Resources

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News Release

IRAs Play a Key Role in US Households’ Retirement Planning

February 29, 2024—ICI’s latest research shows in mid-2023, 55.5 million US households, or 42.2...
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News Release

ICI Commends Senators for Introducing E-Delivery Legislation

February 29, 2024—ICI President and CEO Eric Pan released the following statement after Senators...
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Fact Sheet

Working for America’s Middle Class (pdf)

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Fact Sheet

Working for America’s Middle Class

The US retirement system is the envy of the world, thanks largely to the success of defined...
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Resource Document

ICI Computer Setup (pdf)

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Comment Letter

ICI Comment Letter on IRS "Grab Bag" Guidance on Various Provisions of SECURE 2.0 Act

On February 20, 2024, ICI submitted the attached comment letter to the Internal Revenue Service (IRS...
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White Paper

Recommendations to Enhance Japan’s Defined Contribution Pension System and the Nippon Individual Sav...

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Comment Letter

ICI Comment Letter on FINRA’s and MSRB’s Filings with the SEC to Shorten Reporting Timeframes

On February 15, 2024, ICI filed a comment letter in response to notices published by the Securities...
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News Release

Investment Company Institute Announces Inaugural Research Summer Workshop

February 13, 2024—ICI announced its Inaugural Research Summer Workshop on Regulated Funds and Retail...