Pension Content

[31818] June 21, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Treasury and IRS Propose Regulations Regarding Withholding on Certain Payments from Retirement Accounts (Including Payments Delivered Outside of US) The IRS and Treasury...

[31815] June 19, 2019 TO: ICI Members Investment Company Directors ICI Global Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Chief Compliance Officer Committee Internal Audit Committee Investment Advisers Committee Operations Committee Pension...

[31812] June 18, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Texas Enacts Legislation to Eliminate Authority of Teachers Retirement System to Regulate 403(b) Products The Governor of Texas has signed a bill (HB 2820) that will...

[31800] June 11, 2019 TO: Investment Advisers CommitteeOperations CommitteePension CommitteePension Operations Advisory CommitteePrincipal Underwriters Working GroupSEC Rules CommitteeSmall Funds CommitteeVariable Insurance Products Advisory Committee RE: ICI Member Call June 21 on...

[31795] June 10, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Recommendations for 2019-2020 Treasury/IRS Priority Guidance Plan--Retirement Plan Items The Institute submitted the attached letter, requesting that the Treasury...

[31790] June 5, 2019 TO: ICI Members Investment Company Directors ICI Global Members Broker/Dealer Advisory Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Compensation/Remuneration...

[31788] June 4, 2019 TO: Pension Committee Pension Operations Advisory Committee RE: ICI Draft Recommendations for 2019-2020 Treasury/IRS Priority Guidance Plan -- Retirement Plan Items Notice 2019-30 invites public comment on recommendations for Treasury’s 2019-2020 Priority Guidance...

[31781] May 29, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Statement for Senate Finance Committee Hearing Record The Institute submitted the attached statement to the US Senate, Committee on Finance, in connection...

[31777] May 28, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Joint Trade Group Sends Letter to DOL Regarding E-Delivery Project The Institute, along with seven other trade associations representing plan sponsors and service...

[31774] May 24, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: House Passes Bipartisan Retirement Legislation On May 23, 2019, the US House of Representatives approved the Setting Every Community Up for Retirement Enhancement Act of...