Pension Content

[32170] January 23, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Pension Committee Pension Operations Advisory Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: ICI Sends Letter to...

[32164] January 21, 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: Compliance Disclosure Investment Advisers...

[32156] January 16, 2020 TO: ICI Members Investment Company Directors ICI Global Members Management Company Tax Subcommittee Pension Committee Public Communications Committee Tax Advisory Committee Tax Committee SUBJECTS: 529 Plans Derivatives Distribution Fees and Expenses Operations...

[32148] January 16, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Supreme Court Declines to Hear 401(k) Fee Case Yesterday, the US Supreme Court officially denied certiorari in Putnam Investments, LLC v. Brotherston . [1] ICI had...

[32151] January 16, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Issues New Interim Guidance on the Default Withholding Rate for Retirement and Annuity Distributions...

[32145] January 14, 2020 TO: Global Advocacy Coordination Advisory Committee ICI Global EU Capital Markets Union Task Force ICI Global Regulated Funds Committee ICI Global Retirement Savings Committee Pension Committee Pension Operations Advisory Committee RE: Call Announced on EIOPA...

[32118] December 20, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Congress Approves Bipartisan Retirement Legislation On December 19, 2019, the US Senate approved the Fiscal Year 2020 Consolidated Domestic and International...

[32103] December 16, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Extended Deadline for Pre-Approved Plans to Adopt Amendments Related to Hardship Distribution Changes The IRS has issued Revenue Procedure 2020-9, [1]...

[32085] December 9, 2019 TO: ICI Members Pension Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: 529 Plans Fund Accounting & Financial Reporting Tax RE: 2019 State Tax Survey The Institute’s 2019 surveys on state tax matters are now available on the Institute’s...

[32080] December 5, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes 2019 Required Amendments List for Individually-Designed Qualified Retirement Plans and 403(b) Plans The Internal Revenue Service (IRS) issued Notice...