Pension Content

[29129] June 26, 2015 TO: PENSION COMMITTEE No. 10-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-15 SEC RULES COMMITTEE No. 20-15 RE: ICI DRAFT COMMENT LETTERS ON DOL DEFINITION OF FIDUCIARY RULE AND BEST INTEREST CONTRACT EXEMPTION - COMMENTS REQUESTED BY JULY 8, 2015   Attached for...

[28996] May 19, 2015 TO: PENSION COMMITTEE No. 9-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-15 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING - WEDNESDAY JUNE 3, 2015 - REGISTRATION NOW OPEN   The joint meeting of the Pension and Pension Operations Advisory...

[28948] May 1, 2015 TO: PENSION COMMITTEE No. 8-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-15 RE: ICI CONFERENCE CALL TO DISCUSS DEPARTMENT OF LABOR DEFINITION OF FIDUCIARY PROPOSED RULE SCHEDULED FOR MAY 8, 2015   The Institute has scheduled a second conference call to discuss...

[28924] April 27, 2015 TO: ACCOUNTING/TREASURERS MEMBERS No. 8-15 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 9-15 BROKER/DEALER ADVISORY COMMITTEE No. 14-15 CHIEF RISK OFFICER COMMITTEE No. 9-15 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 7-15 COMPLIANCE MEMBERS No. 13-15 END...

[28905] April 17, 2015 TO: PENSION COMMITTEE No. 7-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-15 RE: ICI CONFERENCE CALL TO DISCUSS DEPARTMENT OF LABOR’S DEFINITION OF FIDUCIARY PROPOSED RULE SCHEDULED FOR APRIL 23, 2015   The Institute has scheduled a conference call to discuss...

ACTION REQUESTED [28892] April 14, 2015 TO: PENSION COMMITTEE No. 6-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-15 RE: ICI DRAFT RECOMMENDATIONS FOR 2015-2016 TREASURY/IRS PRIORITY GUIDANCE PLAN - RETIREMENT PLAN ITEMS   Notice 2015-27 invites public comment on recommendations for...

[28874] March 31, 2015 TO: PENSION COMMITTEE No. 5-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-15 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CALL - TUESDAY, APRIL 7, 2015 - CALL AGENDA   The next joint conference call of the Pension and Pension Operations Advisory...

[28836] March 17, 2015 TO: PENSION COMMITTEE No. 4-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-15 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CALL -- TUESDAY, APRIL 7, 2015 -- SAVE THE DATE   The next joint conference call of the Pension and Pension Operations...

[28777] February 26, 2015 TO: PENSION COMMITTEE No. 3-15 SEC RULES COMMITTEE No. 7-15 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 1-15 RE: SEC STAFF GUIDANCE REGARDING APPLICABILITY OF SEC RULE 482 TO CERTAIN INFORMATION PROVIDED TO PARTICIPANTS IN RETIREMENT PLANS NOT COVERED BY...

[28738] February 13, 2015 TO: INTERNATIONAL COMMITTEE No. 7-15 ICI GLOBAL REGULATED FUNDS COMMITTEE No. 4-15 ICI GLOBAL RETIREMENT SAVINGS COMMITTEE PENSION COMMITTEE No. 2-15 RE: REQUEST FOR SWISS PENSION REGULATOR RECOGNITION OF U.S. MUTUAL FUND EXPENSE RATIO AS A RECOGNIZED TER...