Pension Operations Advisory Content

ACTION REQUESTED [25537] October 5, 2011 TO: PENSION COMMITTEE No. 28-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-11 RE: INVITATION TO SPECIAL MEETING ON E-DELIVERY - OCTOBER 18TH, 8:30 A.M.   Given the importance of e-delivery liberalization under ERISA for Institute members, we...

  [25506] September 21, 2011 TO: PENSION COMMITTEE No. 27-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, OCTOBER 18, 2011; PRELIMINARY AGENDA ATTACHED   The joint meeting of the Pension and Pension...

  [25434] August 25, 2011 TO: CLOSED-END INVESTMENT COMPANY COMMITTEE No. 42-11 DERIVATIVES MARKETS ADVISORY COMMITTEE No. 34-11 PENSION COMMITTEE No. 26-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-11 SEC RULES COMMITTEE No. 73-11 SMALL FUNDS COMMITTEE No. 33-11 RE: CFTC AND SEC...

URGENT/ACTION REQUESTED [25432] August 24, 2011 TO: PENSION COMMITTEE No. 25-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-11 RE: DOL REGULATION SURVEY -- PLEASE RESPOND BY SEPTEMBER 7   As you may know, the Department of Labor (DOL) is finalizing a proposal to re-define the...

[25410] August 15, 2011 TO: PENSION COMMITTEE No. 24-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-11 RE: CONFERENCE CALL TO DISCUSS IMPLEMENTATION OF PARTICIPANT DISCLOSURE REGULATION   The Institute will hold another conference call to discuss implementation of the final DOL...

[25337] July 15, 2011 TO: PENSION COMMITTEE No. 23-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-11 TAX COMMITTEE No. 44-11 OPERATIONS COMMITTEE No. 26-11 TRANSFER AGENT ADVISORY COMMITTEE No. 57-11 PRIVACY ISSUES WORKING GROUP No. 2-11 RE: DRAFT COMMENT LETTER ON EXTENSION OF IRS...

  ACTION REQUESTED [25328] July 13, 2011 TO: PENSION COMMITTEE No. 22-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-11 RE: CONFERENCE CALL TO DISCUSS IMPLEMENTATION OF PARTICIPANT DISCLOSURE REGULATION   The Institute will hold a conference call on Wednesday, July 27, 2011 at 2:00...

[25325] July 12, 2011 TO: PENSION COMMITTEE No. 21-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- JULY 26, 2011 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations Advisory...

ACTION REQUESTED [25223] May 25, 2011 TO: PENSION COMMITTEE No. 20-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-11 RE: E-DELIVERY DRAFT RFI COMMENT LETTER -- TWO UPDATED FIGURES   This memo replaces Figures 1.5 and 8.1 in the draft comment letter we circulated to the Committees for...

ACTION REQUESTED [25211] May 23, 2011 TO: PENSION COMMITTEE No. 19-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-11 RE: E-DELIVERY RFI COMMENT LETTER; COMMENTS REQUESTED BY TUESDAY, MAY 31, NOON   As we discussed, attached is our draft comment letter responding to the Department of...