[27281] June 6, 2013 TO: PENSION MEMBERS No. 25-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 13-13 BROKER/DEALER ADVISORY COMMITTEE No. 26-13 OPERATIONS COMMITTEE No. 23-13 RE: DOL ISSUES PROPOSED AMENDMENT TO PTE 80-26 TO PROVIDE RETROACTIVE AND TEMPORARY PROSPECTIVE RELIEF...
[27224] May 8, 2013 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 11-13 RE: BTRAC MEETING NOTICE - JUNE 18-19, 2013 The next Bank, Trust and Retirement Advisory Committee meeting will be held on Tuesday, June 18 and Wednesday, June 19, 2013 at the offices of Investment...
[27212] May 1, 2013 TO: 529 PLAN MEMBERS No. 2-13 ACCOUNTING/TREASURERS MEMBERS No. 16-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-13 BDAC COST BASIS REPORTING TASK FORCE No. 3-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 10-13 BROKER/DEALER ADVISORY COMMITTEE No. 21-13...
[27192] April 18, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 9-13 BDAC COST BASIS REPORTING TASK FORCE No. 2-13 BROKER/DEALER ADVISORY COMMITTEE No. 20-13 OPERATIONS MEMBERS No. 10-13 SMALL FUNDS MEMBERS No. 27-13 TAAC...
[27158] April 5, 2013 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 8-13 BROKER/DEALER ADVISORY COMMITTEE No. 16-13 OPERATIONS COMMITTEE No. 14-13 TRANSFER AGENT ADVISORY COMMITTEE No. 26-13 RE: GAO ISSUES REPORT ON 401(K) PLAN ROLLOVERS The GAO has issued its long awaited...
[27096] March 11, 2013 TO: PENSION MEMBERS No. 13-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 7-13 OPERATIONS COMMITTEE No. 12-13 RE: DEPARTMENT OF LABOR ISSUES GUIDANCE REGARDING THE SELECTION OF TARGET DATE FUNDS BY PLAN FIDUCIARIES The Department of Labor recently issued...
[27050] February 26, 2013 TO: PENSION MEMBERS No. 12-13 OPERATIONS COMMITTEE No. 11-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 6-13 TRANSFER AGENT ADVISORY COMMITTEE No. 21-13 RE: ICI COMMENT LETTER ON DEPARTMENT OF LABOR PROPOSED AMENDMENTS TO ABANDONED PLAN REGULATIONS AND...
