User Group Information

Documentation, membership and meeting minutes from various Insurance & Retirement Services' Working Groups

 

I&RS Review Board Meeting Minutes

Subject Description Type Date

Department of Labor Fiduciary Rule Work Task Force

Subject Description Type Date

Replacement Money Settlement

Subject Description Type Date
  • LOA Form
  • Sample Letter of Acceptance (LOA) Form
  • Acrobat .pdf
  • Dec 09, 2015
  • STL Record Layout
  • Enhance Settlement for Insurance to include replacement settlement.
  • Excel (.xls)
  • Dec 03, 2014
  • MSD Record Layout
  • Enhance Money Settlement Detail to include replacement
    settlement.
  • Acrobat .pdf
  • Nov 14, 2014

Replacements Working Group

Subject Description Type Date

Retirement Plans Standardization Working Group

Subject Description Type Date
  • Overview
  • Retirement Plan Advisory Group Overview
  • MS Powerpoint, .pptx
  • Feb 06, 2014
  • White Paper
  • Improving the Retirement Plans Business with Technology & Standardization
  • MS Word, .docx
  • Feb 06, 2014

Service Feature Working Group

Subject Description Type Date

L&A Automation Work Group

Subject Description Type Date

Income Products Working Group

Subject Description Type Date

Broker Dealer of Record Change Work Group

Subject Description Type Date

Non-Public Information (NPI) Working Group

Subject Description Type Date

Index Products Working Group

Subject Description Type Date

Pension Working Group

Subject Description Type Date

Producer Management Portal Pilot Group

Subject Description Type Date

Life Insurance Working Group

Subject Description Type Date

Inforce Transactions Expansion Project

Subject Description Type Date

Attachments/Attachments Access Working Group

Subject Description Type Date
  • Documents
  • Attachments Access Issues Log
  • .xls
  • Dec 06, 2013

Payment Exchange Working Group

Subject Description Type Date
  • Documents
  • Payment Exchange: 3 Day Flow
  • .doc
  • Dec 06, 2013
  • Documents
  • Payment Exchange: APP then Funding on Day 4
  • Acrobat .pdf
  • Dec 06, 2013
  • Documents
  • Payment Exchange Issues Log
  • .xlsx
  • Dec 06, 2013
  • Documents
  • Payment Exchange Settlement Options
  • .doc
  • Dec 06, 2013

Settlement Transaction Processing Working Group

Subject Description Type Date
  • Documents
  • Money Settlement Summary: expanded for STL
  • Acrobat .pdf
  • Dec 06, 2013
  • Documents
  • Settlement Transaction Data Elements
  • .xls
  • Dec 06, 2013
  • Documents
  • Settlement Transaction Processing: Money Settlement Detail
  • Acrobat .pdf
  • Dec 06, 2013
  • Documents
  • Settlement Transaction Processing - Settlement Types and definitions
  • Acrobat .pdf
  • Dec 06, 2013
  • Documents
  • Settlement Processing - Payment Type Acceptable
  • Acrobat .pdf
  • Dec 06, 2013
  • Documents
  • Settlement Transaction Data Elements - Proposed
  • .xls
  • Dec 06, 2013
  • Documents
  • Settlement Transaction Processing: Settlement Type Flows
  • .doc
  • Dec 06, 2013
  • Use Case Scenarios
  • Use Case 4 – File processed successfully – after processing cutoff time
  • Acrobat .pdf
  • Dec 06, 2013

403(b) Information Sharing Working Group

Subject Description Type Date
  • Documents
  • Client User Guide
  • Acrobat .pdf
  • Dec 06, 2013

Interest Rate Disclosure Working Group

Subject Description Type Date

Pre-Replacements Working Group

Subject Description Type Date

IFT Fund Transfers Advisory Group

Subject Description Type Date

Attachments Working Group

Subject Description Type Date
  • Documents
  • Attachments Technical Reference Guide
  • MS-Word, .doc
  • Dec 07, 2013
  • Documents
  • Attachments Group
  • Acrobat .pdf
  • Dec 07, 2013
  • Documents
  • Attachments Implementation Guide
  • MS-Word, .doc
  • Dec 07, 2013
  • Documents
  • Attachments Process Flow
  • MS-Word, .doc
  • Dec 07, 2013
  • Documents
  • Attachments Process Flow Additional Usage
  • MS-Visio, .vsd
  • Dec 07, 2013
  • Documents
  • Attachments Process Flow In Force
  • MS-Visio, .vsd
  • Dec 07, 2013
  • Documents
  • Attachments Process Flow L&A
  • MS-Visio, .vsd
  • Dec 07, 2013
  • Documents
  • Attachments Process Flow New Business
  • MS-Visio, .vsd
  • Dec 07, 2013
  • Documents
  • Attachments Project Plan
  • Acrobat .pdf
  • Dec 07, 2013
  • Documents
  • Attachments Sub Groups
  • MS-Excel, .xls
  • Dec 07, 2013
  • Documents
  • Attachments Transaction Business Types
  • MS-Excel, .xls
  • Dec 07, 2013
  • Documents
  • Attachments Use Cases
  • MS-Word, .doc
  • Dec 07, 2013
  • Documents
  • Attachments WSDLs and Schemas
  • .zip
  • Dec 07, 2013

LNA Access Working Group

Subject Description Type Date

Retirement Income Working Group

Subject Description Type Date
  • Standard Usage
  • POV Standard Usage for Retirement Income
  • MS-Excel, .xls
  • Dec 07, 2013
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