Pension Operations Advisory Content

[31486] November 16, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Issues Proposal to Modify 401(k) Regulations on Hardship Distributions The Internal Revenue Service (IRS) recently proposed amendments to the regulations...

[31464] November 1, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Retirement Plan Limitations for 2019 The Internal Revenue Service has released annual cost of living and other adjustments applicable to dollar...

[31451] October 23, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Proposes Rule on Association Retirement Plans and Other Multiple Employer Plans The Department of Labor (DOL) has proposed a regulation intended to expand the use...

[31426] October 9, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Updates Corrections Program (EPCRS) and Invites Further Comments The Internal Revenue Service (IRS) recently published Revenue Procedure 2018-52, [1] which...

[31411] September 27, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Letter to DOL Regarding Default Electronic Delivery of ERISA-Required Notices The Institute, along with the American Retirement Association (ARA), sent the...

[31402] September 24, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: House Ways and Means Committee Approves Tax Reform 2.0 Legislation Including Retirement Savings Provisions On September 13, 2018, the US House Ways and Means...

[31391] September 20, 2018 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 IRS has published Notice 2018-74, [1] containing amendments to the safe...

[31362] August 30, 2018 TO: 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: Member Call on a Pan-European Personal Pension Product - 7 September, 15...

[31364] August 30, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Extends Deadline for Pre-approved DC Plan Opinion Letter Applications The IRS has issued Revenue Procedure 2018-42, [1] extending the deadline for submitting on...

[31348] August 24, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Approves 401(k) Arrangement Allowing Employer to Contribute "Match" Based on Student Loan Repayments On August 17, 2018, the Internal Revenue Service (IRS)...