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Comment Letter

ICI Comment Letter on SEC Disclosure Reform Proposal; Joint ICI/SIFMA Letter (pdf)

Comment Letter

ICI Letter on Proposed IRS Rules on Automatic Contribution Arrangements, February 2008

Via Email February 6, 2008 Internal Revenue Service CC:PA:LPD:PR (REG-133300-07) Room 5203 P.O. Box...

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2006 (pdf)

Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf)

Comment Letter

Institute Recommendations for 2007-2008 Treasury/IRS Guidance Priority List (pdf)

Perspective

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

Perspective

401(k) Plans: A 25-Year Retrospective (pdf)

Perspective

Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf)

Comment Letter

12b-1 Fees
2021
2022
401(k)
401(k) Plan Asset Allocation
401(k) Plans
403(b) Plans
529 Plans
Accounting and Audit
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Canada
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COVID-19
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Resources

ICI Comment Letter on SEC Disclosure Reform Proposal; Joint ICI/SIFMA Letter (pdf)

ICI Letter on Proposed IRS Rules on Automatic Contribution Arrangements, February 2008

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2006 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf)

Institute Recommendations for 2007-2008 Treasury/IRS Guidance Priority List (pdf)

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

401(k) Plans: A 25-Year Retrospective (pdf)

Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf)

Institute Comment Letter to Department of Labor on Proposed Form 5500 Changes (pdf)