Pension Operations Advisory Content

[28186] June 12, 2014 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 14-14 PENSION MEMBERS No. 25-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-14 SEC RULES MEMBERS No. 21-14 SMALL FUNDS MEMBERS No. 12-14 RE: ICI SUBMITS COMMENT LETTER IN RESPONSE TO SEC’S LATEST TARGET DATE...

[28139] May 23, 2014 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 11-14 PENSION COMMITTEE No. 13-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-14 SEC RULES COMMITTEE No. 22-14 SMALL FUNDS COMMITTEE No. 10-14 RE: ICI DRAFT COMMENT LETTER IN RESPONSE TO SEC'S LATEST TARGET DATE...

[28096] May 5, 2014 TO: PENSION COMMITTEE No. 12-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-14 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING  -- TUESDAY, JUNE 3, 2014 -- SAVE THE DATE   The joint meeting of the Pension and Pension Operations Advisory...

URGENT/ACTION REQUESTED [28036] April 14, 2014 TO: PENSION COMMITTEE No. 11-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-14 RE: ICI DRAFT RECOMMENDATIONS FOR 2014-2015 TREASURY/IRS PRIORITY GUIDANCE PLAN -- RETIREMENT PLAN ITEMS   Notice 2014-18 invites public comment on...

[28033] April 14, 2014 TO: PENSION COMMITTEE No. 10-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-14 RE: ICI SUBMITS LETTER TO OMB REGARDING DEPARTMENT OF LABOR'S PROPOSED 408(b)(2) GUIDE RULE   The Institute drafted and submitted the attached letter to the Office of Management and...

[28016] April 7, 2014 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 5-14 PENSION COMMITTEE No. 9-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-14 SEC RULES COMMITTEE No. 13-14 SMALL FUNDS COMMITTEE No. 5-14 RE: SEC REOPENS COMMENT PERIOD FOR 2010 TARGET DATE FUNDS RULE PROPOSAL...

[27987] March 26, 2014 TO: PENSION COMMITTEE No. 8-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-14 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CALL -- TUESDAY, APRIL 8, 2014 AT 3:00 PM ET -- PRELIMINARY AGENDA   The joint conference call of the Pension and Pension...

[27966] March 20, 2014 TO: PENSION COMMITTEE No. 7-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-14 RE: COMMITTEE CALL TO DISCUSS DOL PROPOSED 408(b)(2) GUIDE RULE AND FOCUS GROUP INFORMATION COLLECTION REQUEST - APRIL 2, 2014   The Institute will hold a conference call on Wednesday...

[27959] March 14, 2014 TO: PENSION COMMITTEE No. 6-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-14 RE: DOL ISSUES PROPOSED 408(b)(2) GUIDE RULE AND FOCUS GROUP INFORMATION COLLECTION REQUEST   On March 12, 2014, the Department of Labor (DOL) issued a proposed regulation (proposed...

[27953] March 13, 2014 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 2-14 PENSION COMMITTEE No. 5-14 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-14 SEC RULES COMMITTEE No. 10-14 SMALL FUNDS COMMITTEE No. 3-14 RE: UPDATE ON INSTITUTE'S ACTIVITIES REGARDING TARGET DATE FUNDS   The...