Pension Content

March 4, 1992 TO: TAX COMMITTEE NO. 7-92 PENSION COMMITTEE NO. 12-92 RE: NOTICE OF MEETINGS, APRIL 7, 1992 __________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Tuesday, April 7, 1992. The Tax Committee will meet at...

March 2, 1992 TO: PENSION COMMITTEE NO. 11-92 RE: INTERNAL REVENUE SERVICE ANNOUNCES EXTENSION OF EFFECTIVE DATE FOR NONDISCRIMINATION REQUIREMENTS FOR QUALIFIED PLANS __________________________________________________________ The attached Internal Revenue Service Announcement (No. 92...

February 18, 1992 TO: PENSION COMMITTEE NO. 10-92 RE: VIRGINIA BEGINS WITHHOLDING ON CERTAIN PENSION DISTRIBUTIONS __________________________________________________________ In 1991, Virginia enacted legislation, SB-765 and HB-1734, attached, which amends Virginia withholding...

February 7, 1992 TO: PENSION COMMITTEE NO. 9-92 RE: PRIVATE LETTER RULING ON ROLLOVER OF LUMP SUM DISTRIBUTION DESPITE EARLIER RECEIPT OF REQUIRED MINIMUM DISTRIBUTIONS __________________________________________________________ In attached Private Letter Ruling 9143078, an employee...

January 30, 1992 TO: BOARD OF GOVERNORS NO. 8-92 TAX COMMITTEE NO. 3-92 ACCOUNTING/TREASURERS COMMITTEE NO. 6-92 PENSION COMMITTEE NO. 8-92 OPERATIONS COMMITTEE NO. 3-92 CLOSED-END FUND COMMITTEE NO. 2-92 UNIT INVESTMENT TRUST COMMITTEE NO. 7-92 RE: ADMINISTRATION'S TAX PROPOSALS ____...

January 28, 1992 TO: PENSION COMMITTEE NO. 6-92 RE: INSTITUTE SUPPLEMENTARY COMMENTS ON DEPARTMENT OF LABOR PROPOSED REGULATION UNDER ERISA SECTION 404(C) __________________________________________________________ Attached is a copy of supplementary comments submitted by the Institute...

January 28, 1992 TO: PENSION COMMITTEE NO. 7-92 RE: STATE PENSION WITHHOLDING SURVEY __________________________________________________________ The Institute is preparing an updated version of its 1987 survey of state laws concerning withholding on pension and other retirement...

January 20, 1992 TO: BOARD OF GOVERNORS NO. 6-92 MEMBERS - ONE PER COMPLEX NO. 3-92 DIRECT MARKETING COMMITTEE NO. 2-92 OPERATIONS COMMITTEE NO. 2-92 PENSION COMMITTEE NO. 5-92 PUBLIC INFORMATION COMMITTEE NO. 3-92 RESEARCH COMMITTEE NO. 1-92 SALES FORCE MARKETING COMMITTEE NO. 2-92...

January 13, 1992 TO: PENSION COMMITTEE NO. 4-92 RE: PROHIBITED TRANSACTION EXEMPTIONS 77-4 AND 77-9 __________________________________________________________ Attached for your review prior to the upcoming Pension Committee Meeting is a draft letter to the Department of Labor...

January 10, 1992 TO: PENSION COMMITTEE NO. 3-92 RE: PROPOSED INSTITUTE QUARTERLY PENSION QUESTIONNAIRE __________________________________________________________ The Institute is developing a quarterly questionnaire designed to collect from its members detailed information concerning...