Pension Operations Advisory Content

[9115] August 4, 1997 TO: OPERATIONS MEMBERS No. 14-97 PENSION MEMBERS No. 29-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-97 PRIMARY CONTACTS - MEMBER COMPLEX No. 50-97 TAX MEMBERS No. 28-97 TRANSFER AGENT ADVISORY COMMITTEE No. 37-97 RE: MARK YOUR CALENDAR -- SEPTEMBER 22...

1 In prior guidance, the Internal Revenue Service stated that for employees attaining age 70½ in 1996, the required beginning date is determined under the amended section 401(a)(9). See Institute Memorandum to Pension Members No. 68-96, dated December 26, 1996. The Service also has...

* See Memorandum to Pension Committee No. 27-97 and Pension Operations Advisory Committee No. 20-97 dated, July 14, 1997. VIA FACSIMILE July 17, 1997 TO: PENSION COMMITTEE No. 28-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-97 RE: 403(b) STANDARD FORMS PROJECT: CONFERENCE CALL ____...

1. See Institute Memorandum to Pension Members No. 22-97 and Pension Operations Advisory Committee No. 15-97, dated June 2, 1997. July 16, 1997 TO: PENSION MEMBERS No. 27-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-97 RE: IRS PUBLISHES LISTING OF REQUIRED MODIFICATIONS FOR SIMPLES...

July 14, 1997 TO: PENSION COMMITTEE No. 27-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-97 RE: 403(b) STANDARD FORMS PROJECT: REQUEST FOR COMMENT BY JULY 22 ______________________________________________________________________________ The National Tax Sheltered Annuity Association...

1 See Institute Memorandum to Pension Members No. 24-97, Tax Members No. 22-97, Operations Committee No. 18-97, Pension Operations Advisory Committee No. 18-97, Transfer Agent Advisory Committee No. 28-97, dated June 20, 1997. June 27, 1997 TO: PENSION MEMBERS No. 25-97 TAX MEMBERS No...

1 See Institute Memorandum to Pension Members No. 23-97, Tax Members No. 20-97, Operations Committee No. 17-97, Pension Operations Advisory Committee No. 17-97, Transfer Agents Advisory Committee No. 26-97, dated June 13, 1997. June 20, 1997 TO: PENSION MEMBERS No. 24-97 TAX MEMBERS...

1 See Institute Memorandum to Tax Members No. 19-97, dated June 13, 1997. 2 Included in the attachments are the bill’s relevant statutory language (labeled “A”) and accompanying explanatory language (labeled “B”). June 13, 1997 TO: PENSION MEMBERS No. 23-97 TAX MEMBERS No. 20-97...

June 2, 1997 TO: PENSION COMMITTEE No. 18-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-97 RE: IRS SEEKS COMMENTS ON MINIMUM DISTRIBUTION RULES APPLIED TO 403(b)s ______________________________________________________________________________ As part of its effort to reduce paperwork...

June 2, 1997 TO: PENSION MEMBERS No. 22-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-97 RE: IRS PUBLISHES GUIDANCE FOR SPONSORS OF SIMPLE AND NON-SIMPLE IRA PROTOTYPES ______________________________________________________________________________ The Internal Revenue Service has...