Policy Priorities

Fund Regulation

Fees

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News Release

ICI Urges SEC to Take Action to Ensure Fund Shareholders Benefit from Web Delivery of Fund Reports

Calls on FINRA to Assume Responsibility for Processing Fees to Ensure Fair Treatment of Shareholders...
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Comment Letter

ICI Global Letter on IOSCO Consultation on International Standards on Fees and Expenses of Investmen...

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News Release

401(k) Plan Participants Paid Less in 2014 to Invest in Mutual Funds Than in 2013

401(k) Plan Participants Paid Less in 2014 to Invest in Mutual Funds Than in 2013 Washington, DC...
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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2014 (pdf)

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Research

Inside the Structure of Defined Contribution/401(k) Plan Fees, 2013 (pdf)

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News Release

Long-Term Downward Trend of Fees Paid by 401(k) Investors in Mutual Funds Continued in 2013

Long-Term Downward Trend of Fees Paid by 401(k) Investors in Mutual Funds Continued in 2013...
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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2013 (pdf)

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Comment Letter

Institute Comment Letter on Department of Labor Proposed 408(b)(2) Service Provider Disclosures Guid...

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Perspective

Trends in the Expenses and Fees of Funds, 2013 (pdf)