Pension Operations Advisory Content

[21463]   August 10, 2007 TO: PENSION COMMITTEE No. 24-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-07 RE: ICI CONFERENCE CALL TO DISCUSS REP. MILLER 401(K) DISCLOSURE LEGISLATION SCHEDULED FOR AUGUST 16, AT 4:00 PM ET   The Institute will hold a conference call on Thursday, August...

[21426]   August 3, 2007 TO: PENSION COMMITTEE No. 23-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-07 RE: ICI CONFERENCE CALL TO DISCUSS FINAL 403(B) REGULATIONS SCHEDULED FOR AUGUST 8 AT 3 PM ET; TREASURY OFFICIAL TO PARTICIPATE   The Institute will hold a conference call on...

  [21412]   July 31, 2007 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 26-07 BROKER/DEALER ADVISORY COMMITTEE No. 44-07 OPERATIONS COMMITTEE No. 20-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-07 SMALL FUNDS COMMITTEE No. 29-07 TRANSFER AGENT ADVISORY COMMITTEE No. 44-07...

    [21345]   July 10, 2007 TO: PENSION COMMITTEE No. 19-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-07 RE: DRAFT INSTITUTE RESPONSE TO DOL REQUEST FOR INFORMATION ON DISCLOSURE OF FEES; COMMENTS REQUESTED BY JULY 17   Attached for your review is a draft comment letter to the...

    [21333]   July 3, 2007 TO: PENSION COMMITTEE No. 18-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-07 RE: DRAFT JOINT PARTICIPANT DISCLOSURE PRINCIPLES, COMMENTS REQUESTED BY JULY 10   The Institute has been working with a coalition of trade associations [1] to develop a set of...

    [21279]   June 19, 2007 TO: PENSION MEMBERS No. 34-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-07 RESEARCH COMMITTEE No. 5-07 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF DECEMBER 31, 2006   The Institute recently surveyed certain of its members in a continuing...

    [21252]   June 14, 2007 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 16-07 BROKER/DEALER ADVISORY COMMITTEE No. 25-07 OPERATIONS COMMITTEE No. 12-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-07 SMALL FUNDS COMMITTEE No. 21-07 TRANSFER AGENT ADVISORY COMMITTEE No. 33...

    [21248]   June 14, 2007 TO: PENSION COMMITTEE No. 17-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-07 RE: INSTITUTE LETTER TO DOL REGARDING ABANDONED PLAN PROGRAM   The Institute sent the attached letter to the Department of Labor outlining a number of concerns expressed by...

    [21224]   June 12, 2007 TO: PENSION COMMITTEE No. 16-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-07     RE: RECENT PROPOSALS TO REQUIRE EMPLOYERS TO OFFER PAYROLL-DEDUCTION IRAS; CONFERENCE CALL SCHEDULED FOR JUNE 20 AT 2 PM ET   Congress is considering various proposals to...

[21179]   May 24, 2007 TO: PENSION COMMITTEE No. 15-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-07 RE: REMINDER--JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 5; TREASURY AND DOL OFFICIALS TO SPEAK   The joint meeting of the Pension and Pension Operations...