Pension Operations Advisory Content

[18034] September 23, 2004 TO: PENSION MEMBERS No. 47-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-04 RESEARCH COMMITTEE No. 24-04 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAs AS OF JUNE 30, 2004 The Institute recently surveyed certain of its members in a continuing effort...

[18035] September 23, 2004 TO: PENSION COMMITTEE No. 44-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-04 RESEARCH COMMITTEE No. 25-04 529 PLAN ADVISORY COMMITTEE No. 36-04 RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAs AS OF JUNE 30, 2004 The Institute recently surveyed...

[17953] September 8, 2004 TO: PENSION COMMITTEE No. 42-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-04 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 19, 2004, 10:00 AM-3:00 PM The next joint meeting of the Pension and Pension Operations Advisory...

[17946] September 2, 2004 TO: PENSION COMMITTEE No. 41-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-04 RESEARCH COMMITTEE No. 21-04 RE: UPDATE OF IRS STATISTICS OF INCOME DIVISION IRA INFORMATION Through a cooperative effort with the Internal Revenue Service (IRS), Statistics of...

[17915] August 25, 2004 TO: PENSION COMMITTEE No. 39-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-04 OPERATIONS CHAIRMAN ADVISORY GROUP No. 1-04 RE: ALTERNATIVES TO SEC “HARD 4 PM CLOSE” PROPOSAL; CONFERENCE CALL SCHEDULED FOR AUGUST 30 AT 2:00 PM As you are aware, the SEC has...

[17914] August 24, 2004 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 58-04 PENSION COMMITTEE No. 40-04 RE: REV. PROC. 2004-56 PROVIDES MODEL AMENDMENTS FOR 457(B) PLANS The Internal Revenue Service has released Revenue Procedure 2004-56 (attached), which provides model amendments...

[17885] August 11, 2004 TO: PENSION COMMITTEE No. 37-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-04 TAX COMMITTEE No. 27-04 RE: CONFERENCE CALL TO DISCUSS REVISED 2004 EXPLANATIONS FOR FORM 1099- R CODES 1 AND 2 The Internal Revenue Service has released revised explanations for...

[17853] August 2, 2004 TO: PENSION COMMITTEE No. 36-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-04 RE: INSTITUTE COMMENT LETTER ON IRS PROPOSAL CONCERNING REVIEW OF PROTOTYPE PLANS The Institute has submitted the attached comment letter to the Internal Revenue Service concerning...

[17835] July 29, 2004 TO: PENSION COMMITTEE No. 35-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-04 TAX COMMITTEE No. 24-04 RE: CONFERENCE CALL TO DISCUSS REVISED INSTRUCTIONS TO FORM 1099-R The Internal Revenue Service has released revised explanations for Codes 1 and 2 of Form...

[17811] July 29, 2004 TO: 529 PLAN MEMBERS No. 3-04 ACCOUNTING/TREASURERS MEMBERS No. 28-04 INTERNATIONAL MEMBERS No. 45-04 PENSION MEMBERS No. 42-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-04 TAX MEMBERS No. 37-04 TRANSFER AGENT ADVISORY COMMITTEE No. 66-04 RE: IRS AND TREASURY...