Pension Operations Advisory Content

[15940] April 24, 2003 TO: PENSION MEMBERS No. 16-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-03 RE: INSTITUTE LETTER TO DEPARTMENT OF TREASURY CONCERNING SEPARATE ACCOUNTS AND REQUIRED MINIMUM DISTRIBUTIONS The Institute has submitted the attached letter to the Department of the...

[15891] April 11, 2003 TO: PENSION COMMITTEE No. 9-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-03 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 12, 2003, 10:00 AM-2:00 PM The next joint meeting of the Pension and Pension Operations Advisory Committees...

[15812] March 27, 2003 TO: OPERATIONS MEMBERS No. 11-03 PENSION MEMBERS No. 14-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-03 TAX MEMBERS No. 21-03 TRANSFER AGENT ADVISORY COMMITTEE No. 36-03 RE: REVISED INSTITUTE SURVEY OF IRA PROTECTION IN BANKRUPTCY The Institute has updated...

[15785] March 21, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 18-03 OPERATIONS COMMITTEE No. 5-03 PENSION COMMITTEE No. 8-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-03 TAX COMMITTEE No. 16-03 TRANSFER AGENT ADVISORY COMMITTEE No. 34-03 RE: MARCH 27 CONFERENCE CALL TO DISCUSS REVISED...

[15780] March 20, 2003 TO: PENSION MEMBERS No. 13-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-03 RESEARCH COMMITTEE No. 6-03 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF DECEMBER 31, 2002 The Institute recently surveyed certain of its members in a continuing effort to...

[15741] March 12, 2003 TO: PENSION MEMBERS No. 12-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-03 RE: INSTITUTE LETTER ON DOL’S REQUEST FOR INFORMATION CONCERNING AUTOMATIC IRA ROLLOVERS The Institute recently filed the attached letter with the Department of Labor with regard to...

[15739] March 10, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 15-03 OPERATIONS COMMITTEE No. 3-03 PENSION COMMITTEE No. 7-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-03 TAX COMMITTEE No. 14-03 TRANSFER AGENT ADVISORY COMMITTEE No. 28-03 RE: MARCH 13 CONFERENCE CALL TO DISCUSS DRAFT...

[15729] March 6, 2003 TO: PENSION COMMITTEE No. 6-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-03 RE: REVISED DRAFT LETTER ON AUTOMATIC IRA ROLLOVERS Attached for your review is a revised draft letter in response to the Department of Labor’s Request for Information (RFI) on the...

[15724] March 4, 2003 TO: PENSION MEMBERS No. 11-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-03 RE: IRS ISSUES CORRECTIONS TO FINAL PLAN LOAN REGULATIONS The Internal Revenue Service has published corrections to its final regulations under Code section 72(p) regarding loans from...

[15702] February 27, 2003 TO: PENSION COMMITTEE No. 5-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-03 RE: DRAFT LETTER ON AUTOMATIC IRA ROLLOVERS; CONFERENCE CALL SCHEDULED FOR WEDNESDAY, MARCH 5, 2003 AT 1:00 PM EST Attached for your review is a draft letter in response to the...