Pension Operations Advisory Content

[16294] July 14, 2003 TO: PENSION COMMITTEE No. 22-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-03 RE: ADDITIONAL DISCUSSION TOPIC FOR JULY 16 CONFERENCE CALL -- RECENT DOL ADVISORY OPINION ON DIRECTED TRUSTEES’ RECEIPT OF FEES UNDER BUNDLED SERVICES ARRANGEMENTS As we previously...

[16290] July 11, 2003 TO: PENSION MEMBERS No. 32-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-03 RE: IRS ISSUES FINAL REGULATIONS ON “CATCH-UP” CONTRIBUTIONS TO DEFINED CONTRIBUTION PLANS The Internal Revenue Service has issued final regulations on “catch-up” contributions that may...

[16283] July 10, 2003 TO: PENSION COMMITTEE No. 21-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-03 RE: JULY 21 CONFERENCE CALL TO DISCUSS SECOND IRS WHITE PAPER ON DETERMINATION LETTER PROCESS A conference call has been scheduled for Monday, July 21 at 2:00 p.m. EDT to discuss the...

[16282] July 9, 2003 TO: PENSION COMMITTEE No. 20-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-03 RE: PROPOSED REGULATIONS MODIFY ANTI-CUTBACK RULES BY REMOVING 90- DAY NOTICE PROVISION; REQUEST FOR COMMENTS The IRS has issued proposed regulations relating to the elimination of...

[16276] July 9, 2003 TO: PENSION COMMITTEE No. 19-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-03 RE: JULY 17 CONFERENCE CALL TO DISCUSS TAX ISSUES ARISING FROM SECTION 403(B) ARRANGEMENTS A conference call has been scheduled for Thursday, July 17 at 2:00 p.m. EST to discuss tax...

[16269] July 7, 2003 TO: PENSION MEMBERS No. 30-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-03 RE: DOL ISSUES ADVISORY OPINION ON DIRECTED TRUSTEE’S RECEIPT OF 12b-1 AND SUBTRANSFER FEES FROM MUTUAL FUNDS OFFERED UNDER PLANS The Department of Labor has issued Advisory Opinion 2003...

[16257] July 2, 2003 TO: PENSION MEMBERS No. 29-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-03 RE: DOL ISSUES ADVISORY OPINION CLARIFYING WHEN A QPAM IS RELATED TO A PARTY IN INTEREST UNDER PTE 84-14 (QPAM EXEMPTION LETTER) The Department of Labor (“DOL”) has released Advisory...

[16254] July 1, 2003 TO: BOARD OF GOVERNORS No. 32-03 FEDERAL LEGISLATION MEMBERS No. 10-03 PENSION MEMBERS No. 28-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-03 RE: INSTITUTE LETTER CONCERNING H.R. 2458, THE "SECURE ANNUITY INCOME FOR LIFE ACT OF 2003," INTRODUCED BY...

[16256] July 1, 2003 TO: PENSION COMMITTEE No. 18-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-03 RE: JULY 16 CONFERENCE CALL TO DISCUSS DOL GUIDANCE ON ALLOCATION OF PLAN EXPENSES A conference call has been scheduled for Wednesday, July 16, 2003 at 2:00 pm EDT regarding the...

[16220] June 19, 2003 TO: PENSION COMMITTEE No. 17-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-03 RE: JULY 9 CONFERENCE CALL TO DISCUSS CALIFORNIA 403(B) VENDOR REGISTRATION SYSTEM A conference call has been scheduled for Wednesday, July 9 at 1:00 p.m. EST to discuss the vendor...