Pension Content

[32531] June 16, 2020 TO: ICI Global Members ICI Global Regulated Funds Committee SUBJECTS: Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V Pension Trading and Markets RE: High-Level Forum on the EU Capital Markets Union Publishes Final...

[32518] June 10, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Issuance of Opinion Letters and Next Steps for Adopters of Pre-Approved DC Plans In Announcement 2020-7, [1] the IRS indicates that it will soon issue...

[32507] June 3, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Permits Remote Notarization and Witnessing of Benefit Plan Elections During COVID-19 Pandemic In Notice 2020-42, [1] the IRS provides temporary relief from the...

[32506] June 3, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Guidance on Private Equity Investments within 401(k) and Other Defined Contribution Plans On June 3, 2020, the Department of Labor (the “Department”) issued an...

[32496] May 29, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Updates COVID-19 Tax Filing and Deadline Relief - Form 5498 Deadline Extended In Notice 2020-35, the IRS provides a limited expansion of the tax filing and...

[32492] May 28, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Proposes Regulation on Default Withholding for Periodic Payments from Retirement Plans and Annuities The...

[32479] May 22, 2020 TO: Pension Committee Pension Operations Advisory Committee RE: ICI Joint Pension and Pension Operations Advisory Committees Conference Call--Tuesday, June 2, 2020 at 3:00 PM EDT The next joint conference call of the ICI Pension and Pension Operations Advisory...

[32478] May 21, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Finalizes New Safe Harbor for Electronic Delivery of ERISA Disclosures Today, the Department of Labor (DOL) published a final rule on electronic delivery for ERISA...

[32467] May 19, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Sends Letter to Treasury Regarding Guidance on 403(b) Termination Under SECURE Act ICI (jointly with the American Retirement Association (ARA)) sent the attached...

[32440] May 5, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Posts FAQs on CARES Act Retirement Plan Distributions and Loans The IRS posted new website guidance, in the form of FAQs, [1] regarding the coronavirus-related relief...