Pension Operations Advisory Content

[30960] November 28, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Small Funds Committee Transfer Agent Advisory Committee SUBJECTS: Pension RE: DOL...

[30953] November 17, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Publishes Updated LRMs for Pre-approved DC and 401(k) Plans The IRS posted on its website revised Listings of Required Modifications (LRMs) for pre-approved...

[30944] November 9, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Texas Teacher Retirement System Adopts Changes to 403(b) Vendor and Product Rules We have learned that the Texas Teacher Retirement System (TRS) has adopted...

[30942] November 8, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Issues Memorandum Regarding Required Minimum Distributions for Missing Participants and Beneficiaries On October 19, 2017, the Internal Revenue Service (IRS)...

[30940] November 7, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Ruling Confirms Use of Automatic Enrollment in Government 457 Plan The Internal Revenue Service (IRS) has issued a private letter ruling (PLR) confirming that a...

[30939] November 7, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Minnesota District Court Issues Order in Thrivent Case On November 3, 2017, in the District of Minnesota case between Thrivent Financial for Lutherans (Thrivent) and...

[30936] November 6, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Issues Relief for Victims of California Wildfires and Hurricane Maria On October 31, 2017, the Internal Revenue Service (IRS) released Announcement 2017-15, [1]...

[30938] November 6, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: Connecticut Enacts New...

[30930] October 30, 2017 TO: ICI Members Investment Company Directors ICI Global Members SUBJECTS: Closed-End Funds Compliance Cybersecurity Derivatives Disclosure Distribution Exchange-Traded Funds (ETFs) Fund Accounting & Financial Reporting Fund Governance International/Global...

[30923] October 24, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS and Treasury Release 2017-2018 Priority Guidance Plan - Retirement Plan Items The IRS and Treasury Department have released their 2017-2018 Priority Guidance Plan...