Memo #
14075

DRAFT LETTER ON PORTABILITY-RELATED REGULATORY GUIDANCE

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[14075] October 19, 2001 TO: PENSION COMMITTEE No. 70-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-01 RE: DRAFT LETTER ON PORTABILITY-RELATED REGULATORY GUIDANCE Attached for your review is a draft letter to the Treasury Department and the IRS providing recommendations on portability-related guidance in light of the Economic Growth and Tax Relief Reconciliation Act. Comments and suggestions on this preliminary draft would be very much appreciated (in particular, please note the questions highlighted in italics). Please contact me with any comments by close of business, Tuesday, October 23, 2001. I can be reached by phone (202-326- 5837), fax (202-326-5839), or e-mail (tkim@ici.org). Thomas T. Kim Associate Counsel Attachment Attachment (in .pdf format)

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