Pension Operations Advisory Content

ACTION REQUESTED [27016] February 14, 2013 TO: PENSION COMMITTEE No. 4-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-13 RE: DEPARTMENT OF LABOR ISSUES INFORMATION COLLECTION REQUEST RELATING TO PENSION BENEFIT STATEMENT SURVEY -- PLEASE RESPOND BY FEBRUARY 28, 2013   We are seeking...

[27014] February 14, 2013 TO: PENSION COMMITTEE No. 3-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-13 RE: ICI LIST OF ISSUES FOR GUIDANCE ON IN-PLAN ROTH CONVERSIONS   As you know, the American Taxpayer Relief Act of 2012 (ATRA) [1] was enacted on January 3, 2013 to address the...

[26931] January 18, 2013 TO: PENSION COMMITTEE No. 2-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-13 RE: ICI DRAFT COMMENT LETTER ON DEPARTMENT OF LABOR PROPOSED AMENDMENTS TO ABANDONED PLAN REGULATIONS AND CLASS EXEMPTION -- COMMENTS REQUESTED BY TUESDAY, FEBRUARY 5   Attached for...

[26890] January 16, 2013 TO: PENSION COMMITTEE No. 1-13 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-13 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, FEBRUARY 5, 2013   The joint meeting of the Pension and Pension Operations Advisory Committees will take...

[26804] December 21, 2012 TO: PENSION COMMITTEE No. 34-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-12 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- TUESDAY, FEBRUARY 5, 2013 -- SAVE THE DATE   The joint meeting of the Pension and Pension Operations...

ACTION REQUESTED [26798] December 20, 2012 TO: PENSION COMMITTEE No. 33-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-12 OPERATIONS COMMITTEE No. 50-12 RE: DEPARTMENT OF LABOR ISSUES PROPOSED AMENDMENTS TO ABANDONED PLAN REGULATIONS AND CLASS EXEMPTION -- COMMENTS DUE BY FEBRUARY 11...

[26737] December 3, 2012 TO: PENSION COMMITTEE No. 32-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-12 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- TUESDAY, DECEMBER 11, 2012 AT 3:00 PM, ET   The joint conference call of the Pension and Pension...

ACTION REQUESTED [26689] November 15, 2012 TO: PENSION COMMITTEE No. 31-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-12 SEC RULES COMMITTEE No. 72-12 SMALL FUNDS COMMITTEE No. 28-12 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 22-12 RE: ICI SURVEY -- TDF DISCLOSURES IN SUMMARY...

  [26573] October 10, 2012 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 28-12 RE: NEW FLORIDA LAW PROHIBITS PAYING ACCOUNT PROCEEDS TO AN EX-SPOUSE WHO IS A BENEFICIARY OF A DECEDENT   Effective July 1, 2012, Florida has a new law that, with certain limited exceptions, voids an ex...

ACTION REQUESTED [26534] September 28, 2012 TO: PENSION COMMITTEE No. 29-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-12 RE: SECTION 408(b)(2) DISCLOSURE FORMAT AND CUSTOMER RESPONSE SURVEY   Attached is an informal survey designed to obtain an understanding of the various formats...