Retirement
- Institute Comment Letter on DOL 408(b)(2) Service Provider Disclosure Interim Final Regulation (pdf) Aug 30, 2010
- ICI Submits Comment Letter on SEC Proposal for Target Date Fund Marketing Materials (pdf) Aug 23, 2010
- ICI Letter to DOL on Form 5500 (pdf) Aug 19, 2010
- Opinion - Retirees Have Choices and Need Flexibility, Not Mandates, in Retirement Planning Jun 29, 2010
- ICI Testimony: Making Savings Last a Lifetime Jun 16, 2010
- ICI Recommendations for 2010-2011 Treasury/IRS Guidance Priority List - Retirement Plan Items (pdf) Jun 11, 2010
- ICI Letter Regarding 401(k) Disclosure Provisions in H.R. 4213 (pdf) May 21, 2010
- ICI Letter to DOL Regarding Transition Issues for Safe Harbor 403(b) Plans (pdf) May 5, 2010
- ICI Letter Responding to Joint DOL and Treasury Request for Information on Lifetime Income Options (pdf) May 3, 2010
- Frequently Asked Questions About Individual Retirement Accounts (IRAs) Feb 19, 2010
- Stevens Discusses Key Strengths of 401(k)s (speech) Feb 15, 2010
- IRA Ownership Steady Despite Recent Market Turmoil Jan 21, 2010
- Fund Industry Leaders Discuss America's "Enduring Confidence" in the 401(k) System Jan 8, 2010
- ICI Testimony: U.S. Senate Special Committee on Aging Oct 28, 2009
- ICI Submits Statement on Tax Reform to President's Economic Recovery Advisory Board Oct 15, 2009
- Institute Statement to Ways and Means Committee Regarding Investment Advice and Disclosure Oct 5, 2009
- ICI Testimony for ERISA Advisory Council Working Group on Approaches for Retirement Security in the United States Sep 17, 2009
- Frequently Asked Questions About 401(k) Plans Sep 10, 2009
- 401(k) Participants Invested In Low-Cost, Low-Turnover Mutual Funds Aug 6, 2009
- ICI Supports Bipartisan House Bill That Boosts Investor's Ability to Meet Their Savings Goals Jul 31, 2009
Education
- ICI Letter on SEC Pay-to-Play Restrictions for Investment Advisers (pdf) Oct 6, 2009
- ICI Comment Letter on Benefits That Section 529 Plans Provide to Middle Class Families (pdf) Aug 14, 2009
- ICI Comments on IRS Program for 403(b) Prototype Plans Jun 1, 2009
- Background: ICI Submits Additional Comments to the DOL on 403(b) Plan Issues Mar 17, 2009
- Background: ICI Submits Additional Comments to the Treasury on 403(b) Plan Issues Mar 17, 2009
- ICI Letter to DOL on Issues Affecting 403(b) Plans Under ERISA Mar 17, 2009
- ICI Letter to Employee Benefits Security Administration on Relief Requested from Form 5500 for 403(b) Plans Nov 12, 2008
- ICI Letter on Plan Termination Under the Final 403(b) Regulations Nov 12, 2008
- ICI, SIFMA Comment on Proposed 529 Plan Regulation, June 2007 Jun 18, 2007
- ICI Requests Guidance on Retirement, Education Savings, and Tax Issues, June 2007 Jun 8, 2007
- 529 Plans: A Summary May 1, 2007
- Institute Supports Illinois Education Savings Legislation, February 2007 Feb 28, 2007
