Pension Content

[12823] November 2, 2000 TO: PENSION COMMITTEE No. 83-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 81-00 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: DRAFT COMMENT LETTER ON IRS GROUP CORRECTION PROGRAM Attached is a draft of the Institute’s comment letter on the development...

[12811] November 1, 2000 TO: PENSION COMMITTEE No. 82-00 RE: MARK YOUR CALENDARS: 2001 PENSION COMMITTEE MEETING DATES SET Mark your calendars! The regularly scheduled meetings of the Pension Committee in 2001 are as follows: • Tuesday, February 6, 2001; • Thursday, June 7, 2001; and...

[12810] October 31, 2000 TO: PENSION COMMITTEE No. 81-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 80-00 OCTOBER 11TH CONFERENCE CALL PARTICIPANTS RE: INSTITUTE SUBMITS COMMENT LETTER ON PROPOSED PLAN LOAN REGULATIONS The Institute has submitted a comment letter to the Internal...

[12787] October 25, 2000 TO: PENSION COMMITTEE No. 80-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 78-00 RE: POSTPONEMENT OF NOVEMBER 1ST E-SIGN MEETING The previously scheduled November 1 meeting to discuss implementation of E-SIGN legislation has been postponed until a later date...

[12764] October 20, 2000 TO: PENSION COMMITTEE No. 79-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-00 OCTOBER 11TH CONFERENCE CALL PARTICIPANTS RE: FOR REVIEW AND COMMENT: DRAFT ICI COMMENT LETTER ON PROPOSED PLAN LOAN REGULATIONS Attached is a draft comment letter addressing the...

[12756] October 19, 2000 TO: PENSION COMMITTEE No. 78-00 RE: IRS ISSUES PROPOSED REGULATIONS ON CLASSIFICATION OF QUALIFIED PLAN AND IRA TRUSTS AS DOMESTIC TRUSTS The Internal Revenue Service has issued proposed regulations amending the regulations that define “domestic trusts” and...

[12736] October 12, 2000 TO: PENSION COMMITTEE No. 77-00 RE: IRS ISSUES PROPOSED REGULATIONS ON "NEW COMPARABILITY" PLANS The Internal Revenue Service has issued proposed regulations providing conditions under which “new comparability” plans may satisfy the Code’s nondiscrimination...

[12730] October 10, 2000 TO: PENSION COMMITTEE No. 76-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-00 RE: MEETING SCHEDULED TO DISCUSS E-SIGN LEGISLATION/POTENTIAL PENSION LEGISLATION We have scheduled a meeting for November 1st to follow up on our discussion of electronic...

[12721] October 6, 2000 TO: PENSION COMMITTEE No. 75-00 RE: IRS STAFF INDICATES “FORMS OF BENEFIT” GUIDANCE APPLIES TO QJSAS At the October 3, 2000 Pension Committee meeting, the issue was raised whether or not the Internal Revenue Service’s recently issued final regulations under...

[12717] October 5, 2000 TO: PENSION COMMITTEE No. 72-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-00 RE: OCTOBER 19TH CONFERENCE CALL SCHEDULED TO DISCUSS DOL POSITION REGARDING PLAN EXPENSES A conference call has been scheduled for Thursday, October 19, 2000 at 2:00 p.m. EST to...