Pension Operations Advisory Content

[9677] February 13, 1998 TO: PENSION MEMBERS No. 12-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-98 OPERATIONS COMMITTEE No. 9-98 RE: IRS CLARIFIES MAGNETIC FILING OF FORM 5498 ______________________________________________________________________________ The Internal Revenue...

[9675] February 12, 1998 TO: PENSION MEMBERS No. 11-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-98 OPERATIONS MEMBERS No. 5-98 TRANSFER AGENT ADVISORY COMMITTEE No. 7-98 RE: IRS RELEASES FORM 1099-R AND FORM 5498 FOR 1998 ____________________________________________________________...

[9668] February 11, 1998 TO: PENSION COMMITTEE No. 4-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-98 RE: SENATE FINANCE COMMITTEE VOTES TO INCREASE EDUCATION IRA ANNUAL LIMIT TO $2,000 ______________________________________________________________________________ On February 10, the...

1 See Institute Memorandum to Pension Members No. 31-97 and Pension Operations Advisory Committee No. 27-97, dated August 8, 1997. [9598] January 15, 1998 TO: PENSION MEMBERS No. 4-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-98 RE: IRS OPENS PLAN QUALIFICATION PROGRAM _____________...

g[9567] January 5, 1998 VIA FACSIMILE TO: PENSION COMMITTEE No. 1-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-98 AD HOC COMMITTEE ON EDUCATION IRA RE: EDUCATION IRA FORMS 5305-E AND 5305-EA RELEASED ______________________________________________________________________________ The...

[9497] December 9, 1997 TO: PENSION MEMBERS No. 56-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-97 RE: IRS ISSUES FORMS 4972 AND 5329 ______________________________________________________________________________ The Internal Revenue Service has issued the 1997 Forms 4972 and 5329...

1 See Institute memorandum to Pension Committee No. 48-97 and Pension Operations Advisory Committee No. 47-97, dated December 1, 1997. [9471] December 3, 1997 VIA FACSIMILE TO: PENSION COMMITTEE No. 49-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-97 AD HOC COMMITTEE ON ROTH IRA RE...

[9466] December 1, 1997 VIA FACSIMILE TO: PENSION COMMITTEE No. 48-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 47-97 RE: IRS-APPROVED ROTH IRA TRUST AND CUSTODIAL AGREEMENTS ______________________________________________________________________________ The IRS has released its model...

[9454] November 25, 1997 TO: PENSION COMMITTEE No. 47-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-97 RE: LETTER TO IRS ON ROTH IRA CONVERSION REPORTING ISSUES ______________________________________________________________________________ Last week, the Institute sent a letter to...

[9449] November 24, 1997 TO: PENSION COMMITTEE No. 46-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-97 RE: NEW SUBCOMMITTEE ON TECHNOLOGY SCHEDULED TO MEET ON JANUARY 8 ____________________________________________________________________________________ The Institute is forming a...