Pension Content

[18130] October 22, 2004 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 6-04 INVESTMENT ADVISERS COMMITTEE No. 16-04 PENSION COMMITTEE No. 50-04 SEC RULES COMMITTEE No. 82-04 RE: SEC APPROVES NASD PROPOSAL RELATING TO USE OF INVESTMENT ANALYSIS TOOLS The Securities and Exchange...

[18090] October 13, 2004 TO: PENSION COMMITTEE No. 49-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-04 RE: DOL PROPOSES REGULATIONS UNDER THE UNIFORMED SERVICES EMPLOYMENT AND REEMPLOYMENT RIGHTS ACT OF 1994 (USERRA) The Department of Labor’s Veterans’ Employment and Training...

[18081] October 7, 2004 TO: PENSION COMMITTEE No. 48-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-04 RE: CONFERENCE CALL SCHEDULED FOR WEDNESDAY, OCTOBER 13, AT 3:30 PM EASTERN TIME TO DISCUSS AUTOMATIC ROLLOVERS AND ROTH 401(K) ISSUES A conference call has been scheduled for...

[18074] October 6, 2004 TO: PENSION COMMITTEE No. 47-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-04 RE: PRELIMINARY AGENDA FOR OCTOBER 19, 2004 JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING Attached is the preliminary agenda for the joint meeting of the Pension...

[18053] September 30, 2004 TO: PENSION COMMITTEE No. 46-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 65-04 RE: IRS DRAFT REVENUE PROCEDURE DESCRIBING SIX-YEAR AMENDMENT/ APPROVAL CYCLES FOR PROTOTYPE PLANS The Internal Revenue Service has issued Announcement 2004-71, which requests...

[18046] September 29, 2004 TO: PENSION COMMITTEE No. 45-04 RE: DEPARTMENT OF LABOR PROPOSES AMENDMENTS TO PROHIBITED TRANSACTION EXEMPTION 84-24 The Department of Labor has proposed the attached amendments to Prohibited Transaction Exemption 84-24, a class exemption that addresses...

[18035] September 23, 2004 TO: PENSION COMMITTEE No. 44-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-04 RESEARCH COMMITTEE No. 25-04 529 PLAN ADVISORY COMMITTEE No. 36-04 RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAs AS OF JUNE 30, 2004 The Institute recently surveyed...

[17976] September 14, 2004 TO: PENSION COMMITTEE No. 43-04 RE: DRAFT TESTIMONY ON DISCLOSURE TO PLAN SPONSORS AND PARTICIPANTS FOR SUBMISSION TO THE ERISA ADVISORY COUNCIL; COMMENTS REQUESTED As we previously informed you, the ERISA Advisory Council is currently studying fee and...

[17953] September 8, 2004 TO: PENSION COMMITTEE No. 42-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-04 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 19, 2004, 10:00 AM-3:00 PM The next joint meeting of the Pension and Pension Operations Advisory...

[17946] September 2, 2004 TO: PENSION COMMITTEE No. 41-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-04 RESEARCH COMMITTEE No. 21-04 RE: UPDATE OF IRS STATISTICS OF INCOME DIVISION IRA INFORMATION Through a cooperative effort with the Internal Revenue Service (IRS), Statistics of...