Pension Content

[13194] February 23, 2001 TO: TAX COMMITTEE No. 8-01 PENSION COMMITTEE No. 14-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-01 RE: REQUEST FOR COMMENT ON ESIGN CONSUMER CONSENT REQUIREMENT BY MARCH 16, 2001 On June 30, 2000, Congress enacted the Electronic Signatures in Global and...

[13179] February 21, 2001 TO: PENSION COMMITTEE No. 13-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-01 AD HOC COMMITTEE ON RMD REFORM RE: MEETING ON INSTITUTE COMMENT LETTER ON PROPOSED REGULATIONS ON REQUIRED MINIMUM DISTRIBUTIONS SCHEDULED FOR TUESDAY, MARCH 13TH We have...

[13175] February 20, 2001 TO: PENSION COMMITTEE No. 12-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-01 AD HOC COMMITTEE ON RMD REFORM RE: INSTITUTE DRAFT COMMENT LETTER ON PROPOSED REGULATIONS ON RMDS Attached is a first draft of the Institute’s comment letter on the Internal...

[13149] February 12, 2001 TO: OPERATIONS COMMITTEE No. 3-01 PENSION COMMITTEE No. 11-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-01 TAX COMMITTEE No. 4-01 TRANSFER AGENT ADVISORY COMMITTEE No. 15-01 RE: CONFERENCE CALL SCHEDULED FOR MARCH 7, 2001 TO DISCUSS INDUSTRY COMMENTS ON...

[13127] February 5, 2001 TO: PENSION COMMITTEE No. 10-01 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: DOL ISSUES PROPOSED INDIVIDUAL EXEMPTIONS FOR TWO INVESTMENT ADVISORY SERVICES The Department of Labor has published two proposed individual exemptions addressing the provision of...

[13099] January 29, 2001 TO: PENSION COMMITTEE No. 9-01 RE: IRS PROPOSED REGULATIONS ADDRESS TIMING OF WRITTEN EXPLANATIONS OF ANNUITY BENEFITS The Internal Revenue Service has issued proposed regulations under Code section 417(a)(7), which address the timing of written explanations...

[13091] January 25, 2001 TO: PENSION COMMITTEE No. 8-01 RE: PENSION COMMITTEE MEETING – FEBRUARY 6, 2001 - FINAL AGENDA The next Pension Committee meeting is scheduled for Tuesday, February 6, 2001 at the Institute’s offices at 1401 H Street, N.W., 12th Floor Washington, D.C. (near...

[13076] January 23, 2001 TO: PENSION COMMITTEE No. 7-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-01 RE: PROPOSED CHANGES TO "NOTICE TO INTERESTED PARTY" RULE PROVIDE FOR ELECTRONIC DELIVERY The Internal Revenue Service has issued proposed regulations relating to the requirement...

[13063] January 19, 2001 TO: BROKER/DEALER ADVISORY COMMITTEE No. 2-01 OPERATIONS MEMBERS No. 3-01 PENSION COMMITTEE No. 6-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-01 TAX MEMBERS No. 4-01 TRANSFER AGENT ADVISORY COMMITTEE No. 5-01 UNIT INVESTMENT TRUST COMMITTEE No. 3-01 RE: IRS...

[13051] January 18, 2001 TO: PENSION COMMITTEE No. 5-01 RE: DOL ISSUES FINAL INDIVIDUAL EXEMPTION FOR PLAN’S PURCHASE OF MUTUAL FUNDS ADVISED BY PLAN FIDUCIARY The Department of Labor has published a final individual exemption providing prohibited transaction relief for the receipt of...