Pension Operations Advisory Content

[13998] October 1, 2001 TO: INVESTMENT ADVISER ASSOCIATE MEMBERS No. 16-01 INVESTMENT ADVISER MEMBERS No. 24-01 PENSION MEMBERS No. 30-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-01 RE: DOL PROPOSES EXTENDING PROHIBITED TRANSACTION EXEMPTION FOR CERTAIN INTEREST FREE LOANS TO...

[13990] September 28, 2001 TO: INDUSTRY STATISTICS COMMITTEE No. 7-01 PENSION MEMBERS No. 29-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-01 RESEARCH COMMITTEE No. 12-01 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF JUNE 30, 2001 The Institute recently surveyed certain...

[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...

[13963] September 20, 2001 TO: PENSION COMMITTEE No. 63-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 58-01 RE: RESCHEDULED CONFERENCE CALL ON PORTABILITY ISSUES -- SEPTEMBER 26, 2001 AT 1:30 PM EST, RATHER THAN AT 2:30 PM Please note that the conference call on “portability issues”...

[13954] September 17, 2001 TO: INVESTMENT ADVISER ASSOCIATE MEMBERS No. 13-01 INVESTMENT ADVISER MEMBERS No. 20-01 PENSION MEMBERS No. 27-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-01 RE: DEPARTMENT OF LABOR EXTENDS FILING DEADLINES AND ISSUES OTHER ERISA GUIDANCE The U.S...

[13959] September 17, 2001 TO: PENSION COMMITTEE No. 62-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-01 RE: CONFERENCE CALL ON PORTABILITY ISSUES RELATING TO EGTRRA -- SEPTEMBER 26, 2001 AT 2:30 PM EST A conference call has been scheduled for Wednesday, September 26, 2001 at 2:30 p...

[13922] September 5, 2001 TO: PENSION MEMBERS No. 26-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-01 RE: IRS ISSUES SAMPLE PLAN AMENDMENTS AND EFFECTIVE DATE GUIDANCE RELATING TO THE ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT The Internal Revenue Service recently issued (1)...

[13893] August 27, 2001 TO: PENSION COMMITTEE No. 61-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-01 RE: IRS REVIEW OF DETERMINATION LETTER PROCESS As we previously advised,1 the Internal Revenue Service in Notice 2001-42 stated that it was reviewing the design of the Employee...

[13889] August 24, 2001 TO: PENSION COMMITTEE No. 60-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-01 RMD REFORM AD HOC COMMITTEE No. 4-01 RE: INSTITUTE CONFERENCE CALL SCHEDULED FOR FRIDAY, SEPTEMBER 7, 2001 2:00 P.M. EST ON RMD REPORTING ISSUES The Institute has scheduled a...

[13876] August 22, 2001 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 52-01 RE: SEPTEMBER 11, 2001 COMMITTEE MEETING, WASHINGTON, D.C. The next Pension Operations Advisory Committee meeting is scheduled for Tuesday, September 11, 2001 at the Institute’s offices at 1401 H Street, N.W...