Retirement Plans Content

Labor Ought to Execute the President’s Policy (As published in The Wall Street Journal, April 25, 2017) Regrettably, the Department of Labor’s fiduciary rule-making has always been driven more by politics than impartial scrutiny of the investment-advice marketplace (“ Labor Department...

ppr_17_brady_tax_panel_data.pdf

ppr_17_brady_tax_factsheet.pdf

ICI Analysis Shows Americans Maintain or Increase Spendable Income After Claiming Social Security Nearly 90 Percent Hold or Have Income from Employer Retirement Plans, Annuities, or IRAs Washington, DC, April 19, 2017–Most American workers maintain or increase their spendable income...

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...

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...

ppr_17_dc_plan_saving.pdf

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 Survey: Americans Support Retaining DC Participants’ Investment Control Americans Value Tax Treatment, Savings Opportunity of DC Plans Washington, DC, February 22, 2017—Nearly all US households with defined contribution (DC) retirement plan accounts agree that it is important to...