Retirement Security
Support of a Defined Contribution System
Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2022 (xlsx)
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016–2022 (pdf)
The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2021 (pdf)
Regulatory Activities
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...
ICI Comment Letter on the Definition of an Investment Advice Fiduciary
The Investment Company Institute submitted a comment to the Department of Labor (the “Department”)...
Legislation
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...
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
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...
Working for America’s Middle Class (pdf)
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...