Pension Operations Advisory Content

  URGENT/ACTION REQUESTED [22374]   March 26, 2008 TO: PENSION COMMITTEE No. 12-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-08     RE: DRAFT INSTITUTE COMMENT LETTER TO IRS ON EMPLOYER STOCK DIVERSIFICATION PROPOSED REGULATION   Attached is a draft comment letter to the Internal...

  URGENT/ACTION REQUESTED [22334]   March 14, 2008 TO: PENSION COMMITTEE No. 10-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-08     RE: DRAFT ICI LETTER TO DOL ABOUT QUARTERLY BENEFIT STATEMENTS -- COMMENTS REQUESTED BY MARCH 21   As we discussed during our member call on February...

URGENT/ACTION REQUESTED [22301] March 5, 2008 TO: PENSION COMMITTEE No. 9-08PENSION OPERATIONS ADVISORY COMMITTEE No. 9-08 RE: DRAFT ICI COMMENT LETTERS CONCERNING 403(b) MODEL PLAN AND TRANSITION ISSUES UNDER 403(b) GUIDANCE Attached are two separate draft letters to Treasury and the...

    [22293]   March 3, 2008 TO: PENSION COMMITTEE No. 8-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-08     RE: DOL PROPOSES SAFE HARBOR RULE FOR DEPOSITING PARTICIPANT CONTRIBUTIONS   The Department of Labor has proposed to amend the existing participant contribution regulation by...

    [22203]   February 6, 2008 TO: PENSION COMMITTEE No. 7-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-08     RE: CONFERENCE CALL TO DISCUSS IRS PROPOSED REGULATION ON EMPLOYER STOCK DIVERSIFICATION SCHEDULED FOR FEBRUARY 19 AT 2:00 PM ET   The Institute will hold a conference call...

  URGENT/ACTION REQUESTED [22196]   February 6, 2008 TO: PENSION COMMITTEE No. 6-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 4-08     RE: REVISED DRAFT COMMENT LETTER TO DEPARTMENT OF LABOR ON 408(b)(2) PROPOSAL   Attached is a...

    [22157]   January 25, 2008 TO: PENSION COMMITTEE No. 5-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-08     RE: DRAFT COMMENT LETTER TO IRS ON AUTOMATIC CONTRIBUTION ARRANGEMENTS (QACAs AND EACAs) -- COMMENTS REQUESTED BY FEBRUARY 1   Attached for your review is a draft letter to...

  URGENT/ACTION REQUESTED [22153]   January 25, 2008 TO: PENSION COMMITTEE No. 4-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 2-08     RE: DRAFT COMMENT LETTERS TO DEPARTMENT OF LABOR ON 408(B)(2) PROPOSAL; COMMENTS REQUESTED BY...

    [22152]   January 25, 2008 TO: PENSION COMMITTEE No. 3-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-08     RE: ICI CONFERENCE CALL ON PERIODIC BENEFIT STATEMENTS SCHEDULED FOR FEBRUARY 6 AT 2:00 PM EASTERN   We understand that the Department of Labor plans to issue proposed...

  URGENT/ACTION REQUESTED [22129]   January 16, 2008 TO: PENSION COMMITTEE No. 2-08 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-08     RE: ICI WORKING GROUP ON 403(b) PLANS   To better respond to the many changes to the legal and operational aspects of 403(b) plans brought about by...