Pension Content

[13430] April 20, 2001 TO: PENSION COMMITTEE No. 24-01 RE: 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., Minneapolis...

[13424] April 17, 2001 TO: BROKER/DEALER ASSOCIATE MEMBERS No. 3-01 COMPLIANCE ADVISORY COMMITTEE No. 18-01 CONTINUING EDUCATION AND TRAINING ADVISORY COMMITTEE No. 2-01 DIRECT MARKETING COMMITTEE No. 5-01 HUMAN RESOURCES MEMBERS No. 2-01 INTERNATIONAL COMMITTEE No. 31-01 INVESTMENT...

[13419] April 17, 2001 TO: PENSION COMMITTEE No. 23-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-01 RE: INSTITUTE SUBMITS TESTIMONY ON PENSION REFORM BILL The Institute has submitted written testimony in support of H.R. 10, the “Comprehensive Retirement Security and Pension Reform...

[13384] April 6, 2001 TO: PENSION COMMITTEE No. 21-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-01 RE: IRS RELEASES 2001 INSTRUCTIONS FOR FORMS 1099-R AND 5498 The Internal Revenue Service recently released the 2001 Instructions for Forms 1099-R and 5498. Changes to Form 1009-R...

[13358] April 5, 2001 TO: PENSION COMMITTEE No. 20-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-01 AD HOC COMMITTEE ON RMD REFORM RE: DRAFT OF INSTITUTE COMMENT LETTER ON RMD PROPOSED REGULATIONS Attached is a revised draft of the Institute’s comment letter on the Internal Revenue...

[13346] April 5, 2001 TO: PENSION COMMITTEE No. 19-01 RE: SUPREME COURT RULES THAT ERISA PREEMPTS STATE LAW ON BENEFICIARY DESIGNATION The U.S. Supreme Court recently ruled that ERISA preempted a Washington state statute that provides that the designation of a spouse as the...

[13303] March 23, 2001 TO: PENSION COMMITTEE No. 18-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-01 RE: REPRESENTATIVES PORTMAN AND CARDIN INTRODUCE H.R. 10, THE “COMPREHENSIVE RETIREMENT SECURITY AND PENSION REFORM ACT OF 2001,” IN HOUSE OF REPRESENTATIVES On March 14, 2001...

[13292] March 20, 2001 TO: PENSION COMMITTEE No. 17-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-01 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: CONFERENCE CALL TO DISCUSS IRS VOLUNTARY CORRECTION PROGRAM GUIDANCE -- APRIL 18, 2001 AT 2:00 PM EST A conference call has been...

[13286] March 19, 2001 TO: ELECTRONIC COMMERCE ADVISORY COMMITTEE No. 6-01 PENSION COMMITTEE No. 16-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-01 SEC RULES COMMITTEE No. 28-01 TAX COMMITTEE No. 12-01 TECHNOLOGY ADVISORY COMMITTEE No. 3-01 RE: ICI COMMENT LETTER TO FTC CONCERNING...

[13197] February 23, 2001 TO: PENSION COMMITTEE No. 15-01 AD HOC COMMITTEE ON CROSS-TRADES AD HOC COMMITTEE ON INVESTMENT ADVICE RE: DOL PUBLISHES FINAL INDIVIDUAL EXEMPTION FOR PLAN’S IN-KIND TRANSFER OF SECURITIES IN EXCHANGE FOR MUTUAL FUND SHARES The Department of Labor has...