Pension Content

[13046] January 17, 2001 TO: PENSION COMMITTEE No. 4-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-01 RE: CONFERENCE CALL ON IRS PROPOSED REGULATIONS ON MINIMUM REQUIRED DISTRIBUTIONS – WEDNESDAY JANUARY 31, 2001 - 2:30 P.M. EST The Internal Revenue Service recently released proposed...

[13016] January 10, 2001 TO: PENSION COMMITTEE No. 3-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-01 AD HOC COMMITTEE ON ERISA DISCLOSURE ISSUES RE: ICI COMMENT LETTER ON DOL’S REQUEST FOR INFORMATION ON FIDUCIARY DISCLOSURE The Institute filed yesterday a comment letter in response...

[12998] January 9, 2001 TO: PENSION COMMITTEE No. 1-01 RE: IRS ISSUES PROPOSED REGULATIONS ON TRANSFER OF EXCESS DEFINED BENEFIT PLAN ASSETS TO RETIREE HEALTH ACCOUNTS The Internal Revenue Service has issued proposed regulations on the “minimum cost requirement” relating to the...

[13011] January 9, 2001 TO: PENSION COMMITTEE No. 2-01 RE: IRS RELEASES GUIDANCE ON USER FEE PROGRAM The Internal Revenue Service recently released Revenue Procedure 2001-8, which provides updated guidance regarding the IRS user fee program relating to requests for letter rulings and...

[12962] December 26, 2000 TO: PENSION COMMITTEE No. 89-00 RE: PENSION COMMITTEE MEETING – FEBRUARY 6, 2001 - PRELIMINARY 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....

[12907] December 1, 2000 TO: PENSION COMMITTEE No. 88-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 89-00 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: IRS PUBLISHES SURVEY OF 401(k) PLAN QUALIFICATION FAILURES The Internal Revenue Service recently published a survey entitled...

[12891] November 28, 2000 TO: PENSION COMMITTEE No. 87-00 AD HOC COMMITTEE ON ERISA DISCLOSURE ISSUES RE: DRAFT ICI COMMENT LETTER ON DOL REQUEST FOR INFORMATION ON ERISA’S DISCLOSURE REQUIREMENTS; CONFERENCE CALL SCHEDULED FOR DECEMBER 12TH AT 2:00 P.M. Attached is a draft of the...

[12854] November 14, 2000 TO: PENSION COMMITTEE No. 86-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 83-00 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: INSTITUTE SUBMITS LETTER TO IRS CONCERNING GROUP VOLUNTARY CORRECTION PROGRAM On November 13, 2000, the Institute submitted a...

[12835] November 3, 2000 TO: PENSION COMMITTEE No. 85-00 AD HOC COMMITTEE ON CROSS-TRADES AD HOC COMMITTEE ON INVESTMENT ADVICE RE: DOL ISSUES PROPOSED INDIVIDUAL EXEMPTION FOR PLAN’S IN-KIND TRANSFER OF SECURITIES IN EXCHANGE FOR MUTUAL FUND SHARES The Department of Labor has...

[12833] November 3, 2000 TO: PENSION COMMITTEE No. 84-00 RE: COURT UPHOLDS CONSTITUTIONALITY OF RETROACTIVE IMPOSITION OF EARLY WITHDRAWAL TAX ON ROTH IRA DISTRIBUTIONS The U.S. Court of Federal Claims recently held that the retroactive imposition of the Code section 72(t) tax on...