Pension Operations Advisory Content

[32492] May 28, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Proposes Regulation on Default Withholding for Periodic Payments from Retirement Plans and Annuities The...

[32479] May 22, 2020 TO: Pension Committee Pension Operations Advisory Committee RE: ICI Joint Pension and Pension Operations Advisory Committees Conference Call--Tuesday, June 2, 2020 at 3:00 PM EDT The next joint conference call of the ICI Pension and Pension Operations Advisory...

[32478] May 21, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Finalizes New Safe Harbor for Electronic Delivery of ERISA Disclosures Today, the Department of Labor (DOL) published a final rule on electronic delivery for ERISA...

[32467] May 19, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Sends Letter to Treasury Regarding Guidance on 403(b) Termination Under SECURE Act ICI (jointly with the American Retirement Association (ARA)) sent the attached...

[32440] May 5, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Posts FAQs on CARES Act Retirement Plan Distributions and Loans The IRS posted new website guidance, in the form of FAQs, [1] regarding the coronavirus-related relief...

[32435] May 4, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Internal Sales Managers Roundtable Investment Adviser and Broker-Dealer Standards of Conduct Working Group Municipal Securities Advisory Committee Operations Committee...

[32430] May 1, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Sends Treasury List of Questions on CARES Act/COVID-19 Relief Related to Retirement Plans ICI shared with the Treasury Department the attached list of issues relating...

[32429] April 29, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Issues COVID-19 Relief and Guidance for Employee Benefit Plans The US Department of Labor (DOL) has issued EBSA Disaster Relief Notice 2020-01 (“Notice”), providing...

[32391] April 15, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides Additional COVID-19 Tax Filing and Deadline Relief Relating to Retirement Plans Late last week, the IRS released Notice 2020-23, [1] providing...

[32387] April 13, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Internal Sales Managers Roundtable Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee Pension...