Pension Operations Advisory Content

[17370] April 13, 2004 TO: PENSION MEMBERS No. 25-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-04 RE: IRS INFORMATION LETTER CLARIFIES CONTRIBUTION RULES FOR AUTOMATIC ENROLLMENT/COMPENSATION REDUCTION ELECTIONS In the attached information letter dated March 17, 2004, the IRS...

[17360] April 6, 2004 TO: PENSION COMMITTEE No. 18-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-04 RE: APRIL 8 CONFERENCE CALL TO DISCUSS RECOMMENDATIONS FOR TREASURY 2004-2005 GUIDANCE PRIORITY LIST A conference call has been scheduled for Thursday, April 8, 2004 at 2:00 pm EDT to...

[17344] April 2, 2004 TO: PENSION MEMBERS No. 24-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-04 RE: INSTITUTE LETTER TO DOL IN RESPONSE TO PROPOSED REGULATIONS ON AUTOMATIC IRA ROLLOVERS Yesterday, the Institute submitted the attached letter in response to the Department of Labor...

[17334] April 1, 2004 TO: PENSION MEMBERS No. 23-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-04 RE: IRS APPLIES EGTRRA REMEDIAL AMENDMENT PERIOD TO ALL DISQUALIFYING PROVISIONS PUT INTO EFFECT OR ADOPTED AFTER 2001 As we previously advised,1 the Internal Revenue Service announced...

[17221] March 29, 2004 TO: PENSION COMMITTEE No. 16-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-04 RE: PROPOSED REGULATIONS EXCLUDE EMPLOYEES OF TAX-EXEMPT CHARITIES FROM 401(K) PLANS FOR 410(B) TESTING PURPOSES Treasury has released proposed regulations1 that would permit, under...

[17292] March 26, 2004 TO: PENSION COMMITTEE No. 15-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-04 RE: COMMENTS REQUESTED ON AUTOMATIC ROLLOVER DRAFT LETTER; CONFERENCE CALL SCHEDULED FOR TUESDAY, MARCH 30 Attached for your review is a draft letter in response to the Department of...

[17244] March 18, 2004 TO: PENSION MEMBERS No. 20-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-04 RESEARCH COMMITTEE No. 9-04 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAs AS OF DECEMBER 31, 2003 The Institute recently surveyed certain of its members in a continuing effort to...

[17203] March 12, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 9-04 PENSION COMMITTEE No. 14-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-04 RESEARCH COMMITTEE No. 8-04 RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAs AS OF DECEMBER 31, 2003 The Institute recently surveyed...

[17186] March 9, 2004 TO: PENSION COMMITTEE No. 13-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-04 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 15, 2004, 10:00 AM-3:00 PM The next joint meeting of the Pension and Pension Operations Advisory Committees...

[17171] March 8, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-04 BROKER/DEALER ADVISORY COMMITTEE No. 8-04 OPERATIONS COMMITTEE No. 4-04 PENSION COMMITTEE No. 12-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-04 SEC RULES COMMITTEE No. 22-04 SMALL FUNDS COMMITTEE No. 17-04 TAX...