Pension Content

[25410] August 15, 2011 TO: PENSION COMMITTEE No. 24-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-11 RE: CONFERENCE CALL TO DISCUSS IMPLEMENTATION OF PARTICIPANT DISCLOSURE REGULATION   The Institute will hold another conference call to discuss implementation of the final DOL...

[25337] July 15, 2011 TO: PENSION COMMITTEE No. 23-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-11 TAX COMMITTEE No. 44-11 OPERATIONS COMMITTEE No. 26-11 TRANSFER AGENT ADVISORY COMMITTEE No. 57-11 PRIVACY ISSUES WORKING GROUP No. 2-11 RE: DRAFT COMMENT LETTER ON EXTENSION OF IRS...

  ACTION REQUESTED [25328] July 13, 2011 TO: PENSION COMMITTEE No. 22-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-11 RE: CONFERENCE CALL TO DISCUSS IMPLEMENTATION OF PARTICIPANT DISCLOSURE REGULATION   The Institute will hold a conference call on Wednesday, July 27, 2011 at 2:00...

[25325] July 12, 2011 TO: PENSION COMMITTEE No. 21-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- JULY 26, 2011 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations Advisory...

ACTION REQUESTED [25223] May 25, 2011 TO: PENSION COMMITTEE No. 20-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-11 RE: E-DELIVERY DRAFT RFI COMMENT LETTER -- TWO UPDATED FIGURES   This memo replaces Figures 1.5 and 8.1 in the draft comment letter we circulated to the Committees for...

ACTION REQUESTED [25211] May 23, 2011 TO: PENSION COMMITTEE No. 19-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-11 RE: E-DELIVERY RFI COMMENT LETTER; COMMENTS REQUESTED BY TUESDAY, MAY 31, NOON   As we discussed, attached is our draft comment letter responding to the Department of...

[25187] May 17, 2011 TO: PENSION COMMITTEE No. 18-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, JUNE 7, 2011; PRELIMINARY AGENDA ATTACHED   The  joint meeting of the Pension and Pension Operations...

[25171] May 6, 2011 TO: MUNICIPAL SECURITIES ADVISORY COMMITTEE No. 26-11 FIXED-INCOME ADVISORY COMMITTEE No. 36-11 PENSION COMMITTEE No. 17-11 RE: NABL PUBLISHES PENSION DISCLOSURE DOCUMENT   The National Association of Bond Lawyers (“NABL”) has published a discussion draft on...

  ACTION REQUESTED [25161] May 3, 2011 TO: PENSION COMMITTEE No. 16-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-11 RE: ICI DRAFT RECOMMENDATIONS FOR 2011-2012 TREASURY/IRS GUIDANCE PRIORITY LIST - RETIREMENT PLAN ITEMS   Notice 2011-39 invites public comment on recommendations for...

[25156] April 28, 2011 TO: TAX COMMITTEE No. 24-11 ACCOUNTING/TREASURERS COMMITTEE No. 7-11 INTERNATIONAL COMMITTEE No. 9-11 SEC RULES COMMITTEE No. 39-11 PENSION COMMITTEE No. 15-11 RE: REVISED DRAFT ICI LETTER ON FBAR FINAL REGULATIONS; PLEASE PROVIDE COMMENTS BY WEDNESDAY, MAY 4  ...