Retirement Plans Content

Private-Sector Retirement Plan Income Has Become More Prevalent, Not Less ICI Study Examines Trends in Retiree Income Since 1974 Washington, DC, December 14, 2016—Retirees across all income groups are collecting more in retirement income now from employer-sponsored retirement plans...

December 5, 2016 Submitted Electronically Office of Regulations and Interpretations Employee Benefits Security Administration Attn: RIN 1210-AB63 Annual Reporting and Disclosure Room N-5655 US Department of Labor 200 Constitution Avenue NW Washington, DC 20210 Re: Proposed Revision 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...

ICI Applauds Committee Passage of Open MEP Provision to Help Small Employers Offer Retirement Plans Washington, DC, September 22, 2016— ICI President and CEO Paul Schott Stevens today issued the following statement on the US Senate Committee on Finance’s approval of a provision...

Focus on Funds How to Make the Most of 401(k) Savings New data from ICI and the Employee Benefit Research Institute (EBRI) show that people who contribute consistently to their 401(k)s increase their balances significantly. In the September 16, 2016, edition of Focus on Funds, Sarah...

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