Pension Content

[12385] July 25, 2000 TO: PENSION COMMITTEE No. 53-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-00 RE: HOUSE PASSES H.R. 1102, THE “COMPREHENSIVE RETIREMENT SECURITY AND PENSION REFORM ACT OF 2000” On July 19, 2000, the House passed, by a vote of 401 to 25, H.R. 1102, the...

[12315] July 20, 2000 TO: PENSION COMMITTEE No. 51-00 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: HOUSE SUBCOMMITTEE APPROVES INVESTMENT ADVICE BILL On July 19, 2000, the House Subcommittee on Employer-Employee Relations considered and approved by voice vote H.R. 4747, the “Retirement...

[12319] July 20, 2000 TO: PENSION COMMITTEE No. 52-00 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: DOL ISSUES PROPOSED INDIVIDUAL EXEMPTION FOR ASSET ALLOCATION SERVICES TO PLANS AND PARTICIPANTS The Department of Labor has published a proposed individual exemption regarding the...

[12284] July 18, 2000 TO: INVESTMENT ADVISERS COMMITTEE No. 19-00 PENSION COMMITTEE No. 49-00 AD HOC COMMITTEE ON CROSS-TRADES RE: JOINT SUBMISSION TO DEPARTMENT OF LABOR ON CROSS-TRADES As you are aware, the Institute, in conjunction with the Investment Counsel Association of America...

[12292] July 18, 2000 TO: PENSION COMMITTEE No. 50-00 RE: MASSACHUSETTS DEPARTMENT OF REVENUE RELEASES GUIDANCE ON TAX TREATMENT OF PARTNERS' ELECTIVE CONTRIBUTIONS TO 401(K) PLANS The Massachusetts Department of Revenue recently released Directive 00-5, which provides that a partner...

[12220] July 12, 2000 TO: PENSION COMMITTEE No. 47-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-00 AD HOC COMMITTEE ON ROTH IRAS RE: IRS RELEASES GUIDANCE ON CALCULATING INCOME FOR EXCESS CONTRIBUTIONS AND RECHARACTERIZATIONS; JULY 26 CONFERENCE CALL SCHEDULED The Internal Revenue...

[12214] July 11, 2000 TO: PENSION COMMITTEE No. 46-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-00 AD HOC COMMITTEE ON ROTH IRAS RE: ICI DRAFT COMMENT LETTER ON NOTICE 2000-30 As you are aware, the Internal Revenue Service recently released guidance on Roth IRA recharacterization...

[12187] July 7, 2000 TO: PENSION COMMITTEE No. 45-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-00 RE: INSTITUTE'S YEAR 2001 RETIREMENT PLANS CONFERENCE; CALL SCHEDULED FOR JULY 20, 2000 AT 2:00 PM EST The Institute is making preliminary plans for its next Retirement Plans...

[12129] June 28, 2000 TO: PENSION COMMITTEE No. 44-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-00 MAY 4TH AND JUNE 12TH CONFERENCE CALL PARTICIPANTS RE: INSTITUTE SUBMITS COMMENT LETTER ON PROPOSED SECTION 411(D)(6) RELIEF Attached is a copy of the Institute’s comment letter...

[12125] June 27, 2000 TO: PENSION COMMITTEE No. 43-00 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: REPRESENTATIVE BOEHNER INTRODUCES ERISA REFORM BILLS; CONFERENCE CALL SCHEDULED FOR JULY 10TH AT 2:00 PM EST On June 26, 2000, Representative John Boehner (R-OH) introduced three bills that...