Pension Operations Advisory Content

ACTION REQUESTED [25875] February 7, 2012 TO: PENSION COMMITTEE No. 6-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-12 OPERATIONS COMMITTEE No. 4-12 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 6-12 BROKER/DEALER ADVISORY COMMITTEE No. 5-12 TRANSFER AGENT ADVISORY COMMITTEE No...

February 7, 2012: This memo has been deleted. A replacement will be issued shortly.

ACTION REQUESTED [25869] February 6, 2012 TO: PENSION COMMITTEE No. 5-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-12 RE: E-DELIVERY INITIATIVES; YOUR INPUT IS REQUESTED   This memorandum identifies the Institute’s priorities for e-delivery and requests your input on a number of...

  [25848] January 26, 2012 TO: PENSION COMMITTEE No. 4-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-12 RE: 408(b)(2) FINAL REGULATION MAY COME IN TWO PARTS   Based on the update the Department of Labor just published of its Fall 2011 Regulatory Agenda, [1] it appears that the...

[25799] January 13, 2012 TO: PENSION COMMITTEE No. 3-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-12 RE: INSTITUTE RESPONDS TO DOL REQUEST ON IRA DATA   The Institute submitted the attached letter in response to the Department of Labor’s request [1] for comprehensive information...

  [25773] January 10, 2012 TO: PENSION COMMITTEE No. 1-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-12 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, FEBRUARY 7, 2012; PRELIMINARY AGENDA ATTACHED   The joint meeting of the Pension and Pension...

ACTION REQUESTED [25784] January 10, 2012 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 2-12 BROKER/DEALER ADVISORY COMMITTEE No. 2-12 TAX COMMITTEE No. 5-12 TRANSFER AGENT ADVISORY COMMITTEE No. 2-12 PENSION COMMITTEE No. 2-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-12 RE...

[25726] December 19, 2011 TO: PENSION COMMITTEE No. 33-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-11 RE: INSTITUTE LETTER TO DEPARTMENT OF LABOR ON ISSUANCE OF 408(b)(2) FINAL REGULATION   As promised during the December 12, 2011 Joint Pension Committee and Pension Operations...

  [25698] December 8, 2011 TO: PENSION COMMITTEE No. 32-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- DECEMBER 13, 2011 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations...

  [25653] November 21, 2011 TO: PENSION COMMITTEE No. 30-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-11 RE: CONFERENCE CALL TO DISCUSS IMPLEMENTATION OF PARTICIPANT DISCLOSURE REGULATION - DECEMBER 8   The Institute will hold another conference call to discuss implementation of...