Transfer Agent Advisory Content

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25692

Transfer Agent Advisory Committee Meeting Notice - February 8-9, 2012

[25692] December 7, 2011 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 101-11 RE: TRANSFER AGENT ADVISORY COMMITTEE MEETING NOTICE - FEBRUARY 8-9, 2012   The next meeting of the Transfer Agent Advisory Committee will be held on Wednesday, February 8 from 3:00 p.m. to 5:30 p.m. ET and...
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25690

IRS Releases New Draft Publication 1179

  [25690] December 6, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 39-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 76-11 BROKER/DEALER ADVISORY COMMITTEE No. 81-11 OPERATIONS COMMITTEE No. 50-11 PENSION COMMITTEE No. 31-11 SMALL FUNDS COMMITTEE No. 53-11 TAX COMMITTEE No...
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25664

New Sanctions on Iran and Notice of Proposed Rulemaking

[25664] November 25, 2011 TO: AML COMPLIANCE WORKING GROUP No. 5-11 TRANSFER AGENT ADVISORY COMMITTEE No. 98-11 BROKER/DEALER ADVISORY COMMITTEE No. 78-11 RE: NEW SANCTIONS ON IRAN AND NOTICE OF PROPOSED RULEMAKING   On November 21, the U.S. Department of the Treasury announced that...
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25658

ICI Comment Letter to IRS on Draft Publication 1179

  [25658] November 22, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 37-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 71-11 BROKER/DEALER ADVISORY COMMITTEE No. 77-11 OPERATIONS MEMBERS No. 23-11 SMALL FUNDS MEMBERS No. 66-11 TAX MEMBERS No. 40-11 TRANSFER AGENT ADVISORY...
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25645

IRS Releases New Draft Form 8937

  [25645] November 17, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 35-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 69-11 BROKER/DEALER ADVISORY COMMITTEE No. 75-11 OPERATIONS COMMITTEE No. 47-11 SMALL FUNDS COMMITTEE No. 50-11 TAX COMMITTEE No. 72-11 TRANSFER AGENT...
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25640

Draft Letter to IRS on Draft Publication 1179 - Comments Requested

  [25640] November 15, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 34-11 BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 68-11 BROKER/DEALER ADVISORY COMMITTEE No. 74-11 OPERATIONS COMMITTEE No. 46-11 SMALL FUNDS COMMITTEE No. 49-11 TAX COMMITTEE No. 71-11 TRANSFER AGENT...
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25618

Institute Publishes Update to "Who Gets Retirement Plans and Why"

  [25618] November 7, 2011 TO: BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 66-11 BROKER/DEALER ADVISORY COMMITTEE No. 72-11 OPERATIONS COMMITTEE No. 44-11 SMALL FUNDS COMMITTEE No. 47-11 TRANSFER AGENT ADVISORY COMMITTEE No. 92-11 RE: INSTITUTE PUBLISHES UPDATE TO “WHO GETS...