Pension Operations Advisory Content

[13679] June 28, 2001 TO: PENSION COMMITTEE No. 41-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-01 RE: DEPARTMENT OF LABOR ADVISORY OPINION CONCERNING STATUS OF INCOME WITHHOLDING NOTICE AS A “DOMESTIC RELATIONS ORDER” The Department of Labor recently issued an advisory opinion...

[13683] June 28, 2001 TO: PENSION COMMITTEE No. 42-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-01 RE: REMINDER - SPECIAL COMMITTEE MEETING ON PENSION LEGISLATION – JULY 19 The next combined meeting of the Pension and Pension Operations Advisory Committees is scheduled for Thursday...

[13652] June 21, 2001 TO: DIRECT MARKETING COMMITTEE No. 7-01 OPERATIONS COMMITTEE No. 21-01 PENSION COMMITTEE No. 37-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-01 SALES FORCE MARKETING COMMITTEE No. 8-01 SHAREHOLDER COMMUNICATIONS COMMITTEE No. 8-01 SMALL FUNDS COMMITTEE No. 9...

[13640] June 19, 2001 TO: PENSION COMMITTEE No. 36-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-01 RE: MARK YOUR CALENDAR: SPECIAL COMMITTEE MEETING ON PENSION LEGISLATION - JULY 19, 2001 As you are aware, the President signed H.R. 1836, the “Economic Growth and Tax Relief...

[13579] June 5, 2001 TO: PENSION MEMBERS No. 22-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-01 RE: IRS NOTICE CONCERNING INCLUSION OF ELECTIVE REDUCTIONS FOR QUALIFIED TRANSPORTATION FRINGES IN "COMPENSATION" The Internal Revenue Service has released Notice 2001-37, which provides...

[13574] June 1, 2001 TO: PENSION COMMITTEE No. 35-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-01 RMD REFORM AD HOC COMMITTEE RE: ICI TESTIFIES AT IRS HEARING ON RMD RULES The Internal Revenue Service held a hearing on its proposed regulations on required minimum distributions...

[13566] May 31, 2001 TO: PENSION MEMBERS No. 21-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-01 RE: CONGRESS PASSES H.R. 1836, THE “ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001” On May 26, 2001, Congress passed H.R. 1836, the “Economic Growth and Tax Relief...

[13518] May 16, 2001 TO: PENSION COMMITTEE No. 33-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-01 AD HOC COMMITTEE ON RMDS RE: INSTITUTE CONFERENCE CALL ON RMD REPORTING BY IRA TRUSTEES--MAY 22 AT 2:30 P.M. The Institute met with representatives of the Internal Revenue Service and...

[13522] May 16, 2001 TO: PENSION COMMITTEE No. 33-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-01 RMD REFORM AD HOC COMMITTEE No. 1-01 RE: INSTITUTE CONFERENCE CALL ON RMD REPORTING BY IRA TRUSTEES--MAY 22 AT 2:30 P.M. The Institute met with representatives of the Internal Revenue...

[13484] May 7, 2001 TO: PENSION COMMITTEE No. 29-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-01 RE: HOUSE PASSES H.R. 10, THE "COMPREHENSIVE RETIREMENT SECURITY AND PENSION REFORM ACT OF 2001" On May 2, 2001, the House of Representatives passed H.R. 10, the “Comprehensive...