Pension Operations Advisory Content

[30709] May 18, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: ICI Draft Recommendations for 2017 - 2018 Treasury / IRS Priority Guidance Plan - Retirement Plan Items Notice 2017-28 invites public comment on recommendations for Treasury’s 2017-2018 Priority...

[30698] May 11, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: Joint Pension and Pension Operations Advisory Committee Meeting -- Tuesday, June 6, 2017 The next joint meeting of the Pension and Pension Operations Advisory Committees will take place on Tuesday...

[30687] May 9, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Committee Pension Operations Advisory Committee Sales and Marketing Committee Small Funds Committee Transfer Agent Advisory Committee...

[30689] May 2, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Removes Supplemental Compliance Questions from 2017 Form 5500 The Department of Labor (DOL) has filed the draft 2017 Form 5500, including the accompanying schedules, the Form 5500-SF and the related instructions, with the...

[30680] April 24, 2017 TO: ICI Members SUBJECTS: Pension RE: Congress Nullifies DOL Regulation Regarding Political Subdivision Auto-IRA Programs On April 13, 2017, President Trump signed H.J.Res. 67, which disapproves of the Department of Labor (DOL) regulation on “Savings...

[30674] April 18, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Submits Comment Letter Regarding Re-Examination of Fiduciary Rule ICI has submitted a comment letter [1] to the Department of Labor (DOL) regarding the examination and analysis of the fiduciary rule required by a...

[30667] April 6, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Finalizes 60-Day Delay of Fiduciary Rule Applicability Date The Department of Labor has finalized a 60-day delay to the applicability dates of the 2016 final regulation defining fiduciary investment advice under the...

[30657] March 30, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Announces Temporary Excise Tax Relief Related to Fiduciary Rule The IRS has issued Announcement 2017-4, providing relief from the excise taxes and related reporting requirements under section 4975 of the Internal Revenue...

[30648] March 20, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Submits Comment Letter Supporting Delay of Fiduciary Rule Applicability Date On March 17, 2017, ICI submitted the attached letter to the Department of Labor (DOL) in support of DOL’s proposal to delay the April 10th...

[30637] March 13, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Announces Temporary Enforcement Policy on Fiduciary Rule On March 10, 2017, the Department of Labor (the Department) issued Field Assistance Bulletin 2017-01 (the FAB), [1] announcing a temporary enforcement policy...