Pension Operations Advisory Content

    [23056]   November 10, 2008 TO: PENSION COMMITTEE No. 31-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-08     RE: IRS REQUEST FOR HELP CONTACTING SARSEP SPONSORS   The Internal Revenue Service has asked the Institute for help in contacting employers who sponsor Salary Reduction...

    [22996]   October 15, 2008 TO: PENSION COMMITTEE No. 30-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-08     RE: REMINDER- JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 28; PRELIMINARY AGENDA ATTACHED   The joint meeting of the Pension and Pension...

  URGENT/ACTION REQUESTED [22988]   October 10, 2008 TO: PENSION COMMITTEE No. 29-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-08     RE: DRAFT LETTERS TO TREASURY AND DOL REGARDING OUTSTANDING 403(B) PLAN ISSUES - PLAN TERMINATION AND FORM 5500 REPORTING   Attached for your review...

[22923] September 26, 2008 TO: PENSION COMMITTEE No. 27-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-08 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 28 The joint meeting of the Pension and Pension Operations Advisory Committees is scheduled for...

ACTION REQUESTED [22924] September 26, 2008 TO: PENSION COMMITTEE No. 28-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-08 RE: DRAFT INVESTMENT ADVICE COMMENT LETTER; COMMENTS REQUESTED BY OCTOBER 2 Attached for your review is a draft comment letter on the Department of Labor’s...

    [22847]   September 4, 2008 TO: PENSION COMMITTEE No. 26-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-08 RESEARCH COMMITTEE No. 8-08 529 PLAN ADVISORY COMMITTEE No. 5-08     RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAS AS OF DECEMBER 31, 2007   The Institute recently...

    [22822]   August 27, 2008 TO: PENSION COMMITTEE No. 25-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-08     RE: DOL ISSUES PPA INVESTMENT ADVICE PROPOSAL; CALL SCHEDULED FOR SEPTEMBER 11 AT 3:30 PM EASTERN   The Department of Labor issued a proposal to implement the investment...

    [22826]   August 27, 2008 TO: PENSION COMMITTEE No. 24-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-08     RE: IRS UPDATES CORRECTION PROGRAM (EPCRS); INVITES FURTHER COMMENTS   The Internal Revenue Service published Revenue Procedure 2008-50   [1], which modifies and...

    [22797]   August 13, 2008 TO: PENSION COMMITTEE No. 23-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-08     RE: DRAFT COMMENT LETTER TO DEPARTMENT OF LABOR ON PARTICIPANT DISCLOSURE PROPOSAL; COMMENTS REQUESTED BY AUGUST 22   Attached for your review is a draft comment letter to...

[22743] July 29, 2008 TO: PENSION COMMITTEE No. 22-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-08 RE: DOL PROPOSED PLAN PARTICIPANT DISCLOSURE RULES; CALL SCHEDULED AUGUST 6 AT 2:00 PM ET The Department of Labor proposed new disclosure rules for participants and beneficiaries in...