Pension Operations Advisory Content

[10079] June 30, 1998 TO: PENSION COMMITTEE No. 40-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-98 RE: DOL RELEASES NEW FORM 5500 SERIES ______________________________________________________________________________ The Department of Labor, in conjunction with the Internal Revenue...

[10081] June 29, 1998 TO: PENSION MEMBERS No. 38-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-98 TRANSFER AGENT ADVISORY COMMITTEE No. 34-98 AD HOC COMMITTEE ON ROTH IRA AD HOC COMMITTEE ON EDUCATION IRA RE: HOUSE PASSES TECHNICAL CORRECTIONS LEGISLATION ___________________________...

[10055] VIA FAX June 24, 1998 TO: PENSION COMMITTEE No. 39-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-98 PENSION WORKSHOP PLANNING COMMITTEE RE: JULY 9 CONFERENCE CALL FOR FALL 1998 WORKSHOP: ASSET PLANNING DURING RETIREMENT _______________________________________________________...

[10043] June 22, 1998 TO: OPERATIONS MEMBERS No. 15-98 PENSION MEMBERS No. 36-98 TAX MEMBERS No. 16-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-98 TRANSFER AGENT ADVISORY COMMITTEE No. 30-98 RE: 1998 INSTITUTE SURVEY OF IRA PROTECTION IN BANKRUPTCY ________________________________...

1 This regulation was published in proposed form on July 2, 1997. See Institute Memorandum to Pension Members No. 28-97 and Pension Operations Advisory Committee No. 22-97, dated July 17, 1997. 2 See Institute Memorandum to Pension Members No. 59-97, dated December 15, 1997; Institute...

[9985] June 3, 1998 TO: PENSION COMMITTEE No. 34-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-98 AD HOC ROTH IRA WORKING GROUP RE: INSTITUTE SEEKS ROTH IRA GUIDANCE FROM THE TREASURY DEPARTMENT ______________________________________________________________________________ The...

[9960] May 22, 1998 TO: PENSION COMMITTEE No. 31-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-98 RE: IRS INVITES COMMENTS ON OPTIONAL FORMS OF BENEFIT FOR DEFINED CONTRIBUTION PLANS AND PERMITS AN OPTIONAL METHOD OF REPORTING USERRA MAKE-UP CONTRIBUTIONS ___________________________...

1 See Institute Memorandum to Pension Committee, No. 27-98, dated May 7, 1998. [9959] May 22, 1998 TO: PENSION COMMITTEE No. 30-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-98 RE: INSTITUTE SUBMITS TESTIMONY TO SUBCOMMITTEE ON OVERSIGHT FOR HEARING ON OVERSIGHT OF PENSION ISSUES __...

1 See Institute Memorandum to Pension Committee No. 18-98 and Pension Operations Advisory Committee No. 12-98, dated March 30, 1998. 2 See Institute Memorandum to Pension Committee No. 40-97 and Pension Operations Advisory Committee No. 39-97, dated October 10, 1997. [9919] May 11...

[9902] May 5, 1998 TO: PENSION COMMITTEE No. 23-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-98 AD HOC COMMITTEE ON ROTH IRA ISSUES RE: INSTITUTE COMMENT LETTER TO TREASURY DEPARTMENT ON ROTH IRA ISSUES ______________________________________________________________________________...