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.
The US Department of Labor (DOL) on April 2, 2024, issued Final Amendments to the QPAM Class Exemption, PTE 84-14—the final amendments were published in the Federal Register the following day. DOL also prepared a fact sheet describing the amendments. The QPAM Exemption is a...
On April 8, 2024, a group of ICI staff participated in a telephone meeting with representatives from the White House's Office of Management and Budget (OMB) and the Department of Labor (DOL) to discuss DOL's fiduciary investment advice package.
ICI today submitted a Statement for the record to the US House Committee on Education and the Workforce Subcommittee on Health, Employment, Labor, and Pensions, in connection with its February 15, 2024 hearing on Protecting American Savers and Retirees from DOL's Regulatory Overreach.
On January 25, 2024, the CFTC's Divisions of Market Oversight, Clearing and Risk, Market Participants, and Data and the Office of Technology Innovation issued a request for comment ("RFC") to better inform them on the current and potential uses and risks of artificial intelligence (...
On February 20, 2024, ICI submitted the attached comment letter to the Internal Revenue Service (IRS) in response to Notice 2024-2, the long awaited "grab bag" guidance on various issues related to the SECURE 2.0 Act changes to the Internal Revenue Code (the "Code"). The Notice, in Q...
On February 20, 2024, ICI submitted the attached comment letter to the Internal Revenue Service (IRS) in response to Notice 2024-2, the long awaited "grab bag" guidance on various issues related to the SECURE 2.0 Act changes to the Internal Revenue Code (the "Code").
[35620] February 16, 2024 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: DOL Updates and Expands Prohibited Transaction Exemption Procedure Regulation The US Department of Labor (DOL) recently updated the procedures (Procedures)...
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