Pension Content

[30795] July 21, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Comment Letter to DOL Supporting Delay of January 1, 2018, Applicability Date for Fiduciary Rulemaking On July 21, 2017, ICI submitted the attached letter to...

[30793] July 21, 2017 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: European Commission Publishes...

[30790] July 20, 2017 TO: Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee RE: Draft ICI Comment Letter in Response to SEC Chairman's Statement on Standards of Conduct - Your Comments Requested by Thursday, July 27 SEC Chairman Jay...

[30786] July 19, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee Tax Committee SUBJECTS: Pension Tax RE: ICI Submission to Senate Finance Committee Regarding Tax Reform Proposals In response to a request by Chairman Hatch (R-UT) for advice and...

[30768] July 7, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Changes to Opinion Letter Program for Pre-Approved Plans The Internal Revenue Service has published Revenue Procedure 2017-41, [1] announcing significant...

[30767] July 6, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Issues RFI on Potential Changes to the Fiduciary Rule and Related Exemptions As expected, the Department of Labor (DOL) has issued a request for information (RFI) [1] regarding the 2016 final regulation defining fiduciary...

[30754] June 22, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: Texas Teacher Retirement System Proposes Changes to 403(b) Vendor and Product Rules The Texas Teacher Retirement System (TRS) has proposed amendments to its administrative rules for 403(b) vendor...

[30752] June 22, 2017 TO: AML Compliance Working Group Chief Risk Officer Committee Closed-End Investment Company Committee ICI Global Regulated Funds Committee Pension Committee SEC Rules Committee Small Funds Committee Transfer Agent Advisory Committee RE: Treasury Department Seeks...

[30740] June 9, 2017 TO: ICI Members ICI Global Members SUBJECTS: Compliance Derivatives Disclosure Fund Accounting & Financial Reporting Pension Trading and Markets Variable Insurance Products RE: ICI Recommended Priorities for SEC ICI staff met with the SEC’s new Chairman, Jay...

[30732] June 6, 2017 TO: Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee RE: Member Call on Chair Clayton's Public Statement - June 12, 3-4pm ET As you know, SEC Chair Jay Clayton issued a public statement [1] last week requesting...