Date: March 21, 2024 ICI Webinar: When I'm 64 (or Thereabouts): Changes in Income from Middle Age to Old Age Slides (pdf)
Date: February 15, 2024 ICI Statement for the Education and Workforce Subcommittee Hearing on “Protecting American Savers and Retirees from DOL’s Regulatory Overreach”
Date: October 18, 2023 Talent Connection: Learn About Legal and Compliance Career Opportunities in the Asset Management Industry Slides - October 2023 (pdf)
Date: September 11, 2023 2023 Year-End Tax Reporting – Secondary Layout of Reporting Information, Updated (xls)
Date: September 11, 2023 2023 Year-End Tax Reporting – Primary Layout of Reporting Information, Updated (xls)