
Fundamentals for Newer Directors 2014 (pdf)
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
Washington, DC, January 16, 2025—“Help U.S. Retire,” an advocacy campaign to protect the investment funds that middle-class Americans rely on to build their long-term financial security, launched today. The campaign is sponsored by the Investment Company Institute (ICI), the trade association representing mutual funds, exchange-traded funds (ETFs), and other regulated investment funds.
“Help U.S. Retire” will mobilize the 120 million American investors that use mutual funds and ETFs as long-term savings vehicles, building a grassroots network to amplify their voices to Congress. As Congress considers the expiring 2017 Tax Cuts and Jobs Act, “Help U.S. Retire” will rally middle-class American investors to put Congress on alert: policymakers must protect Americans’ ability to save for their futures by ensuring the tax treatment Americans rely on for retirement savings isn’t used as a “pay-for” to finance other government spending or tax changes.
“IRAs, 401(k)s, and similar plans are working for Americans, making retirement security a reality for the majority of U.S. households,” said Eric J. Pan, ICI President and CEO. “By preserving the features of these retirement accounts that Americans rely upon and building upon their successes, policymakers can support a framework that strengthens the middle class today and for generations to come.”
“The ‘Help U.S. Retire’ campaign will harness the voices of the 120 million investors who use mutual funds and ETFs to build their financial security,” said Erica Richardson, ICI Chief Strategic Communications Officer. “This initiative is not just about protecting financial futures; it's about empowering middle class Americans to have a say in the policies that shape their savings and retirement. This grassroots network will ensure their voices are heard on Capitol Hill.”
The campaign launch includes nationwide advertising airing on CNBC. You can watch the advertisement here.
The promotions are designed to drive investors, policymakers, and industry professionals to the campaign website, HelpUSRetire.org, where they can find research about how retirement accounts have strengthened the middle class and given Americans of every income level and background a pathway to long-term financial security. The website also allows visitors to take action by writing their members of Congress.
Other elements of the campaign will include national advertising buys, social media influencer partnerships, digital content, and grasstops engagement.
Concerned Americans can visit the website here to participate in the campaign’s advocacy.
Visit HelpUSRetire.org to learn more.
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