Pension Operations Advisory Content

[18482] January 31, 2005 TO: PENSION COMMITTEE No. 3-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-05 RE: DRAFT INSTITUTE COMMENT LETTER ON PROPOSED 403(B) REGULATIONS Attached is a draft of the Institute’s comment letter on the IRS proposed regulations under section 403(b) of the...

[18406] January 11, 2005 TO: PENSION COMMITTEE No. 2-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-05 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, FEBRUARY 24, 2005, 10:00 AM-3:00 PM The next joint meeting of the Pension and Pension Operations Advisory...

[18382] January 4, 2005 TO: PENSION COMMITTEE No. 1-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-05 RE: INSTITUTE COMMENT LETTER CONCERNING PROTOTYPE PLAN PROVISIONS OF IRS ANNOUNCEMENT 2004-71 The Institute has filed the attached comment letter with the Internal Revenue Service...

[18375] December 31, 2004 TO: PENSION MEMBERS No. 66-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 87-04 RE: IRS ISSUES FINAL REGULATIONS ON 401(K) PLANS The Internal Revenue Service has issued final regulations setting forth the requirements for cash or deferred arrangements (“CODAs”)...

[18377] December 30, 2004 TO: PENSION MEMBERS No. 68-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 89-04 TRANSFER AGENT ADVISORY COMMITTEE No. 87-04 RE: IRS ISSUES GUIDANCE ON AUTOMATIC IRA ROLLOVERS The Internal Revenue Service issued guidance on the automatic rollover rules enacted...

[18355] December 30, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 39-04 OPERATIONS MEMBERS No. 39-04 PENSION MEMBERS No. 67-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 88-04 TAX MEMBERS No. 51-04 TRANSFER AGENT ADVISORY COMMITTEE No. 86-04 RE: TREASURY ISSUES REQUEST FOR PAPERWORK BURDEN...

[18370] December 28, 2004 TO: INVESTMENT ADVISER ASSOCIATE MEMBERS No. 13-04 INVESTMENT ADVISER MEMBERS No. 27-04 PENSION MEMBERS No. 65-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 86-04 RE: DOL PROPOSES ELIMINATION OF THREE-DAY LIMIT IN PROHIBITED TRANSACTION EXEMPTION FOR CERTAIN...

[18369] December 22, 2004 TO: COMPLIANCE ADVISORY COMMITTEE No. 122-04 PENSION COMMITTEE No. 60-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 85-04 SEC RULES COMMITTEE No. 100-04 SMALL FUNDS COMMITTEE No. 53-04 RE: SEC APPROVES NASD’S PROPOSED BAN ON DIRECTED BROKERAGE The Securities...

[18361] December 22, 2004 TO: PENSION COMMITTEE No. 59-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 84-04 RE: DRAFT INSTITUTE COMMENT LETTER CONCERNING PROTOTYPE PLAN PROVISIONS OF IRS ANNOUNCEMENT 2004-71 Attached for your review is a draft comment letter to the Internal Revenue...

[18350] December 21, 2004 TO: PENSION MEMBERS No. 62-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 83-04 RE: DEPARTMENT OF LABOR ISSUES GUIDANCE ON THE RESPONSIBILITIES OF DIRECTED TRUSTEES UNDER ERISA The Department of Labor has issued Field Assistance Bulletin (FAB) 2004-03, which...