Pension Operations Advisory Content

[30387] November 7, 2016 TO: ICI Members SUBJECTS: Pension RE: IRS Publishes Updated LRMs for SIMPLE IRAs The Internal Revenue Service has published a revised List of Required Modifications and Information Package (LRMs) for use with prototype SIMPLE IRAs intending to satisfy the...

[30371] November 1, 2016 TO: Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee CCO Advisory Issues Subcommittee Chief Compliance Officer Committee Operations Commitee Pension Operations Advisory Committee Principal Underwriters Working Group Small Funds...

[30345] October 26, 2016 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 43-16BROKER/DEALER ADVISORY COMMITTEE No. 40-16COMPLIANCE MEMBERS No. 37-16OPERATIONS COMMITTEE No. 26-16PENSION OPERATIONS ADVISORY COMMITTEE No. 7-16PRINCIPAL UNDERWRITERS WORKING GROUP SMALL FUNDS...

[30321] October 18, 2016 TO: PENSION COMMITTEE No. 7-16PENSION OPERATIONS ADVISORY COMMITTEE No. 6-16/td> RE: CREATION OF ICI WORKING GROUP ON IRS PRE-APPROVED PLAN PROGRAM We are considering forming a member working group in response to IRS-announced focus on making improvements to...

[30261] September 23, 2016 TO: PENSION COMMITTEE No. 6-16PENSION OPERATIONS ADVISORY COMMITTEE No. 5-16 RE: DOL PROPOSED RULE ON AUTO-IRAs ESTABLISHED BY MUNICIPALITIES FOR PRIVATE-SECTOR WORKERS - DRAFT COMMENT LETTER Attached for your review and comment is a draft letter to the...

[30254] September 21, 2016 TO: PENSION COMMITTEE No. 5-16PENSION OPERATIONS ADVISORY COMMITTEE No. 4-16 RE: OCTOBER 27, 2016 PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING Please note that due to a conflict with the Rosh Hashanah holiday, we decided to change the...

[30244] September 15, 2016 TO: PENSION COMMITTEE No. 4-16 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-16 RE: OCTOBER 4, 2016 PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING   As a reminder, the next joint meeting of the Pension and Pension Operations Advisory...

ACTION REQUESTED [29894] May 5, 2016 TO: PENSION COMMITTEE No. 2-16 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-16 RE: ICI DRAFT RECOMMENDATIONS FOR 2016-2017 TREASURY/IRS PRIORITY GUIDANCE PLAN -- RETIREMENT PLAN ITEMS   Notice 2016-26 invites public comment on recommendations for...

[29646] January 21, 2016 TO: PENSION COMMITTEE No. 1-16 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-16 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- TUESDAY, FEBRUARY 9, 2016 -- INITIAL DRAFT AGENDA ATTACHED   The joint meeting of the Pension and Pension...

[29316] September 11, 2015 TO: PENSION COMMITTEE No. 14-15 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-15 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING - TUESDAY, OCTOBER 6, 2015 - SAVE THE DATE   The joint meeting of the Pension and Pension Operations Advisory...