Retirement Policy Content

With the industry's interests bound ever more tightly to global trends, ICI pursues an active international agenda through its international arm, ICI Global. ICI’s international work in 2019 was a period of vigorous effort on a host of issues....

For this year's 2019 Annual Report to Members, four members of ICI's retirement team sat down to discuss ICI's legislative, regulatory, research, and communications activities to advocate for well-informed public policies that help Americans prepare for retirement....

What follows is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President and CEO Paul Schott Stevens that was released in ICI&'s 2019 annual report. To read their full letter, please see ICI's 2019 Annual Report to Members....

Filed Electronically October 1, 2019 Internal Revenue Service CC:PA:LPD:PR (REG–121508–18) 1111 Constitution Avenue NW Washington, DC 20224 Re: REG 121508-18; Proposed Modification to Unified Plan Rule for Multiple Employer Plans Dear Sir or Madam: e Investment Company Institute1 is...

Below is an abridged version of a letter by ICI Chairman George C. W. Gatch and ICI President and CEO Paul Schott Stevens that was released in ICI’s 2019 annual report. To read their full letter, please see ICI’s 2019 Annual Report to Members.

In a letter to MarketWatch responding to “Opinion: This Recent Report Suggests Steady Saving for Retirement Is Not Important,” published August 14, ICI Senior Economic Adviser Peter Brady refutes claims that criticize ICI’s recent retirement research, noting that more people benefit...

The European Union has approved a framework for the pan-European personal pension (PEPP), offering EU savers a new complement to existing retirement savings resources. But its success may be determined by some important policy decisions on the horizon. In the June 21, 2019, edition of...

Globalization has hit a few speed bumps in recent years, but it hasn't slowed the globalization of the Investment Company Fact Book. Consistent with ICI’s mission to represent the interests of regulated funds and their investors worldwide, Fact Book is expanding its international...

In a letter to the Wall Street Journal responding to “Forget the 401(k),” published February 11, ICI President and CEO Paul Schott Stevens shows how the US retirement system actively engages employers to promote workers' retirement saving, noting that the current system also preserves...