Pension Operations Advisory Content

[16931] December 31, 2003 TO: PENSION COMMITTEE No. 48-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-03 RE: JANUARY 9 CONFERENCE CALL TO DISCUSS LETTER TO DOL ON MARKET TIMING A conference call will be held with members of the Pension Committee and the Pension Operations Advisory...

[16918] December 24, 2003 TO: PENSION MEMBERS No. 57-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-03 RE: IRS RULING PERMITS GARNISHMENT OF 401(K) PLAN TO COLLECT FINE The attached IRS private letter ruling (200342007) provides that the federal government may garnish amounts in an...

[16898] December 19, 2003 TO: PENSION COMMITTEE No. 47-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 74-03 RE: FEBRUARY 12 PENSION COMMITTEE MEETING IN WASHINGTON, DC -- WITH VIDEOCONFERENCING PARTICIPATION FROM SAN FRANCISCO, CA The next joint meeting of the Pension Committee and the...

[16872] December 12, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 61-03 PENSION MEMBERS No. 53-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 73-03 TRANSFER AGENT ADVISORY COMMITTEE No. 111-03 RE: IRS CHANGES DISTRIBUTION CODES FOR FORMS 1099-R AND 5498 The Internal Revenue Service has...

[16866] December 10, 2003 TO: PENSION COMMITTEE No. 45-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-03 RE: DRAFT LETTER TO DOL ON MARKET TIMING BY RETIREMENT PLAN PARTICIPANTS; COMMENTS REQUESTED Attached for your review is a draft letter to the Department of Labor on market timing...

[16699] October 24, 2003 TO: PENSION MEMBERS No. 46-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 71-03 RE: FINAL COMMENT LETTER REGARDING PROPOSED 401(K) REGULATIONS Earlier this year the Internal Revenue Service issued proposed regulations setting forth the requirements for cash or...

[16689] October 21, 2003 TO: PENSION MEMBERS No. 45-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-03 RE: IRS ANNOUNCES PENSION PLAN LIMITATIONS FOR 2004 The Internal Revenue Service has released cost of living and other adjustments applicable to dollar limitations for pension plans...

[16674] October 16, 2003 TO: PENSION COMMITTEE No. 40-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-03 RE: DRAFT COMMENT LETTER REGARDING PROPOSED 401(K) REGULATIONS Earlier this year the Internal Revenue Service issued proposed regulations setting forth the requirements for cash or...

[16670] October 15, 2003 TO: PENSION COMMITTEE No. 39-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-03 RE: REVISED AGENDA -- OCTOBER 23, 2003 MEETING Please find attached a revised agenda for the joint meeting of the Pension Committee and the Pension Operations Advisory Committee...

[16618] October 8, 2003 TO: PENSION COMMITTEE No. 38-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-03 RE: PRELIMINARY AGENDA -- JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING ON OCTOBER 23, 2003 A joint meeting of the Pension Committee and the Pension...