Pension Operations Advisory Content

    [21176]   May 24, 2007 TO: PENSION COMMITTEE No. 14-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-07 TAX COMMITTEE No. 23-07 529 PLAN ADVISORY COMMITTEE No. 5-07     RE: DRAFT INSTITUTE LETTER REQUESTING GUIDANCE PROJECTS FOR TREASURY/IRS GUIDANCE PRIORITY LIST - COMMENTS...

    [21118]   May 7, 2007 TO: PENSION COMMITTEE No. 13-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-07     RE: MAY 16 CONFERENCE CALL TO DISCUSS RETIREMENT SECURITY RECOMMENDATIONS FOR TREASURY 2007-2008 GUIDANCE PRIORITY LIST   Notice 2007-41 (attached) invites public comment on...

    [21087]   May 2, 2007 TO: PENSION COMMITTEE No. 12-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-07     RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 5; DOL OFFICIAL TO SPEAK   The joint meeting of the Pension and Pension Operations Advisory...

    [21080]   April 25, 2007 TO: PENSION COMMITTEE No. 11-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-07     RE: DOL REQUESTS INFORMATION ON FEE AND EXPENSE DISCLOSURE TO 401(k) PARTICIPANTS: CONFERENCE CALL SCHEDULED FOR TUESDAY, MAY 1 AT 2:30 PM ET     The Department of Labor...

  URGENT/ACTION REQUESTED [21028]   April 3, 2007 TO: PENSION COMMITTEE No. 10-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-07 INVESTMENT ADVISERS COMMITTEE No. 9-07 EQUITY MARKETS ADVISORY COMMITTEE No. 18-07 SEC RULES COMMITTEE No. 35-07 CHIEF COMPLIANCE OFFICER COMMITTEE No. 10...

  URGENT/ACTION REQUESTED [20936]   March 7, 2007 TO: PENSION COMMITTEE No. 8-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-07     RE: DRAFT INSTITUTE COMMENT LETTER TO IRS REGARDING GUIDANCE ON EMPLOYER STOCK DIVERSIFICATION REQUIREMENTS   Attached for your review is a draft comment...

    [20896]   February 23, 2007 TO: PENSION COMMITTEE No. 7-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-07     RE: CONFERENCE CALL SCHEDULED FOR WEDNESDAY, FEBRUARY 28. 2:00 PM ET TO DISCUSS DOL REQUEST REGARDING PTE 75-1   We have scheduled a conference call for Wednesday...

    [20883]   February 20, 2007 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 8-07 BROKER/DEALER ADVISORY COMMITTEE No. 12-07 OPERATIONS COMMITTEE No. 2-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-07 SMALL FUNDS COMMITTEE No. 5-07 TRANSFER AGENT ADVISORY COMMITTEE No. 11...

    [20873]   February 16, 2007 TO: PENSION COMMITTEE No. 6-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-07 INVESTMENT ADVISERS COMMITTEE No. 4-07 EQUITY MARKETS ADVISORY COMMITTEE No. 9-07 SEC RULES COMMITTEE No. 15-07     RE: CONFERENCE CALL SCHEDULED FOR MARCH 8, 2007 AT 2 PM...

    [20866]   February 13, 2007 TO: PENSION COMMITTEE No. 5-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-07 INVESTMENT ADVISERS COMMITTEE No. 3-07 EQUITY MARKETS ADVISORY COMMITTEE No. 6-07 SEC RULES COMMITTEE No. 14-07     RE: DEPARTMENT OF LABOR ISSUES INTERIM FINAL GUIDANCE ON...