IDC Update Content

DOL Releases Final Fiduciary Investment Advice Package The Department of Labor released its final fiduciary investment advice package this week. The package includes an amendment to the regulation defining who is a “fiduciary” under ERISA and the Internal Revenue Code as a result of...

Join IDC at the 2024 Fund Directors Workshop – May 21– 23 Registration is open for the 2024 Fund Directors Workshop (Tuesday, May 21 – Thursday, May 23) at the JW Marriott in Washington, DC, held in conjunction with ICI’s Leadership Summit. Join fund directors for unique networking...

ICI Hosts Investment Management Conference in Palm Desert Director Participation and Programming More than 60 fund independent directors gathered with legal, compliance, audit, and other industry professionals to participate in ICI’s recent Investment Management Conference in Palm...

Register Now: IDC Webinar on “Board Oversight of Operational Risk” Join IDC on Tuesday, April 16, from 3:00 to 4:00 p.m. ET for an insightful webinar on Board Oversight of Operational Risk. Andy Iseman (Independent Trustee, Pacific Life Funds) will moderate a discussion with Kelly O...

IDC at 20: Advancing Excellence in Fund Governance In recognition of our 20th anniversary, IDC released today a Viewpoint post by IDC Managing Director Tom Kim, The Independent Directors Council: 20 Years of Advancing Excellence in Fund Governance. Kim reflects on IDC’s formation in...

2024 Marks IDC’s 20th Anniversary In recognition of IDC’s 20th anniversary, we are celebrating throughout 2024 IDC’s accomplishments and its impact on fund boards, governance, and the vital role of independent oversight in service to shareholders. Over the past two decades, IDC has...

Registration Open: Denver Directors Chapter Meeting and IDC Southern California Directors Chapter Meeting IDC will hold its next meeting of the Denver Directors Chapter on Thursday, March 14, at Charles Schwab in Lone Tree, Colorado (9899 Schwab Way, Lone Tree, CO 80124). IDC’s...

IDC Releases 2023 Annual Review IDC recently released its 2023 Annual Review describing IDC’s broad range of activities over the past year. As described in the Annual Review, IDC remained focused on its mission to support the independent director community in a dynamic regulatory and...

Save the Date: 2024 IDC Fund Directors Conference Mark your calendars for the 2024 IDC Fund Directors Conference, which will be held once again at the Fairmont Chicago Millennium Park in Chicago, Illinois on October 21–23, 2024. We expect to open registration in the summer. Additional...

Happy Holidays from IDC IDC wishes you happy holidays and a joyous, healthy New Year. This is our final issue of IDC Update in 2023. IDC Update will resume in January. We look forward to seeing you in 2024! SEC Releases Fall 2023 Regulatory Agenda The Securities and Exchange...