Pension Operations Advisory Content

[32764] September 17, 2020 TO: ICI Members ICI Global Members ESG Task Force (Global) ESG Working Group (US) SUBJECTS: Disclosure ESG Financial Stability International/Global Investment Advisers Pension Valuation RE: CFTC's Climate Risk Report and Other Developments on ESG Disclosure...

[32741] September 4, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Issues Guidance on Certain SECURE Act Changes and Plan Amendment Deadlines The IRS recently released two guidance items related to retirement plans: Notice...

[32727] September 1, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee Privacy Issues Working Group SEC Rules Committee SUBJECTS: Pension RE: DOL Issues Proposal on Fiduciary Duties Regarding Proxy Voting and Shareholder Rights The Department of Labor (DOL)...

[32722] August 28, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Releases Proposed Regulation on Rollovers of Plan Loan Offset Amounts The Internal Revenue Service (IRS) has issued a proposed regulation [1] to implement the...

[32712] August 27, 2020 TO: ICI Members ICI Global Members SUBJECTS: International/Global Pension RE: Pan-European Personal Pension Product - EIOPA Publishes Its Proposals for PEPP Level 2 Regulation The PEPP project is moving along the required legislative steps, including the...

[32703] August 25, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee Pension Committee Pension Operations...

[32696] August 21, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Proposes Registration Requirements for Providers of Pooled Employer Plans On August 20, 2020, the Department of Labor (DOL) released a proposed rule [1] that would...

[32686] August 19, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Releases Lifetime Income Disclosure Interim Final Rule On August 18, 2020, the Department of Labor (DOL) unveiled an interim final rule (IFR) [1] implementing...

[32667] August 11, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes Updated Safe Harbor 402(f) Notices for Eligible Rollover Distributions The Internal Revenue Service (IRS) has published Notice 2020-62, [1] containing...

[32665] August 7, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee Pension Committee Pension Operations...