Pension Content

[13518] May 16, 2001 TO: PENSION COMMITTEE No. 33-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-01 AD HOC COMMITTEE ON RMDS RE: INSTITUTE CONFERENCE CALL ON RMD REPORTING BY IRA TRUSTEES--MAY 22 AT 2:30 P.M. The Institute met with representatives of the Internal Revenue Service and...

[13522] May 16, 2001 TO: PENSION COMMITTEE No. 33-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-01 RMD REFORM AD HOC COMMITTEE No. 1-01 RE: INSTITUTE CONFERENCE CALL ON RMD REPORTING BY IRA TRUSTEES--MAY 22 AT 2:30 P.M. The Institute met with representatives of the Internal Revenue...

[13487] May 9, 2001 TO: PENSION COMMITTEE No. 31-01 RE: REMINDER: PENSION COMMITTEE MEETING - JUNE 6, 2001 The next Pension Committee meeting is scheduled for Wednesday June 6, 2001 in Minneapolis, Minnesota. The meeting will be held at the Marquette Hotel, 710 Marquette Ave...

[13493] May 9, 2001 TO: PENSION COMMITTEE No. 32-01 INVESTMENT ADVICE AD HOC COMMITTEE RE: DOL ISSUES TWO FINAL INDIVIDUAL EXEMPTIONS FOR INVESTMENT ADVISORY SERVICES The Department of Labor has published two final individual exemptions addressing the provision of investment advisory...

[13484] May 7, 2001 TO: PENSION COMMITTEE No. 29-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-01 RE: HOUSE PASSES H.R. 10, THE "COMPREHENSIVE RETIREMENT SECURITY AND PENSION REFORM ACT OF 2001" On May 2, 2001, the House of Representatives passed H.R. 10, the “Comprehensive...

[13485] May 7, 2001 TO: PENSION COMMITTEE No. 30-01 RE: INSTITUTE SUBMITS TESTIMONY ON JOINT COMMITTEE ON TAXATION’S REPORT ON TAX SIMPLIFICATIONS The Institute has submitted a written statement to the Senate Finance Committee on its recent hearing on the Joint Committee on Taxation’s...

[13475] May 3, 2001 TO: PENSION COMMITTEE No. 28-01 RE: PRESIDENT BUSH APPOINTS SOCIAL SECURITY COMMISSION President Bush today by Executive Order created the “President’s Commission to Strengthen Social Security.” Composed of sixteen members (8 Republicans, 8 Democrats), the...

[13472] May 2, 2001 TO: PENSION COMMITTEE No. 26-01 RE: TREASURY/IRS RELEASE BUSINESS PLAN ITEMS The Treasury Department and the Internal Revenue Service have released their “2001 Priority Guidance Plan.” The Plan, which is attached, lists their priorities for tax regulations and...

[13473] May 2, 2001 TO: PENSION COMMITTEE No. 27-01 RE: STATE COURT HOLDS ERISA DOES NOT PREEMPT STATE LAW CLAIMS RELATING TO PLAN LOANS The Superior Court of Connecticut recently addressed whether state law claims arising from the processing of plan loans from a 401(k) plan are...

[13453] April 27, 2001 TO: PENSION COMMITTEE No. 25-01 RE: JOINT COMMITTEE ON TAXATION RELEASES RECOMMENDATIONS ON SIMPLIFICATIONS TO RETIREMENT AND EDUCATION SAVINGS TAX INCENTIVES The Joint Committee on Taxation recently released the results of its study on the overall state of the...