Resources

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Video

Focus on Funds: Global Fund Operations Innovate to Meet Uncertain Times

September 18, 2020—Fund operations have adapted quickly to global pandemic challenges, including...
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Speech

Closing Remarks, FT Future of Asset Management Summit: Strategies for the Next Decade

FT Future of Asset Management Summit: Strategies for the Next Decade Closing Remarks Paul Schott...
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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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FAQ

Coverdell Education Savings Accounts: FAQs

What is a Coverdell Education Savings Account? Formerly known as an Education IRA, a Coverdell...
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Video

Focus on Funds: 401(k) Investors Persist During Market Turbulence

September 11, 2020—401(k) account holders are sticking to their long-term savings habits.
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Comment Letter

Letter to IRS Requesting Meeting On EU Reclaims (pdf)

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Comment Letter

ICI Letter to SEC on Electronic Delivery (pdf)

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ICI Viewpoints

Investing Basics: Saving for Retirement with a 401(k) Plan

The ICI Education Foundation’s Investing Road Trip ends at retirement, depicted with idyllic images...