Pension Operations Advisory Content

1 65 Fed. Reg. 16546 (March 29, 2000). 2 See Institute Memorandum to Pension Members No. 7-00 and Pension Operations Advisory Committee No. 6-00, dated January 28, 2000. 1 [11949] June 15, 2000 TO: PENSION MEMBERS No. 33-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-00 RE: IRS OPENS...

1 See Institute Memorandum to Pension Members No. 80-98, dated December 28, 1998. Notice 99-5 had provided transition relief for 1999 from section 6005(c)(2)(A) of the Internal Revenue Service Restructuring and Reform Act of 1998, which made hardship distributions described in Code...

[11924] June 5, 2000 TO: PENSION MEMBERS No. 30-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-00 RE: INTERNAL REVENUE SERVICE RELEASES ROTH RECHARACTERIZATION REPORTING GUIDANCE ______________________________________________________________________________ The Internal Revenue...

[11923] June 2, 2000 TO: PENSION COMMITTEE No. 38-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-00 RE: INSTITUTE RELEASES 1999 YEAR-END RETIREMENT PLANS STATISTICS ______________________________________________________________________________ The Institute has recently released a...

1 Institute Memorandum to Pension Committee No. 23-00 and Pension Operations Advisory Committee No. 24- 00, dated March 31, 2000. 2 Institute Memorandum to Pension Committee No. 55-98, dated August 28, 1998. 3 Institute Memorandum to Pension Committee No. 28-00 and Pension Operations...

1 Copies of the revised Form 5500, instructions to the form, and the Department’s description of EFAST were previously provided. See Institute Memorandum to Pension Members No. 11-00 and Pension Operations Advisory Committee No. 9- 00, dated February 7, 2000. Also, a copy of the...

1 A memorandum describing VFC was previously provided. See Institute Memorandum to Pension Members No. 18-00 and Pension Operations Advisory Committee No. 19-00, dated March 21, 2000. 2 See Institute Memorandum to Pension Committee No. 29-00, Pension Operations Advisory Committee No...

1 A copy of the revised Form 5500 was previously provided. See Institute Memorandum to Pension Member No. 11-00 and Pension Operations Advisory Committee No. 9-00, dated February 7, 2000. [11882] May 12, 2000 TO: PENSION MEMBERS No. 28-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 34...

[11858] May 5, 2000 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 33-00 RE: UPDATED PENSION OPERATIONS ADVISORY COMMITTEE MEMBERSHIP LIST ______________________________________________________________________________ Attached please find an updated membership list of the Institute’s...

1 See Institute Memorandum to Pension Members No. 26-99 and Pension Operations Advisory Committee No. 35-99, dated July 15, 1999. [11845] May 1, 2000 TO: PENSION COMMITTEE No. 31-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-00 RE: 401(K) PLAN FEE DISCLOSURE FORM - UPDATE __________...