Transfer of Retirement Assets (ToRA)

Mar 25, 2021 Transfer of Retirement Assets Mutual Fund Profile Service II – Profile Security Enhancements

Feb 11, 2021 Transfer of Retirement Assets Nominations to the Board of Directors of The Depository Trust & Clearing Corporation

Feb 11, 2021 Transfer of Retirement Assets Nominations to the Board of Directors of The Depository Trust & Clearing Corporation

Feb 11, 2021 Transfer of Retirement Assets Nominations to the Board of Directors of The Depository Trust & Clearing Corporation

Oct 15, 2020 Transfer of Retirement Assets DTCC WEB PORTAL ENHANCEMENT - FUND/SERV SECURITY ISSUE ID AND MEMBER PROFILE MODIFY FORMS

Sep 30, 2020 Transfer of Retirement Assets Mutual Funds: Ocode Missing Header/Sequence Record Reject Code Change -

Jul 24, 2020 Transfer of Retirement Assets Revised Implementation Date: Mutual Funds – MFPS I Price & Rate: Non-ISO Variable Record Length Submissions -

Jul 23, 2020 Transfer of Retirement Assets Mutual Funds – Revised Saturday Processing Schedule