Pension Operations Advisory Content

1 See Institute Memorandum to Pension Committee No. 57-98 and Pension Operations Advisory Committee No. 42-98, dated August 31, 1998; Memorandum to Pension Committee No. 59-98, dated September 3, 1998; and Memorandum to Pension Operations Advisory Committee No. 43-98, dated September...

1 See Institute Memorandum to Pension Committee No. 57-98 and Pension Operations Advisory Committee No. 42-98, dated August 31, 1998; Memorandum to Pension Committee No. 59-98, dated September 3, 1998; and Memorandum to Pension Operations Advisory Committee No. 43-98, dated September...

[10260] VIA FAX September 4, 1998 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 43-98 RE: INTERNAL REVENUE SERVICE RELEASES NOTICE ON ROTH IRA REPORTING ISSUES ______________________________________________________________________________ The Internal Revenue Service released Notice...

[10241] August 31, 1998 TO: PENSION COMMITTEE No. 57-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-98 RE: INTERNAL REVENUE SERVICE RELEASES ROTH IRA PROPOSED REGULATIONS ______________________________________________________________________________ The Internal Revenue Service has...

1 See Institute Memorandum to Pension Committee No. 31-98 and Pension Operations Advisory Committee No. 19-98, dated May 22, 1998. [10234] August 28, 1998 TO: PENSION COMMITTEE No. 55-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-98 AD HOC COMMITTEE ON OPTIONAL FORMS OF BENEFIT RE...

[10238] August 28, 1998 TO: OPERATIONS MEMBERS No. 22-98 PENSION MEMBERS No. 55-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-98 TAX MEMBERS No. 28-98 TRANSFER AGENT ADVISORY COMMITTEE No. 53-98 RE: IRS WILL ALLOW ELECTRONIC SUBMISSION OF FORMS W-9 __________________________________...

1[10239] August 28, 1998 TO: PENSION COMMITTEE No. 56-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-98 RE: DEPARTMENT OF LABOR POSTS QUESTIONS AND ANSWERS ON WEBSITE REGARDING Y2K ISSUES FOR EMPLOYEE BENEFIT PLAN ADMINISTRATORS _______________________________________________________...

1 The Institute’s survey requested Roth IRA data for the period January 1 through April 15, 1998. The survey requested Education IRA and SIMPLE IRA data as of March 31, 1998. The majority of survey results represent information covering these respective periods. However, some...

1 See Institute Memorandum to Pension Committee No. 44-98 and Pension Operations Advisory Committee No. 27-98, dated July 9, 1998. If you would like an additional copy of this Memorandum, please contact Theresa Brice at 202-326-5833. [10201] August 17, 1998 TO: PENSION COMMITTEE No...

[10181] August 6, 1998 TO: PENSION MEMBERS No. 51-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-98 PRIMARY CONTACTS - MEMBER COMPLEX No. 67-98 RE: 1998 ASSET PLANNING DURING RETIREMENT WORKSHOPS ______________________________________________________________________________ The...