Pension Content

[16338] July 22, 2003 TO: PENSION COMMITTEE No. 23-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-03 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 23, 2003, 10:00 AM-3:00 PM The next joint meeting of the Pension and Pension Operations Advisory...

[16294] July 14, 2003 TO: PENSION COMMITTEE No. 22-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-03 RE: ADDITIONAL DISCUSSION TOPIC FOR JULY 16 CONFERENCE CALL -- RECENT DOL ADVISORY OPINION ON DIRECTED TRUSTEES’ RECEIPT OF FEES UNDER BUNDLED SERVICES ARRANGEMENTS As we previously...

[16283] July 10, 2003 TO: PENSION COMMITTEE No. 21-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-03 RE: JULY 21 CONFERENCE CALL TO DISCUSS SECOND IRS WHITE PAPER ON DETERMINATION LETTER PROCESS A conference call has been scheduled for Monday, July 21 at 2:00 p.m. EDT to discuss the...

[16282] July 9, 2003 TO: PENSION COMMITTEE No. 20-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-03 RE: PROPOSED REGULATIONS MODIFY ANTI-CUTBACK RULES BY REMOVING 90- DAY NOTICE PROVISION; REQUEST FOR COMMENTS The IRS has issued proposed regulations relating to the elimination of...

[16276] July 9, 2003 TO: PENSION COMMITTEE No. 19-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-03 RE: JULY 17 CONFERENCE CALL TO DISCUSS TAX ISSUES ARISING FROM SECTION 403(B) ARRANGEMENTS A conference call has been scheduled for Thursday, July 17 at 2:00 p.m. EST to discuss tax...

[16256] July 1, 2003 TO: PENSION COMMITTEE No. 18-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-03 RE: JULY 16 CONFERENCE CALL TO DISCUSS DOL GUIDANCE ON ALLOCATION OF PLAN EXPENSES A conference call has been scheduled for Wednesday, July 16, 2003 at 2:00 pm EDT regarding the...

[16220] June 19, 2003 TO: PENSION COMMITTEE No. 17-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-03 RE: JULY 9 CONFERENCE CALL TO DISCUSS CALIFORNIA 403(B) VENDOR REGISTRATION SYSTEM A conference call has been scheduled for Wednesday, July 9 at 1:00 p.m. EST to discuss the vendor...

[16126] June 4, 2003 TO: PENSION COMMITTEE No. 15-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-03 RE: PRELIMINARY AGENDA -- JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING ON JUNE 12, 2003 A joint meeting of the Pension Committee and the Pension Operations...

[16095] May 20, 2003 TO: PENSION COMMITTEE No. 14-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-03 RE: TREASURY RELEASES PROPOSED DEEMED IRA REGULATIONS; REQUEST FOR COMMENTS Treasury and the Internal Revenue Service (the “Service”) have released proposed regulations under Code...

[16051] May 13, 2003 TO: PENSION COMMITTEE No. 13-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-03 RE: INTERNAL REVENUE SERVICE RELEASES SECOND WHITE PAPER ON DETERMINATION LETTER PROCESS The Internal Revenue Service has issued a second white paper in connection with its review of...