Retirement Security
Support of a Defined Contribution System
ICI Comment Letter on the Proposal for Roth Catch-Up Contributions
March 11, 2025—ICI submitted a comment letter to the Treasury Department and the Internal Revenue...
The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2022 (pdf)
Study Reveals 401(k) Plans Boost Employee Retirement Engagement and Contributions: New Research from ICI and ISS MI BrightScope
March 4, 2025—401(k) plans that use automatic enrollment mechanisms and/or employer contributions...
Regulatory Activities
ICI Statement on Proposed EC Omnibus Legislation
February 26, 2025—ICI released a statement after the European Commission adopted a new package of...
What We Learned at the 2024 Investment Management Conference
March 25, 2024—Set against the backdrop of continued regulatory and legislative uncertainty, the...
ICI President’s Address, 2024 ICI Innovate
Any discussion of tech and finance should start with the most exciting innovation of our time. I’m...
Legislation
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...
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
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...
Revolutionizing Retirement
August 30, 2024—Adjusted for inflation, average retirement assets per US household are nearly 10...
Americans’ Retirement Savings Show Real Progress
August 1, 2024—With more than $25 trillion in assets, IRAs, 401(k)s, and similar retirement accounts...
State Issues
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...
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...