Retirement Security
Support of a Defined Contribution System
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019 (pdf)
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xls)
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf)
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 Applauds Senate Finance Committee Passage of EARN Act
ICI applauded the Enhancing American Retirement Now (EARN) Act’s unanimous passage in the Senate...
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...
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
Retirement Saving Remains a Priority to Start 2022
Retirement saving remained a key focus through the first quarter of 2022, with ICI research...
Defined Contribution Plan Participants’ Activities, First Quarter 2022
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...