Pension Operations Advisory Content

  ACTION REQUESTED [23276]   February 26, 2009 TO: PENSION COMMITTEE No. 5-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-09     RE: DRAFT COMMENT LETTER ON DOL INVESTMENT ADVICE FINAL RULE   Attached for your review is a draft comment letter on final rules implementing the investment...

  ACTION REQUESTED [23241]   February 9, 2009 TO: PENSION COMMITTEE No. 4-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-09     RE: DOL FINALIZES INVESTMENT ADVICE RULES AND PROPOSES TO DELAY EFFECTIVE DATE   On January 21, 2009, the Department of Labor issued final rules implementing...

    [23229]   February 3, 2009 TO: BROKER/DEALER ADVISORY COMMITTEE No. 6-09 CLOSED-END INVESTMENT COMPANY MEMBERS No. 8-09 PENSION MEMBERS No. 8-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-09 SEC RULES MEMBERS No. 12-09 SMALL FUNDS MEMBERS No. 9-09 TRANSFER AGENT ADVISORY...

  ACTION REQUESTED [23203]   January 23, 2009 TO: PENSION COMMITTEE No. 3-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-09 TRANSFER AGENT ADVISORY COMMITTEE No. 8-09 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 3-09     RE: IRS ISSUES RMD GUIDANCE ON FORM 5498/OTHER...

    [23191]   January 16, 2009 TO: PENSION COMMITTEE No. 2-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-09     RE: AGENDA AND SPEAKERS FOR FEBRUARY 3 JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING   The joint meeting of the Pension and Pension Operations Advisory...

    [23171]   January 9, 2009 TO: PENSION COMMITTEE No. 1-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-09     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, FEBRUARY 3, 2009   The joint meeting of the Pension and Pension Operations Advisory Committees is...

    [23146]   December 23, 2008 TO: PENSION COMMITTEE No. 35-08PENSION OPERATIONS ADVISORY COMMITTEE No. 35-08     RE: PRESIDENT SIGNS PENSION BILL; RMD CALL ON TUESDAY, DECEMBER 30TH   Today, the President signed the Worker, Retiree, and Employer Recovery Act of 2008 (H.R. 7327)...

    [23143]   December 23, 2008 TO: PENSION COMMITTEE No. 33-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-08     RE: ICI COMMENT LETTER ON IRS PROPOSED REGULATION UNDER IRC 411(a)(11)   As we previously informed you, [1] the Internal Revenue Service proposed regulations under...

    [23145]   December 23, 2008 TO: PENSION COMMITTEE No. 34-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-08     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL, JANUARY 6; RESPONSE FORM AND DRAFT AGENDA   The joint conference call of the Pension and...

    [23118]   December 10, 2008 TO: PENSION COMMITTEE No. 32-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-08     RE: INSTITUTE TO BEGIN REGULAR COMMITTEE CONFERENCE CALLS -- FIRST CALL SCHEDULED FOR JANUARY 6 AT 3:00 P.M. EASTERN TIME   Beginning in January, the Institute will...