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
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...
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 (...
ICI Applauds House Committee Passage of Key Legislation
ICI President and CEO Eric Pan released the following statement on the House Financial Services...
Tax
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...
Keynote Address, 2021 ICI Tax and Accounting Conference
ICI President and CEO Eric J. Pan addresses the tax issues that have recently come to the forefront...
Testimony
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 (...
ICI Testimony for DOL Hearing on Fiduciary Proposal
December 13, 2023÷–ICI strongly supports efforts to promote retirement security for US workers. Our...