INVESTMENT COMPANY INSTITUTE

Organization · DC

Hires government relations

Trade association for regulated investment funds.

Who they hire

HARBINGER STRATEGIES, LLC

2024 · 2 filings · Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

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What they lobby on

Department of Labor QPAM proposal. Department of Labor rule on ESG investing and proxy voting.

Retirement · 2024 Q2

H.R. 1807- Improving Disclosure for Investors Act of 2023 (Huizenga). General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals. SEC mandatory swing pricing, hard close, and liquidity risk management proposal. SEC money market fund proposal.

Financial Institutions/Investments/Securities · 2024 Q2

Implementation of SECURE 2.0 Act of 2022. Retirement Savings for Americans Act. Allowing 403(b) plans to invest in collective investment trusts. Capital gains and dividends taxation. Excise tax on corporate stock buybacks.

Taxation/Internal Revenue Code · 2024 Q2