Pension Operations Advisory Content

[13860] August 17, 2001 TO: PENSION COMMITTEE No. 59-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-01 RE: INSTITUTE SUBMITS LETTER TO THE TREASURY DEPARTMENT ON REVISIONS TO MODEL 402(f) NOTICE The Institute today submitted the attached letter to Treasury officials recommending...

[13848] August 15, 2001 TO: PENSION COMMITTEE No. 58-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-01 RE: INSTITUTE SUBMITS LETTER TO TREASURY DEPARTMENT ON IMPLEMENTATION OF CATCH-UP CONTRIBUTIONS The Institute recently provided the Treasury Department with some preliminary...

[13825] August 10, 2001 TO: PENSION COMMITTEE No. 56-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-01 RE: DRAFT LETTER ON REVISIONS TO MODEL 402(f) NOTICE Attached for your review is a draft letter to the Treasury Department and the IRS regarding modifications to the IRS model 402(f...

[13802] August 3, 2001 TO: PENSION COMMITTEE No. 51-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-01 TRANSFER AGENT ADVISORY COMMITTEE No. 58-01 RE: SUPPLEMENTAL MATERIALS REGARDING "402(f) NOTICE" CONFERENCE CALL SCHEDULED FOR AUGUST 8, 2001 AT 2:30 PM EST To help facilitate the...

[13796] August 1, 2001 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 47-01 RE: COMMITTEE MEETING - SEPTEMBER 11, 2001 The next meeting of the Pension Operations Advisory Committee is scheduled for Tuesday, September 11, 2001. The meeting will be held in the David Silver Conference...

[13790] July 31, 2001 TO: PENSION COMMITTEE No. 50-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-01 TRANSFER AGENT ADVISORY COMMITTEE No. 55-01 RE: CONFERENCE CALL ON 402(f) NOTICE ITEMS - AUGUST 8, 2001 AT 2:30 PM EST A conference call has been scheduled for Wednesday, August 8...

[13778] July 27, 2001 TO: 529 PLAN ADVISORY COMMITTEE No. 6-01 PENSION MEMBERS No. 25-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-01 RE: PRESIDENT SIGNS INTO LAW S.1190 RENAMING EDUCATION IRAs AS COVERDELL EDUCATION SAVINGS ACCOUNTS On July 26th, President Bush signed into law S...

[13772] July 26, 2001 TO: PENSION COMMITTEE No. 49-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-01 TRANSFER AGENT ADVISORY COMMITTEE No. 54-01 RE: INSTITUTE CONFERENCE CALL ON CATCH-UPS - MONDAY AUGUST 6, 2001, 2:00 PM EST We have scheduled a conference call for Monday, August 6...

[13739] July 17, 2001 TO: PENSION MEMBERS No. 24-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-01 TRANSFER AGENT ADVISORY COMMITTEE No. 52-01 RMD REFORM AD HOC COMMITTEE No. 3-01 RE: IRS RELEASES ADDITIONAL MODEL AMENDMENT FOR RETIREMENT PLANS UNDER SECTION 401(A)(9) The Internal...

[13692] June 29, 2001 TO: PENSION MEMBERS No. 23-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-01 RE: IRS ISSUES GUIDANCE ON PLAN AMENDMENTS RELATING TO THE ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001 The Internal Revenue Service recently issued Notice 2001-42, which...