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
