ICI’s latest national survey on Americans’ views of 401(k) and other defined contribution plans shows just how central workplace retirement plan are to household financial security.
Workplace Retirement Plans Matter 47% of workplace retirement account owners say they probably would not save for retirement without a plan at work. 92% say payroll deduction makes it easier to save...
Making it easier to save Nearly half of DC plan account owners said they probably would not save for retirement without a workplace plan. That number is even higher for people in lower-income...
Americans want to preserve workplace retirement plans 87% of Americans oppose eliminating the tax advantages of DC accounts. 77% are confident that 401(k) and other employer-sponsored retirement plan...
This strong support is not limited to people who already have retirement accounts. Even among individuals whose households do not currently own a DC plan account or an individual retirement account...
Policymakers across Washington are focused on expanding access to private markets—particularly for retirement savers. The August 2025 Executive Order encouraging broader access to private market investments for 401(k) investors reflects a growing recognition that capital markets have evolved and that long-term investors should be able to participate more fully in that evolution.
How Open-End Fund Co-Investment Would Work An adviser managing both a private fund and an open-end fund could allocate a negotiated private market investment across both funds. Here’s how: The adviser...
Why This Matters for Retirement Savers If policymakers are serious about expanding private market access in defined contribution plans, open-end funds must be part of the solution. Open-end mutual...
Read opening remarks from ICI General Counsel Paul Cellupica as he kicks off the 2026 Investment Management Conference and provides updates to key industry priorities.
A new report from ICI and ISS Market Intelligence highlights how employers play a critical role in the success of 401(k) plans and in helping American workers prepare for retirement.
The Investment Company Institute submitted a letter to the US Department of Labor’s request for information on pooled employer plans (PEPs). Read more in the comment letter.
Policymakers in the United States are tackling the challenge of how to provide expanded investment opportunities for retirement savers who participate in 401(k) plans and other types of defined contribution (DC) plans.
Trump Accounts, created under recent tax legislation, aim to help American families build long-term savings. ICI is encouraging the Treasury Department to protect competition in what could become every American’s first IRA.
