Retirement Security
Support of a Defined Contribution System
The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2019 (pdf)
ICI Submits Additional Comments on DOL's Proposed Amendments to the QPAM Exemption (pdf)
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (pdf)
Regulatory Activities
ICI Global Comment Letter on Updating and Improving the UK Regime for Asset Managers (pdf)
ICI: Mutual Funds Have Helped Middle Class Families Secure Their Financial Futures
ICI concluded its annual Investment Management Conference this week, after convening senior...
Regulation Done Right: Toward A More Productive Industry-Agency Relationship
I would like to begin by acknowledging the tragic situation taking place in Ukraine. I think many of...
Legislation
ICI Applauds House Committee Passage of Key Legislation
ICI President and CEO Eric Pan released the following statement on the House Financial Services...
ICI Comment Letter to Treasury and IRS on SECURE 2.0 Act Priority Issues (pdf)
Savers Remain Focused on Retirement Goals Through Market Turbulence
US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...
International
2020 Annual Report to Members: Roundtable: The Fund Industry’s Response to COVID-19
For the 2020 Annual Report to Members, three members of ICI’s leadership sat down to share their...
2020 Annual Report to Members: A Conversation with Paul Schott Stevens
Paul Schott Stevens, ICI’s longest-serving chief executive, retired at the end of 2020. As he neared...
2020 Annual Report to Members: A Letter to ICI’s Membership
2020 will go down in history as a year that none of us can ever forget. It was a year of turmoil...
Plan Type
Savers Remain Focused on Retirement Goals Through Market Turbulence
US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...
Defined Contribution Plan Participants’ Activities, 2022 (pdf)
Supplemental Tables: Defined Contribution Plan Participants’ Activities, 2022 (xls)
State Issues
ACLI, The Credit Roundtable, ICI, IIF, and LICONY Oppose New York Legislature Bills on Sovereign Debt
Proposed legislation would have unintended consequences for emerging economies, investors and state...