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IDC Update: September 19, 2024

2024 IDC Fund Directors Conference on October 21-23 Register today for the 2024 IDC Fund Directors Conference. The Fund Directors Conference is the premier event for the independent director community. It will be held in Chicago, Illinois from Monday, October 21 through Wednesday...
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ICI Comment Letter on the Proposed Regulations on RMDs

September 17, 2024—ICI 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.
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Mutual Fund to ETF Conversion: Operational Considerations

Beginning in 2021, there has been a steadily increasing trend of mutual funds converting to ETFs. Some key differentiators between mutual funds and ETFs are how investors purchase and sell shares, and how the funds themselves purchase and sell portfolio holdings. ETFs are attractive...