Pension Operations Advisory Content

[31070] February 6, 2018 TO: ICI Global EU Capital Markets Union Task Force ICI Global Regulated Funds Committee ICI Global Retirement Savings Committee International Operations Advisory Committee Pension Committee Pension Operations Advisory Committee RE: Member Call on a Pan...

[31072] February 5, 2018 TO: ICI Members Investment Company Directors ICI Global Members Broker/Dealer Advisory Committee Investment Advisers Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee Transfer Agent Advisory Committee...

[31059] January 29, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Files Amicus Brief in 401(k) Fee Case Involving Use of Proprietary Funds in In-House Plan ICI recently filed the attached amicus brief in Brotherston v. Putnam...

[31058] January 29, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Letter to New EBSA Assistant Secretary Preston Rutledge The Institute sent the attached letter to the Honorable Preston Rutledge, who recently was confirmed as...

[31028] January 17, 2018 TO: Pension Committee Pension Operations Advisory Committee RE: Joint Pension and Pension Operations Advisory Committees Meeting -- Tuesday, February 6, 2018; Agenda Attached The next joint meeting of the Pension and Pension Operations Advisory Committees will...

[31026] January 16, 2018 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Operations Pension Transfer Agency RE: PBGC Finalizes Regulations to Extend Missing Participant Program to Terminated Defined Contribution Plans On December 22, 2017, the Pension...

[30991] December 21, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee Tax Committee SUBJECTS: Pension Tax RE: Tax Legislation Passed by Congress The House of Representatives and the Senate have passed H.R. 1, the tax bill (the “Act”), and President Trump is...

[30980] December 14, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: Schedule of Committee Meetings and Conference Calls for 2018 We have finalized the 2018 schedule of Joint Pension/Pension Operations Advisory Committees In-Person Meetings and Regular Conference...

[30964] December 6, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes 2017 Required Amendments List for Qualified Retirement Plans Notice 2017-72 [1] contains the 2017 Required Amendments (RA) List for Qualified Retirement...

[30962] December 4, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Agencies Finalize 2017 Form 5500 The Department of Labor (DOL) has released the 2017 Form 5500, including the accompanying schedules, the Form 5500-SF and the related...