Pension Operations Advisory Content

  ACTION REQUESTED [24336]   May 27, 2010 TO: PENSION COMMITTEE No. 15-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-10     RE: ICI DRAFT RECOMMENDATIONS FOR 2010-2011 TREASURY/IRS GUIDANCE PRIORITY LIST - RETIREMENT PLAN ITEMS   Notice 2010-43 invites public comment on...

    [24305]   May 19, 2010 TO: PENSION COMMITTEE No. 14-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-10     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, JUNE 8, 2010; PRELIMINARY AGENDA ATTACHED   The joint meeting of the Pension and Pension...

    [24272]   April 28, 2010 TO: INVESTMENT COMPANY DIRECTORS No. 11-10 PENSION COMMITTEE No. 13-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-10     RE: IDC PAPER ON BOARD OVERSIGHT OF TARGET RETIREMENT DATE FUNDS   The Independent Directors Council has posted on its website the...

  URGENT/ACTION REQUESTED [24265]   April 26, 2010 TO: PENSION COMMITTEE No. 12-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-10     RE: DRAFT INSTITUTE LETTER RESPONDING TO JOINT DOL AND TREASURY REQUEST FOR INFORMATION ON LIFETIME INCOME OPTIONS   Attached is a draft letter from...

  ACTION REQUESTED [24257]   April 22, 2010 TO: PENSION COMMITTEE No. 11-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-10 TAX COMMITTEE No. 11-10 OPERATIONS COMMITTEE No. 7-10 TRANSFER AGENT ADVISORY COMMITTEE No. 20-10 PRIVACY ISSUES WORKING GROUP No. 4-10     RE: DRAFT COMMENT...

  ACTION REQUESTED [24246]   April 19, 2010 TO: PENSION COMMITTEE No. 9-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-10     RE: DRAFT COMMENT LETTERS ON DOL INVESTMENT ADVICE PROPOSAL   Attached for your review are two draft comment letters on the Department of Labor’s investment...

    [24215]   April 6, 2010 TO: PENSION COMMITTEE No. 8-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-10     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- APRIL 20, 2010 AT 3:00 PM ET   The joint conference call of the Pension and Pension Operations...

    [24212]   April 5, 2010 TO: PENSION COMMITTEE No. 7-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-10     RE: ICI SUBMITS TARGET DATE FUND TOOL FOR PLAN SPONSORS TO DOL   The Investment Company Institute (jointly with the American Benefits Council) submitted to the Department of...

    [24168]   March 3, 2010 TO: PENSION COMMITTEE No. 6-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-10     RE: REMINDER -- JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, MARCH 9, 2010; UPDATED AGENDA ATTACHED   The  re-scheduled joint meeting of the...

    [24159]   March 2, 2010 TO: PENSION COMMITTEE No. 4-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-10     RE: DOL PROPOSES PPA INVESTMENT ADVICE RULE; CONFERENCE CALL SCHEDULED FOR TUESDAY, MARCH 16 AT 3:00 PM EST   The Department of Labor issued a new proposed rule to implement...