Pension Content

June 12, 1991 TO: PENSION COMMITTEE NO. 14-91 RE: CALIFORNIA APPLIES COMMUNITY PROPERTY LAWS TO IRA ASSETS __________________________________________________________ Section 408(g) of the Internal Revenue Code provides that individual retirement arrangement provisions shall be applied...

June 4, 1991 TO: PENSION COMMITTEE NO. 13-91 RE: DOL SCHEDULES HEARING ON 404(C) REGULATION __________________________________________________________ Attached is a notice of the hearing scheduled by the Department of Labor on its proposed regulation under ERISA section 404(c)...

May 13, 1991 TO: OPERATIONS COMMITTEE NO. 15-91 PENSION COMMITTEE NO. 12-91 RE: PROCEDURE FOR REPORTING DESERT STORM IRA CONTRIBUTIONS __________________________________________________________ Attached is a draft letter to the Internal Revenue Service regarding the method by which...

- 1 - May 1, 1991 TO: PENSION COMMITTEE NO. 11-91 RE: DRAFT INSTITUTE COMMENT ON PROPOSED ERISA 404(c) REGULATION __________________________________________________________ Attached is a draft copy of the Institute's comments regarding the Department of Labor's proposed regulation...

May 1, 1991 TO: PENSION COMMITTEE NO. 10-91 RE: INSTITUTE RECOMMENDATIONS REGARDING PRIME ACCOUNTS __________________________________________________________ Attached are the Institute's recommendations regarding the PRIME Retirement Account Act of 1991. (See Institute Memorandum to...

April 30, 1991 TO: PENSION COMMITTEE NO. 9-91 OPERATIONS COMMITTEE NO. 13-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 22-91 RE: PROPOSED PENSION OPERATIONS COMMITTEE __________________________________________________________ The Institute has received many recent requests to develop a...

March 13, 1991 TO: PENSION COMMITTEE NO. 8-91 RE: DEPARTMENT OF LABOR REPROPOSES ERISA 404(c) REGULATION __________________________________________________________ Attached is a copy of the Department of Labor's reproposed regulation under ERISA Section 404(c). ERISA Section 404(c)...

March 8, 1991 TO: TAX COMMITTEE NO. 5-91 PENSION COMMITTEE NO. 7-91 RE: NOTICE OF MEETINGS, THURSDAY, APRIL 18, 1991 __________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Thursday, April 18, 1991. The Tax Committee...

- 1 - March 1, 1991 TO: PENSION COMMITTEE NO. 6-91 RE: DEPARTMENT OF LABOR PROPOSES EXEMPTION FOR "RELATIONSHIP BANKING" IRA AND KEOGH BENEFITS __________________________________________________________ The Department of Labor yesterday proposed a class exemption from the prohibited...

February 27, 1991 TO: PENSION COMMITTEE NO. 5-91 RE: IRA ROLLOVER OF MILITARY SEPARATION PAY __________________________________________________________ Attached is a copy of S. 252 which was introduced last month by Senator Warner to amend the Code to allow individuals to transfer...