Government Affairs
Capitol Hill is a crucial arena where ICI pursues its core missions: promoting public understanding of investment companies and advancing the interests of funds and their shareholders, directors, and advisers.
Financial Services
Statement for House Hearing on Diversity and Inclusion Performance at America's Large Investment Firms (pdf)
Oral Statement on Financial Stability Oversight Council Nonbank Designations
Financial Stability Oversight Council Nonbank Designations Statement of Paul Schott Stevens...
Statement for House Hearing on Empowering a Pro-Growth Economy by Cutting Taxes and Regulatory Red Tape (pdf)
Retirement Security
Teachers and Nurses Deserve Access to the Same Investment Options as 401(k) Savers
February 10, 2025—Teachers, nurses, and millions of other public education and nonprofit workers are...
ICI Applauds Bipartisan Congressional Efforts to Help Retirement Savers Secure Their Financial Future
February 6, 2025—ICI President and CEO Eric J. Pan released a statement after the Retirement...
ICI Letter Supporting Three Bipartisan Amendments to Help Americans Save for Retirement
March 5, 2024—The Investment Company Institute (ICI) expresses our strong support for three...
Tax
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
March 11, 2025—ICI submitted a comment letter to oppose SB 1045 and HB 1554, which expands the sales...
ICI Comment Letter on IRS "Grab Bag" Guidance on Various Provisions of SECURE 2.0 Act
On February 20, 2024, ICI submitted the attached comment letter to the Internal Revenue Service (IRS...
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...
Testimony
ICI Testimony Opposing LD 1969 to Amend the Maine Revised Unclaimed Property Act
May 18, 2025–ICI submitted a testimony opposing LD 1969 to amend the Maine revised Unclaimed...
ICI Statement to ERISA Advisory Council on QDIAs
ICI submitted a statement to the ERISA Advisory Council on the topic "Qualified Default Investment...
ICI Statement for the Education and Workforce Subcommittee Hearing on “Protecting American Savers and Retirees from DOL’s Regulatory Overreach”
February 15, 2024—ICI is pleased to provide this statement regarding the US Department of Labor’s (...