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Resource Hub

Global Retirement

As countries work to address their retirement savings challenges and help individuals build adequate resources for retirement, Global Affairs research and analyses help stakeholders understand global developments, lessons from the US system, and the powerful role funds can play in helping savers build retirement resources.

Committees & Working Groups

Global Retirement Savings Committee

The goal of the committee is to connect members from different regions (strategists, researchers, lawyers, product developers) to facilitate an exchange of knowledge about pension systems globally and create opportunities of discussion with each other, regulators, international organisations, and other stakeholders in the global retirement savings community. The committee also will work to identify and prioritise short- and long-term priorities for ICI Global in this area.

ICI Contacts

Shane Worner

Shane Worner is Senior Director, IFA at ICI.

News & Publications

Policy & Regulatory Updates

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Joint Comment Letter to the IRS on Updates to SIMPLE Forms

The Investment Company Institute filed a supplemental joint comment letter to the Internal Revenue Service in response to the information collection renewal request for Form 5304-SIMPLE, Form 5305-SIMPLE, and Notice 98-4 (OMB Control No. 1454-1502). Read more in the comment letter.

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ICI Comment Letter Supporting the Department of Labor’s EBSA Bill

The Investment Company Institute submitted a comment letter in support for the EBSA Investigations Transparency Act (HR 2869) and the Balance the Scales Act (HR 2958). These bills would enhance the transparency of activities of the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) and help facilitate effective congressional oversight of EBSA. Read more in the comment letter.

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ICI Comment Letter Supporting the Department of Labor’s EBSA Bill

The Investment Company Institute submitted a comment letter in support for the EBSA Investigations Transparency Act (HR 2869) and the Balance the Scales Act (HR 2958). These bills would enhance the transparency of activities of the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) and help facilitate effective congressional oversight of EBSA. Read more in the comment letter.

Research & Statistics

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Additional Resources

  • The US Retirement System

View all ICI research on the Lessons from the US Retirement System and translations in Simplified Chinese, Traditional Chinese, and Japanese.

  • The Japanese Retirement System

According to a 2013 economic survey by the OECD, Japan has the oldest population in the world. Faced with challenging economic conditions and an aging population, the Japanese government initiated a series of reforms—and continues to explore additional initiatives—to address the country’s long-term savings challenges.

The Japanese Retirement System (pdf)