Pension Content

[32984] December 15, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee Proxy Working Group SEC Rules Committee SUBJECTS: Pension RE: DOL Finalizes Rule on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights On December 11, 2020, the Department of...

[32978] December 11, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Issues Guidance on SECURE Act Changes for Safe Harbor Plans The IRS released Notice 2020-86, [1] providing guidance on the changes for safe harbor 401(k) and 403...

[32976] December 10, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ERISA Advisory Council Presents Recommendations on Recognizing and Addressing Participants with Diminished Capacity On December 4, the ERISA Advisory Council (the...

[32975] December 10, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Releases Final Regulations on Rollovers of Plan Loan Offset Amounts The...

[32971] December 8, 2020 TO: Pension Committee Pension Operations Advisory Committee RE: Rep. Neal Releases Discussion Draft of Automatic Retirement Plan Act The Chairman of the House Ways and Means Committee, Richard E. Neal (D-MA), has released a discussion draft of legislation (the...

[32937] November 23, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes 2020 Required Amendments List for Individually-Designed Qualified Retirement Plans and 403(b) Plans The Internal Revenue Service (IRS) issued Notice...

[32935] November 20, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS and Treasury Release 2020–2021 Priority Guidance Plan - Retirement Savings Items The IRS and Treasury Department have released their 2020–2021 Priority...

[32918] November 18, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Releases Draft Form and Instructions for Individuals' Reporting of Coronavirus...

[32921] November 18, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Finalizes Registration Requirements for Pooled Plan Providers On November 12, the Department of Labor (DOL) released a final rule that establishes the...

[32915] November 17, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Comment Letter on DOL Lifetime Income Disclosure Interim Final Rule Today, ICI submitted the attached comment letter on the Department of Labor (DOL) interim...