Retirement Policy Content

January 2, 2024—ICI President and CEO Eric Pan released the following statement regarding the Department of Labor's (DOL) proposed rule updating the definition of an investment advice fiduciary under the Employee Retirement Income Security Act (ERISA).

November 30, 2023—ICI announced that it and eight other associations will host the ERISA 50th Anniversary Symposium and Gala on Thursday, September 12, 2024, to mark five decades since the landmark law’s passage.

October 31, 2023—ICI President and CEO Eric Pan released the following statement regarding the Department of Labor's (DOL) proposed rule updating the definition of an investment advice fiduciary under the Employee Retirement Income Security Act (ERISA)...

On October 24, 2023, ICI submitted the attached comment letter to IRS and Treasury in response to IRS Notice 2023-62. Notice 2023-62, issued August 25, 2023, effectively provides for a 2-year delay (until taxable years beginning after December 31, 2025) of the applicability of section...

ICI thanks the members of the House and Senate for their commitment to Americans’ retirement security through the passage of SECURE 2.0 which will improve the long-term financial well-being of Americans across the country.