On Sept. 5, 2024, the IRS and Treasury issued Notice 2024-65, Request for Comment Regarding Implementation of Saver's Match Contributions. The Notice poses 29 broad questions seeking detailed input from all interested stakeholders to inform IRS and Treasury as they work to implement...

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.

The Financial Crimes Enforcement Network, a bureau of the U.S. Department of the Treasury issued a final rule requiring certain investment advisers to establish anti‑money laundering/countering the financing of terrorism (AML/CFT) programs pursuant to the Bank Secrecy Act and to...

ICI filed a comment letter on the SEC's proposal to make technical changes to the EDGAR system. The proposal includes requiring electronic filers to authorize and maintain designated individuals as account administrators and manage their accounts on a dashboard on EDGAR.