Pension Operations Advisory Content

[18336] December 16, 2004 TO: PENSION MEMBERS No. 61-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 82-04 RE: IRS ISSUES 2004 CUMULATIVE LIST OF CHANGES IN PLAN QUALIFICATION REQUIREMENTS The Internal Revenue Service has published Notice 2004-84, 1 which contains the Cumulative List of...

[18221] November 19, 2004 TO: PENSION MEMBERS No. 59-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 81-04 RE: INSTITUTE COMMENT LETTER CONCERNING DEPARTMENT OF LABOR PROPOSED REGULATIONS UNDER USERRA The Institute has submitted the attached comment letter to the Veterans’ Employment and...

[18205] November 18, 2004 TO: PENSION COMMITTEE No. 55-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 79-04 RE: IRS ISSUES PROPOSED REGULATIONS UNDER CODE SECTION 403(b); CONFERENCE CALL SCHEDULED FOR THURSDAY, DECEMBER 9 The Internal Revenue Service has issued comprehensive proposed...

[18206] November 18, 2004 TO: PENSION COMMITTEE No. 56-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 80-04 RE: CONFERENCE CALL SCHEDULED FOR WEDNESDAY, DECEMBER 1 TO DISCUSS DRAFT REVENUE PROCEDURE CONCERNING PROTOTYPE PLANS A conference call has been scheduled for Wednesday, December...

[18193] November 15, 2004 TO: PENSION COMMITTEE No. 54-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 78-04 RE: NOVEMBER 19 CONFERENCE CALL TO DISCUSS DEVELOPMENT OF DEFAULT INVESTMENT SAFE HARBOR PROPOSAL A conference call has been scheduled for Friday, November 19, 2004, at 2:00 p.m...

[18194] November 15, 2004 TO: PENSION MEMBERS No. 57-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 77-04 RE: INSTITUTE LETTER TO DEPARTMENT OF LABOR CONCERNING PROPOSED AMENDMENTS TO PROHIBITED TRANSACTION EXEMPTION 84-24 The Institute has filed the attached comment letter in support...

[18188] November 11, 2004 TO: PENSION COMMITTEE No. 53-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-04 RE: DRAFT INSTITUTE COMMENT LETTER ON PROPOSED REGULATIONS CONCERNING RIGHTS OF REEMPLOYED SERVICE MEMBERS UNDER USERRA Attached for your review is a draft comment letter to the...

[18138] October 27, 2004 TO: PENSION COMMITTEE No. 51-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-04 RE: CONFERENCE CALL SCHEDULED FOR THURSDAY, NOVEMBER 4, AT 1:00 PM EASTERN TIME TO DISCUSS PROPOSED REGULATIONS UNDER USERRA A conference call has been scheduled for Thursday...

[18118] October 21, 2004 TO: PENSION MEMBERS No. 56-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 74-04 RE: IRS ANNOUNCES PENSION PLAN LIMITATIONS FOR 2005 The Internal Revenue Service has released cost of living and other adjustments applicable to dollar limitations for pension plans...

[18113] October 20, 2004 TO: PENSION MEMBERS No. 55-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 73-04 RE: CALIFORNIA 403(b) LEGISLATION CLARIFIES REGISTRATION OBLIGATIONS OF BROKER-DEALERS California’s Governor has signed Assembly Bill No. 2233, which, among other things, amends the...