Pension Content

1 See Institute memorandum to Pension Committee No. 48-97 and Pension Operations Advisory Committee No. 47-97, dated December 1, 1997. [9471] December 3, 1997 VIA FACSIMILE TO: PENSION COMMITTEE No. 49-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-97 AD HOC COMMITTEE ON ROTH IRA RE...

[9466] December 1, 1997 VIA FACSIMILE TO: PENSION COMMITTEE No. 48-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 47-97 RE: IRS-APPROVED ROTH IRA TRUST AND CUSTODIAL AGREEMENTS ______________________________________________________________________________ The IRS has released its model...

[9454] November 25, 1997 TO: PENSION COMMITTEE No. 47-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-97 RE: LETTER TO IRS ON ROTH IRA CONVERSION REPORTING ISSUES ______________________________________________________________________________ Last week, the Institute sent a letter to...

[9449] November 24, 1997 TO: PENSION COMMITTEE No. 46-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-97 RE: NEW SUBCOMMITTEE ON TECHNOLOGY SCHEDULED TO MEET ON JANUARY 8 ____________________________________________________________________________________ The Institute is forming a...

[9384] October 31, 1997 TO: PENSION COMMITTEE No. 45-97 AD HOC COMMITTEE ON EDUCATION IRA RE: INSTITUTE SUBMITS PROTOTYPE EDUCATION IRA CUSTODIAL AGREEMENT TO IRS ______________________________________________________________________________ The Institute has submitted to the Internal...

[9385] October 31, 1997 TO: PENSION COMMITTEE No. 44-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-97 AD HOC COMMITTEE ON ROTH IRA RE: DRAFT COMBINED FORM 5305-TRA FOR THE ROTH IRA AND TRADITIONAL IRA ______________________________________________________________________________ The...

[9380] October 29, 1997 TO: PENSION COMMITTEE No. 43-97 RE: INSTITUTE LETTER TO DOL AND SEC ON CROSS-TRADES ______________________________________________________________________________ The Institute has sent a letter to Olena Berg, Assistant Secretary for Pension & Welfare Benefits...

[9370] October 28, 1997 TO: PENSION COMMITTEE No. 42-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-97 RE: INSTITUTE’S SECOND SIMPLE PLANS SURVEY ______________________________________________________________________________ The Institute recently surveyed its committee members to...

[9344] October 17, 1997 TO: PENSION COMMITTEE No. 41-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-97 AD HOC COMMITTEE ON ROTH IRA RE: DRAFT ROTH IRA CUSTODIAL AGREEMENT FOR REVIEW AND COMMENT ______________________________________________________________________________ Attached...

[9327] VIA FAX October 10, 1997 TO: PENSION COMMITTEE No. 40-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-97 RE: CHAIRMAN’S MARK OF THE TAX TECHNICAL CORRECTIONS ACT OF 1997 ______________________________________________________________________________ The House Ways and Means...