Pension Operations Advisory Content

ACTION REQUESTED [27649] October 23, 2013 TO: PENSION COMMITTEE No. 25-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-13 RE: DRAFT LETTER TO DEPARTMENT OF TREASURY REGARDING RETROACTIVE APPLICATION OF REVENUE RULING 2013-17 -- COMMENTS REQUESTED BY NOVEMBER 4, 2013   In anticipation...

[27570] September 17, 2013 TO: PENSION COMMITTEE No. 24-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-13 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING - TUESDAY OCTOBER 8, 2013 - PRELIMINARY AGENDA ATTACHED   The joint meeting of the Pension and Pension...

[27541] September 4, 2013 TO: PENSION COMMITTEE No. 23-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-13 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- TUESDAY, OCTOBER 8, 2013 -- SAVE THE DATE   The joint meeting of the Pension and Pension Operations Advisory...

[27535] September 3, 2013 TO: PENSION COMMITTEE No. 22-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-13 RE: ICI CONFERENCE CALL ON U.S. v. WINDSOR AND IRS REVENUE RULING 2013-17 SCHEDULED FOR SEPTEMBER 17   The Institute has scheduled a conference call to discuss the Supreme Court’s...

ACTION REQUESTED [27458] August 13, 2013 TO: PENSION COMMITTEE No. 21-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-13 OPERATIONS COMMITTEE No. 35-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE TRANSFER AGENT ADVISORY COMMITTEE No. 57-13 RE: ICI DRAFT COMMENT LETTER ON PBGC RFI...

ACTION REQUESTED [27442] August 6, 2013 TO: PENSION COMMITTEE No. 20-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-13 RE: ICI COMMENT LETTER ON DOL AMENDMENTS TO CLASS EXEMPTIONS TO REMOVE CREDIT RATING REFERENCES -- COMMENTS REQUESTED BY AUGUST 13   Attached for your review is a...

[27394] July 22, 2013 TO: PENSION COMMITTEE No. 19-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-13 RE: REMINDER: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- TUESDAY, JULY 30, 2013 AT 3:00 PM ET   The joint conference call of the Pension and Pension...

[27376] July 15, 2013 TO: PENSION COMMITTEE No. 18-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-13 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CALL -- TUESDAY, JULY 30, 2013 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations Advisory...

[27367] July 10, 2013 TO: PENSION COMMITTEE No. 17-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-13 RE: DOL PROPOSES AMENDMENTS TO SEVERAL CLASS EXEMPTIONS TO REMOVE CREDIT RATING REFERENCES -- COMMENTS REQUESTED BY JULY 26   The Department of Labor (DOL) proposed amendments to...

[27348] July 2, 2013 TO: PENSION COMMITTEE No. 16-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-13 OPERATIONS COMMITTEE No. 28-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 17-13 TRANSFER AGENT ADVISORY COMMITTEE No. 50-13 RE: ICI CONFERENCE CALL ON PBGC MISSING PARTICIPANTS...