Pension Operations Advisory Content

[10529] December 3, 1998 TO: PENSION COMMITTEE No. 82-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-98 TRANSFER AGENT ADVISORY COMMITTEE No. 81-98 AD HOC COMMITTEE ON ROTH IRA OCTOBER 22 ROTH IRA MEETING ATTENDEES RE: INSTITUTE FILES COMMENT LETTER ON ROTH IRA GUIDANCE _____________...

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. [10513] November 30, 1998 TO: OPERATIONS MEMBERS No. 33...

[10519] November 30, 1998 TO: PENSION COMMITTEE No. 81-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-98 RE: CONFERENCE CALL SCHEDULED TO DISCUSS DOL REVISION OF SMALL EMPLOYER PLAN AUDIT RULES ______________________________________________________________________________ As we...

[10508] November 24, 1998 TO: PENSION MEMBERS No. 70-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-98 TRANSFER AGENT ADVISORY COMMITTEE No. 78-98 RE: IRS PUBLISHES REVISED FORM 5329 AND INSTRUCTIONS ______________________________________________________________________________ The...

[10507] November 24, 1998 TO: PENSION COMMITTEE No. 80-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 63-98 OCTOBER 22 ROTH IRA MEETING ATTENDEES RE: DRAFT INSTITUTE COMMENT LETTER ON ROTH IRA GUIDANCE ______________________________________________________________________________...

[10499] November 18, 1998 TO: PENSION MEMBERS No. 69-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-98 TRANSFER AGENT ADVISORY COMMITTEE No. 76-98 RE: IRS GUIDANCE ON FORM 1099-R CODES FOR ROTH IRAs ______________________________________________________________________________ The...

[10421] November 10, 1998 VIA FAX TO: PENSION COMMITTEE No. 78-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-98 RE: CONFERENCE CALL ON DOL PROPOSED CLAIMS PROCEDURE REGULATIONS ______________________________________________________________________________ At the October 22 Pension...

[10460] November 9, 1998 TO: PENSION COMMITTEE No. 77-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-98 OCTOBER 22 ROTH IRA MEETING ATTENDEES RE: DRAFT INSTITUTE COMMENT LETTER ON ROTH IRA GUIDANCE ______________________________________________________________________________...

* See Memorandum to Pension Members No. 60-98 and Pension Operations Advisory Committee No. 48-98 dated September 29, 1998. [10444] November 2, 1998 TO: PENSION COMMITTEE No. 75-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 58-98 RE: REMINDER - 1998 ASSET PLANNING DURING RETIREMENT...

[10401] VIA FAX October 28, 1998 TO: PENSION COMMITTEE No. 73-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-98 RE: ICI's 1999 RETIREMENT PLANS CONFERENCE -- CONFERENCE CALL TO DISCUSS PROGRAM ______________________________________________________________________________ The...