Pension Operations Advisory Content

[11435] December 1, 1999 TO: ACCOUNTING/TREASURERS COMMITTEE No. 46-99 DIRECT MARKETING COMMITTEE No. 17-99 INVESTMENT ADVISER MEMBERS No. 27-99 OPERATIONS MEMBERS No. 26-99 PENSION MEMBERS No. 43-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-99 PRIMARY CONTACTS - MEMBER COMPLEX No...

[11402] November 10, 1999 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 52-99 RE: COMMITTEE CONTACT LIST _____________________________________________________________________________ At the November 9, 1999 Pension Operations Advisory Committee meeting, a number of attendees expressed...

[11374] November 2, 1999 TO: PENSION COMMITTEE No. 61-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-99 RE: IRS RELEASES GUIDANCE ALLOWING A SURVIVING SPOUSE TO ROLL OVER A QUALIFIED PLAN ANNUITY TO AN IRA ______________________________________________________________________________...

[11372] November 1, 1999 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 50-99 RE: FINAL AGENDA FOR PENSION OPERATIONS ADVISORY COMMITTEE MEETING: NOVEMBER 9, 1999 ______________________________________________________________________________ The next meeting of the Pension Operations...

1 See Institute memorandum to Pension Committee No. 91-98, Pension Operations Advisory Committee No. 75-98 and Transfer Agent Advisory Committee No. 88-98, dated December 24, 1998. 2 See Institute memorandum to Pension Committee No. 59-98 and Transfer Agent Advisory Committee No. 56...

[11326] October 20, 1999 TO: PENSION MEMBERS No. 40-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-99 TAX MEMBERS No. 33-99 TRANSFER AGENT ADVISORY COMMITTEE No. 63-99 RE: IRS ANNOUNCES TAX YEAR 2000 COST-OF-LIVING ADJUSTMENTS FOR PENSION PLAN LIMITATIONS ____________________________...

1 See Memorandum to Pension Members No. 31-99, Tax Committee No. 21-99, Transfer Agent Advisory Committee No. 53-99, Operations Committee No. 32-99 and Investment Advisers Committee No. 10-99, dated August 13, 1999. 2 See Memorandum to Pension Committee No. 50-99 and Pension...

1 See Institute memorandum to Pension Committee No. 35-99 and Pension Operations Advisory Committee No. 32-99, dated May 27, 1999. [11310] October 18, 1999 TO: PENSION MEMBERS No. 39-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-99 RE: IRS RELEASES GUIDANCE ON RECHARACTERIZATION...

[11306] October 13, 1999 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 45-99 RE: REMINDER -- PENSION OPERATIONS ADVISORY COMMITTEE MEETING NOVEMBER 9, 1999 ______________________________________________________________________________ The next meeting of the Pension Operations...

[11278] September 29, 1999 TO: ACCOUNTING/TREASURERS COMMITTEE No. 31-99 DIRECT MARKETING COMMITTEE No. 14-99 INVESTMENT ADVISERS COMMITTEE No. 14-99 OPERATIONS MEMBERS No. 21-99 PENSION MEMBERS No. 35-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-99 PRIMARY CONTACTS - MEMBER...