Pension Content

[14528] March 14, 2002 TO: 529 PLAN ADVISORY COMMITTEE No. 10-02 PENSION COMMITTEE No. 8-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-02 RE: JOINT ICI/SIA LETTER TO STATE OFFICIALS CONCERNING CONFORMITY WITH EGTRRA CHANGES TO INTERNAL REVENUE CODE The Institute and the Securities...

[14428] February 6, 2002 TO: PENSION COMMITTEE No. 6-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-02 RE: REPRESENTATIVES PORTMAN AND CARDIN INTRODUCE H.R. 3669, THE “EMPLOYEE RETIREMENT SAVINGS BILL OF RIGHTS,” IN HOUSE OF REPRESENTATIVES On February 4, 2002, Representatives Rob...

[14424] February 4, 2002 TO: PENSION COMMITTEE No. 5-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-02 RE: PRELIMINARY AGENDA -- FEBRUARY 13 AND 14 JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETINGS As we previously informed you, the next joint meetings of the...

[14417] January 31, 2002 TO: PENSION COMMITTEE No. 4-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-02 RE: INSTITUTE SUBMITS LETTER ON CATCH-UP PROPOSED REGULATIONS TO TREASURY DEPARTMENT AND INTERNAL REVENUE SERVICE The Institute today submitted the attached letter to Treasury and...

[14396] January 24, 2002 TO: PENSION COMMITTEE No. 3-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-02 TAX COMMITTEE No. 2-02 RE: IRS REQUESTS COMMENTS ON TEMPORARY AND PROPOSED REGULATIONS PROVIDING EXPEDITED PROCESS TO OBTAIN INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS FOR FOREIGN...

[14368] January 17, 2002 TO: PENSION COMMITTEE No. 1-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-02 RE: DRAFT LETTER ON CATCH-UP PROPOSED REGULATIONS; CONFERENCE CALL SCHEDULED FOR WEDNESDAY, JANUARY 23, 2002, 4:00 PM EST A conference call has been scheduled for Wednesday, January...

[14371] January 17, 2002 TO: PENSION COMMITTEE No. 2-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-02 RE: FEBRUARY 13 AND 14 JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETINGS IN WASHINGTON, DC The next joint meetings of the Pension Committee and the Pension...

[14271] December 21, 2001 TO: PENSION COMMITTEE No. 77-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 77-01 RE: RECENT INSTITUTE DEVELOPMENTS IN THE PENSION AREA Institute Staff Developments The Institute has appointed Keith Lawson, an Institute attorney for the past thirteen years and...

[14265] December 20, 2001 TO: PENSION COMMITTEE No. 75-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-01 RE: JOINT LETTER TO CALIFORNIA LEGISLATURE URGING STATE LAW CONFORMITY WITH EGTRRA CHANGES As you know, a number of states will require legislation to amend their state income tax...

[14266] December 20, 2001 TO: PENSION COMMITTEE No. 76-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-01 RE: INSTITUTE LETTER TO FEDERAL THRIFT SAVINGS PLAN CONCERNING CERTIFICATION REQUIREMENT FOR ROLLOVERS Since July 1, 2001, the Thrift Savings Plan for federal employees has...