Pension Content

    [23681]   August 5, 2009 TO: PENSION COMMITTEE No. 16-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-09     RE: CONFERENCE CALL TO DISCUSS TREASURY REQUEST FOR COMMENTS ON 529 PLANS - THURSDAY AUG. 6, 2:00 PM ET   The Treasury Department has asked for comments on Section 529...

    [23644]   July 21, 2009 TO: PENSION COMMITTEE No. 15-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-09     RE: ICI DRAFT COMMENT LETTER ON IRS PROPOSAL TO ALLOW SUSPENSION OF SAFE HARBOR NONELECTIVE CONTRIBUTIONS   Attached is a draft letter on the IRS’ proposed regulations...

    [23615]   July 10, 2009 TO: PENSION COMMITTEE No. 14-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-09     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL SCHEDULED FOR JULY 23 AT 3:00 PM EASTERN TIME   The joint conference call of the Pension and...

  URGENT/ACTION REQUESTED [23523]   June 11, 2009 TO: PENSION COMMITTEE No. 13-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-09     RE: DRAFT TARGET DATE FUNDS DISCLOSURE PRINCIPLES -- COMMENTS REQUESTED   As we discussed at the Pension Committee meeting on June 3rd, attached is the...

    [23478]   May 22, 2009 TO: PENSION COMMITTEE No. 12-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-09 SEC RULES COMMITTEE No. 25-09     RE: SEC/DOL ANNOUNCE JOINT HEARING ABOUT TARGET DATE FUNDS   The Securities and Exchange Commission and the Department of Labor announced that...

    [23470]   May 20, 2009 TO: PENSION COMMITTEE No. 11-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-09     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- J. MARK IWRY CONFIRMED AS GUEST SPEAKER   The joint meeting of the Pension and Pension Operations...

  URGENT/ACTION REQUESTED [23465]   May 19, 2009 TO: PENSION COMMITTEE No. 10-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-09     RE: ICI DRAFT RECOMMENDATIONS FOR 2009-2010 TREASURY/IRS GUIDANCE PRIORITY LIST   Notice 2009-43 [1] invites public comment on recommendations for...

    [23461]   May 18, 2009 TO: PENSION COMMITTEE No. 9-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-09     RE: IRS PROPOSES RULES TO ALLOW EMPLOYERS TO SUSPEND SAFE-HARBOR NONELECTIVE CONTRIBUTIONS   IRS proposed regulations allowing 401(k) and 403(b) plans using the design-based...

    [23442]   May 14, 2009 TO: PENSION COMMITTEE No. 8-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-09     RE: PRELIMINARY AGENDA FOR JUNE 3 JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING   The joint meeting of the Pension and Pension Operations Advisory Committees...

    [23380]   April 3, 2009 TO: PENSION COMMITTEE No. 7-09 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-09     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL SCHEDULED FOR APRIL 14 AT 3:00 PM EASTERN TIME   The joint conference call of the Pension and...