Pension Operations Advisory Content

[22638] June 24, 2008 TO: PENSION MEMBERS No. 35-08PENSION OPERATIONS ADVISORY COMMITTEE No. 21-08RESEARCH COMMITTEE No. 4-08 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF DECEMBER 31, 2007 The Institute recently surveyed certain of its members in a continuing effort to...

    [22561]   May 27, 2008 TO: PENSION COMMITTEE No. 21-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-08     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- JUNE 4, 2008   The joint meeting of the Pension and Pension Operations Advisory Committees is scheduled...

  URGENT/ACTION REQUESTED [22560]   May 23, 2008 TO: PENSION COMMITTEE No. 19-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-08     RE: DRAFT INSTITUTE LETTER REQUESTING GUIDANCE PROJECTS FOR TREASURY/IRS GUIDANCE PRIORITY LIST - COMMENTS REQUESTED   Attached for your review is a...

  URGENT/ACTION REQUESTED [22557]   May 23, 2008 TO: PENSION COMMITTEE No. 20-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-08     RE: COMMENTS REQUESTED ON DOL’S AFFIRMATIVE CONSENT REQUIREMENT TO ELECTRONIC DISCLOSURES   Attached for your comment is a draft letter (which we...

  ACTION REQUESTED [22503]   May 9, 2008 TO: PENSION COMMITTEE No. 18-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-08     RE: RETIREMENT SECURITY RECOMMENDATIONS FOR TREASURY 2008-2009 GUIDANCE PRIORITY LIST   Notice 2008-47 [1] invites public comment on recommendations for...

    [22487]   May 2, 2008 TO: PENSION COMMITTEE No. 17-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-08     RE: DOL ASKS FOR INFORMATION ON THE COSTS OF ITS ELECTRONIC DELIVERY RULES   The Department of Labor has requested information on the utility and cost of the affirmative...

  ACTION REQUESTED [22437]   April 17, 2008 TO: PENSION COMMITTEE No. 16-08PENSION OPERATIONS ADVISORY COMMITTEE No. 15-08     RE: DRAFT COMMENT LETTER ON DOL SAFE HARBOR FOR DEPOSITING PARTICIPANT CONTRIBUTIONS   Attached for your comment is a draft letter to the Department of Labor...

    [22422]   April 15, 2008 TO: PENSION COMMITTEE No. 15-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-08     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING -- JUNE 4   The joint meeting of the Pension and Pension Operations Advisory Committees is scheduled for...

  URGENT/ACTION REQUESTED [22426]   April 14, 2008 TO: PENSION COMMITTEE No. 14-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-08     RE: REVISED DRAFT LETTER TO TREASURY AND IRS REQUESTING GUIDANCE ON 403(B) PLAN TRANSITION ISSUES   Attached is a revised draft letter to Treasury and...

    [22405]   April 9, 2008 TO: PENSION COMMITTEE No. 13-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-08     RE: TWO ICI WORKING GROUPS -- FORM 5500 GROUP AND 408(b)(2) OPERATIONS GROUP   ICI is forming two working groups to assist in implementation of the Department of Labor’s fee...