ERISA’s Prohibited Transaction Exemption (PTE 77-4) limits a retirement plan’s investment options to open-ended registered funds.
ERISA’s Prohibited Transaction Exemption (PTE 77-4) limits a retirement plan’s investment options to open-ended registered funds. Updating PTE 77-4 would provide shareholders with exposure to a wider...
Today’s 401(k) plans offer access to a far broader range of professionally managed investment funds than policymakers envisioned when many of the rules were first developed under the Employee...
The latest ICI research, “What US Households Consider When They Select Mutual Funds, 2025”, shows investors consistently value diversification and low costs when choosing mutual funds.
The 2026 Leadership Summit and Fund Directors Workshop featured a policy-focused lineup of influential voices from Congress, the White House, the CFTC, and across the industry.
ICI’s 2026 Leadership Summit, held alongside the Fund Directors Workshop, featured panels centered on recent policy developments promoting capital formation and strengthening US investment culture...
The 2026 Leadership Summit and Fund Directors Workshop featured a policy-focused lineup of influential voices from Congress, the White House, the CFTC, and across the industry. With Washington, DC, as...
ICI released a statement after the European Parliament’s ECON Committee adopted a position on the EU securitisation framework today. The committee made progress but has not yet delivered the level of reform needed to meaningfully revive Europe’s securitisation market or support the objectives of the Savings and Investments Union
ICI released a statement regarding the Securities and Exchange Commission’s proposed rule and form amendments that would allow public companies to meet interim reporting requirements through semiannual, rather than quarterly, filings under the federal securities laws.
ICI released a statement regarding the Securities and Exchange Commission Divisions of Investment Management and Corporation Finance’s staff statement on the treatment of pooled employer plans (PEPs) under federal securities laws.
Securitisation and the Market Integration and Supervision Package in Europe is discussed in this op-ed as both being required for the Savings and Investments Union to turn savings into productive investments.
The Securities and Exchange Commission should modernize the Recordkeeping Rule under the Investment Advisers Act of 1940 to better reflect the realities of modern technology, ICI wrote in a joint letter with the Investment Adviser Association today.
President Trump’s National Economic Council Director, Kevin Hassett, spoke at ICI’s 2026 Leadership Summit on the administration’s commitment to expanding participation in capital markets and fostering Americans’ retirement security.
President Trump’s National Economic Council Director, Kevin Hassett, spoke at ICI’s 2026 Leadership Summit on the administration’s commitment to expanding participation in capital markets and...
ICI President & CEO Eric J. Pan in a fireside chat with National Economic Council Director Kevin Hassett at the 2026 ICI Leadership Summit. President Trump’s National Economic Council Director, Kevin...
You’ve got really one of the most legendary organizations in America. If you think about...
Kevin Hassett
Director, National Economic Council
The conversation turned to Trump Accounts, the program creating tax-advantaged investment accounts for American children. Hassett described implementation as a top Administration priority and made the...
