Bank, Trust and Recordkeeper Advisory Content

[25555] October 13, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 28-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 59-11 BROKER/DEALER ADVISORY COMMITTEE No. 64-11 OPERATIONS COMMITTEE No. 38-11 SMALL FUNDS COMMITTEE No. 40-11 TAX COMMITTEE No. 62-11 TRANSFER AGENT ADVISORY...

[25521] September 29, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 27-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 58-11 BROKER/DEALER ADVISORY COMMITTEE No. 62-11 OPERATIONS COMMITTEE No. 37-11 SMALL FUNDS COMMITTEE No. 39-11 TAX COMMITTEE No. 61-11 TRANSFER AGENT...

[25516] September 23, 2011 TO: TAX COMMITTEE No. 60-11 TRANSFER AGENT ADVISORY COMMITTEE No. 81-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 57-11 BROKER/DEALER ADVISORY COMMITTEE No. 61-11 OPERATIONS COMMITTEE No. 36-11 ACCOUNTING/TREASURERS COMMITTEE No. 14-11 CLOSED-END...

[25507] September 20, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 26-11 BROKER/DEALER ADVISORY COMMITTEE No. 60-11 OPERATIONS COMMITTEE No. 35-11 SMALL FUNDS COMMITTEE No. 38-11 TAX COMMITTEE No. 58-11 TRANSFER AGENT ADVISORY COMMITTEE No. 80-11 BANK, TRUST AND RETIREMENT...

[25494] September 16, 2011 TO: PENSION MEMBERS No. 52-11 OPERATIONS MEMBERS No. 22-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 55-11 TRANSFER AGENT ADVISORY COMMITTEE No. 78-11 RE: DOL ISSUES RESTRICTIVE INTERIM POLICY ON E-DISCLOSURE FOR THE NEW PARTICIPANT DISCLOSURE RULE  ...

  [25488] September 15, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 25-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 54-11 BROKER/DEALER ADVISORY COMMITTEE No. 58-11 OPERATIONS COMMITTEE No. 33-11 SMALL FUNDS COMMITTEE No. 37-11 TAX COMMITTEE No. 55-11 TRANSFER AGENT...

  URGENT/ACTION REQUESTED [25484] September 14, 2011 TO: SEC RULES MEMBERS No. 113-11 COMPLIANCE MEMBERS No. 39-11 OPERATIONS MEMBERS No. 21-11 SMALL FUNDS MEMBERS No. 59-11 BROKER/DEALER ADVISORY COMMITTEE No. 57-11 INVESTMENT ADVISER MEMBERS No. 19-11 BANK, TRUST AND RETIREMENT...

  [25472] September 8, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 24-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 52-11 BROKER/DEALER ADVISORY COMMITTEE No. 55-11 OPERATIONS COMMITTEE No. 32-11 SMALL FUNDS COMMITTEE No. 36-11 TAX COMMITTEE No. 54-11 TRANSFER AGENT...

[25450] August 31, 2011 TO: PENSION MEMBERS No. 46-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 51-11 TRANSFER AGENT ADVISORY COMMITTEE No. 71-11 TECHNOLOGY COMMITTEE No. 8-11 PRIVACY ISSUES WORKING GROUP No. 4-11 RE: ICI WRITTEN STATEMENT TO ERISA ADVISORY COUNCIL ON...

  [25443] August 30, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 23-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 50-11 BROKER/DEALER ADVISORY COMMITTEE No. 53-11 OPERATIONS COMMITTEE No. 31-11 SMALL FUNDS COMMITTEE No. 34-11 TAX COMMITTEE No. 52-11 TRANSFER AGENT...