Pension Operations Advisory Content

[17819] July 28, 2004 TO: PENSION MEMBERS No. 41-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 52-04 RE: IMPLEMENTATION OF CALIFORNIA 403(B) REGISTRATION SYSTEM DELAYED UNTIL NOVEMBER 30, 2004 As we previously advised,1 the California State Teachers’ Retirement System (CalSTRS) earlier...

[17814] July 27, 2004 TO: PENSION COMMITTEE No. 33-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-04 RE: DRAFT INSTITUTE COMMENT LETTER ON IRS PROPOSAL CONCERNING REVIEW OF PROTOTYPE PLANS Attached for your review is a draft comment letter to the Internal Revenue Service concerning...

[17770] July 14, 2004 TO: PENSION COMMITTEE No. 32-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-04 RE: DRAFT COMMENT LETTER REGARDING NEW 2004 INSTRUCTIONS FOR FORM 1099-R Attached for your review is a draft Institute comment letter regarding the revised 2004 instructions for Form...

[17739] July 1, 2004 TO: PENSION MEMBERS No. 37-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-04 RE: IRS UPDATES REVENUE RULING TO ALLOW ELIGIBLE GOVERNMENTAL 457 PLANS, ROTH IRAS AND DEEMED IRAS TO PARTICIPATE IN GROUP TRUSTS In Revenue Ruling 81-100, the Internal Revenue Service...

[17738] July 1, 2004 TO: PENSION MEMBERS No. 39-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-04 RE: TREASURY EXTENDS EFFECTIVE DATE OF RELATIVE VALUE REGULATIONS As requested by the Institute, Treasury has released Announcement 2004-58 (attached), delaying until February 1, 2006...

[17733] July 1, 2004 TO: PENSION MEMBERS No. 38-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 47-04 RE: CONGRESSMAN JOHNSON INTRODUCES RETIREMENT SAVINGS ACCOUNT BILL Representative Sam Johnson (R-TX) has introduced H.R. 4714, the “Retirement Savings Account Act,” which reflects the...

[17698] June 22, 2004 TO: PENSION MEMBERS No. 35-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-04 RE: INSTITUTE LETTER TO TREASURY REQUESTING POSTPONEMENT OF EFFECTIVE DATE FOR RELATIVE VALUE REGULATIONS The Institute submitted the attached letter to Treasury requesting postponement...

[17687] June 18, 2004 TO: PENSION COMMITTEE No. 30-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-04 RE: CONFERENCE CALL TO DISCUSS PROPOSED GUARDSMEN AND RESERVISTS FINANCIAL RELIEF ACT (H.R. 1779) H.R. 1779, the “Guardsmen and Reservists Financial Relief Act of 2004,” which passed...

[17685] June 17, 2004 TO: PENSION MEMBERS No. 34-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-04 RE: INSTITUTE LETTER TO DEPARTMENT OF LABOR CONCERNING PROPOSED AMENDMENTS TO PROHIBITED TRANSACTION EXEMPTION 75-1 The Institute has filed the attached comment letter in response to...

[17681] June 16, 2004 TO: PENSION MEMBERS No. 33-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-04 RE: INTERNAL REVENUE SERVICE REVISES SEPARATE ACCOUNT TIMING RULE IN FINAL REGULATIONS CONCERNING REQUIRED MINIMUM DISTRIBUTIONS The Internal Revenue Service has issued final...