Pension Operations Advisory Content

[30617] March 2, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Proposes 60-Day Delay of Fiduciary Rule Applicability Date, Requests Comments As expected, the Department of Labor (DOL) has proposed a delay to the applicability dates for the 2016 final regulation defining fiduciary...

[30606] February 27, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Issues Exam Guidelines for Substantiation of 401(k) Plan Hardship Distributions The IRS has posted new guidance , in the form of a memorandum to examiners, setting forth substantiation guidelines for determining...

[30600] February 24, 2017 TO: ICI Members SUBJECTS: Pension RE: ICI Submits Comment Letter on Proposed Rules for Oregon State-Run Retirement Program ICI submitted the attached letter to the Oregon Retirement Savings Board (Board) commenting on proposed rules for administering the...

[30573] February 9, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Publishes Additional FAQ Guidance on Fiduciary Rule On January 13, the Department of Labor (DOL) released its second and third set of FAQs relating to the fiduciary rule, the second specifically addressing issues under...

[30553] January 31, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Chief Compliance Officer Committee Operations Committee Pension Committee Pension Operations Advisory Committee Sales and Marketing Committee Small Funds Committee...

[30550] January 30, 2017 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Pension Operations Advisory Committee Principal Underwriters Working Group Small Funds Committee Transfer Agent Advisory Committee SUBJECTS...

[30533] January 23, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Announces Last Day of Remedial Amendment Period for 403(b) Plans In Revenue Procedure 2017-18, the Internal Revenue Service announced that the last day of the current remedial amendment period for 403(b) plans will be...

[30532] January 23, 2017 TO: ICI Members SUBJECTS: Pension RE: IRS Proposed Regulation Modifying Definitions of Qualified Matching and Nonelective Contributions The Internal Revenue Service has proposed amendments to the regulations defining qualified matching contributions (QMACs)...

[30525] January 17, 2017 TO: Pension Committee Pension Operations Advisory Committee RE: February 21, 2017 Joint Pension and Pension Operations Advisory Committee Meeting -- Save the Date As a reminder, the next joint meeting of the Pension and Pension Operations Advisory Committees...

[30520] January 13, 2017 TO: ICI Members SUBJECTS: Pension RE: DOL Information Letter on QDIA Status of Target Date Fund with Annuity Feature The Department of Labor (DOL) has issued an information letter regarding the use of certain customized target date funds as a default...