Pension Operations Advisory Content

1 See Institute memorandum to Pension Committee No. 68-99 and Pension Operations Advisory Committee No. 54-99, dated December 1, 1999. [11618] February 8, 2000 TO: PENSION COMMITTEE No. 13-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-00 AD HOC COMMITTEE ON SMALL PLAN ASSET...

1 See Institute Memorandum to Board of Governors No. 72-99, Federal Legislation Members No. 26-99, Primary Contacts- Member Complex No. 103-99 and Public Information Committee No. 47-99, dated November 19, 1999. [11616] February 8, 2000 TO: PENSION COMMITTEE No. 12-00 PENSION...

1 The three federal agencies had requested public comments to a proposed Form 5500 in 1997. See Institute Memorandum to Pension Committee No. 34-97 and Pension Operations Advisory Committee No. 35-97, dated September 18, 1997. The release of the new Form 5500 also follows the...

1 The Institute’s comment letter submitted to the IRS regarding Revenue Procedure 99-31 (which provided examples of correction methods to address certain operational failures) indicated the potential benefits of a group correction program and noted that the Institute would be...

1 See Institute Memorandum to Pension Members No. 31-98, June 5, 1998. [11594] February 1, 2000 TO: PENSION MEMBERS No. 9-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-00 RE: IRS CLARIFIES RULING PERMITTING "AUTOMATIC DEFERRALS" _______________________________________________________...

* See Memorandum to Pension Members No. 20-99 and Pension Operations Advisory Committee No. 29-99, dated April 27, 1999. 1 [11575] January 28, 2000 TO: PENSION MEMBERS No. 7-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-00 RE: IRS TO OPEN MASTER AND PROTOTYPE PROGRAM ________________...

[11571] January 26, 2000 TO: PENSION MEMBERS No. 6-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-00 RE: IRS RELEASES UPDATED SAFE HARBOR SECTION 402(f) NOTICE ______________________________________________________________________________ The Internal Revenue Service has released...

[11570] February 7, 2000 TO: OPERATIONS COMMITTEE No. 3-00 TRANSFER AGENT ADVISORY COMMITTEE No. 6-00 BANK AND TRUST ADVISORY COMMITTEE No. 3-00 BROKER/DEALER ADVISORY COMMITTEE No. 1-00 PENSION COMMITTEE No. 7-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-00 RE: NSCC RETIREMENT...

[11547] January 12, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 4-00 DIRECT MARKETING COMMITTEE No. 2-00 INVESTMENT ADVISER MEMBERS No. 3-00 OPERATIONS MEMBERS No. 2-00 PENSION MEMBERS No. 5-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-00 PRIMARY CONTACTS - MEMBER COMPLEX No. 2-00...

[11530] January 7, 2000 TO: PENSION MEMBERS No. 3-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-00 RE: IRS RELEASES 401(K) SAFE HARBOR GUIDANCE ______________________________________________________________________________ The Internal Revenue Service has released additional guidance...