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. [10429] October 28, 1998 TO: PENSION MEMBERS No. 65-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-98...

[10412] October 26, 1998 TO: PENSION MEMBERS No. 64-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-98 TAX MEMBERS No. 38-98 TRANSFER AGENT ADVISORY COMMITTEE No. 71-98 RE: IRS ANNOUNCES 1999 COLA ADJUSTMENTS FOR PENSION PLAN LIMITATIONS _______________________________________________...

[10404] VIA FAX October 23, 1998 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 53-98 RE: REMINDER: PENSION OPERATIONS ADVISORY COMMITTEE MEETING - NOVEMBER 5, 1998 ______________________________________________________________________________ A meeting of the Pension Operations...

[10392] October 20, 1998 TO: PENSION COMMITTEE No. 69-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 52-98 TRANSFER AGENT ADVISORY COMMITTEE No. 67-98 AD HOC ROTH IRA COMMITTEE RE: IRS NOTICE LIMITS ROTH CONVERSIONS _______________________________________________________________________...

1 See Institute Memorandum to Pension Members No. 50-98, Pension Operations Advisory Committee No. 34-98 and Transfer Agent Advisory Committee No. 46-98, dated July 31, 1998. [10385] October 16, 1998 TO: PENSION MEMBERS No. 62-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-98...

[10361] October 8, 1998 TO: PENSION COMMITTEE No. 67-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-98 RE: INSTITUTE SUBMITS COMMENT LETTER TO IRS REGARDING USE OF ""PAPERLESS TECHNOLOGIES ______________________________________________________________________________ The Institute...

[10351] October 5, 1998 TO: ACCOUNTING/TREASURERS MEMBERS No. 26-98 DIRECT MARKETING COMMITTEE No. 17-98 INVESTMENT ADVISER MEMBERS No. 29-98 OPERATIONS MEMBERS No. 26-98 PENSION MEMBERS No. 61-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-98 PRIMARY CONTACTS - MEMBER COMPLEX No. 90...

* See Memorandum to Pension Members No. 51-98, Pension Operations Advisory Committee No. 36-98, and Primary Contacts - Member Complex No. 67-98, dated August 6, 1998. [10341] September 29, 1998 TO: PENSION MEMBERS No. 60-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-98 PRIMARY...

[10311] September 24, 1998 TO: PENSION COMMITTEE No. 65-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 47-98 RE: DOL ISSUES PROPOSED REGULATIONS ON PLAN CLAIMS PROCEDURES AND SUMMARY PLAN DESCRIPTIONS ______________________________________________________________________________ The...

1 See Institute Memorandum to Pension Members No. 4-98 and Pension Operations Advisory Committee No. 2-98, dated January 15, 1998. [10312] September 23, 1998 TO: PENSION MEMBERS No. 59-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-98 RE: IRS MODIFIES PLAN QUALIFICATION PROGRAM AND...