Pension Content

[30939] November 7, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Minnesota District Court Issues Order in Thrivent Case On November 3, 2017, in the District of Minnesota case between Thrivent Financial for Lutherans (Thrivent) and...

[30936] November 6, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Issues Relief for Victims of California Wildfires and Hurricane Maria On October 31, 2017, the Internal Revenue Service (IRS) released Announcement 2017-15, [1]...

[30938] November 6, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: Connecticut Enacts New...

[30930] October 30, 2017 TO: ICI Members Investment Company Directors ICI Global Members SUBJECTS: Closed-End Funds Compliance Cybersecurity Derivatives Disclosure Distribution Exchange-Traded Funds (ETFs) Fund Accounting & Financial Reporting Fund Governance International/Global...

[30923] October 24, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS and Treasury Release 2017-2018 Priority Guidance Plan - Retirement Plan Items The IRS and Treasury Department have released their 2017-2018 Priority Guidance Plan...

[30919] October 19, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Retirement Plan Limitations for 2018 The Internal Revenue Service has released annual cost of living and other adjustments applicable to dollar...

[30898] October 4, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Legislation Enacted to Provide Tax Relief to Victims of Hurricanes Harvey, Irma, and Maria On September 29, 2017, President Trump signed the Disaster Tax Relief and...

[30897] October 4, 2017 TO: ICI Members Investment Company Directors Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee Transfer Agent Advisory Committee...

[30887] September 26, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: Joint Pension and Pension Operations Advisory Committee Meeting, Tuesday, October 17 -- Agenda Attached The next joint meeting of the Pension and Pension Operations Advisory Committees will take...

[30881] September 21, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS and DOL Issue Relief for Victims of Hurricanes Harvey and Irma The Internal Revenue Service (IRS) on September 12, 2017 issued Announcement 2017-13 [1]...