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  • ICI Comment Letters

Home Policy Priorities Retirement Security Current Topics

Target Date Funds
  • ICI Submits Comment Letter in Response to DOL's Request for Comment on Its Target Date Fund Disclosure Proposal (pdf)
    Jul 2, 2014
  • ICI Submits Comment Letter in Response to SEC's Latest Target Date Funds Release (pdf)
    Jun 9, 2014
  • ICI Submits Comment Letter on the SEC TDF Study (pdf)
    May 21, 2012
  • Supplemental Testimony on Target Retirement Date Funds
    Jul 20, 2009
Money Market Funds
  • Institute Amicus Brief in Ninth Circuit Appeal of 401(k) Fee Case (pdf)
    Aug 1, 2011
  • ICI Comment Letter on President's Working Group Report on Money Market Fund Reform (pdf)
    Jan 10, 2011
  • Institute Response to DOL Request for Information on Disclosure of Fees in Participant Directed Plans (pdf)
    Jul 20, 2007
Fiduciary Definition
  • Letter to the Editor, Wall Street Journal: Labor Ought to Execute the President’s Policy
    Apr 25, 2017
  • ICI Letter to OMB About Data Used in Department of Labor Re-Proposal of Fiduciary Rule (pdf)
    Apr 7, 2015
  • Institute Amicus Brief in Ninth Circuit Appeal of 401(k) Fee Case (pdf)
    Aug 1, 2011
  • Institute Submits Statement for the House Education and Workforce Committee Hearing on the DOL Fiduciary Proposal (pdf)
    Jul 26, 2011
E-Delivery
  • ICI Letter to DOL Regarding Default Electronic Delivery of ERISA-Required Notices (pdf)
    Sep 25, 2018
  • Comment Letter from Joint Trades on Electronic Delivery Guidance under Section 404(a) of ERISA (pdf)
    Mar 28, 2012
  • Survey Results: Joint Trades on Electronic Delivery Guidance under Section 404(a) of ERISA (pdf)
    Mar 27, 2012
Lifetime Income
  • Focus on Funds: New Research Offers Good News for American Workers
    Sep 8, 2017
  • ICI Comment Letter Responding to DOL Lifetime Income Illustration ANPRM (pdf)
    Aug 7, 2013
  • ICI Letter Responding to Joint DOL and Treasury Request for Information on Lifetime Income Options (pdf)
    May 3, 2010
  • ICI Comments Roth Account Distributions (pdf)
    Apr 26, 2006
Fee Disclosure
  • ICI Comment Letter on Annual Report/Return of Employee Benefit Plan (Form 5500) (pdf)
    Sep 27, 2013
  • ICI and SPARK Institute Release Sample Investment Glossary for Retirement Plan Participant Disclosure
    Dec 19, 2011
  • Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants
    Dec 19, 2011

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