Resources

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Comment Letter

ICI Comment Letter to OECD on Pillar One Exclusion for Regulated Financial Services (pdf)

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Fact Sheet

Tax Treatment Is Key to Retirement Saving Success (pdf)

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Comment Letter

ICI Letter to IRS Regarding Application of Certain ERISA Requirements to Terminating 403(b) Plans (p...

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Comment Letter

ICI Submits Opposition Letter to NY Stock Transfer Tax (STT) (pdf)

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Comment Letter

ICI Global Comments Regarding Applying the Tax Measures in OECD's Blueprints for Pillars One and Two...

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Speech

Reflections on the Future of the Fund Industry, 2020 Fund Directors Conference

ICI President and CEO Paul Schott Stevens discusses "Reflections on the Future of the Fund Industry"...
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Comment Letter

French Language Translation of Submission to French Tax Administration on Proposed Withholding Tax E...

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Comment Letter

Submission to French Tax Administration on Proposed Withholding Tax Exemption Guidance (pdf)

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Comment Letter

Letter to IRS Requesting Meeting On EU Reclaims (pdf)