Pension Operations Advisory Content

[18112] October 18, 2004 TO: PENSION MEMBERS No. 54-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-04 RE: CLARIFICATION REGARDING SENATE PASSAGE OF H.R. 1779, THE “GUARDSMEN AND RESERVISTS FINANCIAL RELIEF ACT OF 2004” On October 15, 2004, we informed you that Congress recently...

[18108] October 15, 2004 TO: PENSION MEMBERS No. 53-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 71-04 RE: CONGRESS PASSES THREE BILLS CONTAINING PENSION INITIATIVES Congress recently approved three legislative bills that contain pension relief provisions: the “Guardsmen and...

[18090] October 13, 2004 TO: PENSION COMMITTEE No. 49-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-04 RE: DOL PROPOSES REGULATIONS UNDER THE UNIFORMED SERVICES EMPLOYMENT AND REEMPLOYMENT RIGHTS ACT OF 1994 (USERRA) The Department of Labor’s Veterans’ Employment and Training...

[18081] October 7, 2004 TO: PENSION COMMITTEE No. 48-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-04 RE: CONFERENCE CALL SCHEDULED FOR WEDNESDAY, OCTOBER 13, AT 3:30 PM EASTERN TIME TO DISCUSS AUTOMATIC ROLLOVERS AND ROTH 401(K) ISSUES A conference call has been scheduled for...

[18074] October 6, 2004 TO: PENSION COMMITTEE No. 47-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-04 RE: PRELIMINARY AGENDA FOR OCTOBER 19, 2004 JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING Attached is the preliminary agenda for the joint meeting of the Pension...

[18067] October 5, 2004 TO: PENSION MEMBERS No. 51-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-04 RE: TREASURY RELEASES FINAL AND TEMPORARY DEEMED IRA REGULATIONS Treasury and the Internal Revenue Service (the “Service”) have released final, temporary and proposed regulations...

[18065] October 4, 2004 TO: PENSION MEMBERS No. 50-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-04 RE: DOL ISSUES GUIDANCE ON MISSING PARTICIPANTS The Department of Labor has released attached Field Assistance Bulletin (“FAB”) 2004- 02, which provides guidance for fiduciaries on...

[18053] September 30, 2004 TO: PENSION COMMITTEE No. 46-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 65-04 RE: IRS DRAFT REVENUE PROCEDURE DESCRIBING SIX-YEAR AMENDMENT/ APPROVAL CYCLES FOR PROTOTYPE PLANS The Internal Revenue Service has issued Announcement 2004-71, which requests...

[18050] September 29, 2004 TO: PENSION MEMBERS No. 48-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 63-04 RE: DEPARTMENT OF LABOR PROPOSES AMENDMENTS TO PROHIBITED TRANSACTION EXEMPTION 84-24 The Department of Labor has proposed the attached amendments to Prohibited Transaction...

[18052] September 29, 2004 TO: PENSION MEMBERS No. 49-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-04 TRANSFER AGENT ADVISORY COMMITTEE No. 74-04 RE: DOL ISSUES FINAL REGULATIONS ON AUTOMATIC IRA ROLLOVERS The Department of Labor issued final safe harbor regulations and a...