Pension Content

[12718] October 5, 2000 TO: PENSION COMMITTEE No. 73-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-00 RE: CONFERENCE CALL TO DISCUSS IRS GROUP CORRECTION PROGRAM — OCTOBER 24, 2000 AT 2:30 PM EST The Internal Revenue Service recently has indicated that it is in the process of...

[12715] October 5, 2000 TO: PENSION COMMITTEE No. 74-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 71-00 RE: OCTOBER 11TH CONFERENCE CALL ON PLAN LOAN REGULATIONS, CALLS ON PLAN EXPENSES AND GROUP VCR ALSO SCHEDULED In light of interest expressed by Committee members, we have scheduled...

[12706] October 2, 2000 TO: PENSION COMMITTEE No. 71-00 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: DOL ISSUES FINAL INDIVIDUAL EXEMPTION FOR ASSET ALLOCATION SERVICES TO PLANS AND PARTICIPANTS The Department of Labor has published a final individual exemption regarding the provision of...

[12676] September 27, 2000 TO: PENSION COMMITTEE No. 70-00 RE: OCTOBER 3RD PENSION COMMITTEE MEETING — FINAL AGENDA AND E-SIGN MATERIALS Attached is a final agenda for the Pension Committee meeting scheduled for Tuesday, October 3, 2000, at the Institute's offices at 1401 H Street, N...

[12669] September 22, 2000 TO: PENSION COMMITTEE No. 69-00 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: DOL ACTING ASSISTANT SECRETARY KRAMERICH DELIVERS REMARKS ON INVESTMENT ADVICE Leslie B. Kramerich, Acting Assistant Secretary for the Pension and Welfare Benefits Administration, U.S...

[12653] September 19, 2000 TO: PENSION COMMITTEE No. 68-00 RE: DOL ISSUES REQUEST FOR INFORMATION ON ERISA’S DISCLOSURE RULES; CONFERENCE CALL SCHEDULED FOR OCTOBER 10, 2000 AT 2:00 PM EST The Department of Labor has issued a notice of request for information (“Notice”) regarding...

[12584] September 8, 2000 TO: PENSION COMMITTEE No. 67-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-00 RE: SENATE FINANCE COMMITTEE UNANIMOUSLY APPROVES THE "RETIREMENT SECURITY AND SAVINGS ACT OF 2000" On September 7, 2000, the Senate Finance Committee approved by a unanimous vote...

[12563] September 5, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 23-00 BROKER/DEALER ADVISORY COMMITTEE No. 21-00 OPERATIONS COMMITTEE No. 22-00 PENSION COMMITTEE No. 65-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-00 TAX MEMBERS No. 24-00 TRANSFER AGENT ADVISORY COMMITTEE No...

[12565] September 5, 2000 TO: PENSION COMMITTEE No. 66-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 65-00 RE: IRS RELEASES CORRECTIONS TO FINAL REGULATIONS ON ELECTRONIC PLAN ADMINISTRATION The Internal Revenue Service has issued Announcement 2000-74, which makes technical corrections...

[12524] August 28, 2000 TO: PENSION COMMITTEE No. 64-00 RE: OCTOBER 3rd PENSION COMMITTEE MEETING — PRELIMINARY AGENDA Attached is a preliminary agenda for the next Pension Committee meeting scheduled for Tuesday, October 3, 2000 at the Institute's offices at 1401 H Street, N.W., 12th...