Pension Content

[30680] April 24, 2017 TO: ICI Members SUBJECTS: Pension RE: Congress Nullifies DOL Regulation Regarding Political Subdivision Auto-IRA Programs On April 13, 2017, President Trump signed H.J.Res. 67, which disapproves of the Department of Labor (DOL) regulation on “Savings...

[30674] April 18, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Submits Comment Letter Regarding Re-Examination of Fiduciary Rule ICI has submitted a comment letter [1] to the Department of Labor (DOL) regarding the examination and analysis of the fiduciary rule required by a...

[30667] April 6, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Finalizes 60-Day Delay of Fiduciary Rule Applicability Date The Department of Labor has finalized a 60-day delay to the applicability dates of the 2016 final regulation defining fiduciary investment advice under the...

[30657] March 30, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Announces Temporary Excise Tax Relief Related to Fiduciary Rule The IRS has issued Announcement 2017-4, providing relief from the excise taxes and related reporting requirements under section 4975 of the Internal Revenue...

[30648] March 20, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Submits Comment Letter Supporting Delay of Fiduciary Rule Applicability Date On March 17, 2017, ICI submitted the attached letter to the Department of Labor (DOL) in support of DOL’s proposal to delay the April 10th...

[30637] March 13, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Announces Temporary Enforcement Policy on Fiduciary Rule On March 10, 2017, the Department of Labor (the Department) issued Field Assistance Bulletin 2017-01 (the FAB), [1] announcing a temporary enforcement policy...

[30617] March 2, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Proposes 60-Day Delay of Fiduciary Rule Applicability Date, Requests Comments As expected, the Department of Labor (DOL) has proposed a delay to the applicability dates for the 2016 final regulation defining fiduciary...

[30611] March 1, 2017 TO: ICI Members Investment Company Directors ICI Global Members Investment Advisers Committee Pension Committee SEC Rules Committee SUBJECTS: Disclosure Investment Advisers RE: SEC Division of Investment Management Publishes Robo-Adviser Guidance The SEC’s...

[30606] February 27, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Issues Exam Guidelines for Substantiation of 401(k) Plan Hardship Distributions The IRS has posted new guidance , in the form of a memorandum to examiners, setting forth substantiation guidelines for determining...

[30600] February 24, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Submits Comment Letter on Proposed Rules for Oregon State-Run Retirement Program ICI submitted the attached letter to the Oregon Retirement Savings Board (Board) commenting on proposed rules for administering the...