Pension Content

The Internal Revenue Service (IRS) recently posted on its website a series of questions and answers regarding section 209 of the Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTRA), which provides temporary relief from the partial plan termination rules under Internal...

[33510] April 28, 2021 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: ICI Joins Other Trades in Asking IRS for Changes to Draft Forms W-4P and W-4R The attached letter, signed by...

[33475] April 16, 2021 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Pension RE: DOL Issues...

[33485] April 19, 2021 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee Pension Committee Pension Operations...

[33176] March 10, 2021 TO: ICI Members Investment Company Directors ICI Global Members Bank, Trust and Retirement Advisory Committee ESG Advisory Group ESG Task Force ICI Global Retirement Savings Committee Pension Committee Pension Operations Advisory Committee Proxy Working Group...

[33155] March 4, 2021 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Issues Guidance on Maximum Duration of COVID-19 Relief for Employee Benefit Plans The Department of Labor (DOL) recently issued EBSA Disaster Relief Notice 2021-01...

[33150] March 3, 2021 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Virginia General Assembly Approves Legislation to Create State-Run Auto-IRA for Private-Sector Workers; ICI Sends Letter Detailing Risks Late last week, the Virginia...

[33127] February 23, 2021 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Letter to IRS Regarding Application of Certain ERISA Requirements to Terminating 403(b) Plans ICI submitted the attached letter to the Internal Revenue...

[33071] January 27, 2021 TO: AML Compliance Working Group Chief Compliance Officer Committee Chief Risk Officer Committee Compliance Advisory Committee ETF (Exchange-Traded Funds) Committee ETF Advisory Committee Global Operations Advisory Committee ICI Global Investing Subcommittee...