Pension Content

[14180] November 26, 2001 TO: PENSION COMMITTEE No. 73-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 71-01 RE: INSTITUTE SUBMITS LETTER TO TREASURY DEPARTMENT ON PORTABILITY OF RETIREMENT ASSETS The Institute today submitted the attached letter to Treasury and IRS officials on the...

[14122] November 8, 2001 TO: PENSION COMMITTEE No. 72-01 INVESTMENT ADVICE AD HOC COMMITTEE No. 6-01 RE: HOUSE WAYS AND MEANS COMMITTEE APPROVES INVESTMENT ADVICE LEGISLATION Yesterday, the House Committee on Ways and Means approved H.R. 2269, the “Retirement Security Advice Act of...

[14093] October 29, 2001 TO: PENSION COMMITTEE No. 71-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-01 RE: CONFERENCE CALL ON PROPOSED REGULATIONS REGARDING CATCH-UP CONTRIBUTIONS -- MONDAY, NOVEMBER 5, 2001, 2:00 PM EST A conference call has been scheduled for Monday, November 5...

[14072] October 19, 2001 TO: PENSION COMMITTEE No. 69-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 65-01 RE: FINAL AGENDA AND DIAL-IN INFORMATION REGARDING JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING SCHEDULED FOR OCTOBER 23, 2001 (11:00 AM − 3:00 PM EST)...

[14075] October 19, 2001 TO: PENSION COMMITTEE No. 70-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-01 RE: DRAFT LETTER ON PORTABILITY-RELATED REGULATORY GUIDANCE Attached for your review is a draft letter to the Treasury Department and the IRS providing recommendations on...

[14057] October 17, 2001 TO: PENSION COMMITTEE No. 68-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-01 AD HOC COMMITTEE ON RMD REFORM RE: INSTITUTE LETTER CONCERNING IRA TRUSTEE REPORTING OF REQUIRED MINIMUM DISTRIBUTION AMOUNTS Attached is a copy of an Institute letter to the...

[14026] October 4, 2001 TO: PENSION COMMITTEE No. 67-01 INVESTMENT ADVICE AD HOC COMMITTEE No. 5-01 RE: HOUSE COMMITTEE APPROVES INVESTMENT ADVICE LEGISLATION Yesterday, the House Committee on Education and the Workforce favorably reported H.R. 2269, the “Retirement Security Advice...

[14021] October 4, 2001 TO: PENSION COMMITTEE No. 66-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-01 RE: JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING SCHEDULED FOR OCTOBER 23, 2001 (11 AM - 3 PM) - PRELIMINARY AGENDA A joint meeting of the Pension...

[13985] September 28, 2001 TO: PENSION COMMITTEE No. 65-01 RE: DOL ISSUES FINAL INDIVIDUAL EXEMPTION FOR EXTENSIONS OF CREDIT IN CONNECTION WITH REDEMPTIONS FROM UNITIZED FUNDS The Department of Labor has published a final exemption for certain extensions of credit by Riggs Bank, N.A...

[13980] September 26, 2001 TO: PENSION COMMITTEE No. 64-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-01 RE: PENSION COMMITTEE MEETING AND RESCHEDULED PENSION OPERATIONS ADVISORY COMMITTEE MEETING - OCTOBER 23, 2001 A joint meeting of the Pension Committee and the Pension Operations...