Pension Content

[30991] December 21, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee Tax Committee SUBJECTS: Pension Tax RE: Tax Legislation Passed by Congress The House of Representatives and the Senate have passed H.R. 1, the tax bill (the “Act”), and President Trump is...

[30980] December 14, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: Schedule of Committee Meetings and Conference Calls for 2018 We have finalized the 2018 schedule of Joint Pension/Pension Operations Advisory Committees In-Person Meetings and Regular Conference...

[30965] December 6, 2017 TO: ICI Members Pension Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: 529 Plans Fund Accounting & Financial Reporting Tax RE: 2017 State Tax Survey The Institute’s 2017 surveys on state tax matters are now available on the Institute’s...

[30964] December 6, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes 2017 Required Amendments List for Qualified Retirement Plans Notice 2017-72 [1] contains the 2017 Required Amendments (RA) List for Qualified Retirement...

[30962] December 4, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Agencies Finalize 2017 Form 5500 The Department of Labor (DOL) has released the 2017 Form 5500, including the accompanying schedules, the Form 5500-SF and the related...

[30960] November 28, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Pension RE: DOL...

[30953] November 17, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes Updated LRMs for Pre-approved DC and 401(k) Plans The IRS posted on its website revised Listings of Required Modifications (LRMs) for pre-approved...

[30944] November 9, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Texas Teacher Retirement System Adopts Changes to 403(b) Vendor and Product Rules We have learned that the Texas Teacher Retirement System (TRS) has adopted...

[30942] November 8, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Issues Memorandum Regarding Required Minimum Distributions for Missing Participants and Beneficiaries On October 19, 2017, the Internal Revenue Service (IRS)...

[30940] November 7, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Ruling Confirms Use of Automatic Enrollment in Government 457 Plan The Internal Revenue Service (IRS) has issued a private letter ruling (PLR) confirming that a...