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Memo#
10638

IRS RELEASES CORRECTED INSTRUCTIONS TO FORM 5329

1 See Institute memorandum to Pension Members No. 70-98, Pension Operations Advisory Committee No. 64- 98 and Transfer Agent Advisory Committee No. 78-98, dated November 24, 1998. [10638] January 12, 1999 TO: PENSION MEMBERS No. 4-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-99...
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10637

UPDATED INSTITUTE SURVEY OF IRA PROTECTION IN BANKRUPTCY

1 See Institute memorandum to Operations Members No. 15-98, Pension Members No. 36-98, Tax Members No. 16-98, Pension Operations Advisory Committee No. 22-98 and Transfer Agent Advisory Committee No. 30- 98, dated June 22, 1998. [10637] January 12, 1999 TO: OPERATIONS MEMBERS No. 2-99...
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10632

IRS EXPRESSLY APPROVES RECEIPT OF FAXED FORMS W-9

1 See Institute Memorandum to Operations Members No. 22-98, Pension Members No. 55-98, Pension Operations Advisory Committee No. 39-98, Tax Members No. 28-98, and Transfer Agent Advisory Committee No. 53-98, dated August 28, 1998. [10632] January 8, 1999 TO: OPERATIONS MEMBERS No. 1...
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10596

IRS ISSUES TEMPORARY AND PROPOSED REGULATIONS ON CASH-OUT LIMIT

[10596] December 22, 1998 TO: PENSION MEMBERS No. 79-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 74-98 RE: IRS ISSUES TEMPORARY AND PROPOSED REGULATIONS ON CASH-OUT LIMIT ______________________________________________________________________________ The Internal Revenue Service has...
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10581

DEPARTMENT OF LABOR RELEASES MEMORANDUM ON Y2K ISSUES

1 See Institute Memorandum to Pension Committee No. 56-98 and Pension Operations Advisory Committee No. 41-98, dated August 28, 1998. [10581] December 18, 1998 TO: PENSION COMMITTEE No. 89-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-98 RE: DEPARTMENT OF LABOR RELEASES MEMORANDUM...
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10580

PRELIMINARY PROGRAM FOR THE 1999 RETIREMENT PLANS CONFERENCE

[10580] December 18, 1998 TO: ACCOUNTING/TREASURERS COMMITTEE No. 52-98 DIRECT MARKETING COMMITTEE No. 25-98 FEDERAL LEGISLATION MEMBERS No. 31-98 INVESTMENT ADVISER MEMBERS No. 41-98 OPERATIONS MEMBERS No. 37-98 PENSION MEMBERS No. 76-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 71...
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10578

DOL PROPOSED REVISIONS TO REPORTING AND DISCLOSURE REGULATIONS

1 See Institute Memorandum to Pension Committee No. 40-98 and Pension Operations Advisory Committee No. 25-98, dated June 30, 1998. [10578] December 17, 1998 TO: PENSION COMMITTEE No. 88-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-98 RE: DOL PROPOSED REVISIONS TO REPORTING AND...
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10553

IRS HEARING ON ROTH IRA PROPOSED REGULATIONS

[10553] December 11, 1998 TO: PENSION COMMITTEE No. 86-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-98 AD-HOC COMMITTEE ON ROTH IRA OCTOBER 22 MEETING ATTENDEES ON ROTH IRA RE: IRS HEARING ON ROTH IRA PROPOSED REGULATIONS ____________________________________________________________...
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10548

INSTITUTE COMMENT LETTER ON DOL'S PROPOSED CLAIMS PROCEDURE REGULATIONS

[10548] December 10, 1998 TO: PENSION COMMITTEE No. 85-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-98 RE: INSTITUTE COMMENT LETTER ON DOL'S PROPOSED CLAIMS PROCEDURE REGULATIONS ______________________________________________________________________________ The Institute has...