Retirement Security
Support of a Defined Contribution System
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)
ICI Research Finds Americans Overwhelmingly Preserved Retirement Nest Eggs in 2021
The majority of defined contribution (DC) plan retirement savers continued saving for retirement in...
Defined Contribution Plan Participants’ Activities, 2021
Regulatory Activities
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...
ICI Letter on Financial Crimes Enforcement Network's Beneficial Ownership Information Reporting Requirements (pdf)
ICI Files Comment Letter to FINRA on Potential Enhancements to Short Interest Reporting and a Reporting Framework for Stock Lending (pdf)
Legislation
ICI Comment Letter on Proposed Changes to Form 5500 (pdf)
Congress Should Continue Updating the Retirement System
The Investment Company Institute, which represents the global regulated fund industry, supports...
ICI Commends Bipartisan Bill to Strengthen America’s Retirement System; Urges Swift Passage
Investment Company Institute (ICI) Deputy General Counsel for Retirement Policy David Abbey issued...
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
Navigating Through Financial Storms: American Savers’ Handling of Retirement Planning Through COVID
The onset and lingering effects of the global COVID-19 pandemic have created financial stresses...
ICI Research Finds Americans Overwhelmingly Preserved Retirement Nest Eggs in 2021
The majority of defined contribution (DC) plan retirement savers continued saving for retirement in...