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