Pension Operations Advisory Content

[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...

[14354] January 15, 2002 TO: PENSION MEMBERS No. 2-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-02 RE: FEDERAL THRIFT SAVINGS PLAN RESPONSE TO INSTITUTE LETTER CONCERNING CERTIFICATION REQUIREMENT FOR ROLLOVERS The Institute last month submitted a letter to the Thrift Savings Plan...

[14301] January 4, 2002 TO: PENSION MEMBERS No. 1-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-02 TRANSFER AGENT ADVISORY COMMITTEE No. 1-02 RE: IRS ISSUES GUIDANCE ON IRA, SEP AND SIMPLE IRA DOCUMENTS The Internal Revenue Service has issued Revenue Procedure 2002-10, which...

[14280] December 27, 2001 TO: PENSION MEMBERS No. 42-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 79-01 RE: IRS RELEASES REVISED SAFE HARBOR EXPLANATION UNDER CODE SECTION 402(f) The Internal Revenue Service has issued Notice 2002-3, which contains two “safe harbor explanations” that...

[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...

[14276] December 21, 2001 TO: PENSION MEMBERS No. 40-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 78-01 RE: IRS GUIDANCE ON CATCH-UP CONTRIBUTION UNIVERSAL AVAILABILITY REQUIREMENT AND CERTAIN 401(k) CONTRIBUTIONS AND DISTRIBUTIONS The Internal Revenue Service has issued Notice 2002-4...

[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...

[14234] December 14, 2001 TO: PENSION MEMBERS No. 38-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 74-01 RE: PRESIDENT’S SOCIAL SECURITY COMMISSION ISSUES REPORT; HOUSE OF REPRESENTATIVES RESOLUTION EXPRESSES NEED FOR REFORM The President’s Commission to Strengthen Social Security...

[14221] December 13, 2001 TO: PENSION MEMBERS No. 37-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 73-01 RE: IRS ANNOUNCES PENSION PLAN LIMITATIONS FOR TAX YEAR 2002 The Internal Revenue Service has issued the attached news release concerning dollar limitations applicable to pension...