Pension Operations Advisory Content

[15493] December 24, 2002 TO: PENSION COMMITTEE No. 50-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 85-02 RE: JANUARY 22, 2003 COMMITTEE MEETING IN WASHINGTON, DC -- WITH VIDEO- CONFERENCING PARTICIPATION AVAILABLE IN LOS ANGELES, CA The next joint meeting of the Pension Committee and...

[15486] December 23, 2002 TO: OPERATIONS MEMBERS No. 37-02 PENSION MEMBERS No. 61-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 84-02 TRANSFER AGENT ADVISORY COMMITTEE No. 108-02 RE: INTERNAL REVENUE SERVICE PROVIDES ADDITIONAL GUIDANCE CONCERNING REQUIRED MINIMUM DISTRIBUTION...

[15450] December 13, 2002 TO: PENSION MEMBERS No. 60-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 83-02 CLOSED-END INVESTMENT COMPANY MEMBERS No. 66-02 SEC RULES MEMBERS No. 112-02 RE: INSTITUTE COMMENT LETTER ON SEC PROPOSAL REGARDING INSIDER TRADES DURING PENSION BLACKOUT PERIODS As...

[15443] December 12, 2002 TO: PENSION MEMBERS No. 59-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 82-02 TAX MEMBERS No. 51-02 RE: IRS ISSUES FINAL REGULATIONS PROVIDING EXPEDITED PROCESS TO OBTAIN INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS FOR FOREIGN PAYEES The Internal Revenue...

[15432] December 6, 2002 TO: CLOSED-END INVESTMENT COMPANY COMMITTEE No. 51-02 PENSION COMMITTEE No. 48-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 81-02 SEC RULES COMMITTEE No. 101-02 RE: INSTITUTE DRAFT COMMENT LETTER ON SEC PROPOSAL REGARDING INSIDER TRADES DURING PENSION BLACKOUT...

[15416] December 3, 2002 TO: PENSION MEMBERS No. 58-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 80-02 RE: IRS ISSUES FINAL REGULATIONS ON PLAN LOANS The Internal Revenue Service has issued final regulations under Code section 72(p) regarding loans from qualified employer plans to...

[15403] December 2, 2002 TO: PENSION COMMITTEE No. 47-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 79-02 RE: CONFERENCE CALL TO DISCUSS PROTOTYPE PLANS AND SMALL EMPLOYER COMPLIANCE A conference call has been scheduled for Monday, December 9, 2002 at 1:00 p.m. EST to discuss ideas for...

[15408] November 27, 2002 TO: PENSION MEMBERS No. 57-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 78-02 RE: DOL ISSUES PROHIBITED TRANSACTION CLASS EXEMPTION RELATING TO VOLUNTARY FIDUCIARY CORRECTION PROGRAM The Department of Labor recently finalized a prohibited transaction class...

[15383] November 22, 2002 TO: PENSION MEMBERS No. 56-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 77-02 RE: INSTITUTE LETTER CONCERNING DOL GUIDANCE ON BLACKOUT PERIOD NOTICES The Institute recently filed the attached letter with the Department of Labor with regard to its regulatory...

[15372] November 20, 2002 TO: PENSION MEMBERS No. 55-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-02 RE: IRS FURTHER EXTENDS GUST REMEDIAL AMENDMENT PERIOD FOR PROTOTYPE PLANS The Internal Revenue Service has issued Revenue Procedure 2002-73, which extends the GUST remedial...