Pension Content

[27910] February 24, 2014 TO: RESEARCH COMMITTEE No. 3-14 PENSION COMMITTEE No. 3-14 RE: AGENDAS FOR RESEARCH COMMITTEE MEETING ON APRIL 3, 2014 AND ICI RETIREMENT SUMMIT ON APRIL 4, 2014   ICI RESEARCH COMMITTEE MEETING – April 3, 2014 The Research Committee will next meet on...

[27871] January 30, 2014 TO: RESEARCH COMMITTEE No. 1-14 PENSION COMMITTEE No. 2-14 RE: SAVE THE DATE: RESEARCH COMMITTEE MEETING ON APRIL 3, 2014 AND ICI RETIREMENT SUMMIT ON APRIL 4, 2014   MARK YOUR CALENDAR: NEXT RESEARCH COMMITTEE MEETING – April 3, 2014 The Research Committee...

[27824] January 8, 2014 TO: PENSION COMMITTEE No. 1-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-14 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- TUESDAY, FEBRUARY 4, 2014 -- SAVE THE DATE   The joint meeting of the Pension and Pension Operations Advisory...

[27809] December 24, 2013 TO: PENSION COMMITTEE No. 33-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-13 RE: ELECTRONIC DELIVERY - PROPOSED BILL LANGUAGE; COMMENTS REQUESTED   As we discussed during our last committee meeting and committee conference call, we have been working with a...

[27777] December 16, 2013 TO: PENSION COMMITTEE No. 32-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-13 RE: REMINDER: 408(b)(2) DISCLOSURE GUIDE VOLUNTARY SURVEY   As a reminder,  the Institute is conducting a voluntary survey in anticipation of  the Department of Labor’s (DOL)...

[27715] November 22, 2013 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 18-13 PENSION COMMITTEE No. 30-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-13 SEC RULES COMMITTEE No. 45-13 SMALL FUNDS COMMITTEE No. 21-13 RE: UPDATE ON INSTITUTE ACTIVITIES REGARDING TARGET DATE FUNDS  ...

[27717] November 22, 2013 TO: PENSION COMMITTEE No. 31-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-13 RE: FOR REVIEW -- DRAFT LETTER TO DOL REGARDING ANNUAL PARTICIPANT DISCLOSURE DEADLINE   Attached for your review is a draft letter to DOL responding to the request for comments...

[27713] November 21, 2013 TO: PENSION COMMITTEE No. 29-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-13 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CALL - MONDAY, DECEMBER 2, 2013 - CALL AGENDA   The joint conference call of the Pension and Pension Operations...

[27688] November 8, 2013 TO: PENSION COMMITTEE No. 28-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-13 RE: 408 (b)(2) DISCLOSURE GUIDE SURVEY - RESPONSE REQUESTED BY DECEMBER 2, 2013   Attached is a voluntary survey the Institute is conducting in anticipation of the Department of...

[27686] November 7, 2013 TO: PENSION COMMITTEE No. 27-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-13 RE: REVISED DRAFT LETTER TO DEPARTMENT OF THE TREASURY REGARDING RETROACTIVE APPLICATION OF U.S. v. WINDSOR -- COMMENTS REQUESTED BY NOVEMBER 18, 2013   We have revised our draft...