Pension Operations Advisory Content

[12730] October 10, 2000 TO: PENSION COMMITTEE No. 76-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-00 RE: MEETING SCHEDULED TO DISCUSS E-SIGN LEGISLATION/POTENTIAL PENSION LEGISLATION We have scheduled a meeting for November 1st to follow up on our discussion of electronic...

[12717] October 5, 2000 TO: PENSION COMMITTEE No. 72-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-00 RE: OCTOBER 19TH CONFERENCE CALL SCHEDULED TO DISCUSS DOL POSITION REGARDING PLAN EXPENSES A conference call has been scheduled for Thursday, October 19, 2000 at 2:00 p.m. EST to...

[12718] October 5, 2000 TO: PENSION COMMITTEE No. 73-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-00 RE: CONFERENCE CALL TO DISCUSS IRS GROUP CORRECTION PROGRAM — OCTOBER 24, 2000 AT 2:30 PM EST The Internal Revenue Service recently has indicated that it is in the process of...

[12715] October 5, 2000 TO: PENSION COMMITTEE No. 74-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 71-00 RE: OCTOBER 11TH CONFERENCE CALL ON PLAN LOAN REGULATIONS, CALLS ON PLAN EXPENSES AND GROUP VCR ALSO SCHEDULED In light of interest expressed by Committee members, we have scheduled...

[12628] September 14, 2000 TO: INDUSTRY STATISTICS COMMITTEE No. 8-00 PENSION MEMBERS No. 46-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-00 RESEARCH COMMITTEE No. 18-00 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF JUNE 30, 2000 The Institute recently surveyed certain...

[12609] September 13, 2000 TO: PENSION MEMBERS No. 45-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-00 RE: INSTITUTE SURVEY OF RECENT STATE LEGISLATION CREATING GOVERNMENTAL DEFINED CONTRIBUTION PLANS In recent years, many state legislatures have begun to enact substantial revisions...

[12584] September 8, 2000 TO: PENSION COMMITTEE No. 67-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-00 RE: SENATE FINANCE COMMITTEE UNANIMOUSLY APPROVES THE "RETIREMENT SECURITY AND SAVINGS ACT OF 2000" On September 7, 2000, the Senate Finance Committee approved by a unanimous vote...

[12563] September 5, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 23-00 BROKER/DEALER ADVISORY COMMITTEE No. 21-00 OPERATIONS COMMITTEE No. 22-00 PENSION COMMITTEE No. 65-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-00 TAX MEMBERS No. 24-00 TRANSFER AGENT ADVISORY COMMITTEE No...

[12559] September 5, 2000 TO: PENSION MEMBERS No. 44-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 63-00 MAY 4TH AND JUNE 12TH CONFERENCE CALL PARTICIPANTS RE: IRS FINAL REGULATIONS ON ELIMINATION OF OPTIONAL FORMS OF BENEFIT UNDER ANTICUTBACK RULE The Internal Revenue Service has...

[12565] September 5, 2000 TO: PENSION COMMITTEE No. 66-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 65-00 RE: IRS RELEASES CORRECTIONS TO FINAL REGULATIONS ON ELECTRONIC PLAN ADMINISTRATION The Internal Revenue Service has issued Announcement 2000-74, which makes technical corrections...