Pension Content

[13963] September 20, 2001 TO: PENSION COMMITTEE No. 63-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 58-01 RE: RESCHEDULED CONFERENCE CALL ON PORTABILITY ISSUES -- SEPTEMBER 26, 2001 AT 1:30 PM EST, RATHER THAN AT 2:30 PM Please note that the conference call on “portability issues”...

[13959] September 17, 2001 TO: PENSION COMMITTEE No. 62-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-01 RE: CONFERENCE CALL ON PORTABILITY ISSUES RELATING TO EGTRRA -- SEPTEMBER 26, 2001 AT 2:30 PM EST A conference call has been scheduled for Wednesday, September 26, 2001 at 2:30 p...

[13893] August 27, 2001 TO: PENSION COMMITTEE No. 61-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-01 RE: IRS REVIEW OF DETERMINATION LETTER PROCESS As we previously advised,1 the Internal Revenue Service in Notice 2001-42 stated that it was reviewing the design of the Employee...

[13889] August 24, 2001 TO: PENSION COMMITTEE No. 60-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-01 RMD REFORM AD HOC COMMITTEE No. 4-01 RE: INSTITUTE CONFERENCE CALL SCHEDULED FOR FRIDAY, SEPTEMBER 7, 2001 2:00 P.M. EST ON RMD REPORTING ISSUES The Institute has scheduled a...

[13860] August 17, 2001 TO: PENSION COMMITTEE No. 59-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-01 RE: INSTITUTE SUBMITS LETTER TO THE TREASURY DEPARTMENT ON REVISIONS TO MODEL 402(f) NOTICE The Institute today submitted the attached letter to Treasury officials recommending...

[13848] August 15, 2001 TO: PENSION COMMITTEE No. 58-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-01 RE: INSTITUTE SUBMITS LETTER TO TREASURY DEPARTMENT ON IMPLEMENTATION OF CATCH-UP CONTRIBUTIONS The Institute recently provided the Treasury Department with some preliminary...

[13838] August 14, 2001 TO: PENSION COMMITTEE No. 57-01 RE: IRS ISSUES FINAL REGULATIONS ON CLASSIFICATION OF QUALIFIED PLAN AND IRA TRUSTS AS DOMESTIC TRUSTS The Internal Revenue Service has issued final regulations amending the regulations that define “domestic trusts” and “foreign...

[13767] August 10, 2001 TO: ACCOUNTING/TREASURERS COMMITTEE No. 24-01 INTERNATIONAL COMMITTEE No. 50-01 PENSION COMMITTEE No. 55-01 TAX COMMITTEE No. 23-01 RE: UNITED STATES AND UNITED KINGDOM SIGN NEW INCOME TAX CONVENTION The United States and United Kingdom signed a new income tax...

[13825] August 10, 2001 TO: PENSION COMMITTEE No. 56-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-01 RE: DRAFT LETTER ON REVISIONS TO MODEL 402(f) NOTICE Attached for your review is a draft letter to the Treasury Department and the IRS regarding modifications to the IRS model 402(f...

[13809] August 9, 2001 TO: PENSION COMMITTEE No. 54-01 RE: DOL PROPOSES INDIVIDUAL EXEMPTION FOR EXTENSIONS OF CREDIT IN CONNECTION WITH REDEMPTIONS FROM UNITIZED FUNDS The Department of Labor has published a proposed individual exemption for certain extensions of credit by Riggs Bank...