Pension Operations Advisory Content

1 See Institute Memorandum to Pension Members No. 62-98, Pension Operations Advisory Committee No. 51-98 and Transfer Agent Advisory Committee No. 65-98, dated October 16, 1998. [11062] June 18, 1999 TO: PENSION MEMBERS No. 23-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-99...

[11017] May 27, 1999 TO: PENSION COMMITTEE No. 35-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-99 RE: IRS RELEASES GUIDANCE ON AUTOMATIC EXTENSION FOR RECHARACTERIZATIONS ______________________________________________________________________________ The Internal Revenue Service has...

[10979] VIA FACSIMILE May 13, 1999 TO: PENSION COMMITTEE No. 33-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-99 AD HOC COMMITTEE ON ABANDONED/ORPHAN PLANS RE: INSTITUTE CONFERENCE CALL ON ABANDONED/ORPHAN PLANS - TUESDAY, MAY 25 _____________________________________________________...

1 See Institute memorandum to Pension Committee No. 19-99 and Pension Operations Advisory Committee No. 19-99, dated March 22, 1999. Primary bill sponsors are Senators Roth and Baucus. 2 See Institute memorandum to Pension Committee No. 14-99 and Pension Operations Advisory Committee...

1 See Institute Memorandum to Pension Members No. 59-98 and Pension Operations Advisory Committee No. 46-98, dated September 23, 1998 and Institute Memorandum to Pension Members No. 4-98 and Pension Operations Advisory Committee No. 2-98, dated January 15, 1998. [10933] April 27, 1999...

1 See Institute Memorandum to Pension Members No. 18-99 and Pension Operations Advisory Committee No. 24-99, dated April 8, 1999. [10913] April 19, 1999 TO: PENSION COMMITTEE No. 29-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-99 RE: CONFERENCE CALL ON "FAILED" ROTH IRA CONVERSIONS...

1 See Institute Memorandum to Pension Committee No. 19-99 and Pension Operations Advisory Committee No. 19- 99, dated March 22, 1999. 2 See Institute Memorandum to Pension Committee No. 14-99 and Pension Operations Advisory Committee No. 14- 99, dated March 16, 1999. 3 See Institute...

[10885] April 12, 1999 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 26-99 RE: PENSION OPERATIONS ADVISORY COMMITTEE MEETING - MAY 5, 1999 PRELIMINARY AGENDA ______________________________________________________________________________ Attached please find the preliminary agenda for...

1 See Institute Memorandum to Pension Members No. 31-97 and Pension Operations Advisory Committee No. 27-97, dated August 8, 1997, and Institute Memorandum to Pension Members No. 4-98 and Pension Operations Advisory Committee No. 2-98, dated January 15, 1998. 2 See Institute...

[10879] April 8, 1999 TO: PENSION MEMBERS No. 18-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-99 RE: IRS RELEASE ON ROTH IRA CONVERSION CORRECTIONS ______________________________________________________________________________ The Internal Revenue Service has issued a release...