Retirement Security
Support of a Defined Contribution System
The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2020 (pdf)
Working for America’s Middle Class (pdf)
Working for America’s Middle Class
The US retirement system is the envy of the world, thanks largely to the success of defined...
Regulatory Activities
What We Learned at the 2024 Investment Management Conference
March 25, 2024—Set against the backdrop of continued regulatory and legislative uncertainty, the...
ICI President’s Address, 2024 ICI Innovate
Any discussion of tech and finance should start with the most exciting innovation of our time. I’m...
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”)...
Legislation
ICI Letter Supporting Three Bipartisan Amendments to Help Americans Save for Retirement
March 5, 2024—The Investment Company Institute (ICI) expresses our strong support for three...
ICI Statement for House Ways and Means Committee on Tax Reform and Tax-Favored Retirement Accounts (pdf)
Oral Statement on Enhancing Retirement Security: Examining Proposals to Simplify and Modernize Retirement Plan Administration
Enhancing Retirement Security: Examining Proposals to Simplify and Modernize Retirement Plan...
International
2020 Annual Report to Members: Roundtable: The Fund Industry’s Response to COVID-19
For the 2020 Annual Report to Members, three members of ICI’s leadership sat down to share their...
2020 Annual Report to Members: A Conversation with Paul Schott Stevens
Paul Schott Stevens, ICI’s longest-serving chief executive, retired at the end of 2020. As he neared...
2020 Annual Report to Members: A Letter to ICI’s Membership
2020 will go down in history as a year that none of us can ever forget. It was a year of turmoil...
Plan Type
Working for America’s Middle Class (pdf)
Limited Access Is Key to Retirement Saving Success (pdf)
To Do: Check Your Savings Goals This Week!
This week, the Investment Company Institute (ICI) and the ICI Education Foundation (ICIEF) are...