Resources

More
Comment Letter

ICI Comment Letter to OECD Requesting Clarifications to Asset Manager Exclusion from Pillar One Amou...

ICI submitted this response to the OECD ’s Progress Report on Amount A of Pillar One ( “Progress...
More
Comment Letter

ICI Comment Letter on IRS Form 8613 (pdf)

More
Comment Letter

ICI Comment Letter to OECD on Pillar One Exclusion for Regulated Financial Services (pdf)

More
Podcast

Keith Lawson Discusses Proposed ETF Tax Change on the ETF Prime Podcast

In conversation with Nate Geraci on the ETF Prime podcast , ICI Deputy General Counsel Keith Lawson...
More
Video

ICI President and CEO Eric J. Pan Speaks on a Proposed ETF Tax on CNBC’s “ETF Edge”

In his appearance on CNBC's "ETF Edge," Pan discusses how Congress’s proposed tax on ETFs would...
More
News Release

ICI CEO Statement Opposing Wyden Proposal to Penalize ETF and Mutual Fund Investors

Investment Company Institute President and CEO Eric J. Pan issued the following statement today on...
More
Fact Sheet

Tax Treatment Is Key to Retirement Saving Success (pdf)

More
Comment Letter

ICI Letter to IRS Regarding Application of Certain ERISA Requirements to Terminating 403(b) Plans (p...

More
Comment Letter

ICI Submits Opposition Letter to NY Stock Transfer Tax (STT) (pdf)