Pension Content

[30261] September 23, 2016 TO: PENSION COMMITTEE No. 6-16PENSION OPERATIONS ADVISORY COMMITTEE No. 5-16 RE: DOL PROPOSED RULE ON AUTO-IRAs ESTABLISHED BY MUNICIPALITIES FOR PRIVATE-SECTOR WORKERS - DRAFT COMMENT LETTER Attached for your review and comment is a draft letter to the...

[30254] September 21, 2016 TO: PENSION COMMITTEE No. 5-16PENSION OPERATIONS ADVISORY COMMITTEE No. 4-16 RE: OCTOBER 27, 2016 PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING Please note that due to a conflict with the Rosh Hashanah holiday, we decided to change the...

[30244] September 15, 2016 TO: PENSION COMMITTEE No. 4-16 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-16 RE: OCTOBER 4, 2016 PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING   As a reminder, the next joint meeting of the Pension and Pension Operations Advisory...

As you likely know, every state has an unclaimed property law that requires abandoned property to be turned over to the state.

ACTION REQUESTED [29894] May 5, 2016 TO: PENSION COMMITTEE No. 2-16 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-16 RE: ICI DRAFT RECOMMENDATIONS FOR 2016-2017 TREASURY/IRS PRIORITY GUIDANCE PLAN -- RETIREMENT PLAN ITEMS   Notice 2016-26 invites public comment on recommendations for...

[29646] January 21, 2016 TO: PENSION COMMITTEE No. 1-16 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-16 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- TUESDAY, FEBRUARY 9, 2016 -- INITIAL DRAFT AGENDA ATTACHED   The joint meeting of the Pension and Pension...

[29316] September 11, 2015 TO: PENSION COMMITTEE No. 14-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-15 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING - TUESDAY, OCTOBER 6, 2015 - SAVE THE DATE   The joint meeting of the Pension and Pension Operations Advisory...

[29286] August 27, 2015 TO: TAX COMMITTEE No. 29-15 TRANSFER AGENT ADVISORY COMMITTEE No. 45-15 PENSION COMMITTEE No. 13-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-15 RE: IRS PROPOSES REMOVAL OF AUTOMATIC EXTENSION OF TIME TO FILE INFORMATION RETURNS; COMMENTS REQUESTED   The...

[29176] July 13, 2015 TO: PENSION COMMITTEE No. 12-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-15 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CALL - TUESDAY, JULY 28, 2015 - SAVE THE DATE   The next joint conference call of the Pension and Pension Operations...

[29137] June 30, 2015 TO: PENSION COMMITTEE No. 11-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-15 RE: COMMITTEE CALL TO DISCUSS ICI DRAFT COMMENT LETTERS ON DOL DEFINITION OF FIDUCIARY RULE AND BEST INTEREST CONTRACT EXEMPTION - JULY 7, 2015   The Institute will hold a conference...