Pension Operations Advisory 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...

[14144] November 15, 2001 TO: PENSION MEMBERS No. 34-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-01 RE: IRS EXTENDS GUST REMEDIAL AMENDMENT PERIOD The Internal Revenue Service has issued Revenue Procedure 2001-55, which extends the “GUST” remedial amendment period for all plans to...

[14096] October 31, 2001 TO: INVESTMENT ADVISER ASSOCIATE MEMBERS No. 17-01 INVESTMENT ADVISER MEMBERS No. 27-01 OPERATIONS MEMBERS No. 23-01 PENSION MEMBERS No. 33-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-01 SEC RULES MEMBERS No. 71-01 SMALL FUNDS MEMBERS No. 31-01 TAX MEMBERS...

[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...

[14079] October 23, 2001 TO: PENSION MEMBERS No. 32-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-01 RE: IRS ISSUES GUIDANCE ON "CATCH-UP" CONTRIBUTIONS FOR RETIREMENT PLANS The Internal Revenue Service has issued proposed regulations on “catch-up” contributions that may be made to...

[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...

[14050] October 12, 2001 TO: PENSION MEMBERS No. 31-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 63-01 RE: IRS ISSUES ANNOUNCEMENT ON SAVER’S TAX CREDIT FOR CONTRIBUTIONS TO RETIREMENT PLANS AND IRAS The Internal Revenue Service has issued Announcement 2001-106, which describes the...

[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...