Pension Content

The US House of Representatives today approved by voice vote the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act), which the US Senate had earlier approved March 25 on an overwhelming 96-0 vote.[1] The President is expected to sign the final legislation in short...

On March 23, the US Senate voted 96-0 to approve the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The US House of Representatives then followed suit and approved this sweeping legislation by voice vote this afternoon. President Trump is expected to sign it into law...

[32315] March 24, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS/Treasury Provide Informal Guidance on COVID-19 Tax Relief Late last week, in connection with the COVID-19 emergency, the IRS and Treasury announced in Notice...

[32295] March 17, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory CommitteeInternal Sales Managers Roundtable Investment Adviser and Broker-Dealer Standards of Conduct Working Group Operations Committee Pension Committee Pension Operations...

[32242] February 26, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Chief Compliance Officer Committee Investment Advisers Committee Operations Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee...

[32224] February 25, 2020 TO: Pension Committee Pension Operations Advisory Committee RE: Joint Pension and Pension Operations Advisory Committees Meeting -- Tuesday, April 14, 2020 The next joint meeting of the ICI Pension and Pension Operations Advisory Committees will take place on...

[32232] February 24, 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 Releases...

[32226] February 21, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Instructions for 2020 Forms 1099-R and 5498 Reflect Qualified Birth or Adoption Distributions The IRS released the 2020 Instructions for Forms 1099-R and 5498...

[32219] February 19, 2020 TO: ICI Members Investment Company Directors Broker/Dealer Advisory Committee Investment Advisers Committee Operations Committee Pension Committee SEC Rules Committee Transfer Agent Advisory Committee SUBJECTS: Compensation/Remuneration Compliance Disclosure...

[32181] January 28, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides RMD Reporting Relief for 2020 to IRA Providers in Connection with SECURE Act On January 24, 2020, the Internal Revenue Service (IRS) issued Notice...