Pension Operations Advisory Content

[13016] January 10, 2001 TO: PENSION COMMITTEE No. 3-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-01 AD HOC COMMITTEE ON ERISA DISCLOSURE ISSUES RE: ICI COMMENT LETTER ON DOL’S REQUEST FOR INFORMATION ON FIDUCIARY DISCLOSURE The Institute filed yesterday a comment letter in response...

[12993] January 8, 2001 TO: ACCOUNTING/TREASURERS COMMITTEE No. 1-01 DIRECT MARKETING COMMITTEE No. 1-01 INVESTMENT ADVISER MEMBERS No. 1-01 OPERATIONS MEMBERS No. 1-01 PENSION MEMBERS No. 1-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-01 PRIMARY CONTACTS - MEMBER COMPLEX No. 1-01...

[12943] December 19, 2000 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 91-00 RE: JANUARY 11 COMMITTEE MEETING FINAL AGENDA Attached please find the final agenda for the Committee meeting scheduled for Thursday, January 11 in San Antonio. If you plan to attend the meeting and have not...

[12906] December 12, 2000 TO: BROKER/DEALER ADVISORY COMMITTEE No. 28-00 OPERATIONS MEMBERS No. 28-00 PENSION MEMBERS No. 58-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 90-00 TAX MEMBERS No. 36-00 TRANSFER AGENT ADVISORY COMMITTEE No. 64-00 UNIT INVESTMENT TRUST MEMBERS No. 32-00 RE...

[12905] December 1, 2000 TO: PENSION MEMBERS No. 56-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 88-00 RE: IRS REMINDS MASTER AND PROTOTYPE PLAN SPONSORS OF DEADLINE TO APPLY FOR "GUST" OPINION AND ADVISORY LETTERS The Internal Revenue Service recently issued Announcement 2000-99...

[12907] December 1, 2000 TO: PENSION COMMITTEE No. 88-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 89-00 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: IRS PUBLISHES SURVEY OF 401(k) PLAN QUALIFICATION FAILURES The Internal Revenue Service recently published a survey entitled...

[12887] November 29, 2000 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 87-00 RE: PRELIMINARY AGENDA - JANUARY 11TH COMMITTEE MEETING IN SAN ANTONIO As you were previously informed, the next Pension Operations Advisory Committee meeting will be held Thursday, January 11th at the...

[12880] November 22, 2000 TO: PENSION MEMBERS No. 55-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 86-00 RE: DOL FINAL REGULATIONS ON SUMMARY PLAN DESCRIPTIONS AND CLAIMS PROCEDURE On November 21, 2000, the Department of Labor published long-awaited revisions to claims procedure and...

[12874] November 21, 2000 TO: PENSION MEMBERS No. 54-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 85-00 RE: IRS ANNOUNCES COST-OF-LIVING ADJUSTMENTS TO PENSION PLAN LIMITATIONS The Internal Revenue Service has released tax year 2001 cost-of-living adjustments applicable to various of...

[12816] November 14, 2000 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 84-00 RE: MARK YOUR CALENDARS: 2001 PENSION OPERATIONS ADVISORY COMMITTEE MEETING DATES SET Mark your calendars! The regularly scheduled meetings of the Pension Operations Advisory Committee in 2001 are as follows...