Transfer Agent Advisory Content

The Institute’s 2020 surveys on state tax matters are now available on the Institute’s website.

[32980] December 14, 2020 TO: ICI Members Accounting/Treasurers Committee Closed-End Investment Company Committee ETF (Exchange-Traded Funds) Committee Money Market Funds Advisory Committee Operations Committee SEC Rules Committee Small Funds Committee Transfer Agent Advisory...

[32975] December 10, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Pension Committee Pension Operations Advisory Committee Transfer Agent Advisory Committee SUBJECTS: Pension Tax RE: IRS Releases Final Regulations on Rollovers of Plan Loan Offset Amounts The...

[32977] December 10, 2020 TO: Transfer Agent Advisory Committee RE: Registration Now Open for ICI's February 3-4, 2021 Transfer Agent Advisory Committee Virtual Meetings ICI’s Transfer Agent Advisory Committee will meet virtually on Wednesday, February 3rd and Thursday, February 4th...