Pension Content

The Investment Company Institute submitted a letter to the Office of Management and Budget in response to its request for information on deregulation. The request seeks comment on "regulations that are unnecessary, unlawful, unduly burdensome, or unsound" and specifically asks...

The Investment Company Institute submitted a comment letter to the Treasury Department and the Internal Revenue Service on the proposed regulations relating to catch-up contributions. The Proposal would amend regulations under section 414(v) of the Internal Revenue Code to reflect...

On October 15, 2024, ICI submitted a letter to the Office of Management (OMB) and Budget in response to a revised information collection request submitted to OMB by the Department of Labor (DOL). In the ICR, like the earlier proposed version of the ICR, DOL requests approval to...

The Investment Company Institute sent a comment letter to the IRS and Treasury, responding to the notice of proposed rulemaking that would amend the regulations governing required minimum distributions from retirement plans and IRAs to reflect changes made by the SECURE 2.0 Act. Read...

On May 22, 2024, ICI submitted a letter to the Department of Labor, the Treasury Department, and the Pension Benefit Guaranty Corporation in response to a joint agency request for information issued in January. The RFI solicited public input to develop a record as the Agencies review...

On February 20, 2024, ICI submitted a comment letter to the Internal Revenue Service (IRS) in response to Notice 2024-2, the long awaited "grab bag" guidance on various issues related to the SECURE 2.0 Act changes to the Internal Revenue Code (the "Code"). The Notice, in Q&A format...