ICI

ICI President’s Opening Address at Crane Conference ICI President Paul Schott Stevens gave the opening speech at Crane Data's Money Fund Symposium, discussing "Washington and the New Regulatory Regime" for money market funds.

ICI Statement on Enactment of Financial Regulatory Reform Bill ICI President Paul Schott Stevens supports the financial services regulatory reform bill, recently signed by President Obama, noting that it leaves intact tried-and-true mutual fund regulation.

ICI’s 401(k) Resource Center This resource center provides the fund industry’s perspective and ICI’s research on developments that affect 401(k) plans and their investors.

ICI Comment Letters Browse comment letters that ICI has submitted to federal, state, and international regulatory bodies.

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ICI President’s Opening Address at Crane Conference ICI President Paul Schott Stevens gave the opening speech at Crane Data's Money Fund Symposium, discussing "Washington and the New Regulatory Regime" for money market funds.

Navigating Intermediary Relationships This paper gives background and key issues for directors and others to consider regarding fund distribution partners such as broker-dealers and fund supermarkets.

Target Retirement Date Funds Resource Center Information and resources on target retirement date funds, prepared by ICI.

More Information Find more information on fund regulation, including disclosure, fees, specific fund products, operations, technology, international issues, state issues, and privacy.

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ICI Comment Letter on DOL Investment Advice Proposal ICI’s comments on the DOL’s proposal to implement the investment advice provisions of the Pension Protection Act.

Retirees Have Choices and Need Flexibility, Not Mandates, in Retirement Planning There is no one-size-fits all solution when it comes to retirement planning, argues ICI President Paul Stevens in a commentary.

ICI Testimony: Making Savings Last a Lifetime ICI’s statement before the U.S. Senate Special Committee on Aging stressed the need to preserve retirees’ choices on how to take distributions from their retirement accounts.

ICI’s 401(k) Resource Center This resource center provides the fund industry’s perspective and ICI’s research on developments that affect 401(k) plans and their investors.

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ICI Submission for SEC Market Structure Roundtable ICI weighs in on efforts to ensure that the securities markets are highly competitive, transparent and efficient.

Financial Services Regulatory Reform Resource Center This page provides information from ICI and others on efforts to reform the financial services regulatory framework.

FAQs on Securities Transaction Taxes Here are questions and answers about securities transactions and their impact on markets and investors.

ICI Comment Letters Browse comment letters that ICI has submitted to federal, state, and international regulatory bodies.

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IDC Statements and Comment Letters IDC positions on a number of topics impacting fund directors including regulatory reform and money market fund issues.

Overview of Mutual Fund Governance Find out how boards follow governance practices to best serve shareholders.

Oversight of Target Retirement Date Funds The Independent Directors Council has prepared this paper to assist target date fund directors in performing their oversight responsibilities.

Frequently Asked Questions About Mutual Fund Directors What does a mutual fund’s board of directors do? What makes a director “independent”? These and other questions are answered here.

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ICI Testimony: Bill Benefits Registered Investment Companies, Shareholders The tax rules applicable to registered investment companies are dated and restrict innovation. A Congressional bill would modernize the tax regime and benefit shareholders.

ICI Supports The GROWTH Act The GROWTH Act would keep more retirement savings growing longer by deferring the tax of reinvested capital gains until fund shares are sold.

Investor Education and Action on Taxes ICI strongly supports sound tax policy that encourages and rewards savings, investment, and capital formation. This page offers an overview of five current tax proposals.

ICI Comment Letters Browse comment letters that ICI has submitted to federal, state, and international regulatory bodies.

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