Retirement
- ICI Testimony: U.S. Senate Special Committee on Aging Oct 28, 2009
- ICI Submits Statement on Tax Reform to President's Economic Recovery Advisory Board Oct 15, 2009
- Institute Statement to Ways and Means Committee Regarding Investment Advice and Disclosure Oct 5, 2009
- ICI Testimony for ERISA Advisory Council Working Group on Approaches for Retirement Security in the United States Sep 17, 2009
- Frequently Asked Questions About 401(k) Plans Sep 10, 2009
- 401(k) Participants Invested In Low-Cost, Low-Turnover Mutual Funds Aug 6, 2009
- ICI Supports Bipartisan House Bill That Boosts Investor's Ability to Meet Their Savings Goals Jul 31, 2009
- Supplemental Testimony on Target Retirement Date Funds Jul 20, 2009
- MoneyVoices: ICI's Stevens Backs Rival 401(k) Fee Bill Jul 9, 2009
- ICI Proposes Disclosure Principles for Target Date Funds Jun 18, 2009
- Target Date Fund Joint Hearing before the Department of Labor and The Securities and Exchange Commission Jun 18, 2009
- Principles to Enhance Understanding of Target Date Funds (pdf) Jun 17, 2009
- 401(k)s: (K)eeping Choices in Investing (pdf) Jun 11, 2009
- 401(k)s: (K)eeping Costs Down (pdf) Jun 10, 2009
- 401(k)s: (K)nowledge is Power (pdf) Jun 9, 2009
- ICI Releases Details of U.S. Retirement Market Data for 2008 Jun 8, 2009
- ICI Submits Comments to IRS Regarding 403(b) Prototype Program and Sample Plan Language Jun 5, 2009
- ICI Submits Recommendations for Treasury/IRS 2009–2010 Business Plan Jun 5, 2009
- ICI Submits Letter to IRS Concerning 403(b) Plan Correction Procedures May 22, 2009
Education
- ICI Comment Letter on SEC Pay to Play Restrictions for Investment Advisers Oct 6, 2009
- ICI Comment Letter on Benefits That Section 529 Plans Provide to Middle Class Families Aug 14, 2009
- ICI Comments on IRS Program for 403(b) Prototype Plans Jun 1, 2009
- Background: ICI Submits Additional Comments to the Treasury on 403(b) Plan Issues Mar 17, 2009
- Background: ICI Submits Additional Comments to the DOL on 403(b) Plan Issues Mar 17, 2009
- ICI Letter to DOL on Issues Affecting 403(b) Plans Under ERISA Mar 17, 2009
- ICI Letter to IRS on Issues Affecting 403(b) Plans Mar 17, 2009
- ICI Letter on Plan Termination Under the Final 403(b) Regulations Nov 12, 2008
- ICI Letter to Employee Benefits Security Administration on Relief Requested from Form 5500 for 403(b) Plans Nov 12, 2008
- ICI, SIFMA Comment on Proposed 529 Plan Regulation, June 2007 Jun 18, 2007
- ICI Requests Guidance on Retirement, Education Savings, and Tax Issues, June 2007 Jun 8, 2007
- 529 Plans: A Summary May 1, 2007
