IRA Owners Follow a Strategy in Retirement Planning Washington, DC, February 18, 2016—In advance of “ America Saves Week,” the Investment Company Institute today released survey results illustrating how Americans are using individual retirement accounts (IRAs) strategically to help...
ICI to Launch Enhanced Data Reporting for Fund Flows Weekly Reports Will Now Contain 12 Additional Categories of Fund Types Washington, DC, February 9, 2016—The Investment Company Institute (ICI) announced today that future weekly estimated long-term mutual fund flow reports will...
ICI Comment on President Obama’s Fiscal Year 2017 Budget Washington, DC, February 9, 2016 —Investment Company Institute President and CEO Paul Schott Stevens made the following statement today about the White House budget for fiscal year 2017, which includes proposals affecting...
ICI Survey: Americans Value Design, Utility of 401(k)s Households Oppose Changing Tax Incentives for Retirement Saving Washington, DC, February 4, 2016—Nearly three-quarters of American households expressed confidence in the ability of 401(k) and other defined contribution (DC) plan...
DOL Proposal on State-Run Retirement Programs Promotes Confusing Patchwork of Laws ICI Letter Notes Proposal Lacks Sufficient Study of Participant Protections Washington, DC, January 20, 2016–The Department of Labor (DOL) proposal designed to help states create retirement plans for...
New Book from ICI Challenges Conventional Wisdom on the Benefits of the U.S. Retirement System Analyzing Social Security and Tax Deferral Together Confirms: System Is Progressive, Provides Incentive to Save for All Workers Washington, DC, January 20, 2016—A new book authored by...
ICI Supports Establishing Formal Liquidity Risk Management Programs for Funds Comments Seek Important Changes to Other Elements of SEC Proposal Washington, DC, January 13, 2016—The Investment Company Institute (ICI) today strongly endorsed the Securities and Exchange Commission’s...
IDC Urges SEC to Pursue a More Flexible Liquidity Risk Management Rule for Funds Washington, DC, January 13, 2015—The Independent Directors Council (IDC) supports the essential goal of the rule proposal by the Securities and Exchange Commission (SEC) to promote effective liquidity...
BrightScope/ICI Study Analyzes Combinations of Key Features of 401(k) Plans and Trends in Plan Design Study Taps Deep Store of 401(k) Plan Data Washington, DC, December 22, 2015—A new in-depth study of 401(k) plans analyzes the prevalence of automatic enrollment, employer...
Bipartisan Legislation Would Set New, Consumer-Focused Best-Interest Standard to Protect Individual Savers Washington, DC, December 18, 2015—Investment Company Institute President and CEO Paul Schott Stevens issued the following statement upon introduction of the Strengthening Access...
