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Comment Letter

ICI Comment Letter to IRS on New Roth Catch-Up Requirement Under SECURE 2.0 Act

On October 24, 2023, ICI submitted the attached comment letter to IRS and Treasury in response to...

Research

Ten Important Facts About 401(k) Plans (pdf)

Perspective

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

News Release

ICI Statement on SEC Reporting of Securities Loans and Short Sale Disclosure Rulemaking

October 13, 2023—ICI General Counsel Susan Olson released the following statement regarding the...

News Release

ICI Statement on CFTC Proposed Rule on Margin Requirements for Uncleared Swaps

October 12, 2023—ICI Deputy General Counsel for Markets, SMAs & CITs Sarah Bessin released the...

News Release

ICI: SEC’s Conflicts Proposal Would Roll Back the Clock on Technological Advances That Benefit Main ...

October 11, 2023—ICI President and CEO Eric Pan released the following statement regarding the...

Comment Letter

ICI Comment Letter with SEC on Predictive Data Analytics Proposal

On July 26, 2023, the SEC proposed new rules (the "Proposal") that would require broker-dealers and...

Comment Letter

ICI Comment Letter on Margin Requirements for Uncleared Swaps for Swap Dealers and Major Swap Partic...

On October 10, ICI filed a comment letter with the CFTC on its proposed amendments to margin...

News Release

New Report Highlights Overwhelming Independence of Fund Boards

October 10, 2023—A new report from the Independent Directors Council (IDC) and Investment Company...

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