Financial Services
Statement for House Hearing on Diversity and Inclusion Performance at America's Large Investment Firms (pdf)
Oral Statement on Financial Stability Oversight Council Nonbank Designations
Financial Stability Oversight Council Nonbank Designations Statement of Paul Schott Stevens...
Statement for House Hearing on Empowering a Pro-Growth Economy by Cutting Taxes and Regulatory Red Tape (pdf)
Retirement Security
ICI Applauds House Committee Passage of Key Legislation
ICI President and CEO Eric Pan released the following statement on the House Financial Services...
ICI Comment Letter to Treasury and IRS on SECURE 2.0 Act Priority Issues
The Investment Company Institute writes to request immediate guidance and relief relating to certain...
Savers Remain Focused on Retirement Goals Through Market Turbulence
US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...
Tax
ICI Comment Letter on IRS "Grab Bag" Guidance on Various Provisions of SECURE 2.0 Act
On February 20, 2024, ICI submitted the attached comment letter to the Internal Revenue Service (IRS...
Keith Lawson Discusses Proposed ETF Tax Change on the ETF Prime Podcast
In conversation with Nate Geraci on the ETF Prime podcast , ICI Deputy General Counsel Keith Lawson...
Keynote Address, 2021 ICI Tax and Accounting Conference
ICI President and CEO Eric J. Pan addresses the tax issues that have recently come to the forefront...
Testimony
ICI Testimony for DOL Hearing on Fiduciary Proposal
December 13, 2023÷–ICI strongly supports efforts to promote retirement security for US workers. Our...