Retirement Plans Content

August 29, 2016 Filed Electronically: e-ORI@dol.gov Office of Regulations and Interpretations Employee Benefits Security Administration Annual Reporting and Disclosure, Room N-5655 U.S. Department of Labor 200 Constitution Avenue NW Washington, DC 20210 Re: RIN 1210-AB63 – Proposed...

Letter to the Editor: California’s Retirement Plan (As published in the New York Times on August 26, 2016) To the Editor: You say California will provide a state-run “secure choice” retirement plan for private-sector workers with “fees that are both low and transparent” (“ From...

ICI Responds to DOL’s Final Rule on State-Run Retirement Programs Washington, DC, August 25, 2016— ICI President and CEO Paul Schott Stevens issued the following statement today in response to the Department of Labor’s final rule providing a safe harbor from coverage under the...

Secure Choice Is Risky for Workers and for the State By Paul Schott Stevens (As published in the Sacramento Bee, August 16, 2016) Millions of Americans save for retirement using employer-sponsored plans that offer tax advantages and excellent investment options. Even so, there may be...

Traditional IRA Investors Are Older, More Likely to Have Rollovers Than Roth IRA Investors Washington, DC, August 4, 2016—Two reports released today by the Investment Company Institute (ICI) provide updated data and analysis on investors in traditional and Roth individual retirement...

Focus on Funds The 35th Anniversary of the 401(k) The 401(k) plan, an important tool in helping Americans meet savings goals, turns 35 this year. In the July 29, 2016, edition of Focus on Funds, Sarah Holden, ICI’s senior director of retirement and investor research, examines the...

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ICI Reports Continued Downward Trend in Mutual Fund Fees in 401(k) Plans in 2015 Washington, DC, July 14, 2016 – The cost of investing in equity mutual funds through 401(k) plans fell again in 2015, marking a 31 percent decline since 2000, according to an annual research study that...

403(b) Plans Offer Diverse Investment Opportunities New BrightScope/ICI Research Examines Makeup of 403(b) Plan Designs Washington, DC, May 23, 2016 - More than 90 percent of 403(b) retirement plans offered by private-sector employers are now using a variety of plan features designed...

April 29, 2016 Submitted electronically G. Christopher Cosby Department of Labor, Employee Benefits Security Administration 200 Constitution Avenue NW, N-5718 Washington, DC 20210 Re: Proposed Information Collection Request Submitted for Public Comment; On the Road to Retirement...