Pension Content

[16554] September 17, 2003 TO: PENSION COMMITTEE No. 34-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-03 RESEARCH COMMITTEE No. 19-03 529 PLAN ADVISORY COMMITTEE No. 53-03 RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAS AS OF JUNE 30, 2003 The Institute recently surveyed...

[16515] September 9, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 50-03 OPERATIONS COMMITTEE No. 17-03 PENSION COMMITTEE No. 33-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-03 TAX COMMITTEE No. 57-03 TRANSFER AGENT ADVISORY COMMITTEE No. 84-03 RE: DISCUSSION OUTLINE FOR WEDNESDAY...

[16487] September 3, 2003 TO: PENSION COMMITTEE No. 32-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-03 RE: INSTITUTE COMMENT LETTER ON SECOND IRS WHITE PAPER CONCERNING DETERMINATION LETTER PROCESS The Institute has filed the attached comment letter with the Internal Revenue...

[16465] August 26, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 47-03 OPERATIONS COMMITTEE No. 14-03 PENSION COMMITTEE No. 31-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-03 TAX COMMITTEE No. 53-03 TRANSFER AGENT ADVISORY COMMITTEE No. 79-03 RE: CONFERENCE CALL TO DISCUSS REPORTING...

[16464] August 25, 2003 TO: PENSION COMMITTEE No. 30-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-03 RE: CONFERENCE CALL TO DISCUSS COMPREHENSIVE PROPOSED REGULATIONS ON 401(K) PLANS - TUESDAY, SEPTEMBER 9, 2003 AT 2:00 P.M. EDT A conference call has been scheduled for Tuesday...

[16460] August 22, 2003 TO: PENSION COMMITTEE No. 29-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 52-03 RE: SEPTEMBER 4 CONFERENCE CALL TO DISCUSS ERISA ADVISORY COUNCIL’S REVIEW OF "OPTIONAL PROFESSIONAL MANAGEMENT" IN DEFINED CONTRIBUTION PLANS A conference call has been scheduled...

[16448] August 19, 2003 TO: PENSION COMMITTEE No. 28-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-03 TAX COMMITTEE No. 52-03 RE: IRS ISSUES PROPOSED REGULATIONS CONCERNING WAIVER OF PENALTIES FOR FAILURE TO FILE CORRECT INFORMATION RETURNS The Internal Revenue Service (“IRS”) has...

[16434] August 18, 2003 TO: PENSION COMMITTEE No. 27-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-03 RE: DRAFT INSTITUTE COMMENT LETTER ON SECOND IRS WHITE PAPER CONCERNING DETERMINATION LETTER PROCESS As we previously informed you,1 the Internal Revenue Service issued a second...

ACTION REQUESTED [16437] August 15, 2003 TO: BANK AND TRUST ADVISORY COMMITTEE No. 10-03 BROKER/DEALER ADVISORY COMMITTEE No. 27-03 MONEY LAUNDERING RULES WORKING GROUP No. 50-03 PENSION COMMITTEE No. 26-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-03 TRANSFER AGENT ADVISORY...

[16428] August 12, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 44-03 BROKER/DEALER ADVISORY COMMITTEE No. 25-03 BROKER/DEALER ASSOCIATE MEMBERS No. 4-03 COMPLIANCE ADVISORY COMMITTEE No. 60-03 INTERNAL AUDIT ADVISORY COMMITTEE No. 7-03 MONEY LAUNDERING RULES WORKING GROUP No. 49-03...