Pension Content

July 1, 1992 TO: PENSION COMMITTEE NO. 22-92 RE: INSTITUTE SUBMISSION CONCERING REGULATORY BURDEN REDUCTION INITIATIVE __________________________________________________________ Attached is a copy of the Institute’s submission to the IRS in response to the regulatory burden reduction...

June 23, 1992 TO: PENSION COMMITTEE NO. 21-92 RE: INSTITUTE RESPONSE TO DEPARTMENT OF LABOR INQUIRY CONCERNING PTE 77-4 __________________________________________________________ Attached for your information is a copy of the Institute’s response to the Department of Labor’s inquiry...

June 11, 1992 TO: PENSION COMMITTEE NO. 20-92 RE: DRAFT LETTER TO DEPARTMENT OF LABOR CONCERNING PROHIBITED TRANSACTION EXEMPTION 77-4 __________________________________________________________ Attached for your review is a copy of a draft letter to the Department of Labor in response...

May 19, 1992 TO: PENSION COMMITTEE NO. 19-92 RE: PROPOSED SUBSTANTIATION GUIDELINES UNDER NONDISCRIMINATION RULES __________________________________________________________ Attached is a copy of IRS Announcement 92-81, which contains a proposed revenue procedure which would simplify...

May 5, 1992 TO: PENSION COMMITTEE NO. 18-92 RE: REGULATORY BURDEN REDUCTION INITIATIVE __________________________________________________________ As part of the President's Regulatory Burden Reduction Initiative, the Treasury Department and the IRS have issued the attached Notice 92...

April 27, 1992 TO: PENSION COMMITTEE NO. 17-92 RE: INSTITUTE LETTER TO SECRETARY OF LABOR CONCERNING PROPOSED REGULATION UNDER ERISA SECTION 404(c) __________________________________________________________ Attached is a copy of a letter submitted by the Institute to the Secretary of...

April 22, 1992 TO: PENSION COMMITTEE NO. 16-92 RE: VIRGINIA AMENDS PENSION WITHHOLDING REQUIREMENTS __________________________________________________________ As we previously reported, Virginia enacted legislation in 1991 requiring payors of pension and annuity distributions to...

April 16, 1992 TO: PENSION COMMITTEE NO. 15-92 RE: CLERICAL ERROR IN REREGISTERING MUTUAL FUND SHARES IN IRA ROLLOVER RESULTS IN TAXABLE DISTRIBUTION __________________________________________________________ In attached Private Letter Ruling 9211035, the Internal Revenue Service has...

April 9, 1992 TO: PENSION COMMITTEE NO. 14-92 RE: INTERNAL REVENUE SERVICE ISSUES LIST OF REQUIRED MODIFICATIONS FOR SPONSORS OF SIMPLIFIED EMPLOYEE PENSIONS __________________________________________________________ Attached is an Internal Revenue Service Information Package with...

March 25, 1992 TO: TAX COMMITTEE NO. 10-92 PENSION COMMITTEE NO. 13-92 RE: PRELIMINARY AGENDAS FOR TAX AND PENSION COMMITTEE MEETINGS - TUESDAY, APRIL 7, 1992 __________________________________________________________ Attached are copies of the preliminary agendas for the Tax and...