Retirement Policy Content

Congress Must Restore Protections for State-Run Retirement Plans By Paul Schott Stevens (As published in Morning Consult, March 7, 2017) Unless Congress acts, millions of private-sector workers could lose vital consumer protections if they are automatically enrolled in questionable...

February 22, 2017 Submitted Electronically Kimberly Olson, Rules Coordinator Oregon State Treasury 350 Winter St., NE Suite 100 Salem, OR 97301 Re: Proposed Rules for the Oregon Retirement Savings Plan Dear Ms. Olson: We are pleased to provide these comments on the proposed rules for...

ICI Applauds House Vote to Restore Consumer Protections for Retirement Savers Washington, DC, February 15, 2017— Investment Company Institute (ICI) President and CEO Paul Schott Stevens made the following statement on passage by the House of Representatives of two resolutions (H.J...

ICI Supports Walberg and Rooney Joint Resolutions to Restore Consumer Protections for Retirement Savers Washington, DC, February 8, 2017— Investment Company Institute (ICI) President and CEO Paul Schott Stevens made the following statement on two resolutions ( H.J. Res 66 and H.J. Res...

Focus on Funds Expect Major Policy Shifts in 2017 Significant changes in Washington, DC, could mean significant changes in the regulatory and policy outlook for the fund industry. ICI General Counsel David Blass takes a look at the implications in the January 13, 2017, edition of...

Many countries are committed to helping their citizens build adequate resources to live dignified lives in their older years, and pay-as-you-go public pension programmes have been the primary component of their retirement systems. But demographic trends have increased the costs of...

Focus on Funds Investor Protections Missing from New Retirement Plan New state-run retirement plans for private-sector employees will be exempt from important investor safeguards. In the October 14, 2016, edition of Focus on Funds, ICI General Counsel David Blass details what workers...

Focus on Funds New California Retirement Plan Brings Many Risks Workers, employers, and taxpayers in California all face risks from the state’s new “Secure Choice” plan. In the October 7, 2016, edition of Focus on Funds, ICI Chief Economist Brian Reid gives the details. Transcript...

Focus on Funds Fund Investors Should Be Alert to “Abandoned Property” Risk Pennsylvania and other states are changing the laws governing when and how retirement savings accounts are deemed “abandoned” by the investor—and taken by the state government. In response, ICI has created...

September 29, 2016 Submitted Electronically Office of Regulations and Interpretations Employee Benefits Security Administration Room N-5655 U.S. Department of Labor 200 Constitution Ave., NW Washington, DC 20210 Re: Savings Arrangements Established by State Political Subdivisions for...