Pension Content

ACTION REQUESTED [25784] January 10, 2012 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 2-12 BROKER/DEALER ADVISORY COMMITTEE No. 2-12 TAX COMMITTEE No. 5-12 TRANSFER AGENT ADVISORY COMMITTEE No. 2-12 PENSION COMMITTEE No. 2-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-12 RE...

[25726] December 19, 2011 TO: PENSION COMMITTEE No. 33-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-11 RE: INSTITUTE LETTER TO DEPARTMENT OF LABOR ON ISSUANCE OF 408(b)(2) FINAL REGULATION   As promised during the December 12, 2011 Joint Pension Committee and Pension Operations...

  [25698] December 8, 2011 TO: PENSION COMMITTEE No. 32-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- DECEMBER 13, 2011 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations...

  [25690] December 6, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 39-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 76-11 BROKER/DEALER ADVISORY COMMITTEE No. 81-11 OPERATIONS COMMITTEE No. 50-11 PENSION COMMITTEE No. 31-11 SMALL FUNDS COMMITTEE No. 53-11 TAX COMMITTEE No...

  [25653] November 21, 2011 TO: PENSION COMMITTEE No. 30-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-11 RE: CONFERENCE CALL TO DISCUSS IMPLEMENTATION OF PARTICIPANT DISCLOSURE REGULATION - DECEMBER 8   The Institute will hold another conference call to discuss implementation of...

[25572] October 20, 2011 TO: TAX COMMITTEE No. 63-11 TRANSFER AGENT ADVISORY COMMITTEE No. 87-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 61-11 BROKER/DEALER ADVISORY COMMITTEE No. 66-11 OPERATIONS COMMITTEE No. 40-11 SMALL FUNDS COMMITTEE No. 42-11 PENSION COMMITTEE No. 29...

ACTION REQUESTED [25537] October 5, 2011 TO: PENSION COMMITTEE No. 28-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-11 RE: INVITATION TO SPECIAL MEETING ON E-DELIVERY - OCTOBER 18TH, 8:30 A.M.   Given the importance of e-delivery liberalization under ERISA for Institute members, we...

  [25506] September 21, 2011 TO: PENSION COMMITTEE No. 27-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, OCTOBER 18, 2011; PRELIMINARY AGENDA ATTACHED   The joint meeting of the Pension and Pension...

  [25434] August 25, 2011 TO: CLOSED-END INVESTMENT COMPANY COMMITTEE No. 42-11 DERIVATIVES MARKETS ADVISORY COMMITTEE No. 34-11 PENSION COMMITTEE No. 26-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-11 SEC RULES COMMITTEE No. 73-11 SMALL FUNDS COMMITTEE No. 33-11 RE: CFTC AND SEC...

URGENT/ACTION REQUESTED [25432] August 24, 2011 TO: PENSION COMMITTEE No. 25-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-11 RE: DOL REGULATION SURVEY -- PLEASE RESPOND BY SEPTEMBER 7   As you may know, the Department of Labor (DOL) is finalizing a proposal to re-define the...