Pension Operations Advisory Content

[16126] June 4, 2003 TO: PENSION COMMITTEE No. 15-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-03 RE: PRELIMINARY AGENDA -- JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING ON JUNE 12, 2003 A joint meeting of the Pension Committee and the Pension Operations...

[16105] May 22, 2003 TO: PENSION MEMBERS No. 25-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-03 RE: DOL FIELD ASSISTANCE BULLETIN ON ALLOCATION OF PLAN EXPENSES IN DEFINED CONTRIBUTION PLANS The Department of Labor recently issued Field Assistance Bulletin (FAB) 2003-3 providing...

[16095] May 20, 2003 TO: PENSION COMMITTEE No. 14-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-03 RE: TREASURY RELEASES PROPOSED DEEMED IRA REGULATIONS; REQUEST FOR COMMENTS Treasury and the Internal Revenue Service (the “Service”) have released proposed regulations under Code...

[16087] May 19, 2003 TO: PENSION MEMBERS No. 22-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-03 RE: HOUSE OF REPRESENTATIVES PASSES ERISA REFORM BILL, INCLUDING INVESTMENT ADVICE LEGISLATION On May 14, 2003, the House of Representatives passed H.R. 1000, the “Pension Security Act...

[16051] May 13, 2003 TO: PENSION COMMITTEE No. 13-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-03 RE: INTERNAL REVENUE SERVICE RELEASES SECOND WHITE PAPER ON DETERMINATION LETTER PROCESS The Internal Revenue Service has issued a second white paper in connection with its review of...

[16035] May 9, 2003 TO: PENSION MEMBERS No. 21-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-03 RE: IRS ISSUES FINAL REGULATIONS ON EARNINGS CALCULATIONS FOR EXCESS IRA CONTRIBUTIONS The Internal Revenue Service recently issued final regulations on the calculation of net income...

[16027] May 8, 2003 TO: OPERATIONS MEMBERS No. 15-03 PENSION MEMBERS No. 20-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-03 TAX MEMBERS No. 28-03 TRANSFER AGENT ADVISORY COMMITTEE No. 47-03 RE: INTERNAL REVENUE SERVICE RELEASES REVISED WITHHOLDING AND REPORTING REQUIREMENTS FOR...

[15981] April 30, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 25-03 OPERATIONS MEMBERS No. 13-03 PENSION MEMBERS No. 19-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-03 TAX MEMBERS No. 26-03 TRANSFER AGENT ADVISORY COMMITTEE No. 42-03 RE: COMMENT LETTER ON FORMS 1099-Q AND 5498-ESA...

[15939] April 28, 2003 TO: PENSION MEMBERS No. 18-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-03 RE: REPRESENTATIVES PORTMAN AND CARDIN INTRODUCE H.R. 1776, THE “PENSION PRESERVATION AND SAVINGS EXPANSION ACT” OF 2003 On April 11, 2003, Representatives Rob Portman (R-OH) and...

[15947] April 25, 2003 TO: PENSION MEMBERS No. 17-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-03 RE: DOL FIELD ASSISTANCE BULLETIN CLARIFYING ERISA RULES APPLICABLE TO PLAN LOANS IN LIGHT OF SARBANES-OXLEY ACT The Department of Labor recently issued Field Assistance Bulletin (FAB)...