Pension Operations Advisory Content

[32080] December 5, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes 2019 Required Amendments List for Individually-Designed Qualified Retirement Plans and 403(b) Plans The Internal Revenue Service (IRS) issued Notice...

[32079] December 5, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Issues Updated Regulatory Agenda The Department of Labor (DOL) recently issued its updated Semi-Annual Regulatory Agenda (Agenda) which includes DOL’s projected...

[32062] November 25, 2019 TO: Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Comments to DOL on Electronic Delivery ICI submitted the attached letter to the Department of Labor in response to its recently proposed regulation on electronic...

[32050] November 12, 2019 TO: Pension Committee Pension Operations Advisory Committee RE: ICI Sends Letter to DOL Regarding Impending Fiduciary Advice Rulemaking ICI sent the attached letter to the Department of Labor (DOL), following up on a meeting with DOL officials on October 9...

[32046] November 8, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Treasury Proposes Updated Life Expectancy and Distribution Period Tables for RMD Calculations The Treasury Department has issued proposed regulations updating the...

[32043] November 6, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Retirement Plan Limitations for 2020 The Internal Revenue Service has released annual cost of living and other adjustments applicable to dollar...

[32039] November 6, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Abandoned Property and Escheatment Pension RE: ERISA Advisory Council Presents Recommendations on Permissive Transfers of Uncashed Checks from ERISA Plans to State Unclaimed...

[32030] October 29, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Comment Letter to DOL Responding to Request for Information on Open MEPs ICI filed the attached comment letter responding to the Department of Labor’s request for...

[32022] October 24, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Proposes New Safe Harbor for e-Delivery of ERISA Disclosures, Issues RFI on Enhancing Effectiveness of ERISA-Required Disclosures The Department of Labor has...

[32011] October 16, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS and Treasury Release 2019-2020 Priority Guidance Plan The IRS and Treasury Department have released their 2019-2020 Priority Guidance Plan listing their...