Pension Content

[14967] July 29, 2002 TO: PENSION COMMITTEE No. 30-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-02 RE: DRAFT INSTITUTE LETTER CONCERNING IRA TRUSTEE REPORTING AND MULTIPLE ACCOUNTS UNDER THE FINAL RMD REGULATIONS The attached draft letter to the Internal Revenue Service addresses...

[14958] July 24, 2002 TO: PENSION COMMITTEE No. 29-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-02 RE: IRS ISSUES PROPOSED REGULATIONS ON EARNINGS CALCULATIONS FOR EXCESS IRA CONTRIBUTIONS The Internal Revenue Service recently issued proposed regulations on the calculation of net...

[14944] July 23, 2002 TO: PENSION COMMITTEE No. 28-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-02 RE: SENATE-PASSED ACCOUNTING REFORM LEGISLATION INCLUDES NOTICE REQUIREMENT FOR “BLACKOUT PERIODS” INVOLVING COMPANY STOCK The “Public Company Accounting Reform and Investor...

[14947] July 22, 2002 TO: PENSION COMMITTEE No. 27-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 47-02 RE: INSTITUTE TESTIFIES AT ERISA ADVISORY COUNCIL MEETING ON ORPHAN PLANS The Institute recently testified at a meeting of the ERISA Advisory Council’s Working Group on Orphan Plans.1...

[14934] July 22, 2002 TO: PENSION COMMITTEE No. 26-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-02 RE: DRAFT INSTITUTE COMMENT LETTER ON PROPOSED REGULATIONS UNDER SECTION 457 OF THE CODE As we previously informed you,1 the Internal Revenue Service recently issued proposed...

[14841] June 28, 2002 TO: PENSION COMMITTEE No. 25-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-02 RE: CONFERENCE CALL TO DISCUSS ORPHAN PLANS -- TUESDAY, JULY 2, 2002 AT 1:00 PM EDT A conference call has been scheduled for Tuesday, July 2, 2002 at 1:00 p.m. EDT to discuss the...

[14823] June 25, 2002 TO: PENSION COMMITTEE No. 24-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-02 RE: FURTHER AMENDMENTS TO CALIFORNIA 403(b) LEGISLATION Assembly Bill 2506, which is now under consideration in the California Senate, has been further amended to revise the...

[14821] June 24, 2002 TO: PENSION COMMITTEE No. 23-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-02 RE: HOUSE PASSES BILL TO MAKE PERMANENT THE PENSION PROVISIONS OF EGTRRA On June 21, the House of Representatives passed H.R. 4931, the “Retirement Savings Security Act of 2002” by a...

[14816] June 20, 2002 TO: PENSION COMMITTEE No. 22-02 RE: DOL PROPOSES AMENDMENT TO PTE 97-11 TO PERMIT CONSIDERATION OF INDIVIDUAL RETIREMENT ANNUITIES FOR REDUCED OR NO COST SERVICES The Department of Labor has proposed expanding the scope of Prohibited Transaction Exemption 97-11...

[14808] June 18, 2002 TO: PENSION COMMITTEE No. 21-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-02 RE: CONFERENCE CALL TO DISCUSS CALIFORNIA 403(b) LEGISLATION AND INSTITUTE COMMENTS CONCERNING SECTION 457 PROPOSED REGULATIONS A conference call has been scheduled for Thursday, June...