Pension Operations Advisory Content

[26160] May 18, 2012 TO: PENSION COMMITTEE No. 16-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-12 RE: DOL ISSUES TECHNICAL CORRECTION TO SUPPLEMENTAL GUIDANCE ON PARTICIPANT DISCLOSURE RULES   As a reminder, the Institute will hold a conference call on Tuesday May 22, 2012 at 3:00...

URGENT/ACTION REQUESTED [26157] May 14, 2012 TO: PENSION COMMITTEE No. 15-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-12 RE: CONFERENCE CALL TO DISCUSS DOL PARTICIPANT DISCLOSURE FAQ GUIDANCE - MAY 22   The Institute will hold a conference call on Tuesday, May 22, 2012 at 3:00 PM...

  [26156] May 14, 2012 TO: PENSION COMMITTEE No. 14-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-12 RE: SAVE THE DATE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, JUNE 5, 2012   The joint meeting of the Pension and Pension Operations Advisory...

URGENT/ACTION REQUESTED [26072] April 23, 2012 TO: PENSION COMMITTEE No. 13-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-12 RE: ICI DRAFT RECOMMENDATIONS FOR 2012-2013 TREASURY/IRS GUIDANCE PRIORITY LIST - RETIREMENT PLAN ITEMS   Notice 2012-25 invites public comment on...

  [26067] April 19, 2012 TO: PENSION COMMITTEE No. 12-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-12 RE: CONFERENCE CALL TO DISCUSS 408(b)(2) AND PARTICIPANT DISCLOSURE COMPLIANCE - MAY 3, 2012 AT 3:00 PM ET   The Institute will host a conference call on Thursday, May 3, 2012 at 3...

ACTION REQUESTED [26040] April 16, 2012 TO: PENSION COMMITTEE No. 11-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 16-12 RE: DRAFT ICI ISSUES LIST FOR DEPARTMENT OF LABOR 408(b)(2) FREQUENTLY ASKED QUESTIONS; COMMENTS DUE APRIL 24...

[26021] April 5, 2012 TO: PENSION COMMITTEE No. 10-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-12 SEC RULES COMMITTEE No. 21-12 SMALL FUNDS COMMITTEE No. 10-12 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 11-12 529 PLAN ADVISORY COMMITTEE No. 2-12 RE: SEC RE-OPENS COMMENT PERIOD...

[26016] April 3, 2012 TO: PENSION COMMITTEE No. 9-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-12 RE: JOINT PENSON AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- APRIL 17, 2012 AT 3:30 PM ET   The joint conference call of the Pension and Pension Operations Advisory...

[25959] March 1, 2012 TO: PENSION COMMITTEE No. 8-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-12 SEC RULES MEMBERS No. 21-12 SMALL FUNDS COMMITTEE No. 5-12 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 8-12 529 PLAN ADVISORY COMMITTEE No. 1-12 RE: SEC RELEASES A STUDY ON INVESTOR...

[25949] February 29, 2012 TO: PENSION COMMITTEE No. 7-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-12 RE: INSTITUTE SUBMITS ANOTHER RESPONSE TO DOL REQUEST ON IRA DATA   On February 24, the Institute submitted the attached letter in response to the Department of Labor’s letter dated...