Pension Operations Advisory Content

[12854] November 14, 2000 TO: PENSION COMMITTEE No. 86-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 83-00 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: INSTITUTE SUBMITS LETTER TO IRS CONCERNING GROUP VOLUNTARY CORRECTION PROGRAM On November 13, 2000, the Institute submitted a...

[12842] November 6, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 42-00 DIRECT MARKETING COMMITTEE No. 19-00 INVESTMENT ADVISER MEMBERS No. 40-00 OPERATIONS MEMBERS No. 25-00 PENSION MEMBERS No. 53-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 82-00 PRIMARY CONTACTS - MEMBER COMPLEX No...

[12823] November 2, 2000 TO: PENSION COMMITTEE No. 83-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 81-00 AD HOC COMMITTEE ON IRS GROUP CORRECTION PROGRAM RE: DRAFT COMMENT LETTER ON IRS GROUP CORRECTION PROGRAM Attached is a draft of the Institute’s comment letter on the development...

[12810] October 31, 2000 TO: PENSION COMMITTEE No. 81-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 80-00 OCTOBER 11TH CONFERENCE CALL PARTICIPANTS RE: INSTITUTE SUBMITS COMMENT LETTER ON PROPOSED PLAN LOAN REGULATIONS The Institute has submitted a comment letter to the Internal...

[12790] October 26, 2000 TO: PENSION MEMBERS No. 52-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 79-00 AD HOC COMMITTEE ON SMALL EMPLOYER PLAN ASSET REGULATION RE: DOL FINAL REGULATION ON SMALL PENSION PLAN AUDIT WAIVER The Department of Labor on October 19, 2000, published a final...

[12787] October 25, 2000 TO: PENSION COMMITTEE No. 80-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 78-00 RE: POSTPONEMENT OF NOVEMBER 1ST E-SIGN MEETING The previously scheduled November 1 meeting to discuss implementation of E-SIGN legislation has been postponed until a later date...

[12764] October 20, 2000 TO: PENSION COMMITTEE No. 79-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-00 OCTOBER 11TH CONFERENCE CALL PARTICIPANTS RE: FOR REVIEW AND COMMENT: DRAFT ICI COMMENT LETTER ON PROPOSED PLAN LOAN REGULATIONS Attached is a draft comment letter addressing the...

[12768] October 20, 2000 TO: PENSION MEMBERS No. 51-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 77-00 RE: DOL ANNOUNCES RELIEF FROM FORM 5500 FILING DEADLINE The Department of Labor recently announced guidance for employee benefit plans unable to file timely Form 5500 Annual Returns...

[12758] October 19, 2000 TO: PENSION MEMBERS No. 50-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-00 OPERATIONS COMMITTEE No. 27-00 TRANSFER AGENT ADVISORY COMMITTEE No. 53-00 TAX COMMITTEE No. 44-00 RE: IRS ANNOUNCES CODE CHANGES FOR IRAS ON 2001 FORM 1099-R The Internal Revenue...

[12752] October 18, 2000 TO: PENSION MEMBERS No. 49-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 74-00 RE: IRS ISSUES GUIDANCE ON AMENDMENT OF QUALIFIED PLANS UNDER FINAL 411(d)(6) REGULATIONS The Internal Revenue Service recently issued Announcement 2000-71, which provides that...