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

 

I&RS Review Board Meeting Minutes

Jul 16, 2021 July 6, 2021 Meeting Minutes .pdf

Jun 16, 2021 June 1, 2021 Meeting Minutes .pdf

May 12, 2021 May 4, 2021 Meeting Minutes .pdf

Apr 06, 2021 April 6, 2021 Meeting Minutes .pdf

Feb 02, 2021 February 2, 2021 Meeting Minutes .pdf

Feb 02, 2021 March 2, 2021 Meeting Minutes .pdf

Jan 22, 2021 2020 Minutes ZIP Archive .zip

Jan 22, 2021 January 5, 2021 Meeting Minutes .pdf

Jan 24, 2020 2019 Minutes ZIP Archive .zip

Mar 15, 2019 2018 Minutes ZIP Archive .zip

Mar 12, 2018 2017 Minutes ZIP Archive .zip

Jun 27, 2017 2016 Minutes ZIP Archive .zip

Department of Labor Fiduciary Rule Work Task Force

Mar 14, 2017 Commission Schedule Transmittal (CST) Record Layouts Acrobat .pdf

Feb 23, 2017 CST Export Sample Acrobat .pdf

Feb 23, 2017 Insurance Profile CST Export Specifications Acrobat .pdf

Feb 21, 2017 Fee & Expense Transmittal (FET) Data Dictionary Acrobat .pdf

Feb 21, 2017 Insurance Profile Implementation Guide .docx

Oct 31, 2016 DOL Product Fee Inventory - Industry Level - June 2016 Acrobat .pdf

Oct 31, 2016 DTCC DOL Fiduciary Rule Concept Paper Acrobat .pdf

Oct 31, 2016 Insurance Profile - Design & Requirements - June 2016 Acrobat .pdf

Oct 31, 2016 Insurance Profile - User Interface Screen Design - October 2016 Acrobat .pdf

Oct 31, 2016 I&RS DOL Fiduciary Rule Task Force Overview Acrobat .pdf

Oct 31, 2016 Insurance Profile Implementation Roadmap Acrobat .pdf

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