Pension Content

[14739] May 22, 2002 TO: PENSION COMMITTEE No. 19-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-02 RE: PRELIMINARY AGENDA -- JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING ON JUNE 4, 2002 A joint meeting of the Pension Committee and the Pension Operations...

[14735] May 21, 2002 TO: PENSION COMMITTEE No. 18-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-02 RE: PENDING CALIFORNIA LEGISLATION CONCERNING 403(b) ARRANGEMENTS UNDER THE STATE TEACHERS’ RETIREMENT SYSTEM The California Assembly is currently considering legislation, Assembly...

[14714] May 9, 2002 TO: PENSION COMMITTEE No. 16-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-02 RE: IRS ISSUES PROPOSED REGULATIONS CONCERNING ELIGIBLE DEFERRED COMPENSATION PLANS UNDER CODE SECTION 457 The Internal Revenue Service has issued the attached proposed regulations...

[14704] May 7, 2002 TO: PENSION COMMITTEE No. 15-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-02 RE: JUNE 4 JOINT COMMITTEE MEETING IN WASHINGTON, DC The next regularly scheduled joint meeting of the Pension Committee and the Pension Operations Advisory Committee will be held at...

[14663] April 23, 2002 TO: PENSION COMMITTEE No. 14-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-02 529 PLAN ADVISORY COMMITTEE No. 19-02 RE: HOUSE PASSES BILL TO MAKE PERMANENT THE PROVISIONS OF TAX LEGISLATION ENACTED LAST YEAR The enhancements to long-term savings vehicles that...

[14638] April 15, 2002 TO: PENSION COMMITTEE No. 12-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-02 RE: FORMAT FOR JOINT COMMITTEE MEETINGS We are interested in your views regarding the scheduling format for future meetings of the ICI Pension Committee and Pension Operations...

[14594] April 2, 2002 TO: INTERNATIONAL COMMITTEE No. 23-02 PENSION COMMITTEE No. 11-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-02 TAX COMMITTEE No. 11-02 RE: IRS GUIDANCE PERMITTING DEFERRAL OF US TAX ON ACCRUED CANADIAN RETIREMENT PLAN INCOME UNDER US-CANADA INCOME TAX TREATY...

[14580] March 28, 2002 TO: PENSION COMMITTEE No. 10-02 RE: APRIL 10 CONFERENCE CALL TO DISCUSS SIMPLIFICATION PRIORITIES AND INSTITUTE SUGGESTIONS FOR IRS BUSINESS PLAN A conference call has been scheduled for Wednesday, April 10 at 2:00 p.m. EDT to discuss (1) priorities concerning...

[14563] March 21, 2002 TO: PENSION COMMITTEE No. 9-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-02 TAX COMMITTEE No. 9-02 RE: DRAFT INSTITUTE COMMENTS FOR YOUR REVIEW ON THE INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER (ITIN) REGULATIONS As we previously informed you, the Internal...

[14537] March 14, 2002 TO: PENSION COMMITTEE No. 7-02 RE: INSTITUTE SUBMITS TESTIMONY TO HOUSE WAYS AND MEANS COMMITTEE ON RETIREMENT SECURITY ISSUES The Institute recently submitted written testimony to the House of Representatives’ Committee on Ways and Means regarding retirement...