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Home Policy Priorities Retirement Security Plan Type

401(k)
  • The Basics of 401(k) Plans: FAQs
    Aug 18, 2020
  • 401(k) Plan Research: FAQs
    Aug 18, 2020
  • Focus on Funds: How to Make the Most of 401(k) Savings
    Sep 16, 2016
  • Focus on Funds: The 35th Anniversary of the 401(k)
    Jul 29, 2016
  • Institute Responds to DOL RFI on Brokerage Windows
    Nov 19, 2014
457
  • Institute Testifies at ERISA Advisory Council Hearing on 403(b) Plans (pdf)
    Aug 30, 2011
  • ICI Submits Letter to IRS Concerning 403(b) Plan Correction Procedures
    May 22, 2009
  • ICI Letter on Proposed IRS Rules on Automatic Contribution Arrangements, February 2008
    Feb 6, 2008
  • ICI Comment Letter to IRS on Efforts to Simplify 403(b) Rules, February 2005
    Feb 17, 2005
403(b)
  • Recommendations for 2016-2017 Treasury/IRS Priority Guidance Plan―Retirement Plan Items (pdf)
    May 16, 2016
  • Institute Testifies at ERISA Advisory Council Hearing on 403(b) Plans (pdf)
    Aug 30, 2011
  • ICI Responds to DOL RFI on E-Delivery Rules (pdf)
    Jun 6, 2011
  • Institute Comment Letter on DOL 408(b)(2) Service Provider Disclosure Interim Final Regulation (pdf)
    Aug 30, 2010
  • ICI Letter to DOL Regarding Transition Issues for Safe Harbor 403(b) Plans (pdf)
    May 5, 2010
  • ICI Submits Comments to IRS Regarding 403(b) Prototype Program and Sample Plan Language
    Jun 1, 2009
  • ICI Submits Recommendations for Treasury/IRS 2009–2010 Business Plan (pdf)
    May 29, 2009
  • ICI Submits Letter to IRS Concerning 403(b) Plan Correction Procedures
    May 22, 2009
  • ICI Letter to DOL on Issues Affecting 403(b) Plans Under ERISA
    Mar 17, 2009
  • ICI Letter to Employee Benefits Security Administration on Relief Requested from Form 5500 for 403(b) Plans
    Nov 12, 2008
  • ICI Letter on Plan Termination Under the Final 403(b) Regulations
    Nov 12, 2008
  • ICI Comment Letter on SEC Disclosure Reform Proposal; Joint ICI/SIFMA Letter (pdf)
    Feb 28, 2008
  • ICI Comment Letter on SEC Disclosure Reform Proposal; Joint ICI/SIFMA Letter (pdf)
    Feb 28, 2008
  • ICI Letter on Proposed IRS Rules on Automatic Contribution Arrangements, February 2008
    Feb 6, 2008
  • Institute Recommendations for 2007-2008 Treasury/IRS Guidance Priority List (pdf)
    May 31, 2007
  • Institute Comment Letter to Department of Labor on Proposed Form 5500 Changes (pdf)
    Sep 19, 2006
  • ICI Comments Roth Account Distributions (pdf)
    Apr 26, 2006
  • ICI Comments on Proposal for Designated Roth Contributions, May 2005
    May 17, 2005
  • ICI Comment Letter to IRS on Efforts to Simplify 403(b) Rules, February 2005
    Feb 17, 2005
IRA
  • Individual Retirement Accounts (IRAs): FAQs
    Apr 1, 2020
  • Focus on Funds: Individual Retirement Accounts Serve a Diverse Range of Investors
    Dec 8, 2017
  • ICI Submits Comments to Senator Wyden on RISE Act Discussion Draft (pdf)
    Dec 7, 2016
  • Recommendations for 2016-2017 Treasury/IRS Priority Guidance Plan―Retirement Plan Items (pdf)
    May 16, 2016
  • ICI Comments to IRS on Simple IRA Plan Information Collection Request (pdf)
    Dec 17, 2012
  • Supplemental Response to DOL Definition of Fiduciary RIA Data Request (pdf)
    Feb 24, 2012
  • Institute Responds to DOL Request on IRA Data (pdf)
    Jan 13, 2012
  • Thrift Board Clarifies Rollover Procedures, January 2002
    Jan 15, 2002
  • President Signs Bill Renaming Education IRAs, July 2001
    Jul 27, 2001
  • SEC Adopts Rules Regarding Canadians' IRAs, June 2000
    Jun 14, 2000

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