Browsing Tag
Investment Company Institute (ICI)
151 posts
The Investment Company Institute (ICI) is a leading global association representing regulated investment funds, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts. Based in Washington, D.C., ICI advocates for fund shareholders, promotes industry best practices, and engages with policymakers on financial regulation. It also conducts research and provides education on investment trends and fund economics.
401(k) Mutual Fund Fees Have Fallen Dramatically Since 2000
New ICI research shows lower fees have helped savers earn higher returns, balances in retirement
Are There ‘Hidden Costs’ in Pension-to-401(k) Shift?
An NCPERS analysis lists pension reforms as a driver of income inequality, but other sources remain skeptical
Defending the 401(k)
While attacks on defined contribution plans have ramped up significantly in the past year, advocates for workplace retirement plans are stepping up to counter their claims
Younger Participants Show Strong Interest in 401(k) Plans
Findings from the EBRI/ICI database show that 40% of plan participants are in their twenties and thirties
‘401(k) Industry Owns Congress’ Claims POLITICO Report
While detailing extreme effectiveness of retirement industry lobby, exhaustive report calls it out it for providing tax breaks weighted toward wealthy and blowing out deficit
Insurance Trade Groups Flag Concerns Over DOL Fiduciary Rule Process
A number of insurance organizations called on the Department of Labor to stop on finalizing its fiduciary rule and instead continue its public comment period
CITs in 403(b)s Bill Headed to Senate
A day after three amendments including 403(b) plan parity and e-Delivery fixes were passed, the Expanding Access to Capital Act clears House
New Study Highlights Key Role IRAs Play in Retirement Planning
ICI research shows more than 40% of households own an IRA, with rollover activity fueling growth
Gen Z Outpacing Earlier Generations in Retirement Savings
And they really value their 401(k) plans, separate new research from ICI and The Standard finds
Mutual Funds Turn 100 in 2024; ICI Launching National Partnership Program to Celebrate
Investment Company Institute introducing a program to commemorate an innovation that made saving and investing accessible and affordable