Pension Operations Advisory Content

[13131] February 6, 2001 TO: BROKER/DEALER ADVISORY COMMITTEE No. 4-01 CLOSED-END INVESTMENT COMPANY MEMBERS No. 5-01 OPERATIONS MEMBERS No. 4-01 PENSION MEMBERS No. 8-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-01 TAX MEMBERS No. 11-01 TRANSFER AGENT ADVISORY COMMITTEE No. 13-01...

[13060] February 2, 2001 TO: PENSION MEMBERS No. 7-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-01 RE: INTERNAL REVENUE SERVICE ANNOUNCEMENT CLARIFYING GUST REMEDIAL AMENDMENT PERIOD FOR EMPLOYERS THAT USE PROTOTYPE PLANS The Internal Revenue Service has released Announcement 2001...

[13107] February 1, 2001 TO: PENSION MEMBERS No. 6-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-01 TRANSFER AGENT ADVISORY COMMITTEE No. 11-01 AD HOC COMMITTEE ON MRD REFORM RE: IRS RELEASES TECHNICAL CORRECTION TO MODEL AMENDMENT TO QUALIFIED PLANS FOR PROPOSED REGULATIONS ON MRDS...

[13092] January 26, 2001 TO: PENSION MEMBERS No. 5-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-01 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: IRS REVISES VOLUNTARY CORRECTION PROGRAM AND ESTABLISHES “GROUP” SUBMISSION PROGRAM The Internal Revenue Service recently issued...

[13068] January 23, 2001 TO: PENSION MEMBERS No. 4-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-01 TRANSFER AGENT ADVISORY COMMITTEE No. 8-01 RE: QUALIFIED PLAN AND IRA TECHNICAL CORRECTIONS ENACTED IN THE CONSOLIDATED APPROPRIATIONS ACT OF 2001 As part of the Consolidated...

[13076] January 23, 2001 TO: PENSION COMMITTEE No. 7-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-01 RE: PROPOSED CHANGES TO "NOTICE TO INTERESTED PARTY" RULE PROVIDE FOR ELECTRONIC DELIVERY The Internal Revenue Service has issued proposed regulations relating to the requirement...

[13069] January 22, 2001 TO: PENSION MEMBERS No. 3-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-01 RE: DOL ISSUES GUIDANCE ON PLAN EXPENSES The Department of Labor recently issued guidance on the question of whether plan expenses may be paid from plan assets or must be paid by the...

[13063] January 19, 2001 TO: BROKER/DEALER ADVISORY COMMITTEE No. 2-01 OPERATIONS MEMBERS No. 3-01 PENSION COMMITTEE No. 6-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-01 TAX MEMBERS No. 4-01 TRANSFER AGENT ADVISORY COMMITTEE No. 5-01 UNIT INVESTMENT TRUST COMMITTEE No. 3-01 RE: IRS...

[13046] January 17, 2001 TO: PENSION COMMITTEE No. 4-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-01 RE: CONFERENCE CALL ON IRS PROPOSED REGULATIONS ON MINIMUM REQUIRED DISTRIBUTIONS – WEDNESDAY JANUARY 31, 2001 - 2:30 P.M. EST The Internal Revenue Service recently released proposed...

[13047] January 17, 2001 TO: PENSION MEMBERS No. 2-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-01 TRANSFER AGENT ADVISORY COMMITTEE No. 4-01 RE: IRS RELEASES SIMPLIFIED MINIMUM REQUIRED DISTRIBUTION PROPOSED REGULATIONS The Internal Revenue Service recently released proposed...