Pension Content

[24934] February 2, 2011 TO: 529 PLAN ADVISORY COMMITTEE No. 1-11 BROKER/DEALER ADVISORY COMMITTEE No. 7-11 CLOSED-END INVESTMENT COMPANY MEMBERS No. 15-11 COMPLIANCE MEMBERS No. 10-11 INVESTMENT ADVISER MEMBERS No. 6-11 MUNICIPAL SECURITIES ADVISORY COMMITTEE No. 7-11 PENSION...

  URGENT/ACTION REQUESTED [24850] January 10, 2011 TO: PENSION COMMITTEE No. 3-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-11 RE: DRAFT ICI LETTER TO DOL REGARDING EXPANSION OF INTERPRETIVE BULLETIN 96-1 TO DISTRIBUTION PHASE   Attached for your review is a draft letter to the...

[24841] January 6, 2011 TO: PENSION COMMITTEE No. 2-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, FEBRUARY 8, 2011; PRELIMINARY AGENDA ATTACHED   The  joint meeting of the Pension and Pension Operations...

ACTION REQUESTED [24828]   January 3, 2011 TO: PENSION COMMITTEE No. 1-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-11 RE: DRAFT LETTER ON DOL TARGET DATE DISCLOSURE PROPOSAL; MEMBER COMMENTS DUE JANUARY 11   Attached for your review is a draft comment letter on the Department of...

  ACTION REQUESTED [24798]   December 17, 2010 TO: PENSION COMMITTEE No. 30-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-10 RE: DRAFT LETTER ON DOL FIDUCIARY DUTY PROPOSAL; COMMENTS DUE JANUARY 7   Attached for your review is a draft comment letter on the Department of Labor’s...

    [24753]   December 2, 2010 TO: PENSION COMMITTEE No. 29-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-10 RE: DOL PROPOSES TARGET DATE DISCLOSURE; CONFERENCE CALL SCHEDULED FOR DECEMBER 9, 3:00 PM ET   The Department of Labor proposed amendments to existing rules on qualified...

  [24741]   November 30, 2010 TO: PENSION COMMITTEE No. 28-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-10 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- DECEMBER 14, 2010 AT 3:00 PM ET   The joint conference call of the Pension and Pension...

[24654] October 26, 2010 TO: PENSION COMMITTEE No. 27-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-10 RE: COMMITTEE CONFERENCE CALL ON DOL FIDUCIARY DEFINITION PROPOSAL, NOVEMBER 9, 3:00 PM ET   The Institute will hold a conference call on Tuesday, November 9 at 3:00 PM Eastern to...

    [24629]   October 20, 2010 TO: PENSION COMMITTEE No. 26-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-10 RE: CONFERENCE CALL TO DISCUSS DRAFT 12B-1 COMMENT LETTER; WEDNESDAY, OCTOBER 27TH AT 2:00 PM. (EASTERN)   Last week, we circulated a draft comment letter on the SEC's...

URGENT/ACTION REQUESTED [24613] October 14, 2010 TO: ACCOUNTING/TREASURERS COMMITTEE No. 11-10 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 36-10 BROKER/DEALER ADVISORY COMMITTEE No. 43-10 MONEY MARKET FUNDS ADVISORY COMMITTEE No. 49-10 OPERATIONS COMMITTEE No. 29-10 PENSION...