Pension Content

ACTION REQUESTED [10328] VIA FAX September 28, 1998 TO: PENSION COMMITTEE No. 66-98 TECHNOLOGY CONFERENCE CALL PARTICIPANTS RE: DRAFT INSTITUTE COMMENT LETTER TO IRS REGARDING USE OF NEW TECHNOLOGIES IN RETIREMENT PLANS ADMINISTRATION __________________________________________________...

[10311] September 24, 1998 TO: PENSION COMMITTEE No. 65-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 47-98 RE: DOL ISSUES PROPOSED REGULATIONS ON PLAN CLAIMS PROCEDURES AND SUMMARY PLAN DESCRIPTIONS ______________________________________________________________________________ The...

1 IRS Letter Ruling 9833020. [10316] September 23, 1998 TO: PENSION COMMITTEE No. 64-98 RE: IRS RULES US TAXPAYER NOT ENTITLED TO ROLLOVER CANADIAN PLAN ACCOUNT BALANCE INTO AN IRA ______________________________________________________________________________ The Internal Revenue...

1 See Institute Memorandum to Pension Committee No. 57-98 and Pension Operations Advisory Committee No. 42-98, dated August 31, 1998; Memorandum to Pension Committee No. 59-98, dated September 3, 1998; and Memorandum to Pension Operations Advisory Committee No. 43-98, dated September...

[10305] September 21, 1998 TO: BOARD OF GOVERNORS No. 57-98 FEDERAL LEGISLATION MEMBERS No. 21-98 PENSION COMMITTEE No. 62-98 PRIMARY CONTACTS - MEMBER COMPLEX No. 77-98 PUBLIC INFORMATION COMMITTEE No. 39-98 RE: FINAL REPORT OF THE NATIONAL SUMMIT ON RETIREMENT SAVINGS ______________...

[10285] September 16, 1998 TO: PENSION COMMITTEE No. 61-98 RE: INSTITUTE REQUESTS TREASURY EXPEDITE GUIDANCE ON 401(k) PLAN DESIGN-BASED SAFE HARBORS ______________________________________________________________________________ The Institute has submitted a letter to the Department...

1 See Institute Memorandum to Pension Committee No. 57-98 and Pension Operations Advisory Committee No. 42-98, dated August 31, 1998; Memorandum to Pension Committee No. 59-98, dated September 3, 1998; and Memorandum to Pension Operations Advisory Committee No. 43-98, dated September...

[10259] September 3, 1998 TO: PENSION COMMITTEE No. 59-98 TRANSFER AGENT ADVISORY COMMITTEE No. 56-98 ROTH IRA AD HOC COMMITTEE RE: INTERNAL REVENUE SERVICE RELEASES NOTICE ON ROTH IRA REPORTING ISSUES ______________________________________________________________________________ The...

[10252] September 3, 1998 TO: PENSION COMMITTEE No. 58-98 RE: IRS RELEASES PROPOSED REGULATIONS ON QUALIFIED STATE TUITION PLANS ______________________________________________________________________________ The Internal Revenue Service recently released proposed regulations relating...

[10241] August 31, 1998 TO: PENSION COMMITTEE No. 57-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-98 RE: INTERNAL REVENUE SERVICE RELEASES ROTH IRA PROPOSED REGULATIONS ______________________________________________________________________________ The Internal Revenue Service has...