Pension Operations Advisory Content

[27337] June 27, 2013 TO: PENSION COMMITTEE No. 15-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-13 OPERATIONS COMMITTEE No. 27-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 16-13 TRANSFER AGENT ADVISORY COMMITTEE No. 49-13 RE: PBGC ISSUES REQUEST FOR INFORMATION REGARDING...

URGENT/ACTION REQUESTED [27331] June 25, 2013 TO: PENSION COMMITTEE No. 14-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-13 RE: ICI DRAFT COMMENT LETTER ON DOL LIFETIME INCOME ILLUSTRATION PROPOSAL   Attached for your review is a draft comment letter responding to DOL’s Advance...

[27285] June 7, 2013 TO: PENSION COMMITTEE No. 12-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-13 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 14-13 BROKER/DEALER ADVISORY COMMITTEE No. 27-13 OPERATIONS COMMITTEE No. 24-13 TRANSFER AGENT ADVISORY COMMITTEE No. 42-13 RE...

[27239] May 16, 2013 TO: PENSION COMMITTEE No. 11-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-13 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, JUNE 4, 2013; PRELIMINARY AGENDA ATTACHED   The  joint meeting of the Pension and Pension Operations...

[27227] May 8, 2013 TO: PENSION COMMITTEE No. 10-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-13 RE: DOL ADVANCE NOTICE OF PROPOSED RULEMAKING ON LIFETIME INCOME ILLUSTRATIONS; ICI CONFERENCE CALL SCHEDULED FOR MAY 21   The Department of Labor has issued an Advance Notice of...

URGENT/ACTION REQUESTED [27196] April 18, 2013 TO: PENSION COMMITTEE No. 9-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-13 RE: ICI DRAFT RECOMMENDATIONS FOR 2013-2014 TREASURY/IRS GUIDANCE PRIORITY LIST -- RETIREMENT PLAN ITEMS   Notice 2013-22 invites public comment on...

[27150] April 3, 2013 TO: PENSION COMMITTEE No. 8-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-13 RE: GAO ISSUES REPORT ON 401(k) PLAN ROLLOVERS   The GAO has issued its long awaited report on 401(k) rollovers, titled “401(k) Plans – Labor and IRS Could Improve the Rollover Process...

[27133] March 27, 2013 TO: PENSION COMMITTEE No. 7-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-13 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- TUESDAY, APRIL 9, 2013 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations...

[27137] March 27, 2013 TO: RESEARCH COMMITTEE No. 7-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-13 PENSION MEMBERS No. 14-13 RE: RETIREMENT ASSETS TOTAL $19.5 TRILLION IN FOURTH QUARTER 2012   Today, ICI released the quarterly retirement market update with data through the fourth...

[27091] March 7, 2013 TO: PENSION COMMITTEE No. 5-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-13 RE: DEPARTMENT OF LABOR ISSUES GUIDANCE REGARDING THE SELECTION OF TARGET DATE FUNDS BY PLAN FIDUCIARIES   The Department of Labor recently issued guidance regarding the selection of...