403(b) Plans Content

February 10, 2025—Teachers, nurses, and millions of other public education and nonprofit workers are being denied the full range of retirement investment options that the private sector enjoys. In some cases, the exclusion can cost these workers in higher fees over time, lessening...

February 6, 2025—ICI President and CEO Eric J. Pan released a statement after the Retirement Fairness for Charities and Educational Institutions Act of 2025 was reintroduced in both the U.S. House of Representatives and U.S. Senate. The bill overwhelmingly passed as a bipartisan...

December 23, 2024—ICI and ISS Market Intelligence (MI) today released their collaborative report on 403(b) plans subject to the Employee Retirement Income Security Act of 1974 (ERISA),

Employers’ commitment to their 403(b) plan participants is evident in the report “The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2020,” released today by ISS Market Intelligence (MI) and the Investment Company Institute (ICI). Analyzing plan...

March 5, 2024—The Investment Company Institute (ICI) expresses our strong support for three bipartisan amendments being offered in consideration of HR 2799 – The Expanding Access to Capital Act of 2023 sponsored by Chairman Patrick McHenry. These three bipartisan amendments will go a...