Pension Operations Advisory Content

[25187] May 17, 2011 TO: PENSION COMMITTEE No. 18-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, JUNE 7, 2011; PRELIMINARY AGENDA ATTACHED   The  joint meeting of the Pension and Pension Operations...

  ACTION REQUESTED [25161] May 3, 2011 TO: PENSION COMMITTEE No. 16-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-11 RE: ICI DRAFT RECOMMENDATIONS FOR 2011-2012 TREASURY/IRS GUIDANCE PRIORITY LIST - RETIREMENT PLAN ITEMS   Notice 2011-39 invites public comment on recommendations for...

  COMMENTS REQUESTED [25115] April 18, 2011 TO: PENSION COMMITTEE No. 14-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-11 TAX COMMITTEE No. 20-11 OPERATIONS COMMITTEE No. 12-11 TRANSFER AGENT ADVISORY COMMITTEE No. 25-11 PRIVACY ISSUES WORKING GROUP No. 1-11 RE: IRS EXTENDS SSN...

ACTION REQUESTED [25113] April 15, 2011 TO: PENSION COMMITTEE No. 13-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-11 RE: E-DELIVERY RFI GROUP CALL ON APRIL 21ST, 3 P.M. E.T.   As we discussed during the Committee call on April 12th, we are organizing a group of members to consult...

  [25101] April 14, 2011 TO: PENSION COMMITTEE No. 12-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-11 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 4-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 21-11 RE: CONFERENCE CALL APRIL 26 AT 2:30 ET TO DISCUSS IMPLEMENTATION OF DOL...

  ACTION REQUESTED [25102] April 14, 2011 TO: PENSION COMMITTEE No. 11-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-11 RE: DOL SEEKS COMMENTS ON PTE 77-4   The Department of Labor issued a notice seeking comments under the Paperwork Reduction Act on the information collection...

ACTION REQUESTED [25082] April 11, 2011 TO: PENSION COMMITTEE No. 9-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-11 RE: DOL SEEKS COMMENTS ON ERISA ELECTRONIC DISCLOSURE RULES; ICI FORMING RFI WORKING GROUP   The Department of Labor published a request for information on whether and...

  [25058] April 1, 2011 TO: PENSION COMMITTEE No. 8-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-11 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- APRIL 12, 2011 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations Advisory...

  [25048] March 29, 2011 TO: PENSION COMMITTEE No. 6-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-11 RE: DOL POSTS TRANSCRIPT OF FIDUCIARY DEFINITION HEARING; RECORD OPEN UNTIL APRIL 12   The Department of Labor posted a transcript of the public hearing on its proposal to revise an...

  URGENT/ACTION REQUESTED [24850] January 10, 2011 TO: PENSION COMMITTEE No. 3-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-11 RE: DRAFT ICI LETTER TO DOL REGARDING EXPANSION OF INTERPRETIVE BULLETIN 96-1 TO DISTRIBUTION PHASE   Attached for your review is a draft letter to the...