Resources

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf)

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Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xl...

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News Release

401(k) Investors Benefit as Mutual Fund Fees Cut in Half

July 16, 2024—The latest research from the Investment Company Institute (ICI), “The Economics of...
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News Release

ICI Statement on Japan's Asset Management Policy Reforms

July 1, 2024—ICI President and CEO Eric J. Pan released a statement on the Japanese government’s...
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Comment Letter

ICI Comment Letter on the Department of Labor's Proposed Information Collection Request

The Investment Company Institute submitted a comment letter on the proposed Information Collection...
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Comment Letter

ICI Comment Letter on IRS 2024-2025 Priority Guidance Plan

ICI filed a letter to the Treasury and IRS on May 31, 2024, recommending items for inclusion in the...
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Comment Letter

ICI Submits Response to Joint Agencies' RFI on Effectiveness of Reporting and Disclosure Requirement...

On May 22, 2024, ICI submitted a letter to the Department of Labor, the Treasury Department, and the...
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News Release

IRAs Play a Key Role in US Households’ Retirement Planning

February 29, 2024—ICI’s latest research shows in mid-2023, 55.5 million US households, or 42.2...
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Perspective

The Role of IRAs in US Households’ Saving for Retirement, 2023 (pdf)