Pension Content

October 27, 1993 TO: PENSION COMMITTEE NO. 36-93 RE: DEPARTMENT OF LABOR REQUEST FOR INFORMATION CONCERNING QUALIFIED DOMESTIC RELATIONS ORDERS __________________________________________________________ Attached is a copy of a Department of Labor request for information concerning...

October 5, 1993 TO: PENSION COMMITTEE NO. 34-93 RE: IRS FINALIZES SUBSTANTIATION GUIDELINES AND FULLY OPENS DETERMINATION LETTER PROGRAM __________________________________________________________ In 1992, the IRS proposed issuing a revenue procedure that would simplify plan sponsors'...

September 27, 1993 TO: PENSION COMMITTEE NO. 33-93 RE: IRS ISSUES FINAL DISCRIMINATION AND RELATED REGULATIONS _________________________________________________________ Attached are copies of final regulations issued by the Internal Revenue Service concerning the nondiscrimination...

September 24, 1993 TO: PENSION COMMITTEE NO. 32-93 RE: IRS GUIDELINES FOR EXAMINATION OF PLANS UNDER CODE SECTIONS 401(k) AND 401(m) __________________________________________________________ The Internal Revenue Service has developed guidelines for employee plans examiners concerning...

September 9, 1993 TO: PENSION COMMITTEE NO. 31-93 RE: SPECIAL MEETING - OCTOBER 12, 1993 __________________________________________________________ The Institute is considering a major initiative to promote and enhance the benefits of defined contribution plans. In order to devote the...

September 8, 1993 TO: PENSION COMMITTEE NO. 30-93 TAX COMMITTEE NO. 35-93 RE: NOTICE OF MEETINGS - WEDNESDAY, OCTOBER 13, 1993 __________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Wednesday, October 13, 1993. The Tax...

August 25, 1993 TO: PENSION COMMITTEE NO. 29-93 RE: NEW YORK LEGISLATION PERMITS DIRECT ROLLOVERS UNDER NEW YORK CITY ADMINISTRATIVE CODE __________________________________________________________ As we previously informed you, section 522(d) of the Unemployment Compensation...

August 16, 1993 TO: BOARD OF GOVERNORS NO. 74-93 BROKER/DEALER ASSOCIATE MEMBERS NO. 18-93 DIRECT MARKETING COMMITTEE NO. 43-93 MARKETING POLICY COMMITTEE NO. 34-93 MEMBERS - ONE PER COMPLEX NO. 53-93 PENSION COMMITTEE NO. 28-93 PUBLIC INFORMATION COMMITTEE NO. 45-93 RESEARCH...

August 10, 1993 TO: INVESTMENT ADVISERS COMMITTEE NO. 23-93 PENSION COMMITTEE NO. 26-93 RE: MEETING TO DISCUSS DEPARTMENT OF LABOR PROHIBITED TRANSACTION PROCEDURES __________________________________________________________ The Department of Labor's ERISA Advisory Council has formed a...

August 10, 1993 TO: PENSION COMMITTEE NO. 27-93 RE: SENATORS METZENBAUM AND KASSEBAUM INTRODUCE ERISA LEGISLATION __________________________________________________________ As we informed you earlier this summer, Senator Metzenbaum withdrew from the budget reconciliation legislation...