Pension Operations Advisory Content

[15361] November 18, 2002 TO: PENSION COMMITTEE No. 46-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-02 RE: DOL RELEASES FIELD ASSISTANCE BULLETIN 2002-3 ON FLOAT ISSUES The Department of Labor (“DOL”) has released Field Assistance Bulletin 2002-3 (attached), which provides guidance...

[15295] November 15, 2002 TO: PENSION COMMITTEE No. 45-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 74-02 RE: DRAFT COMMENT LETTER ON DEEMED IRAS Deemed IRA Provision The Economic Growth and Tax Relief Reconciliation Act of 2001 (“EGTRRA”) enacted new section 408(q) of the Internal...

[15355] November 14, 2002 TO: PENSION COMMITTEE No. 44-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 73-02 RE: SEC PROPOSED RULES ON INSIDER TRADES DURING PENSION BLACKOUT PERIODS The Securities and Exchange Commission has proposed rules that implement section 306(a) of the Sarbanes...

ACTION REQUESTED [15347] November 8, 2002 TO: PENSION COMMITTEE No. 43-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-02 RE: DRAFT INSTITUTE LETTER CONCERNING DOL GUIDANCE ON BLACKOUT PERIOD NOTICES Attached for your review is a draft comment letter in response to the Department of...

[15337] November 7, 2002 TO: PENSION MEMBERS No. 53-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 71-02 RE: DOL ADVISORY OPINION PERMITS LIMITATION OF LIABILITY AND INDEMNIFICATION PROVISIONS The Department of Labor recently issued Advisory Opinion 2002-08A, which clarifies that...

[15215] October 23, 2002 TO: PENSION MEMBERS No. 51-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-02 RE: LETTER TO IRS REQUESTING GUIDANCE ON TRANSFERS FROM 403(B) ARRANGEMENTS USED TO PURCHASE GOVERNMENT SERVICE CREDITS As we previously informed you, the Economic Growth and Tax...

[15289] October 22, 2002 TO: PENSION COMMITTEE No. 42-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-02 RE: DOL ISSUES GUIDANCE ON BLACKOUT PERIOD NOTICE REQUIREMENTS UNDER SARBANES-OXLEY ACT; CONFERENCE CALL SCHEDULED FOR MONDAY, OCTOBER 28, 2 PM EST The Department of Labor has...

[15282] October 21, 2002 TO: PENSION MEMBERS No. 48-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-02 RE: IRS ANNOUNCES RETIREMENT PLAN LIMITATIONS FOR TAX YEAR 2003 The Internal Revenue Service has issued the attached news release concerning the dollar limitations applicable to...

[15235] October 4, 2002 TO: PENSION COMMITTEE No. 41-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-02 RE: PRELIMINARY AGENDAS FOR OCTOBER 10 AND 11 MEETINGS IN SAN FRANCISCO, CALIFORNIA Attached are the preliminary agendas for the joint meetings of the Pension and Pension Operations...

[15230] October 3, 2002 TO: PENSION MEMBERS No. 47-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-02 RESEARCH COMMITTEE No. 19-02 529 PLAN ADVISORY COMMITTEE No. 33-02 RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAS AS OF JUNE 30, 2002 The Institute recently surveyed certain...