Pension Operations Advisory Content

[30824] August 9, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Sends to OMB a Proposal to Delay the January 1, 2018 Applicability Date of the DOL Fiduciary Rulemaking to July 1, 2019 On August 9, 2017, the Department of Labor...

[30819] August 8, 2017 TO: ICI Members Investment Company Directors Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee SUBJECTS: Compensation/Remuneration Compliance Disclosure Distribution Fees and Expenses Intermediary Oversight...

[30820] August 8, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: DOL Issues Additional FAQ Guidance on Fiduciary Rule On August 3, the Department of Labor (DOL) published additional frequently asked questions (FAQs) relating to the...

[30818] August 8, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Comment Letter to DOL in Response to RFI on Fiduciary Rulemaking On August 7, 2017, ICI submitted the attached letter to the Department of Labor (DOL) in...

[30802] July 27, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: Connecticut Enacts Law Requiring New Disclosure for Non-ERISA 403(b) Plans Connecticut has enacted a law that requires new disclosures for non-ERISA 403(b) plans that...

[30795] July 21, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: ICI Submits Comment Letter to DOL Supporting Delay of January 1, 2018, Applicability Date for Fiduciary Rulemaking On July 21, 2017, ICI submitted the attached letter to...

[30793] July 21, 2017 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: European Commission Publishes...

[30790] July 20, 2017 TO: Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee RE: Draft ICI Comment Letter in Response to SEC Chairman's Statement on Standards of Conduct - Your Comments Requested by Thursday, July 27 SEC Chairman Jay...

[30786] July 19, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee Tax Committee SUBJECTS: Pension Tax RE: ICI Submission to Senate Finance Committee Regarding Tax Reform Proposals In response to a request by Chairman Hatch (R-UT) for advice and...

[30768] July 7, 2017 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: IRS Announces Changes to Opinion Letter Program for Pre-Approved Plans The Internal Revenue Service has published Revenue Procedure 2017-41, [1] announcing significant...