Pension Operations Advisory Content

[12282] July 18, 2000 TO: PENSION MEMBERS No. 36-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-00 RE: INTERNAL REVENUE SERVICE RELEASES GUIDANCE ON DIRECT ROLLOVERS FOR INVOLUNTARY DISTRIBUTIONS The Internal Revenue Service recently released Revenue Ruling 2000-36, which permits a...

[12300] July 18, 2000 TO: PENSION MEMBERS No. 37-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-00 RE: IRS ISSUES GUIDANCE ON AUTOMATIC ENROLLMENT The Internal Revenue Service recently published three releases relating to automatic enrollment: (i) Announcement 2000-60, which reminds...

[12220] July 12, 2000 TO: PENSION COMMITTEE No. 47-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-00 AD HOC COMMITTEE ON ROTH IRAS RE: IRS RELEASES GUIDANCE ON CALCULATING INCOME FOR EXCESS CONTRIBUTIONS AND RECHARACTERIZATIONS; JULY 26 CONFERENCE CALL SCHEDULED The Internal Revenue...

[12215] July 11, 2000 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 47-00 RE: PENSION OPERATIONS ADVISORY COMMITTEE MEETING - SEPTEMBER 12, 2000 A meeting of the Pension Operations Advisory Committee has been scheduled for Tuesday, September 12, 2000. The meeting will be held in the...

[12214] July 11, 2000 TO: PENSION COMMITTEE No. 46-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-00 AD HOC COMMITTEE ON ROTH IRAS RE: ICI DRAFT COMMENT LETTER ON NOTICE 2000-30 As you are aware, the Internal Revenue Service recently released guidance on Roth IRA recharacterization...

[12187] July 7, 2000 TO: PENSION COMMITTEE No. 45-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-00 RE: INSTITUTE'S YEAR 2001 RETIREMENT PLANS CONFERENCE; CALL SCHEDULED FOR JULY 20, 2000 AT 2:00 PM EST The Institute is making preliminary plans for its next Retirement Plans...

[12166] July 5, 2000 TO: PENSION MEMBERS No. 35-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-00 TRANSFER AGENT ADVISORY COMMITTEE No. 29-00 RE: IRS PUBLISHES FORM REPRODUCTION GUIDANCE The Internal Revenue Service recently issued Revenue Procedure 2000-28, which sets forth the...

[12129] June 28, 2000 TO: PENSION COMMITTEE No. 44-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-00 MAY 4TH AND JUNE 12TH CONFERENCE CALL PARTICIPANTS RE: INSTITUTE SUBMITS COMMENT LETTER ON PROPOSED SECTION 411(D)(6) RELIEF Attached is a copy of the Institute’s comment letter...

[12032] June 20, 2000 TO: PENSION COMMITTEE No. 42-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-00 PARTICIPANTS IN MAY 4TH AND JUNE 12TH CONFERENCE CALLS RE: REVISED DRAFT COMMENT LETTER ON PROPOSED SECTION 411(D)(6) RELIEF Attached is a revised draft of the Institute’s comment...

[11957] June 16, 2000 TO: BOARD OF GOVERNORS No. 33-00 BROKER/DEALER ADVISORY COMMITTEE No. 13-00 DIRECT MARKETING COMMITTEE No. 12-00 INDUSTRY STATISTICS COMMITTEE No. 5-00 OPERATIONS COMMITTEE No. 13-00 PENSION COMMITTEE No. 40-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-00...