Pension Operations Advisory Content

[11757] March 24, 2000 TO: OPERATIONS MEMBERS No. 7-00 PENSION MEMBERS No. 19-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-00 TAX MEMBERS No. 12-00 TRANSFER AGENT ADVISORY COMMITTEE No. 15-00 RE: REVISED INSTITUTE SURVEY OF IRA PROTECTION IN BANKRUPTCY _____________________________...

1 See Institute Memorandum to Pension Members No. 18-00 and Pension Operations Advisory Committee No. 19-00, dated March 21, 2000. [11751] March 22, 2000 TO: PENSION COMMITTEE No. 20-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-00 RE: CONFERENCE CALL ON DOL'S VOLUNTARY FIDUCIARY...

[11746] March 21, 2000 TO: PENSION MEMBERS No. 18-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-00 RE: DOL ESTABLISHES VOLUNTARY FIDUCIARY CORRECTION PROGRAM ______________________________________________________________________________ The Department of Labor has established a...

[11731] March 17, 2000 TO: PENSION COMMITTEE No. 19-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-00 RE: INSTITUTE SUBMITS TESTIMONY TO HOUSE SUBCOMMITTEE ON EMPLOYER-EMPLOYEE RELATIONS' HEARING ON ERISA REFORM ________________________________________________________________________...

1 See Institute Memorandum to Pension Committee No. 1-00 and Pension Operations Advisory Committee No. 1-00, dated January 4, 2000. [11709] March 8, 2000 TO: PENSION MEMBERS No. 16-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-00 RE: APRIL 15, 2000 __________________________________...

[11682] March 1, 2000 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 16-00 RE: PENSION OPERATIONS ADVISORY COMMITTEE MEETING SCHEDULED FOR WEDNESDAY, MAY 3, 2000. _____________________________________________________________________________ The next meeting of the Pension Operations...

[11664] February 22, 2000 TO: PENSION COMMITTEE No. 16-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-00 AD HOC COMMITTEE ON ORPHAN PLANS RE: ORPHAN PLANS SURVEY ______________________________________________________________________________ Attached for your review and response is a...

[11643] February 16, 2000 TO: INVESTMENT ADVISERS COMMITTEE No. 6-00 PENSION COMMITTEE No. 14-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-00 AD HOC COMMITTEE ON CROSS TRADES RE: INSTITUTE SUBMITS COMMENT LETTER ON PASSIVE CROSS-TRADES AND TESTIFIES AT DEPARTMENT OF LABOR HEARING...

[11635] February 15, 2000 TO: PENSION MEMBERS No. 13-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-00 TRANSFER AGENT ADVISORY COMMITTEE No. 9-00 RE: IRS RELEASES FORMS YEAR 2000 1099-R AND 5498 WITH INSTRUCTIONS _______________________________________________________________________...

1 See Institute Memorandum to Pension Members No. 77-98, dated December 21, 1998. 2 See Institute Memorandum to Pension Committee 16-99 and Pension Operations Advisory Committee No. 17-99, dated March 17, 1999. The Institute also submitted comments prior to the issuance of the...