Pension Content

ACTION REQUESTED [24578] October 5, 2010 TO: PENSION COMMITTEE No. 24-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-10 RE: DRAFT LETTER TO TREASURY/IRS ON IN-PLAN ROTH CONVERSIONS; COMMENTS REQUESTED BY OCTOBER 12   Attached for your review is draft letter requesting guidance from...

  [24537]   September 14, 2010 TO: PENSION COMMITTEE No. 23-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-10 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, OCTOBER 5, 2010; PRELIMINARY AGENDA ATTACHED   The  joint meeting of the Pension and Pension...

  [24480]   August 11, 2010 TO: PENSION COMMITTEE No. 22-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-10 RE: AUGUST 26, 2010 CONFERENCE CALL ON SEC'S RULE 12B-1 PROPOSAL   As you know, we are in the process of developing the Institute’s positions on the proposal by the Securities...

  [24471]   August 6, 2010 TO: PENSION COMMITTEE No. 20-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-10 RE: DRAFT ICI COMMENT LETTER ON INTERIM FINAL 408(B)(2) REGULATION; COMMENTS DUE AUGUST 18   Attached for your review is a draft comment letter on the Department of Labor’s...

  [24474]   August 6, 2010 TO: PENSION COMMITTEE No. 21-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-10 SEC RULES COMMITTEE No. 34-10 SMALL FUNDS COMMITTEE No. 12-10 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 4-10 529 PLAN ADVISORY COMMITTEE No. 3-10 RE: DRAFT ICI LETTER ON SEC...

[24452]   July 29, 2010 TO: ACCOUNTING/TREASURERS COMMITTEE No. 7-10 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 24-10 BROKER/DEALER ADVISORY COMMITTEE No. 31-10 OPERATIONS COMMITTEE No. 20-10 PENSION COMMITTEE No. 19-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-10 SEC...

    [24434]   July 19. 2010 TO: PENSION COMMITTEE No. 18-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-10 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- JULY 27, 2010 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations...

ACTION REQUESTED [24429]   July 16, 2010 TO: PENSION COMMITTEE No. 17-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-10 RE: DOL RELEASES INTERIM FINAL REGULATION ON DISCLOSURE OF SERVICE PROVIDER COMPENSATION   The Department of Labor issued an interim final regulation regarding the...

[24389]   June 25, 2010 TO: PENSION COMMITTEE No. 16-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-10 SEC RULES COMMITTEE No. 27-10 SMALL FUNDS COMMITTEE No. 8-10 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 2-10 529 PLAN ADVISORY COMMITTEE No. 1-10 RE: SEC PROPOSAL FOR TARGET DATE...

  ACTION REQUESTED [24336]   May 27, 2010 TO: PENSION COMMITTEE No. 15-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-10     RE: ICI DRAFT RECOMMENDATIONS FOR 2010-2011 TREASURY/IRS GUIDANCE PRIORITY LIST - RETIREMENT PLAN ITEMS   Notice 2010-43 invites public comment on...