Pension Operations Advisory Content

1 Note that the term "trustee-to-trustee transfer" technically refers to transfers between like plan types or to a change of trustee or custodian and not to transfers between Roth IRAs and traditional IRAs. As part of our comment to Treasury and the IRS, we will recommend the use of a...

[9900] May 4, 1998 TO: PENSION COMMITTEE No. 22-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-98 AD HOC EDUCATION IRA WORKING GROUP RE: INSTITUTE SEEKS EDUCATION IRA GUIDANCE FROM IRS ______________________________________________________________________________ The Investment...

[9861] April 20, 1998 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 13-98 RE: PRELIMINARY AGENDA FOR APRIL 24 MEETING ______________________________________________________________________________ Attached is the Preliminary Agenda for the Pension Operations Advisory Committee Meeting...

1 See Institute Memorandum to Pension Committee No. 40-97 and Pension Operations Advisory Committee No. 39-97, dated October 10, 1997. [9806] March 30, 1998 TO: PENSION COMMITTEE No. 18-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-98 AD HOC ROTH IRA COMMITTEE AD HOC EDUCATION IRA...

[9802] March 27, 1998 TO: PENSION MEMBERS No. 24-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-98 RE: IRS ISSUES REVISED FORM 5306 FOR EMPLOYER-SPONSORED AND PROTOTYPE IRAS ______________________________________________________________________________ The Internal Revenue Service...

[9743] March 9, 1998 TO: PENSION COMMITTEE No. 13-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-98 RE: IRS AND TREASURY RELEASE 1998 PRIORITY GUIDANCE PLAN ______________________________________________________________________________ The Internal Revenue Service and the Treasury...

[9713] March 2, 1998 TO: PENSION COMMITTEE No. 11-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-98 RE: NOTICE OF MEETING - FRIDAY, APRIL 24, 1998 ______________________________________________________________________________ A meeting of the Pension Operations Advisory Committee has...

1 See Institute Memorandum to Pension Committee No. 34-97 and Pension Operations Advisory Committee No. 35-97, dated September 18, 1997. [9721] March 2, 1998 TO: PENSION MEMBERS No. 16-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-98 RE: DOL DELAYS IMPLEMENTATION OF NEW FORM 5500 ___...

[9681] VIA FAX ACTION REQUESTED February 19, 1998 TO: PENSION COMMITTEE No. 8-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-98 RE: CONFERENCE CALL ON LEGISLATIVE PROPOSALS _____________________________________________________________________________ Numerous legislators, as well as...

[9684] VIA FAX February 17, 1998 TO: PENSION COMMITTEE No. 6-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-98 ROTH IRA WORKING GROUP RE: CONFERENCE CALL SCHEDULED ON FEBRUARY 25 TO DISCUSS ROTH IRA ISSUES ______________________________________________________________________________...