Pension Content

[31625] February 21, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Statement for House Ways and Means Hearing Record The Institute submitted the attached statement to the US House of Representatives, Committee on Ways...

[31579] January 25, 2019 TO: ICI Members Investment Company Directors Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Investment Advisers Committee Operations Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee Transfer...

[31543] January 3, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Requests IRS Clarification Regarding RMDs from 403(b) Plans On January 2, the Institute, along with several other trade groups, submitted the attached letter to...

[31534] December 21, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Files Comment Letter on DOL Proposal Regarding Association Retirement Plans and Other Multiple Employer Plans ICI submitted the attached comment letter today...

[31521] December 17, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Provides Relief to 403(b) Plans from the "Once-In-Always-In" Condition for Excluding Part-Time Employees On December 4, 2018, the Internal Revenue Service issued...

[31517] December 11, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes 2018 Required Amendments List for Qualified Plans; Includes No Items for 2018 The Internal Revenue Service recently issued Notice 2018-91, [1]...

[31515] December 7, 2018 TO: ICI Members Pension Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: 529 Plans Fund Accounting & Financial Reporting Tax RE: 2018 State Tax Survey The Institute’s 2018 surveys on state tax matters are now available on the Institute’s...

[31510] November 30, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Issues Guidance on Auto-Portability Program DOL has issued two pieces of guidance regarding an “auto-portability” program offered by the firm Retirement...

[31506] November 29, 2018 TO: ICI Members Investment Company Directors SUBJECTS: Compensation/Remuneration Compliance Disclosure Distribution Fees and Expenses Fund Accounting & Financial Reporting Investment Advisers Pension Recordkeeping Transfer Agency Variable Insurance Products...

[31494] November 20, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Extension of Transition Period for Guidance on Reporting and Withholding for Escheated IRAs The IRS has published Notice 2018-90 extending the...