Resources

More
Research

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2020 (pdf...

More
Comment Letter

ICI Comment Letter on the Definition of an Investment Advice Fiduciary

The Investment Company Institute submitted a comment to the Department of Labor (the “Department”)...
More
News Release

ICI: DOL Proposed Fiduciary Rule Will Hurt Millions of Retirement Savers

January 2, 2024—ICI President and CEO Eric Pan released the following statement regarding the...
More
Testimony

ICI Testimony for DOL Hearing on Fiduciary Proposal

December 13, 2023÷–ICI strongly supports efforts to promote retirement security for US workers. Our...
More
Comment Letter

ICI Letter to IRS Regarding Application of Certain ERISA Requirements to Terminating 403(b) Plans (p...

More
News Release

Four-Fifths of Large ERISA 403(b) Plans Had Employer Contributions

Four-Fifths of Large ERISA 403(b) Plans Had Employer Contributions New BrightScope/ICI research also...
More
Research

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2017 (pdf...

More
Comment Letter

ICI Statement to ERISA Advisory Council on Permissive Transfers of Uncashed Checks from ERISA Plans ...

More
ICI Viewpoints

Happy Birthday ERISA! Congratulations on 40 Years

Today marks the 40th birthday of the Employee Retirement Income Security Act (ERISA). Signed into...