Retirement Policy Content

The Investment Company Institute submitted a comment letter in support for the EBSA Investigations Transparency Act (HR 2869) and the Balance the Scales Act (HR 2958). These bills would enhance the transparency of activities of the Department of Labor’s (DOL) Employee Benefits...

From Advocacy to Action: Protecting America’s Investors This quarter marked significant progress in advancing policies that protect investors and strengthen America’s retirement system. With the passage of the recent tax reform bill, lawmakers delivered a major win for fund...

ICI submitted a joint comment letter to the Treasury Department and Internal Revenue Service, requesting an extension to the deadline for responses to the Savers Match Contribution Notice. Read more in the comment letter.

The Investment Company Institute submitted a letter to the Treasury Department and Internal Revenue Service providing views on Notice 2024-65 as they work to draft rules and processes to support and administer Saver’s Match contributions pursuant to sections 103 and 104 of the SECURE...

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...

Washington, DC, August 1, 2024—Today, Investment Company Institute (ICI) President and CEO Eric J. Pan released the following statement after Senators Katie Britt (R-AL), Raphael Warnock (D-GA), Gary Peters (D-MI), and Bill Cassidy (R-LA) introduced the Retirement Fairness for...

The Investment Company Institute submitted comments on amendments to the Abandoned Plan Program, published by the Department of Labor as Interim Final Rules on May 17, 2024.The Department in the IFR indicated that it is seeking public comment to help it evaluate potential further...

The Investment Company Institute submitted comments on the proposed Information Collection Request issued by the Department of Labor, which proposes to collect information voluntarily in order to establish the Retirement Savings Lost and Found database, as directed by Section 303 of...

When it comes to their investments, Americans enjoy more information, choice, and access to advice than ever before. And the costs of investing have plunged over recent decades, further empowering millions of Americans to achieve a secure retirement. Regrettably, the Department of...

Washington, DC; March 7, 2024—Today, Investment Company Institute (ICI) President and CEO Eric Pan released the following statement after the House passage of three bipartisan amendments being considered as part of H.R. 2799, the Expanding Access to Capital Act of 2023, sponsored by...