Pension Operations Advisory Content

[16634] October 8, 2003 TO: PENSION MEMBERS No. 44-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-03 RE: NEW IRS MATERIALS ENCOURAGE RETIREMENT PLAN COMPLIANCE The IRS has released new materials designed to help small businesses and plan administrators keep their employee retirement...

[16592] September 30, 2003 TO: PENSION MEMBERS No. 42-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 63-03 RESEARCH COMMITTEE No. 20-03 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAs AS OF JUNE 30, 2003 The Institute recently surveyed certain of its members in a continuing effort...

[16583] September 26, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 55-03 OPERATIONS MEMBERS No. 28-03 PENSION MEMBERS No. 41-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-03 TAX MEMBERS No. 49-03 TRANSFER AGENT ADVISORY COMMITTEE No. 91-03 RE: COMMENT LETTER RESPONDING TO NOTICE 2003-53...

[16573] September 24, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 54-03 OPERATIONS COMMITTEE No. 19-03 PENSION COMMITTEE No. 35-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-03 TAX COMMITTEE No. 60-03 TRANSFER AGENT ADVISORY COMMITTEE No. 88-03 RE: DRAFT COMMENT LETTER RESPONDING TO...

[16554] September 17, 2003 TO: PENSION COMMITTEE No. 34-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-03 RESEARCH COMMITTEE No. 19-03 529 PLAN ADVISORY COMMITTEE No. 53-03 RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAS AS OF JUNE 30, 2003 The Institute recently surveyed...

[16544] September 15, 2003 TO: PENSION MEMBERS No. 39-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 58-03 SEC RULES MEMBERS No. 122-03 RE: DOL ADVISORY OPINION PERMITS USE OF FUND PROFILE UNDER ERISA SECTION 404(c) The Department of Labor has issued Advisory Opinion 2003-11A,1 which...

[16515] September 9, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 50-03 OPERATIONS COMMITTEE No. 17-03 PENSION COMMITTEE No. 33-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-03 TAX COMMITTEE No. 57-03 TRANSFER AGENT ADVISORY COMMITTEE No. 84-03 RE: DISCUSSION OUTLINE FOR WEDNESDAY...

[16481] September 4, 2003 TO: PENSION MEMBERS No. 38-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-03 RE: IRS EXTENDS DEADLINE FOR CERTAIN DETERMINATION LETTER FILINGS AND FOR AMENDMENTS UNDER SECTION 401(a)(9) The Internal Revenue Service has issued Revenue Procedure 2003-72, which...

[16487] September 3, 2003 TO: PENSION COMMITTEE No. 32-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-03 RE: INSTITUTE COMMENT LETTER ON SECOND IRS WHITE PAPER CONCERNING DETERMINATION LETTER PROCESS The Institute has filed the attached comment letter with the Internal Revenue...

[16465] August 26, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 47-03 OPERATIONS COMMITTEE No. 14-03 PENSION COMMITTEE No. 31-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-03 TAX COMMITTEE No. 53-03 TRANSFER AGENT ADVISORY COMMITTEE No. 79-03 RE: CONFERENCE CALL TO DISCUSS REPORTING...