Pension Operations Advisory Content

    [24138]   February 18, 2010 TO: PENSION COMMITTEE No. 3-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-10 TAX COMMITTEE No. 5-10 OPERATIONS COMMITTEE No. 4-10 TRANSFER AGENT ADVISORY COMMITTEE No. 10-10 PRIVACY ISSUES WORKING GROUP No. 1-10     RE: ICI CONFERENCE CALL ON IRS TIN...

    [24126]   February 2, 2010 TO: PENSION COMMITTEE No. 2-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-10     RE: LABOR AND TREASURY REQUEST FOR INFORMATION ON LIFETIME INCOME PRODUCTS; CONFERENCE CALL SCHEDULED FOR MARCH 3 AT 3:00 P.M. EST   The Departments of Labor and Treasury...

    [24067]   January 13, 2010 TO: PENSION COMMITTEE No. 1-10 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-10     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, FEBRUARY 9, 2010-- DRAFT AGENDA ATTACHED   The joint meeting of the Pension and Pension...

    [23989]   December 1, 2009 TO: PENSION COMMITTEE No. 22-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-09     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL SCHEDULED FOR DECEMBER 16 AT 3:00 PM EASTERN TIME   The joint conference call of the Pension...

    [23861]   October 8, 2009 TO: PENSION COMMITTEE No. 21-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-09 TRANSFER AGENT ADVISORY COMMITTEE No. 76-09 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 47-09     RE: CONFERENCE CALL TO DISCUSS NEW RMD GUIDANCE; OCTOBER 14TH, 3 PM...

    [23828]   September 30, 2009 TO: PENSION COMMITTEE No. 20-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-09     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, WEDNESDAY, OCTOBER 7, 2009 -- SPEAKER CONFIRMED; FINAL AGENDA ATTACHED   The joint meeting of the...

    [23792]   September 15, 2009 TO: PENSION COMMITTEE No. 19-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-09     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, WEDNESDAY, OCTOBER 7, 2009 -- DRAFT AGENDA ATTACHED   The joint meeting of the Pension and Pension...

    [23775]   September 10, 2009 TO: PENSION COMMITTEE No. 18-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-09     RE: TREASURY RELEASES PACKAGE OF GUIDANCE ON RETIREMENT SAVINGS; ICI CONFERENCE CALL SCHEDULED FOR SEPTEMBER 21   The Treasury Department and IRS issued several pieces...

    [23758]   September 3, 2009 TO: PENSION COMMITTEE No. 17-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-09     RE: ICI LETTER TO NEW ASSISTANT SECRETARY OF LABOR   Attached is a copy of a letter that the Institute sent to Phyllis Borzi, Assistant Secretary of the Employee Benefit...

    [23681]   August 5, 2009 TO: PENSION COMMITTEE No. 16-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-09     RE: CONFERENCE CALL TO DISCUSS TREASURY REQUEST FOR COMMENTS ON 529 PLANS - THURSDAY AUG. 6, 2:00 PM ET   The Treasury Department has asked for comments on Section 529...