Pension Content

[31085] February 12, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Retirement Plan Provisions in Budget Act The Bipartisan Budget Act of 2018 (the Act), reflecting a two-year budget agreement increasing federal spending and funding...

[31070] February 6, 2018 TO: ICI Global EU Capital Markets Union Task Force ICI Global Regulated Funds Committee ICI Global Retirement Savings Committee International Operations Advisory Committee Pension Committee Pension Operations Advisory Committee RE: Member Call on a Pan...

[31072] February 5, 2018 TO: ICI Members Investment Company Directors ICI Global Members Broker/Dealer Advisory Committee Investment Advisers Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee Transfer Agent Advisory Committee...

[31067] February 2, 2018 TO: ICI Members ICI Global Members Accounting/Treasurers Committee ICI Global Tax Committee Pension Committee SEC Rules Committee Tax Committee SUBJECTS: Tax RE: FinCEN Extends FBAR Filing Deadline for Persons with Signature Authority over Foreign Accounts In...

[31059] January 29, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Files Amicus Brief in 401(k) Fee Case Involving Use of Proprietary Funds in In-House Plan ICI recently filed the attached amicus brief in Brotherston v. Putnam...

[31058] January 29, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Letter to New EBSA Assistant Secretary Preston Rutledge The Institute sent the attached letter to the Honorable Preston Rutledge, who recently was confirmed as...

[31040] January 19, 2018 TO: Pension Committee SEC Rules Committee RE: Final Revised ICI Draft Best Interest Standard of Conduct - Your Comments Requested by January 23 Thanks to those of you who participated in our call earlier this month to discuss ICI’s draft revised best interest...

[31028] January 17, 2018 TO: Pension Committee Pension Operations Advisory Committee RE: Joint Pension and Pension Operations Advisory Committees Meeting -- Tuesday, February 6, 2018; Agenda Attached The next joint meeting of the Pension and Pension Operations Advisory Committees will...

[31026] January 16, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Operations Pension Transfer Agency RE: PBGC Finalizes Regulations to Extend Missing Participant Program to Terminated Defined Contribution Plans On December 22, 2017, the Pension...

[30995] December 22, 2017 TO: Pension Committee SEC Rules Committee RE: ICI Draft Revised Best Interest Standard of Conduct - Your Comments Requested by January 5; Member Call January 8 On August 7th, ICI submitted a comment letter to the Securities and Exchange Commission responding...