ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
This quarter marked significant progress in advancing policies that protect investors and strengthen America’s retirement system. With the passage of the recent tax reform bill, lawmakers delivered a major win for fund shareholders and savers nationwide. The new law safeguards the...
ICI Daily News: SCOTUS to Hear Case That Could Curb Activist Lawsuits Lessons from ICI’s 2025 Leadership Summit ICI Applauds Introduction of House Bill to Reform FSOC IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds ICI Announces Tom Quaadman Will Lead...
ETF Conference September 8–10 ICI’s first-ever conference focused exclusively on ETFs will bring together ETF sponsors, regulators, and other market participants in a vibrant environment of learning, discussion, and collaboration. Tax and Accounting Conference October 5–8 Join us to...
The SEC’s Director of the Division of Investment Management Brian Daly in conversation with ICI’s General Counsel Paul Cellupica. This week, ICI hosted the Securities and Exchange Commission’s (SEC) new Director of the Division of Investment Management, Brian Daly, for a discussion...
ICI has launched several new committees and working groups over the past few months, many of which are actively seeking new members: The Financial Innovation Advisory Committee (FIAC) brings together a unique cross-section of our membership to grapple with the regulatory and...
ICI President and CEO Eric J. Pan appeared on CNBC’s ETF Edge in July to discuss developments in the current regulatory landscape: “We want to be pro-innovation. We like the idea that through competition, firms, our members, can come up with new products, try them out, see if there's...
October 22, 2024—ICI submitted a joint comment letter to the Treasury Department and Internal Revenue Service, requesting an extension to the deadline for responses to the Savers Match Contribution Notice.
November 7, 2024—ICI submitted a letter to the Treasury Department and Internal Revenue Service providing views on Notice 2024-65 as they work to draft rules and processes to support and administer Saver’s Match contributions pursuant to sections 103 and 104 of the SECURE 2.0 Act.
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.
August 1, 2024—ICI President and CEO Eric J. Pan released a statement after Senators Katie Britt (R-AL), Raphael Warnock (D-GA), Gary Peters (D-MI), and Bill Cassidy (R-LA) introduced the Retirement Fairness for Charities and Educational Institutions Act. The bill mirrors the House...
July 16, 2024—in this letter ICI provides comments on the notice of proposed rulemaking that would require certain investment advisers to implement customer identification programs.
June 18, 2024—The Investment Company Institute submitted a comment letter on the proposed Information Collection Request issued by the Department of Labor, which proposes to establish the Retirement Savings Lost and Found database.
April 12, 2024—When it comes to their investments, Americans enjoy more information, choice, and access to advice than ever before. And the costs of investing have plunged over recent decades, further empowering millions of Americans to achieve a secure retirement.
March 7, 2024—Today, ICI President and CEO Eric Pan released the following statement after the House passage of three bipartisan amendments being considered as part of H.R. 2799, the Expanding Access to Capital Act of 2023, sponsored by House Financial Services Committee Chair Patrick...
February 15, 2024—ICI is pleased to provide this statement regarding the US Department of Labor’s (“Department”) fiduciary proposal, for the hearing “Protecting American Savers and Retirees from DOL’s Regulatory Overreach” in the Subcommittee on Health, Employment, Labor, and Pensions...
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union