Pension Operations Advisory Content

[32905] November 9, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Issues Guidance Implementing SECURE Act Provision on 403(b) Plan Termination The IRS and Treasury issued Revenue Ruling 2020-23, [1] providing guidance to...

[32888] November 3, 2020 TO: ICI Members Investment Company Directors ICI Global Members ESG Task Force (Global) ESG Working Group (US) ICI Global Retirement Savings Committee Pension Committee Pension Operations Advisory Committee SUBJECTS: ESG Pension RE: DOL Finalizes Rule on...

[32885] November 2, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Ways and Means Leadership Introduces "Secure Act 2.0" Legislation The Chairman and Ranking Member of the House Ways and Means Committee (Chairman Richard E. Neal (D...

[32862] October 27, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Announces Retirement Plan Limitations for 2021 The Internal Revenue Service has released annual cost of living and other adjustments applicable to dollar...

[32851] October 20, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Abandoned Property and Escheatment Pension RE: IRS Guidance Clarifies Tax Implications of Payments from Qualified Plans to State Unclaimed Property Funds, Including Extension of...

[32808] October 6, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee Proxy Working Group SEC Rules Committee SUBJECTS: Pension RE: ICI Submits Comment Letter in Response to DOL Proposal on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights The...

[32801] October 2, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Requests Permanency of IRS Remote Notarization Guidance Due to Ongoing Pandemic In the attached letter, ICI joined with several other organizations to request that...

[32793] September 30, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Comment Letter Regarding DOL Proposed Registration Requirements for Pooled Plan Providers Today, ICI submitted the attached comment letter to the...

[32789] September 29, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Finalizes Regulation on Default Withholding for Periodic Payments from Retirement Plans and Annuities...

[32785] September 28, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee Privacy Issues Working Group SEC Rules Committee SUBJECTS: Pension RE: Joint Trade Group Sends Letter to DOL Requesting Extension of Comment Period on Proposal on Fiduciary Duties...