Resources

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Form

Investment Funds Distributor Due Diligence Questionnaire (pdf)

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Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (xl...

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (pdf)

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Comment Letter

ICI Response to FCA Consultation on Use of Synthetic LIBOR (pdf)

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Comment Letter

ICI Letter Supporting SASB Proposal to Remove Systemic Risk Management Topic for Asset Managers (pdf...

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News Release

ICI Defined Contribution Plan Recordkeeper Data Show Ongoing Commitment to Retirement Saving

Washington, DC; June 10, 2021—Americans continued to save for retirement through defined...
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Report

Defined Contribution Plan Participants’ Activities, First Quarter 2021 (pdf)

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FAQ

529 Plans: FAQs

What are 529 plans? Section 529 plans, named for the section of the tax code that provides for their...
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Publication

ICI Money Market Fund Roundtable Questions and Answers (pdf)