Pension Operations Advisory Content

[13421] April 17, 2001 TO: PENSION MEMBERS No. 19-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-01 AD HOC COMMITTEE ON RMD REFORM RE: INSTITUTE COMMENT LETTER ON IRS PROPOSED REGULATIONS ON REQUIRED MINIMUM DISTRIBUTIONS Attached is a copy of the Institute’s comment letter on the...

[13419] April 17, 2001 TO: PENSION COMMITTEE No. 23-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-01 RE: INSTITUTE SUBMITS TESTIMONY ON PENSION REFORM BILL The Institute has submitted written testimony in support of H.R. 10, the “Comprehensive Retirement Security and Pension Reform...

[13395] April 9, 2001 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 30-01 RE: REMINDER-MAY 1, 2001 COMMITTEE MEETING The next Pension Operations Advisory Committee meeting is scheduled for Tuesday, May 1, 2001 at the Institute’s offices, 1401 H Street, NW Suite 1200. The meeting will...

[13384] April 6, 2001 TO: PENSION COMMITTEE No. 21-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-01 RE: IRS RELEASES 2001 INSTRUCTIONS FOR FORMS 1099-R AND 5498 The Internal Revenue Service recently released the 2001 Instructions for Forms 1099-R and 5498. Changes to Form 1009-R...

[13358] April 5, 2001 TO: PENSION COMMITTEE No. 20-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-01 AD HOC COMMITTEE ON RMD REFORM RE: DRAFT OF INSTITUTE COMMENT LETTER ON RMD PROPOSED REGULATIONS Attached is a revised draft of the Institute’s comment letter on the Internal Revenue...

[13228] April 2, 2001 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 26-01 RE: MAY 1, 2001 COMMITTEE MEETING The next Pension Operations Advisory Committee meeting will be held at the ICI, 1401 H Street, NW, Washington, DC on Tuesday, May 1, 2001. The meeting will begin at 10:00 a.m...

[13303] March 23, 2001 TO: PENSION COMMITTEE No. 18-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-01 RE: REPRESENTATIVES PORTMAN AND CARDIN INTRODUCE H.R. 10, THE “COMPREHENSIVE RETIREMENT SECURITY AND PENSION REFORM ACT OF 2001,” IN HOUSE OF REPRESENTATIVES On March 14, 2001...

[13292] March 20, 2001 TO: PENSION COMMITTEE No. 17-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-01 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: CONFERENCE CALL TO DISCUSS IRS VOLUNTARY CORRECTION PROGRAM GUIDANCE -- APRIL 18, 2001 AT 2:00 PM EST A conference call has been...

[13288] March 20, 2001 TO: INDUSTRY STATISTICS COMMITTEE No. 3-01 PENSION MEMBERS No. 16-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-01 RESEARCH COMMITTEE No. 7-01 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF DECEMBER 31, 2000 The Institute recently surveyed certain...

[13286] March 19, 2001 TO: ELECTRONIC COMMERCE ADVISORY COMMITTEE No. 6-01 PENSION COMMITTEE No. 16-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-01 SEC RULES COMMITTEE No. 28-01 TAX COMMITTEE No. 12-01 TECHNOLOGY ADVISORY COMMITTEE No. 3-01 RE: ICI COMMENT LETTER TO FTC CONCERNING...