Pension Operations Advisory Content

1 See e.g., Institute Memorandum to Tax Members No. 32-96, Operations Members No. 34-96 and Transfer Agent Advisory Committee No. 43-96, dated July 23, 1996. 2 See, Institute Memorandum to Pension Members No. 36-96, dated August 9, 1996. See also, Institute Memorandum to Pension...

1 See Memorandum to Operations Members No. 48-95, Pension Members No. 46-95, Tax Members No. 50-95, and Transfer Agent Advisory Committee No. 58-95, dated November 16, 1995. May 23, 1997 TO: OPERATIONS MEMBERS No. 11-97 PENSION MEMBERS No. 20-97 TAX MEMBERS No. 17-97 TRANSFER AGENT...

May 16, 1997 TO: PENSION MEMBERS No. 19-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-97 AD HOC COMMITTEE ON SIMPLE PLANS RE: INSTITUTE SUBMITS COMMENT LETTER ON SIMPLE PLANS TO TREASURY DEPARTMENT ______________________________________________________________________________ On May...

April 24, 1997 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 11-97 RE: AGENDA FOR APRIL 29 MEETING ______________________________________________________________________________ Attached is the agenda for the Pension Operations Advisory Committee Meeting scheduled for April 29. If you...

VIA FAX April 22, 1997 TO: PENSION COMMITTEE No. 9-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-97 AD HOC COMMITTEE ON SIMPLE PLANS RE: REQUEST FOR INFORMATION RE: SIMPLE PLANS AND UNINCORPORATED ENTITIES _____________________________________________________________________________...

April 9, 1997 TO: PENSION MEMBERS No. 16-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-97 RE: DEPARTMENT OF LABOR SEEKS COMMENT ON ELECTRONIC FILING OF SUMMARY PLAN DESCRIPTIONS ______________________________________________________________________________ On April 1, the Department...

1 In prior guidance, the IRS addressed the application of the change in law to individuals attaining age 70½ in 1996 and to minimum distribution payments of active employees received in 1996. See Institute Memorandum to Pension Members No. 68-96, dated December 26, 1996. March 7, 1997...

1 Institute Memorandum to Pension Members No. 67-96, dated December 26, 1996. March 6, 1997 TO: PENSION MEMBERS No. 12-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-97 AD HOC COMMITTEE ON SIMPLE PLANS RE: REVISED FORMS 1099-R AND 5498 ADDRESS SIMPLE IRA REPORTING ____________________...

February 27, 1997 TO: PENSION MEMBERS No. 9-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-97 RE: IRS RELEASES REVISED 5305-SEP FORM ______________________________________________________________________________ The Internal Revenue Service has released revised Form 5305-SEP. The form...

February 13, 1997 TO: PENSION COMMITTEE No. 7-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-97 RE: NOTICE OF MEETING - TUESDAY, APRIL 29, 1997 ______________________________________________________________________________ A meeting of the Pension Operations Committee has been...