Pension Operations Advisory Content

[16464] August 25, 2003 TO: PENSION COMMITTEE No. 30-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-03 RE: CONFERENCE CALL TO DISCUSS COMPREHENSIVE PROPOSED REGULATIONS ON 401(K) PLANS - TUESDAY, SEPTEMBER 9, 2003 AT 2:00 P.M. EDT A conference call has been scheduled for Tuesday...

[16460] August 22, 2003 TO: PENSION COMMITTEE No. 29-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 52-03 RE: SEPTEMBER 4 CONFERENCE CALL TO DISCUSS ERISA ADVISORY COUNCIL’S REVIEW OF "OPTIONAL PROFESSIONAL MANAGEMENT" IN DEFINED CONTRIBUTION PLANS A conference call has been scheduled...

[16448] August 19, 2003 TO: PENSION COMMITTEE No. 28-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-03 TAX COMMITTEE No. 52-03 RE: IRS ISSUES PROPOSED REGULATIONS CONCERNING WAIVER OF PENALTIES FOR FAILURE TO FILE CORRECT INFORMATION RETURNS The Internal Revenue Service (“IRS”) has...

[16434] August 18, 2003 TO: PENSION COMMITTEE No. 27-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-03 RE: DRAFT INSTITUTE COMMENT LETTER ON SECOND IRS WHITE PAPER CONCERNING DETERMINATION LETTER PROCESS As we previously informed you,1 the Internal Revenue Service issued a second...

ACTION REQUESTED [16437] August 15, 2003 TO: BANK AND TRUST ADVISORY COMMITTEE No. 10-03 BROKER/DEALER ADVISORY COMMITTEE No. 27-03 MONEY LAUNDERING RULES WORKING GROUP No. 50-03 PENSION COMMITTEE No. 26-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-03 TRANSFER AGENT ADVISORY...

[16405] August 4, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 43-03 OPERATIONS MEMBERS No. 22-03 PENSION MEMBERS No. 36-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-03 TAX MEMBERS No. 42-03 TRANSFER AGENT ADVISORY COMMITTEE No. 72-03 RE: IRS DELAYS CERTAIN REPORTING REQUIREMENTS FOR...

[16373] July 30, 2003 TO: TAX MEMBERS No. 38-03 PENSION MEMBERS No. 35-03 ACCOUNTING/TREASURERS MEMBERS No. 31-03 INTERNATIONAL MEMBERS No. 26-03 UNIT INVESTMENT TRUST MEMBERS No. 25-03 TRANSFER AGENT ADVISORY COMMITTEE No. 70-03 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 11-03...

[16338] July 22, 2003 TO: PENSION COMMITTEE No. 23-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-03 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 23, 2003, 10:00 AM-3:00 PM The next joint meeting of the Pension and Pension Operations Advisory...

[16324] July 18, 2003 TO: PENSION MEMBERS No. 34-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-03 RE: IRS ISSUES COMPREHENSIVE PROPOSED REGULATIONS ON 401(k) PLANS The Internal Revenue Service has issued proposed regulations setting forth the requirements for cash or deferred...

[16293] July 15, 2003 TO: PENSION MEMBERS No. 33-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-03 RE: IRS ISSUES FINAL REGULATIONS CONCERNING ELIGIBLE DEFERRED COMPENSATION PLANS UNDER CODE SECTION 457 The Internal Revenue Service has issued the attached final regulations under...