Pension Content

[30726] June 2, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Recommendations for 2017-2018 Treasury/IRS Priority Guidance Plan--Retirement Items The ICI submitted the attached letter, requesting that the Treasury Department and Internal Revenue Service include in their 2017-2018...

[30725] June 2, 2017 TO: ICI Members Investment Company Directors ICI Global Members Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee SUBJECTS: Disclosure Distribution Fees and Expenses Investment Advisers Operations Pension RE: SEC...

[30724] June 2, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Comment Letter to OMB on DOL's Road to Retirement Survey Project On May 30, 2017, the Institute sent the attached comment letter regarding the Department of Labor’s “On the Road to Retirement Surveys” project to the Office...

[30722] May 30, 2017 TO: Pension Committee Pension Operations Advisory Committee SEC Rules Committee RE: ICI Form of Amendment to Assist Members Offering "Clean Shares" ICI, with member input, has developed the attached form of amendment to assist members that are considering offering...

[30716] May 24, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Publishes Additional Guidance on Fiduciary Rule and Announces No Further Delay to Applicability Date On May 22, 2017, Department of Labor Secretary Alexander Acosta announced in an op-ed published in the Wall Street...

[30711] May 19, 2017 TO: ICI Members SUBJECTS: Pension RE: Congress Nullifies DOL Regulation Regarding State Auto-IRA Programs On May 17, 2017, President Trump signed H.J.Res. 66, which disapproves of the Department of Labor (DOL) regulation on “Savings Arrangements Established by...

[30709] May 18, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: ICI Draft Recommendations for 2017 - 2018 Treasury / IRS Priority Guidance Plan - Retirement Plan Items Notice 2017-28 invites public comment on recommendations for Treasury’s 2017-2018 Priority...

[30698] May 11, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: Joint Pension and Pension Operations Advisory Committee Meeting -- Tuesday, June 6, 2017 The next joint meeting of the Pension and Pension Operations Advisory Committees will take place on Tuesday...

[30687] May 9, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Sales and Marketing Committee Small Funds Committee Transfer Agent Advisory Committee...

[30689] May 2, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Removes Supplemental Compliance Questions from 2017 Form 5500 The Department of Labor (DOL) has filed the draft 2017 Form 5500, including the accompanying schedules, the Form 5500-SF and the related instructions, with the...