Newly Available Tax Data Confirm That Census Bureau Survey Understates Retirement Plan Participation Nearly Two-Thirds of Workers Participate in an Employer Plan Washington, DC, April 5, 2018—Most American workers participate in employer-sponsored retirement plans, according to a new...
ICI Education Foundation Encourages Investor Education to Promote Positive Financial Habits At Capitol Hill Event, ICIEF to Exhibit Investing Program for Students Washington, DC, April 2, 2018—The Investment Company Institute Education Foundation (ICIEF) is renewing its push for...
ICI Applauds House Passage of Bipartisan Bill to Tailor Dodd-Frank Stress Testing Requirements Legislation Gives SEC and CFTC Needed Flexibility to Apply Appropriate Testing to Entities Under Their Jurisdictions Washington, DC, March 20, 2018– Investment Company Institute President...
General Counsel’s Address Susan Olson General Counsel Investment Company Institute March 19, 2018 2018 Mutual Funds and Investment Management Conference San Antonio, TX As prepared for delivery. Hello—a very good morning and welcome to everyone! I’m so pleased to be here with you...
Nearly 44 million US households invest and save for their future through individual retirement accounts (IRAs). If your household isn't one, now is a great opportunity to join them. And if you are already saving in an IRA, there are some advantages that you may not be aware of—and...
BrightScope/ICI: New Data Reveal How Employers Customize Their 401(k) Plans to Encourage Saving Target Date Funds Are Becoming Increasingly Available, and Employer Contributions, Auto-Enrollment, and Loans Are Prevalent Washington, DC, March 12, 2018—An analysis from BrightScope and...
Commission Proposal on Cross-Border Distribution of Funds Falls Short on Critical Issues Further work is needed to improve distribution, lower investor costs, and increase fund choices for savers London, 12 March 2018— ICI Global Managing Director Dan Waters issued the following...
Millions of Americans personally direct their retirement investments in defined contribution (DC) plans, which account for nearly $8 trillion in savings. Because it is vitally important that regulators, policymakers, and employers understand the beliefs and behaviors of these...
For decades, Charles Schulz kept us in suspense: surely this time, Lucy would let Charlie Brown kick the football. Nope. Every time, at the last second, she pulled the ball away—and Charlie Brown fell flat on his back. We've seen the same gap between wish and fulfillment around market...
