Pension Content

[12533] August 25, 2000 TO: PENSION COMMITTEE No. 63-00 RE: IRS PRIVATE LETTER RULING CLARIFIES “SUBSTANTIALLY EQUAL PERIODIC PAYMENT” METHOD FOR EARLY IRA DISTRIBUTIONS The Internal Revenue Service recently issued a private letter ruling that clarifies the “substantially equal...

[12532] August 24, 2000 TO: PENSION COMMITTEE No. 62-00 RE: IRS RELEASES PRIVATE LETTER RULING ON THE USE OF 401(K) CONTRIBUTIONS TO FUND LONG-TERM DISABILLITY INSURANCE The Internal Revenue Service has recently released a private letter ruling regarding the use of 401(k)...

[12530] August 24, 2000 TO: PENSION COMMITTEE No. 61-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-00 RE: CONFERENCE CALL SCHEDULED FOR SEPTEMBER 7, 2000 AT 2PM EST TO DISCUSS INSTITUTE’S 2001 RETIREMENT PLANS CONFERENCE The Institute held a conference call in late July to discuss...

[12526] August 24, 2000 TO: PENSION COMMITTEE No. 60-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-00 AD HOC COMMITTEE ON ROTH IRAS RE: INSTITUTE SUBMITS COMMENT LETTER ON NOTICE 2000-39 As you are aware, the Internal Revenue Service recently issued guidance on calculating net...

[12501] August 18, 2000 TO: PENSION COMMITTEE No. 59-00 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: DOL ISSUES FINAL INDIVIDUAL EXEMPTION ON STANDARD & POOR'S INVESTMENT ADVISORY SERVICE The Department of Labor has granted a final individual prohibited transaction exemption to Standard...

[12471] August 10, 2000 TO: PENSION COMMITTEE No. 58-00 RE: PENSION COMMITTEE MEETING -- OCTOBER 3, 2000 A Pension Committee meeting has been scheduled for Tuesday, October 3, 2000 in Washington, DC. The meeting will be held in the David Silver Conference Room at the Institute's...

[12414] August 1, 2000 TO: PENSION COMMITTEE No. 57-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-00 AD HOC COMMITTEE ON ROTH IRAS RE: ICI DRAFT COMMENT LETTER ON NOTICE 2000-39 As you are aware, the Internal Revenue Service recently issued guidance on calculating net income...

[12397] July 27, 2000 TO: PENSION COMMITTEE No. 56-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-00 AD HOC COMMITTEE ON ROTH IRAS RE: INSTITUTE COMMENT LETTER ON NOTICE 2000-30 As you are aware, the Internal Revenue Service recently released guidance on Roth IRA recharacterization...

[12392] July 26, 2000 TO: PENSION COMMITTEE No. 54-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-00 RE: NORTH CAROLINA RELEASES GUIDANCE ON NEW WITHHOLDING REQUIREMENTS FOR PENSION PAYMENTS The North Carolina Department of Revenue released a Directive (No. PD-00-2) regarding the new...

[12390] July 26, 2000 TO: PENSION COMMITTEE No. 55-00 RE: SUPREME COURT TO REVIEW STATE LAW REQUIRING AUTOMATIC REVOCATION OF BENEFICIARY DESIGNATIONS UPON DIVORCE The Supreme Court has agreed to decide whether a Washington State law requiring automatic revocation of life insurance...