Retirement Plans Content

Enhancing Retirement Security: Examining Proposals to Simplify and Modernize Retirement Plan Administration Statement of Paul Schott Stevens President and CEO Investment Company Institute US House of Representatives Committee on Education and the Workforce Subcommittee on Health...

per27-02.pdf

21_ppr_dc_plan_saving.pdf

Filed Electronically February 3, 2021 Internal Revenue Service Attn: CC:PA:LPD:PR (Notice 2020-80) Room 5203 P.O. Box 7604 Ben Franklin Station Washington, DC 20044 Re: Protection of Annuity and Spousal Rights Under ERISA Section 205 with Respect to a Terminating 403(b) Plan Funded...

A new national survey by ICI addresses how Americans responded to the financial pressure since the onset of the COVID-19 pandemic, with special emphasis on whether they’ve tapped their retirement accounts. The results show that a strong majority (65 percent) of US individuals did not...

ICI Explains: The Retirement Pyramid: How to Best View Your Resources This video explains the various resources households can draw upon for retirement, offering the retirement pyramid as a useful guiding concept. The pyramid consists of five components: Social Security, homeownership...

Four-Fifths of Large ERISA 403(b) Plans Had Employer Contributions New BrightScope/ICI research also shows 403(b) plans offer employees a wide variety of investment options Washington, DC; January 21, 2021—Four-fifths of large 403(b) plans subject to the Employee Retirement Income...

per27-01.pdf

More than one-third of US households—37 percent, or 48 million households—owned individual retirement accounts (IRAs) in mid-2020, according to “The Role of IRAs in US Households’ Saving for Retirement, 2020,” an Investment Company Institute (ICI) study released today.