Pension Operations Advisory Content

1 The Institute conducted an earlier survey of Roth IRAs, Education IRAs and SIMPLE IRAs for first quarter 1998. See Institute memorandum to Pension Members No. 52-98 and Pension Operations Advisory Committee No. 38-98, dated August 20, 1998. [11265] September 23, 1999 TO: PENSION...

1 The IRA owner had elected to receive payments over the joint life expectancy of herself and the first IRA beneficiary and to recalculate her life expectancy annually, as provided under the relevant IRS regulations, including Section 1.401(a)(9)-1, Q&A E-8(b) of the proposed...

1 See Institute Memorandum to Pension Members No. 29-99, dated August 9, 1999. [11223] BY FACSIMILE September 7, 1999 TO: PENSION COMMITTEE No. 56-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-99 RE: CONFERENCE CALL ON IRS CORRECTIONS PROGRAM GUIDANCE - SEPTEMBER 16, 1999, 2:30 P.M...

[11209] August 27, 1999 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 40-99 RE: PENSION OPERATIONS ADVISORY COMMITTEE MEETING: NOVEMBER 9, 1999 ______________________________________________________________________________ The next meeting of the Pension Operations Advisory Committee...

[11180] August 12, 1999 TO: PENSION COMMITTEE No. 51-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-99 RE: POTENTIAL PANEL TOPICS FOR YEAR 2000 RETIREMENT PLANS CONFERENCE & CONFERENCE CALL SCHEDULED FOR SEPTEMBER 9, 1999 AT 2 P.M. EST ________________________________________________...

1 See Institute Memorandum to Pension Committee No. 46-99 and Pension Operations Advisory Committee No. 36-99, dated July 28, 1999 for a discussion of the House bill. [11140] August 2, 1999 TO: PENSION COMMITTEE No. 50-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-99 RE: SENATE...

[11145] July 29, 1999 TO: PENSION COMMITTEE No. 47-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-99 RE: CONFERENCE CALL ON ICI'S YEAR 2000 RETIREMENT PLANS CONFERENCE - AUGUST 10, 1999 - 2 PM EST ______________________________________________________________________________ The...

[11136] July 28, 1999 TO: PENSION COMMITTEE No. 46-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-99 RE: HOUSE PASSES FINANCIAL FREEDOM ACT OF 1999 ______________________________________________________________________________ The House recently passed H.R. 2488, the “Financial...

[11120] July 15, 1999 TO: PENSION MEMBERS No. 26-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-99 AD HOC COMMITTEE ON UNIFORM 401(K) PLAN FEE DISCLOSURE FORM RE: SECRETARY OF LABOR ANNOUNCES THE ICI/ABA/ACLI UNIFORM 401(K) PLAN FEE DISCLOSURE FORM ___________________________________...

[11071] June 24, 1999 TO: OPERATIONS COMMITTEE No. 24-99 PENSION COMMITTEE No. 40-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-99 RE: EXPANDED NSCC TRANSFER OF RETIREMENT ASSETS (TORA) SERVICE; REVISED AGREEMENT ______________________________________________________________________...