Pension Operations Advisory Content

[17163] March 3, 2004 TO: PENSION MEMBERS No. 17-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-04 RE: DOL ISSUES PROPOSED REGULATION AND CLASS EXEMPTION CONCERNING AUTOMATIC ROLLOVERS OF CERTAIN MANDATORY DISTRIBUTIONS The Department of Labor has issued a proposed regulation and...

[17170] March 3, 2004 TO: PENSION COMMITTEE No. 11-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-04 RE: MARCH 11 CONFERENCE CALL ON PROPOSED REGULATION AND CLASS EXEMPTION CONCERNING AUTOMATIC ROLLOVERS A conference call has been scheduled for Thursday, March 11, 2004 at 1:00 p.m...

[17167] March 2, 2004 TO: COMPLIANCE ADVISORY COMMITTEE No. 31-04 PENSION COMMITTEE No. 10-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-04 SEC RULES COMMITTEE No. 20-04 SMALL FUNDS COMMITTEE No. 15-04 RE: SEC AND NASD PROPOSE BAN ON DIRECTED BROKERAGE AND SEC SEEKS COMMENT ON...

[17137] February 25, 2004 TO: PENSION COMMITTEE No. 9-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-04 RE: MARCH 1 CONFERENCE CALL TO DISCUSS 2004 PORTMAN-CARDIN PROPOSALS A conference call has been scheduled for Monday, March 1, 2004 at 2:00 pm EST to follow up on the discussion at...

[17125] February 23, 2004 TO: PENSION MEMBERS No. 15-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-04 RE: CALIFORNIA ATTORNEY GENERAL’S OPINION CONCLUDES THAT SCHOOL DISTRICTS CANNOT IMPOSE FEES UPON PLAN PROVIDERS TO COVER COSTS The Attorney General of California has issued the...

[17123] February 20, 2004 TO: PENSION COMMITTEE No. 8-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-04 RESEARCH COMMITTEE No. 6-04 RE: IRS STATISTICS OF INCOME DIVISION IRA INFORMATION Traditional IRAs1 Deductions for contributions to Individual Retirement Arrangements (IRAs)...

[17114] February 18, 2004 TO: PENSION MEMBERS No. 14-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-04 RE: DOL GUIDANCE ON MARKET TIMING IN RETIREMENT PLANS AND RELATED ISSUES The Department of Labor has issued guidance designed to assist plan fiduciaries in responding to market...

[16927] February 12, 2004 TO: PENSION COMMITTEE No. 7-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-04 RE: FEBRUARY 18 CONFERENCE CALL TO DISCUSS IRS EDUCATION INITIATIVES REGARDING SIMPLES, SEPS AND OTHER IRA-BASED RETIREMENT PLANS A conference call has been scheduled for Wednesday...

[17087] February 9, 2004 TO: ACCOUNTING/TREASURERS MEMBERS No. 5-04 BANK AND TRUST ADVISORY COMMITTEE No. 2-04 BROKER/DEALER ADVISORY COMMITTEE No. 5-04 PENSION MEMBERS No. 12-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-04 OPERATIONS MEMBERS No. 9-04 TRANSFER AGENT ADVISORY...

[17055] February 5, 2004 TO: PENSION MEMBERS No. 9-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-04 RE: PLAN LOANS UNDER THE SERVICEMEMBERS CIVIL RELIEF ACT OF 2003 On December 19, 2003, President Bush signed the Servicemembers Civil Relief Act of 2003, which restates, clarifies...