Pension Operations Advisory Content

[31338] August 16, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Testifies at ERISA Advisory Council Regarding Use of Lifetime Income Products in DC Plans On August 15, 2018, ICI testified before the ERISA Advisory Council (the...

[31320] August 7, 2018 TO: ICI Members Investment Company Directors Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Investment Advisers Committee Operations Committee Pension Committee Pension Operations Advisory Committee Sales and Marketing Committee...

[31296] July 23, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Finalized Regulation Modifying Definitions of Qualified Matching and Nonelective Contributions The Internal Revenue Service (IRS) has finalized amendments to the...

[31291] July 18, 2018 TO: ICI Members Bank, Trust and Retirement Advisory Committee Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: 2018 Instructions for Forms 1099-R and 5498 The IRS has posted the 2018 version of the Instructions for Form 1099-R...

[31288] July 16, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Joint Trade Engagement with DOL Regarding Guidance on Missing Participants of Employer-Sponsored Retirement Plans ICI is participating in a joint trade group to engage...

[31249] June 15, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Recommendations for 2018-2019 Treasury/IRS Priority Guidance Plan - Retirement Plan Items The ICI submitted the attached letter, requesting that the Treasury...

[31236] June 5, 2018 TO: Pension Committee Pension Operations Advisory Committee RE: ICI Draft Recommendations for 2018-2019 Treasury/IRS Priority Guidance Plan -- Retirement Plan Items Notice 2018-43 invites public comment on recommendations for Treasury’s 2018-2019 Priority Guidance...

[31225] May 30, 2018 TO: ICI Members Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension RE: IRS Guidance on Reporting and Withholding for Payments from IRAs to State Unclaimed Property Funds The IRS has...

[31213] May 18, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Department of Labor Issues New Regulatory Agenda, Reclassifying Two Projects as Long-Term Actions On May 9, 2018, the Department of Labor (DOL) issued its updated Semi...

[31212] May 17, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Testifies at House Subcommittee Hearing on Simplifying and Modernizing Retirement Plan Administration On May 16, 2018, ICI President and CEO Paul Stevens testified...