Pension Operations Advisory Content

[13226] March 5, 2001 TO: PENSION MEMBERS No. 15-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-01 RE: DOL ISSUES GUIDANCE ON THE DELINQUENT FILER VOLUNTARY COMPLIANCE PROGRAM The Department of Labor recently issued guidance that clarifies procedures under the Delinquent Filer...

[13222] March 2, 2001 TO: PENSION MEMBERS No. 14-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-01 RE: GUIDANCE ON ROTH IRA ISSUES The Internal Revenue Service and the New Jersey Division of Taxation have recently released guidance on various issues concerning Roth IRAs. The guidance...

February 27, 2001 TO: ACCOUNTING/TREASURERS COMMITTEE No. 6-01 CONFERENCE PROMOTIONS DIRECT MARKETING COMMITTEE No. 4-01 INVESTMENT ADVISER MEMBERS No. 3-01 OPERATIONS MEMBERS No. 6-01 PENSION MEMBERS No. 13-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-01 PRIMARY CONTACTS - MEMBER...

[13194] February 23, 2001 TO: TAX COMMITTEE No. 8-01 PENSION COMMITTEE No. 14-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-01 RE: REQUEST FOR COMMENT ON ESIGN CONSUMER CONSENT REQUIREMENT BY MARCH 16, 2001 On June 30, 2000, Congress enacted the Electronic Signatures in Global and...

[13179] February 21, 2001 TO: PENSION COMMITTEE No. 13-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-01 AD HOC COMMITTEE ON RMD REFORM RE: MEETING ON INSTITUTE COMMENT LETTER ON PROPOSED REGULATIONS ON REQUIRED MINIMUM DISTRIBUTIONS SCHEDULED FOR TUESDAY, MARCH 13TH We have...

[13177] February 20, 2001 TO: PENSION MEMBERS No. 11-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-01 TRANSFER AGENT ADVISORY COMMITTEE No. 17-01 AD HOC COMMITTEE ON RMD REFORM RE: IRS RELEASES TECHNICAL CORRECTIONS TO PROPOSED REGULATIONS ON REQUIRED MINIMUM DISTRIBUTIONS The...

[13175] February 20, 2001 TO: PENSION COMMITTEE No. 12-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-01 AD HOC COMMITTEE ON RMD REFORM RE: INSTITUTE DRAFT COMMENT LETTER ON PROPOSED REGULATIONS ON RMDS Attached is a first draft of the Institute’s comment letter on the Internal...

[13171] February 15, 2001 TO: OPERATIONS COMMITTEE No. 4-01 PENSION MEMBERS No. 10-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-01 RESEARCH COMMITTEE No. 4-01 TAX COMMITTEE No. 7-01 TRANSFER AGENT ADVISORY COMMITTEE No. 16-01 RE: 2001 RETIREMENT PLANS CONFERENCE - TIME TO REGISTER...

[13157] February 14, 2001 TO: PENSION MEMBERS No. 9-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-01 RE: INSTITUTE UPDATES SURVEY OF STATE LEGISLATION ESTABLISHING GOVERNMENTAL DEFINED CONTRIBUTION PLANS The Institute has updated its survey of state legislation establishing or...

[13149] February 12, 2001 TO: OPERATIONS COMMITTEE No. 3-01 PENSION COMMITTEE No. 11-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-01 TAX COMMITTEE No. 4-01 TRANSFER AGENT ADVISORY COMMITTEE No. 15-01 RE: CONFERENCE CALL SCHEDULED FOR MARCH 7, 2001 TO DISCUSS INDUSTRY COMMENTS ON...