Pension Operations Advisory Content

    [22122] January 14, 2008 TO: PENSION COMMITTEE No. 1-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-08     RE: REMINDER--JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, FEBRUARY 12; SPEAKERS CONFIRMED   The joint meeting of the Pension and Pension Operations...

    [22077]   December 21, 2007 TO: PENSION COMMITTEE No. 42-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-07     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, FEBRUARY 12   The joint meeting of the Pension and Pension Operations Advisory Committees is...

[22070]   December 21, 2007 TO: PENSION COMMITTEE No. 41-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-07 RE: ICI CONFERENCE CALL TO DISCUSS RECENT IRS GUIDANCE ON 403(b) PLANS SCHEDULED FOR JANUARY 10 AT 2:00 PM ET   The Institute will hold a conference call on Thursday, January 10...

  [22054]   December 17, 2007 TO: PENSION COMMITTEE No. 40-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-07 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 58-07 RE: DOL PROPOSES REGULATION AND PROPOSED CLASS EXEMPTION ON DISCLOSURE OF SERVICE PROVIDER COMPENSATION   The...

    [22024]   December 6, 2007 TO: PENSION COMMITTEE No. 39-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-07     RE: CONFERENCE CALL ON DECEMBER 18 AT 3:00 PM ET TO DISCUSS IRS PROPOSED AUTOMATIC ENROLLMENT REGULATIONS   The Institute will hold a conference call on Tuesday, December...

  URGENT/ACTION REQUESTED [22014]   December 5, 2007 TO: PENSION COMMITTEE No. 38-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-07     RE: DRAFT LETTER TO DEPARTMENT OF LABOR REQUESTING CLARIFICATION OF QDIA REGULATION   Attached for your review is a draft letter to the Department...

    [22008]   December 3, 2007 TO: PENSION COMMITTEE No. 37-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-07     RE: SEC PROPOSES ENHANCED DISCLOSURE AND NEW DELIVERY OPTION FOR MUTUAL FUNDS   The Securities and Exchange Commission has proposed amendments to the rules and forms used...

    [21965]   November 19, 2007 TO: PENSION COMMITTEE No. 35-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-07 RE: DEPARTMENT OF LABOR RELEASES FINAL FORM 5500; CONFERENCE CALL SCHEDULED FOR DECEMBER 5 AT 3:30 PM ET   The Department of Labor released final revisions to Form 5500...

  [21963]   November 19, 2007 TO: PENSION COMMITTEE No. 36-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-07 RE: CONFERENCE CALL ON NOVEMBER 30 AT 3:00 PM ET TO DISCUSS DRAFT COMMENT LETTER ON INVESTMENT ADVICE   The Institute will hold a conference call on Friday, November 30 at 3...

    [21914]   November 1, 2007 TO: PENSION COMMITTEE No. 34-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-07     RE: CONFERENCE CALL TO DISCUSS DOL FINAL REGULATION ON QDIAs SCHEDULED FOR NOVEMBER 7 AT 2:00 PM ET   The Institute will hold a conference call on Wednesday, November 7...