Pension Operations Advisory Content

[17062] February 5, 2004 TO: PENSION MEMBERS No. 10-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-04 RE: IRS REVENUE RULING ON DISTRIBUTION RESTRICTIONS APPLICABLE TO ROLLOVER AMOUNTS IN PLANS The Internal Revenue Service recently issued Revenue Ruling 2004-121 concerning plan...

[17042] February 4, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 4-04 OPERATIONS MEMBERS No. 7-04 PENSION MEMBERS No. 7-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 9-04 TAX MEMBERS No. 7-04 TRANSFER AGENT ADVISORY COMMITTEE No. 15-04 RE: PRESIDENT’S 2005 BUDGET INCLUDES SAVINGS AND...

[17053] February 3, 2004 TO: PENSION MEMBERS No. 6-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-04 RE: IRS REVENUE RULING ON ALLOCATION OF PLAN EXPENSES IN DEFINED CONTRIBUTION PLANS The Internal Revenue Service recently issued Revenue Ruling 2004-10,1 which addresses whether a...

[17035] February 2, 2004 TO: PENSION MEMBERS No. 4-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-04 RE: CALIFORNIA 403(b) INFORMATION DATABASE LETTER TO VENDORS As we previously advised, California enacted legislation in 2002 requiring all vendors that provide 403(b) products to...

[17039] February 2, 2004 TO: PENSION MEMBERS No. 5-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-04 RE: ELECTRONIC DELIVERY OF FORM 1099 AND 5498 PAYEE STATEMENTS The IRS has issued Notice 2004-10, which permits sponsors, administrators, trustees, custodians or issuers of retirement...

[17021] January 29, 2004 TO: PENSION COMMITTEE No. 5-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-04 RE: PRELIMINARY AGENDA FOR FEBRUARY 12 JOINT COMMITTEE MEETING AND CALIFORNIA VIDEOCONFERENCE Attached is the preliminary agenda for the joint meeting of the Pension Committee and...

[16983] January 22, 2004 TO: PENSION MEMBERS No. 3-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-04 RE: ICI LETTER TO DOL ON MARKET TIMING IN RETIREMENT PLANS The Institute submitted the attached letter to the Department of Labor on market timing in participant-directed retirement...

[16975] January 16, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 2-04 OPERATIONS MEMBERS No. 3-04 PENSION MEMBERS No. 2-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-04 TAX MEMBERS No. 1-04 TRANSFER AGENT ADVISORY COMMITTEE No. 7-04 RE: 2004 FORM 1099-Q AND 1099-Q AND 5498-ESA...

[16951] January 9, 2004 TO: BROKER/DEALER ADVISORY COMMITTEE No. 1-04 BROKER/DEALER ASSOCIATE MEMBERS No. 2-04 COMPLIANCE ADVISORY COMMITTEE No. 3-04 INTERNAL AUDIT ADVISORY COMMITTEE No. 1-04 MONEY LAUNDERING RULES WORKING GROUP No. 1-04 OPERATIONS MEMBERS No. 2-04 PENSION COMMITTEE...

[16937] January 5, 2004 TO: PENSION COMMITTEE No. 1-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-04 RE: REVISED DRAFT LETTER TO DOL ON MARKET TIMING IN RETIREMENT PLANS Attached for your review is a revised draft letter to the Department of Labor on market timing in retirement plans...