Pension Operations Advisory Content

©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [18817] April 28, 2005 TO: PENSION COMMITTEE No. 15-05...

©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [18797] April 21, 2005 TO: PENSION COMMITTEE No. 13-05...

[18676] March 23, 2005 TO: PENSION COMMITTEE No. 12-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-05 RE: APRIL 5 CONFERENCE CALL TO DISCUSS RETIREMENT SECURITY RECOMMENDATIONS FOR TREASURY 2005-2006 GUIDANCE PRIORITY LIST Notice 2005-25 (attached) invites public comments on...

[18649] March 11, 2005 TO: PENSION COMMITTEE No. 10-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-05 RE: DOL ISSUES PROPOSED ORPHAN PLAN GUIDANCE; CONFERENCE CALL SCHEDULED FOR MARCH 24 The Department of Labor issued proposed regulations and a prohibited transaction class exemption...

[18642] March 9, 2005 TO: 529 PLAN ADVISORY COMMITTEE No. 8-05 OPERATIONS MEMBERS No. 3-05 PENSION MEMBERS No. 8-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-05 TAX MEMBERS No. 7-05 TRANSFER AGENT ADVISORY COMMITTEE No. 8-05 RE: PRESIDENT’S 2006 BUDGET INCLUDES SAVINGS AND...

[18639] March 9, 2005 TO: 529 PLAN MEMBERS No. 5-05 PENSION MEMBERS No. 9-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-05 RE: SENATOR THOMAS INTRODUCES RSA/LSA/ERSA LEGISLATION Senator Craig Thomas (R-WY) has introduced three bills that reflect the RSA, LSA and ERSA savings...

[18609] March 2, 2005 TO: PENSION COMMITTEE No. 8-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-05 RE: IRS ISSUES PROPOSED REGULATIONS CONCERNING DESIGNATED ROTH 401(k) CONTRIBUTIONS; CONFERENCE CALL SCHEDULED FOR MARCH 17, 2005 Section 402A of the Internal Revenue Code will permit...

[18528] February 11, 2005 TO: PENSION COMMITTEE No. 6-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-05 RE: PRELIMINARY AGENDA FOR FEBRUARY 24 MEETING; SENATE FINANCE COMMITTEE STAFF TO BE LUNCHEON SPEAKER Attached for your review is a preliminary agenda for the joint meeting of the...

[18506] February 4, 2005 TO: PENSION COMMITTEE No. 5-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-05 RE: FEBRUARY 11 CONFERENCE CALL ON DOL PROHIBITED TRANSACTION EXEMPTION REFORM A conference call has been scheduled for Friday, February 11, 2005 at 2:00 p.m. Eastern Time to discuss...

[18505] February 4, 2005 TO: PENSION COMMITTEE No. 4-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-05 RE: FEBRUARY 14 CONFERENCE CALL ON DISCLOSURE TO PLAN SPONSORS A conference call has been scheduled for Monday, February 14, 2005 at 2:00 p.m. Eastern Time to discuss plan sponsor...