Pension Operations Advisory Content

[11515] January 4, 2000 TO: PENSION COMMITTEE No. 1-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-00 RE: APRIL 15, 2000 ______________________________________________________________________________ April 15, 2000 will fall on a Saturday. In addition, Monday, April 17, 2000 is...

1 See Institute Memorandum to Pension Committee No. 68-99, and Pension Operations Advisory Committee No. 54-99, dated December 1, 1999. [11502] December 29, 1999 TO: PENSION COMMITTEE No. 74-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-99 AD HOC COMMITTEE ON SMALL PLAN ASSET...

[11496] December 28, 1999 TO: PENSION MEMBERS No. 51-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-99 RE: IRS ANNOUNCEMENT REGARDING SECTION 457 PLAN REPORTING ______________________________________________________________________________ The Internal Revenue Service has released...

[11493] December 27, 1999 TO: PENSION MEMBERS No. 50-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-99 TAX MEMBERS No. 44-99 TRANSFER AGENT ADVISORY COMMITTEE No. 82-99 RE: IRS ANNOUNCES PENALTY RELIEF FOR Y2K-RELATED PROBLEMS _________________________________________________________...

1 See Institute Memorandum to Pension Members No. 23-98, dated March 26, 1998. [11481] December 20, 1999 TO: PENSION MEMBERS No. 47-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-99 RE: COURT DECISION CLARIFIES OBLIGATIONS OF THIRD-PARTY ADMINISTRATORS UNDER ERISA ___________________...

1 The tax bill vetoed by the President earlier this year, the “Taxpayer Refund and Relief Act of 1999,” contained a similar provision. See Institute Memorandum to Pension Members No. 31-99, Investment Advisers Committee No. 10-99, Operations Committee No. 32-99, Tax Committee No. 21...

[11478] December 17, 1999 TO: INVESTMENT ADVISERS COMMITTEE No. 17-99 PENSION COMMITTEE No. 71-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-99 RE: DEPARTMENT OF LABOR RELEASES PROPOSED CLASS EXEMPTION ON PASSIVE CROSS-TRADES AND NOTICE OF HEARING ON ACTIVE CROSS-TRADES ____________...

1 See Investment Company Institute Memorandum to Pension Committee No. 68-99 and Pension Operations Advisory Committee No. 54-99, dated December 1, 1999. [11461] December 10, 1999 TO: PENSION COMMITTEE No. 70-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-99 RE: CONFERENCE CALL ON...

[11451] December 6, 1999 TO: PENSION MEMBERS No. 44-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-99 RE: DOL PROPOSES EXTENDING PROHIBITED TRANSACTION EXEMPTION FOR Y2K-RELATED LOANS TO PLANS ______________________________________________________________________________ The...

[11442] December 1, 1999 TO: PENSION COMMITTEE No. 68-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-99 RE: DEPARTMENT OF LABOR RELEASES SMALL PENSION PLAN SECURITY AMENDMENTS ______________________________________________________________________________ The Department of Labor today...