Resources

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Video

Focus on Funds: Collaborative Research Highlights Three Key Features of 401(k) Plan Design

August 21, 2020—ICI's annual collaboration with retirement plan ratings provider BrightScope...
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Comment Letter

Coalition Letter Supporting United Nations Model Tax Convention Draft Commentary on CIV Treaty Eligi...

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Letters to the Editor & Responses

Investment Company Act Turns 80

Eighty years ago, on August 23, 1940, President Franklin Delano Roosevelt signed into law the...
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News Release

Retirement Savers Maintain Commitment Despite COVID-19 Economic Downturn

Retirement Savers Maintain Commitment Despite COVID-19 Economic Downturn Recordkeeper data covering...
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Research

Defined Contribution Plan Participants’ Activities, First Half 2020 (pdf)

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Research

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2017 (pdf)

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News Release

BrightScope/ICI Data Indicate Plan Sponsors Design 401(k) Plans to Engage Participants

BrightScope/ICI Data Indicate Plan Sponsors Design 401(k) Plans to Engage Participants Plan costs...
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Video

Focus on Funds: New Tool Eases Global Distribution Challenges

Amid increasing regulatory pressures, funds and their distributors have a new, more efficient, and...
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Publication

Financial Intermediary Controls and Compliance Assessment Engagements