Pension Content

[32686] August 19, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Releases Lifetime Income Disclosure Interim Final Rule On August 18, 2020, the Department of Labor (DOL) unveiled an interim final rule (IFR) [1] implementing...

[32667] August 11, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes Updated Safe Harbor 402(f) Notices for Eligible Rollover Distributions The Internal Revenue Service (IRS) has published Notice 2020-62, [1] containing...

[32665] August 7, 2020 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...

[32652] July 31, 2020 TO: ICI Members Investment Company Directors ESG Task Force (Global) ESG Working Group (US) Pension Committee Pension Operations Advisory Committee SUBJECTS: ESG Pension RE: ICI Submits Comment Letter in Response to DOL Proposal on ESG Investments The Institute...

[32640] July 28, 2020 TO: ICI Members Investment Company Directors Broker/Dealer Advisory Committee Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee Pension Committee SEC Rules Committee Transfer Agent Advisory...

[32628] July 22, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Letter to Treasury/IRS Recommending Retirement Plan Items for Priority Guidance Plan ICI submitted the attached letter requesting that the Treasury Department and...

[32625] July 21, 2020 TO: ICI MembersESG Task Force (Global) ESG Working Group (US) Pension Committee Pension Operations Advisory Committee SUBJECTS: ESG Pension RE: Joint Trade Group Sends Letter to DOL Requesting Extension of Comment Period on ESG Proposal The Institute, along with...

[32622] July 20, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Letter Responding to DOL Request for Information on Pooled Employer Plans The Institute sent the attached comment letter to the Department of Labor (DOL), in...

[32601] July 15, 2020 TO: ICI Global Retirement Savings Committee Pension Committee Pension Operations Advisory Committee Research Committee RE: Agenda/Materials for the Global Retirement Savings Committee Call on 16 July, Thursday, at 16:00 (BST)/11:00 a.m. (EDT) We look forward to...

[32588] July 8, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Releases Spring 2020 Regulatory Agenda The Department of Labor (DOL) recently issued its updated Semi-Annual Regulatory Agenda (Agenda) which includes DOL’s projected...