Pension Operations Advisory Content

[12530] August 24, 2000 TO: PENSION COMMITTEE No. 61-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-00 RE: CONFERENCE CALL SCHEDULED FOR SEPTEMBER 7, 2000 AT 2PM EST TO DISCUSS INSTITUTE’S 2001 RETIREMENT PLANS CONFERENCE The Institute held a conference call in late July to discuss...

[12526] August 24, 2000 TO: PENSION COMMITTEE No. 60-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-00 AD HOC COMMITTEE ON ROTH IRAS RE: INSTITUTE SUBMITS COMMENT LETTER ON NOTICE 2000-39 As you are aware, the Internal Revenue Service recently issued guidance on calculating net...

[12479] August 16, 2000 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 60-00 RE: PENSION OPERATIONS ADVISORY COMMITTEE MEETING REMINDER NOTICE The next meeting of the Pension Operations Advisory Committee meeting is scheduled for Tuesday, September 12, 2000. The meeting will be held in...

[12438] August 2, 2000 TO: PENSION MEMBERS No. 40-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 58-00 RE: INTERNAL REVENUE SERVICE RELEASES WITHHOLDING AND REPORTING REQUIREMENTS FOR SECTION 457 PLANS The Internal Revenue Service recently released Notice 2000-38, which provides...

[12435] August 2, 2000 TO: PENSION MEMBERS No. 41-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-00 RE: IRS RELEASES FINAL AND PROPOSED PLAN LOAN REGULATIONS The Internal Revenue Service has issued final and proposed regulations regarding the tax treatment of loans from qualified...

[12414] August 1, 2000 TO: PENSION COMMITTEE No. 57-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-00 AD HOC COMMITTEE ON ROTH IRAS RE: ICI DRAFT COMMENT LETTER ON NOTICE 2000-39 As you are aware, the Internal Revenue Service recently issued guidance on calculating net income...

[12397] July 27, 2000 TO: PENSION COMMITTEE No. 56-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-00 AD HOC COMMITTEE ON ROTH IRAS RE: INSTITUTE COMMENT LETTER ON NOTICE 2000-30 As you are aware, the Internal Revenue Service recently released guidance on Roth IRA recharacterization...

[12392] July 26, 2000 TO: PENSION COMMITTEE No. 54-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-00 RE: NORTH CAROLINA RELEASES GUIDANCE ON NEW WITHHOLDING REQUIREMENTS FOR PENSION PAYMENTS The North Carolina Department of Revenue released a Directive (No. PD-00-2) regarding the new...

[12385] July 25, 2000 TO: PENSION COMMITTEE No. 53-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-00 RE: HOUSE PASSES H.R. 1102, THE “COMPREHENSIVE RETIREMENT SECURITY AND PENSION REFORM ACT OF 2000” On July 19, 2000, the House passed, by a vote of 401 to 25, H.R. 1102, the...

[12369] July 24, 2000 TO: PENSION MEMBERS No. 38-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 52-00 RE: IRS ISSUES FINAL REGULATIONS ON INVOLUNTARY CASH-OUT LIMIT The Internal Revenue Service has issued final regulations that provide guidance relating to the increase of the cash-out...