Pension Content

[31994] October 4, 2019 TO: Pension Committee Pension Operations Advisory Committee RE: Joint Pension and Pension Operations Advisory Committees Meeting -- Tuesday, October 15, 2019 The next joint meeting of the ICI Pension and Pension Operations Advisory Committees will take place on...

[31991] October 2, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Finalizes 401(k) Regulations on Hardship Distributions The Internal Revenue Service (IRS) recently finalized its amendments to the regulations relating to hardship...

[31990] October 1, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Comment Letter on Treasury Proposal to Amend Unified Plan Rule for MEPs The Institute submitted the attached letter to Treasury and IRS commenting on the proposed...

[31977] September 24, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: US Department of Justice Files Statement of Interest in Litigation Challenging California Auto-IRA Program The US Department of Justice (DOJ) has filed the attached...

[31957] September 10, 2019 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...

[31921] August 28, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Abandoned Property and Escheatment Pension RE: ICI Submits Written Statement to ERISA Advisory Council on Permissive Transfers of Uncashed Checks from ERISA Plans to State...

[31912] August 20, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Revenue Ruling Clarifies Tax Implications of Failure to Cash Distribution Check from Retirement Plan In Revenue Ruling 2019-19, the Internal Revenue Service (IRS)...

[31881] August 1, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Issues Final Rule on Association Retirement Plans and RFI on Open MEPs The Department of Labor (DOL) published a final regulation [1] intended to expand the use of...

[31843] July 9, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Treasury and IRS Propose Regulations Modifying Unified Plan Rule for MEPs Treasury and IRS have released a notice of proposed rulemaking [1] that would amend regulations...

[31827] June 27, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Senators Portman and Cardin Reintroduce Retirement Legislation Senators Portman (R-OH) and Cardin (D-MD) recently introduced the Retirement Security and Savings Act of...