Pension Operations Advisory Content

[9385] October 31, 1997 TO: PENSION COMMITTEE No. 44-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-97 AD HOC COMMITTEE ON ROTH IRA RE: DRAFT COMBINED FORM 5305-TRA FOR THE ROTH IRA AND TRADITIONAL IRA ______________________________________________________________________________ The...

[9370] October 28, 1997 TO: PENSION COMMITTEE No. 42-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-97 RE: INSTITUTE’S SECOND SIMPLE PLANS SURVEY ______________________________________________________________________________ The Institute recently surveyed its committee members to...

[9367] VIA FAX October 27, 1997 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 42-97 RE: REMINDER: NOTICE OF MEETING - THURSDAY, NOVEMBER 6, 1997 ______________________________________________________________________________ A meeting of the Pension Operations Advisory Committee has...

[9365] October 24, 1997 TO: PENSION MEMBERS No. 48-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-97 RE: IRS ANNOUNCES 1998 PENSION PLAN LIMITATIONS ______________________________________________________________________________ The Internal Revenue Service has announced cost-of...

[9344] October 17, 1997 TO: PENSION COMMITTEE No. 41-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-97 AD HOC COMMITTEE ON ROTH IRA RE: DRAFT ROTH IRA CUSTODIAL AGREEMENT FOR REVIEW AND COMMENT ______________________________________________________________________________ Attached...

[9327] VIA FAX October 10, 1997 TO: PENSION COMMITTEE No. 40-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-97 RE: CHAIRMAN’S MARK OF THE TAX TECHNICAL CORRECTIONS ACT OF 1997 ______________________________________________________________________________ The House Ways and Means...

ACTION REQUESTED [9328] VIA FAX October 10, 1997 TO: PENSION COMMITTEE No. 39-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-97 AD HOC COMMITTEE ON EDUCATION IRA RE: DRAFT EDUCATION IRA CUSTODIAL AGREEMENT FOR REVIEW AND COMMENT _______________________________________________________...

1 See Memorandum to Pension Committee No. 27-97 and Pension Operations Advisory Committee No. 20-97, dated July 14, 1997. [9260] September 23, 1997 TO: PENSION COMMITTEE No. 36-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-97 AD HOC ADVISORY COMMITTEE ON 403(b)s RE: NTSA-ASBO...

[9014] September 19, 1997 TO: PENSION COMMITTEE No. 35-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-97 RE: NOTICE OF MEETING - THURSDAY, NOVEMBER 6, 1997 ______________________________________________________________________________ A meeting of the Pension Operations Advisory...

[9254] September 18, 1997 TO: PENSION MEMBERS No. 42-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-97 RE: IRS CLARIFIES NEW RULE REGARDING PENALTY-FREE IRA WITHDRAWALS FOR EDUCATION ______________________________________________________________________________ The Internal Revenue...