Pension Operations Advisory Content

[32232] February 24, 2020 TO: ICI Global Members ICI Global Regulated Funds Committee SUBJECTS: Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V Pension Trading and Markets RE: High Level Forum on the EU Capital Markets Union Releases...

[32226] February 21, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Instructions for 2020 Forms 1099-R and 5498 Reflect Qualified Birth or Adoption Distributions The IRS released the 2020 Instructions for Forms 1099-R and 5498...

[32181] January 28, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides RMD Reporting Relief for 2020 to IRA Providers in Connection with SECURE Act On January 24, 2020, the Internal Revenue Service (IRS) issued Notice...

[32170] January 23, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Pension Committee Pension Operations Advisory Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: ICI Sends Letter to...

[32156] January 16, 2020 TO: ICI Members Investment Company Directors ICI Global Members Management Company Tax Subcommittee Pension Committee Public Communications Committee Tax Advisory Committee Tax Committee SUBJECTS: 529 Plans Derivatives Distribution Fees and Expenses Operations...

[32148] January 16, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Supreme Court Declines to Hear 401(k) Fee Case Yesterday, the US Supreme Court officially denied certiorari in Putnam Investments, LLC v. Brotherston . [1] ICI had...

[32151] January 16, 2020 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Issues New Interim Guidance on the Default Withholding Rate for Retirement and Annuity Distributions...

[32145] January 14, 2020 TO: Global Advocacy Coordination Advisory Committee ICI Global EU Capital Markets Union Task Force ICI Global Regulated Funds Committee ICI Global Retirement Savings Committee Pension Committee Pension Operations Advisory Committee RE: Call Announced on EIOPA...

[32118] December 20, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Congress Approves Bipartisan Retirement Legislation On December 19, 2019, the US Senate approved the Fiscal Year 2020 Consolidated Domestic and International...

[32103] December 16, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Extended Deadline for Pre-Approved Plans to Adopt Amendments Related to Hardship Distribution Changes The IRS has issued Revenue Procedure 2020-9, [1]...