Investors Will Benefit From the SEC’s Data-Tagging Technology Also Will Let Fund Buyers Easily Compare Fees, Performance, and Risks Washington, DC, September 25, 2006 – Investment Company Institute President Paul Schott Stevens today issued the following statement on the SEC’s plans...
September 25, 2006 Mr. W. Thomas Reeder Benefits Tax Counsel Office of Tax Policy Department of the Treasury 1500 Pennsylvania Avenue NW Washington, D.C. 20220 Ms. Dianne Grant Senior Advisor to the Deputy Commissioner Internal Revenue Service 1111 Constitution Ave. N.W. Washington...
September 22, 2006 Ernesto A. Lanza Senior Associate General Counsel Municipal Securities Rulemaking Board 1900 Duke Street, Suite 600 Alexandria, VA 22314 Re: Draft Amendments to Rule G-21 (MSRB Notice 2006-26) Dear Mr. Lanza: The Investment Company Institute1 is pleased to express...
401(k) Savers Need Clearer, More Consistent Information ICI Calls for Summaries of All Investment Options, Greater Use of the Internet Washington, DC, September 21, 2006 – The Investment Company Institute today called upon the Department of Labor to improve the information on...
September 19, 2006 Office of Regulations and Interpretations Employee Benefits Security Administration (EBSA) Room N–5669 U.S. Department of Labor 200 Constitution Avenue, N.W. Washington, DC 20210 Attn: Revision of Form 5500 (RIN 1210–AB06) Ladies and Gentlemen: On July 21, 2006, the...
September 14, 2006 Mr. Ernesto A. Lanza Senior Associate General Counsel Municipal Securities Rulemaking Board 1900 Duke Street, Suite 600 Alexandria, Virginia 22314 Re: MSRB Notice 2006-19, Request for Comment on Application Of “Access Equals Delivery” Standard to Official Statement...
August 25, 2006 Mr. W. Thomas Reeder Acting Benefits Tax Counsel Office of Tax Policy Department of the Treasury 1500 Pennsylvania Avenue NW Washington, D.C. 20220 Ms. Dianne Grant Senior Advisor to the Deputy Commissioner Internal Revenue Service 1111 Constitution Ave. NW Washington...
Slow-but-Steady Wins: Regular 401(k) Savers Overcome Bear Market Largest 401(k) Database Also Shows Workers Hold Lower Share of Assets in Employer Stock Washington, DC, August 24, 2006 - The average account balance among American workers who consistently held 401(k) accounts from 1999...
