Pension Content

[17915] August 25, 2004 TO: PENSION COMMITTEE No. 39-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-04 OPERATIONS CHAIRMAN ADVISORY GROUP No. 1-04 RE: ALTERNATIVES TO SEC “HARD 4 PM CLOSE” PROPOSAL; CONFERENCE CALL SCHEDULED FOR AUGUST 30 AT 2:00 PM As you are aware, the SEC has...

[17914] August 24, 2004 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 58-04 PENSION COMMITTEE No. 40-04 RE: REV. PROC. 2004-56 PROVIDES MODEL AMENDMENTS FOR 457(B) PLANS The Internal Revenue Service has released Revenue Procedure 2004-56 (attached), which provides model amendments...

[17893] August 13, 2004 TO: PENSION COMMITTEE No. 38-04 RE: AGENDA AND BACKGROUND MATERIALS FOR AUGUST 16 CONFERENCE CALL ON DISCLOSURE TO PLAN SPONSORS AND PARTICIPANTS As we previously informed you,1 a conference call has been scheduled for Monday, August 16, at 2:00 p.m. Eastern...

[17885] August 11, 2004 TO: PENSION COMMITTEE No. 37-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-04 TAX COMMITTEE No. 27-04 RE: CONFERENCE CALL TO DISCUSS REVISED 2004 EXPLANATIONS FOR FORM 1099- R CODES 1 AND 2 The Internal Revenue Service has released revised explanations for...

[17853] August 2, 2004 TO: PENSION COMMITTEE No. 36-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-04 RE: INSTITUTE COMMENT LETTER ON IRS PROPOSAL CONCERNING REVIEW OF PROTOTYPE PLANS The Institute has submitted the attached comment letter to the Internal Revenue Service concerning...

[17835] July 29, 2004 TO: PENSION COMMITTEE No. 35-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-04 TAX COMMITTEE No. 24-04 RE: CONFERENCE CALL TO DISCUSS REVISED INSTRUCTIONS TO FORM 1099-R The Internal Revenue Service has released revised explanations for Codes 1 and 2 of Form...

[17821] July 29, 2004 TO: PENSION COMMITTEE No. 34-04 RE: CONFERENCE CALL SCHEDULED FOR MONDAY, AUGUST 16 TO DISCUSS DISCLOSURE TO PLAN SPONSORS AND PARTICIPANTS A conference call has been scheduled for Monday, August 16 at 2:00 p.m. Eastern time, to discuss fee and expense disclosure...

[17814] July 27, 2004 TO: PENSION COMMITTEE No. 33-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-04 RE: DRAFT INSTITUTE COMMENT LETTER ON IRS PROPOSAL CONCERNING REVIEW OF PROTOTYPE PLANS Attached for your review is a draft comment letter to the Internal Revenue Service concerning...

[17770] July 14, 2004 TO: PENSION COMMITTEE No. 32-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-04 RE: DRAFT COMMENT LETTER REGARDING NEW 2004 INSTRUCTIONS FOR FORM 1099-R Attached for your review is a draft Institute comment letter regarding the revised 2004 instructions for Form...

[17687] June 18, 2004 TO: PENSION COMMITTEE No. 30-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-04 RE: CONFERENCE CALL TO DISCUSS PROPOSED GUARDSMEN AND RESERVISTS FINANCIAL RELIEF ACT (H.R. 1779) H.R. 1779, the “Guardsmen and Reservists Financial Relief Act of 2004,” which passed...