Pension Operations Advisory Content

[14505] March 6, 2002 TO: PENSION MEMBERS No. 8-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-02 RE: IRS CHANGES TO SAFE HARBOR EXPLANATION UNDER CODE SECTION 402(f) Late last year, the Internal Revenue Service issued an advance copy of Notice 2002-3, which contained two “safe...

[14483] February 27, 2002 TO: PENSION MEMBERS No. 7-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-02 TRANSFER AGENT ADVISORY COMMITTEE No. 14-02 RE: INSTITUTE LETTER TO INTERNAL REVENUE SERVICE CONCERNING DEADLINE FOR USE OF REVISED MODEL IRA FORMS As you know, the Internal Revenue...

[14453] February 12, 2002 TO: EQUITY MARKETS ADVISORY COMMITTEE No. 8-02 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 5-02 INVESTMENT ADVISER MEMBERS No. 8-02 PENSION MEMBERS No. 5-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-02 RE: DEPARTMENT OF LABOR ISSUES FINAL CLASS EXEMPTION 2002...

[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...

[14374] February 5, 2002 TO: ACCOUNTING/TREASURERS COMMITTEE No. 7-02 CONFERENCE PROMOTIONS DIRECT MARKETING COMMITTEE No. 5-02 INVESTMENT ADVISER MEMBERS No. 6-02 OPERATIONS MEMBERS No. 3-02 PENSION MEMBERS No. 4-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-02 PRIMARY CONTACTS -...

[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...

[14392] January 24, 2002 TO: PENSION MEMBERS No. 3-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-02 TAX MEMBERS No. 4-02 RE: IRS ISSUES TEMPORARY AND PROPOSED REGULATIONS PROVIDING EXPEDITED PROCESS TO OBTAIN INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS FOR FOREIGN PAYEES The Internal...

[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...