Pension Content

[11017] May 27, 1999 TO: PENSION COMMITTEE No. 35-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-99 RE: IRS RELEASES GUIDANCE ON AUTOMATIC EXTENSION FOR RECHARACTERIZATIONS ______________________________________________________________________________ The Internal Revenue Service has...

1 A similar individual prohibited transaction exemption was issued in 1991. See 56 Fed. Reg. 57679 (Nov. 13, 1991). [11021] May 27, 1999 TO: PENSION COMMITTEE No. 36-99 RE: PROPOSED INDIVIDUAL PROHIBITED TRANSACTION EXEMPTION INVOLVING THE PURCHASE OF FUND SHARES AND RECEIPT OF...

1 See Institute Memorandum to Pension Committee No. 48-98, dated July 29, 1998 (describing last year's bill). [11007] May 25, 1999 TO: PENSION COMMITTEE No. 34-99 RE: SOCIAL SECURITY REFORM PROPOSALS UPDATE ______________________________________________________________________________...

[10979] VIA FACSIMILE May 13, 1999 TO: PENSION COMMITTEE No. 33-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-99 AD HOC COMMITTEE ON ABANDONED/ORPHAN PLANS RE: INSTITUTE CONFERENCE CALL ON ABANDONED/ORPHAN PLANS - TUESDAY, MAY 25 _____________________________________________________...

1 See Institute memorandum to Pension Committee No. 19-99 and Pension Operations Advisory Committee No. 19-99, dated March 22, 1999. Primary bill sponsors are Senators Roth and Baucus. 2 See Institute memorandum to Pension Committee No. 14-99 and Pension Operations Advisory Committee...

1 See Institute memorandum to Pension Committee No. 28-99, dated April 19, 1999. [10937] April 28, 1999 TO: PENSION COMMITTEE No. 31-99 RE: INSTITUTE'S REVISED 401(k) PLAN FEE DISCLOSURE FORM ______________________________________________________________________________ The Institute...

1 See Institute Memorandum to Pension Committee No. 84-98, dated December 8, 1998. [10920] April 21, 1999 TO: PENSION COMMITTEE No. 30-99 RE: DOL ISSUES FINAL EXEMPTION AMENDING TRAK EXEMPTION ______________________________________________________________________________ The...

1 See Institute Memorandum to Pension Members No. 18-99 and Pension Operations Advisory Committee No. 24-99, dated April 8, 1999. [10913] April 19, 1999 TO: PENSION COMMITTEE No. 29-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-99 RE: CONFERENCE CALL ON "FAILED" ROTH IRA CONVERSIONS...

[10911] April 19, 1999 TO: PENSION COMMITTEE No. 27-99 RE: PENSION COMMITTEE MEETING: JUNE 11th, CHICAGO ______________________________________________________________________________ A meeting of the Pension Committee has been scheduled for Friday, June 11, 1999 in Chicago. The...

[10912] April 19, 1999 TO: PENSION COMMITTEE No. 28-99 AD HOC COMMITTEE ON UNIFORM 401(K) PLAN FEE DISCLOSURE FORM RE: 401(K) PLAN FEE DISCLOSURE FORM ______________________________________________________________________________ As you are aware, the Department of Labor has requested...