Retirement Policy Content

Filed Electronically December 21, 2018 Office of Regulations and Interpretations Employee Benefits Security Administration Room N-5655 US Department of Labor 200 Constitution Ave., NW Washington, DC 20210 Re: RIN 1210-AB88; Definition of “Employer” Under Section 3(5) of ERISA—Association...

The European Union is putting together the framework for a pan-European personal pension (PEPP), offering EU savers a cross-border savings option that is portable and designed to complement traditional pension sources. Anna Driggs, ICI Global associate chief counsel for retirement...

September 25, 2018 The Honorable Preston Rutledge Assistant Secretary US Department of Labor Employee Benefits Security Administration 200 Constitution Avenue NW Washington, DC 20210 Re: Electronic Delivery of Disclosure for Workplace Retirement Plans Dear Mr. Rutledge: On behalf of...

• • • • • • • • • • • • 2018 UPDATE TO Delivering ERISA Disclosure for Defined Contribution Plans WHY THE TIME HAS COME TO PREFER ELECTRONIC DELIVERY Peter Swire & DeBrae Kennedy-Mayo APRIL 2018 THE AUTHORS OF THIS 2018 UPDATE PETER P. SWIRE is the Holder Chair of Law and Ethics at...

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August 18, 2017 Via Electronic Mail: good.larry@dol.gov Larry Good Executive Secretary ERISA Advisory Council US Department of Labor Suite N-5623 200 Constitution Ave., NW, Washington, DC 20210 Re: ICI Comments Regarding Mandated Disclosure for Retirement Plans—Enhancing Effectiveness...

ICI Global Praises European Advances on Pension Savings London, 29 June, 2017— ICI Global Managing Director Dan Waters issued the following response to the European Commission’s adoption of a proposal for structuring a Pan-European Personal Pension (PEPP) product: “A well-structured...

ICI Applauds Senate Vote to Restore Consumer Protections for Retirement Savers Washington, DC, May 3, 2017 —Investment Company Institute (ICI) President and CEO Paul Schott Stevens made the following statement applauding the US Senate passage of H.J. Res. 66, which will roll back a...

ICI Applauds Senate Vote to Restore Consumer Protections for Proposed Municipal-Run Retirement Plans Washington, DC, March 30, 2017— Investment Company Institute (ICI) President and CEO Paul Schott Stevens made the following statement applauding the US Senate passage of H.J.Res. 67...

Senate Must Scrap Obama's Unsound Retirement Rule Exemption By Paul Schott Stevens (As published on TheHill.com, March 22, 2017) The current Congress has great opportunities to strengthen our retirement system by expanding access to workplace retirement plans. First, however, it has...