Pension Operations Advisory Content

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Memo#
10167

UPDATE ON STATE LAW CONFORMITY WITH THE ROTH IRA

1 See Institute Memorandum to Pension Members No. 10-98, dated February 4, 1998, Memorandum to Pension Members No. 14-98, dated February 23, 1998, Memorandum to Pension Members No. 20-98, dated March 20, 1998 and Memorandum to Pension Members No. 29-98, dated April 23, 1998. [10167]...
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10156

IRS OPENS 457 PLAN PRIVATE LETTER RULING PROGRAM; PROVIDES MODEL AMENDMENTS

[10156] July 30, 1998 TO: PENSION MEMBERS No. 49-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-98 RE: IRS OPENS 457 PLAN PRIVATE LETTER RULING PROGRAM; PROVIDES MODEL AMENDMENTS ______________________________________________________________________________ The Internal Revenue...
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10150

PRESIDENT SIGNS TECHNICAL CORRECTIONS LEGISLATION

1 See Institute Memorandum to Pension Members No. 38-98, Pension Operations Advisory Committee No. 24-98, Transfer Agent Advisory Committee No. 34-98, dated June 29, 1998. [10150] July 24, 1998 TO: PENSION MEMBERS No. 47-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-98 TRANSFER...
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10151

NEW YORK LAW PROTECTS ROTH IRAS 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. [10151] July 24, 1998 TO: OPERATIONS MEMBERS No. 21-98...
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10139

AUGUST 6 CONFERENCE CALL FOR RETIREMENT PLANS CONFERENCE

[10139] VIA FAX July 21, 1998 TO: PENSION COMMITTEE No. 47-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-98 RETIREMENT PLANS CONFERENCE PLANNING COMMITTEE RE: AUGUST 6 CONFERENCE CALL FOR RETIREMENT PLANS CONFERENCE ___________________________________________________________________...
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10138

IRS GUIDANCE ON PENALTY RELIEF FOR TIN ERRORS ON FORMS 1099-R

[10138] July 20, 1998 TO: PENSION MEMBERS No. 46-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-98 OPERATIONS COMMITTEE No. 29-98 TAX COMMITTEE No. 24-98 TRANSFER AGENT ADVISORY COMMITTEE No. 42-98 RE: IRS GUIDANCE ON PENALTY RELIEF FOR TIN ERRORS ON FORMS 1099-R ____________________...
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10122

DELAWARE LAW PROTECTS ROTH IRAS 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. [10122] July 13, 1998 TO: OPERATIONS MEMBERS No. 20-98...
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10108

IRS REQUEST FOR INFORMATION ON NEW PAPERLESS TECHNOLOGIES

[10108] July 9, 1998 TO: PENSION COMMITTEE No. 44-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-98 RE: IRS REQUEST FOR INFORMATION ON NEW PAPERLESS TECHNOLOGIES ______________________________________________________________________________ The Internal Revenue Service and Department...