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Rollovers Fuel Multi-Trillion IRA Market

The Investment Company Institute’s latest study, "The Role of IRAs in US Households’ Saving for Retirement, 2025", shows that IRAs remain central to how millions of Americans save for retirement. By year-end 2025, IRAs held $19.2 trillion, representing 39% of total US retirement assets, up from 24% two decades ago.

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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.