institute Release Sample Investment Glossary for Retirement Plan Participant Disclosure Dec 19, 2011
- Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants Dec 19, 2011
- Who Gets Retirement Plans and Why, 2010 (pdf) Oct 31, 2011
- ICI Study Examines Who Gets Retirement Plans Oct 31, 2011
- Supplemental Tables for “Who Gets Retirement Plans and Why, 2010” (xls) Oct 26, 2011
- ICI 401(k) Study Shows Continued Commitment to Saving Oct 26, 2011
- ICI Submits Statement for Record in Senate Finance Hearing on Tax Reform Options: Promoting Retirement Security (pdf) Sep 15, 2011
- Institute Amicus Brief in Ninth Circuit Appeal of 401(k) Fee Case (pdf) Aug 1, 2011
- Slides: How the 401(k) System Is Succeeding (pdf) Jul 28, 2011
- ICI President Discusses How the 401(k) System Is Succeeding Jul 28, 2011
- Institute Submits Statement for the House Education and Workforce Committee Hearing on the DOL Fiduciary Proposal (pdf) Jul 26, 2011
- Joint Letter: Electronic Delivery Guidance Under Section 404(a) of ERISA (pdf) Jul 7, 2011
- White Paper: Promoting Electronic Delivery of Retirement Documents Will Benefit Participants Jun 14, 2011
- ICI Comment Letter to FinCEN on Application of Notice 2011-1 to Authorized Service Providers (pdf) Jun 9, 2011
Education
- ICI Files Comment Letter with MSRB Supporting E-Dissemination of 529 Plan Documents (pdf) Apr 2, 2012
- ICI Comment Letter on MSRB Proposal to Require 529 Plans to Report More Fulsome Information (pdf) Aug 31, 2011
- Institute Testifies at ERISA Advisory Council Hearing on 403(b) Plans (pdf) Aug 30, 2011
- ICI Letter on SEC Pay-to-Play Restrictions for Investment Advisers (pdf) Oct 6, 2009
- ICI Comment Letter on Benefits That Section 529 Plans Provide to Middle Class Families (pdf) Aug 14, 2009
- ICI Comments on IRS Program for 403(b) Prototype Plans Jun 1, 2009
- Background: ICI Submits Additional Comments to the Treasury on 403(b) Plan Issues Mar 17, 2009
- ICI Letter to DOL on Issues Affecting 403(b) Plans Under ERISA Mar 17, 2009
- Background: ICI Submits Additional Comments to the DOL on 403(b) Plan Issues Mar 17, 2009
- ICI Letter on Plan Termination Under the Final 403(b) Regulations Nov 12, 2008
- ICI Letter to Employee Benefits Security Administration on Relief Requested from Form 5500 for 403(b) Plans Nov 12, 2008
- ICI, SIFMA Comment on Proposed 529 Plan Regulation, June 2007 Jun 18, 2007
