Bank, Trust and Recordkeeper Advisory Content

[27481] August 21, 2013 TO: PENSION MEMBERS No. 39-13 OPERATIONS COMMITTEE No. 38-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 23-13 TRANSFER AGENT ADVISORY COMMITTEE No. 62-13 RE: ICI COMMENT LETTER ON PBGC RFI REGARDING MISSING PARTICIPANTS IN INDIVIDUAL ACCOUNT PLANS   The...

ACTION REQUESTED [27458] August 13, 2013 TO: PENSION COMMITTEE No. 21-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-13 OPERATIONS COMMITTEE No. 35-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE TRANSFER AGENT ADVISORY COMMITTEE No. 57-13 RE: ICI DRAFT COMMENT LETTER ON PBGC RFI...

[27398] July 23, 2013 TO: PENSION MEMBERS No. 33-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 22-13 BROKER/DEALER ADVISORY COMMITTEE No. 35-13 TRANSFER AGENT ADVISORY COMMITTEE No. 56-13 OPERATIONS COMMITTEE No. 34-13 RE: DOL PROVIDES ANNUAL DEADLINE RELIEF FOR PARTICIPANT FEE...

[27382] July 17, 2013 TO: PENSION MEMBERS No. 32-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 21-13 OPERATIONS COMMITTEE No. 33-13 TRANSFER AGENT ADVISORY COMMITTEE No. 55-13 RE: DEPARTMENT OF LABOR ISSUES UPDATED REGULATORY AGENDA   The Department of Labor (Department) has...

[27377] July 16, 2013 TO: PENSION MEMBERS No. 31-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 20-13 OPERATIONS COMMITTEE No. 32-13 TRANSFER AGENT ADVISORY COMMITTEE No. 54-13 RE: SUPREME COURT HOLDING IN U.S. v. WINDSOR WILL IMPACT RETIREMENT PLAN ADMINISTRATION   In United...

27374] July 15, 2013 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 19-13 OPERATIONS COMMITTEE No. 31-13 RE: TREASURY ANNOUNCES SIX-MONTH FATCA IMPLEMENTATION DELAY   The Treasury Department and Internal Revenue Service today announced a six-month extension of the FATCA...

[27356] July 5, 2013 TO: ACCOUNTING/TREASURERS MEMBERS No. 21-13 INVESTMENT COMPANY DIRECTORS No. 14-13 OPERATIONS MEMBERS No. 16-13 SEC RULES MEMBERS No. 65-13 SMALL FUNDS MEMBERS No. 42-13 TAX MEMBERS No. 23-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 18-13 BROKER/DEALER...

[27348] July 2, 2013 TO: PENSION COMMITTEE No. 16-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-13 OPERATIONS COMMITTEE No. 28-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 17-13 TRANSFER AGENT ADVISORY COMMITTEE No. 50-13 RE: ICI CONFERENCE CALL ON PBGC MISSING PARTICIPANTS...

[27337] June 27, 2013 TO: PENSION COMMITTEE No. 15-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-13 OPERATIONS COMMITTEE No. 27-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 16-13 TRANSFER AGENT ADVISORY COMMITTEE No. 49-13 RE: PBGC ISSUES REQUEST FOR INFORMATION REGARDING...

[27287] June 10, 2013 TO: ACCOUNTING/TREASURERS COMMITTEE No. 17-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 15-13 BROKER/DEALER ADVISORY COMMITTEE No. 28-13 INVESTMENT COMPANY DIRECTORS No. 9-13 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 13-13 MUNICIPAL SECURITIES ADVISORY...