Pension Operations Advisory Content

[15098] October 1, 2002 TO: PENSION MEMBERS No. 45-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 65-02 RE: CALIFORNIA GOVERNOR SIGNS LEGISLATION REQUIRING REGISTRATION OF 403(b) INVESTMENT PRODUCTS FOR STATE TEACHERS’ RETIREMENT SYSTEM California Governor Davis has signed Assembly Bill...

[15206] September 25, 2002 TO: PENSION MEMBERS No. 44-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-02 RESEARCH COMMITTEE No. 17-02 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF JUNE 30, 2002 The Institute recently surveyed certain of its members in a continuing effort...

[15192] September 24, 2002 TO: PENSION COMMITTEE No. 39-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 63-02 RE: UPDATED SCHEDULE FOR OCTOBER 10 AND 11 MEETINGS IN SAN FRANCISCO, CALIFORNIA We are pleased to announce a luncheon following the Pension and Pension Operations Advisory...

[15141] September 11, 2002 TO: PENSION COMMITTEE No. 38-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 62-02 RE: CONFERENCE CALL TO DISCUSS 72(t) and FLOAT ISSUES - FRIDAY, SEPTEMBER 13, 2002 AT 2:00 PM EDT A conference call has been scheduled for Friday, September 13, 2002 at 2:00 p.m...

[15135] September 6, 2002 TO: ACCOUNTING/TREASURERS COMMITTEE No. 43-02 BROKER/DEALER ADVISORY COMMITTEE No. 39-02 PENSION MEMBERS No. 43-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-02 TAX MEMBERS No. 40-02 TRANSFER AGENT ADVISORY COMMITTEE No. 82-02 RE: IRS TO ISSUE FINAL...

[15090] August 30, 2002 TO: PENSION COMMITTEE No. 36-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-02 RE: CONFERENCE CALL ON PENSION ISSUES RAISED BY THE SARBANES-OXLEY ACT -- THURSDAY, SEPTEMBER 5, 2002, 1:30 PM EDT A conference call has been scheduled for Thursday, September 5...

[15081] August 29, 2002 TO: PENSION COMMITTEE No. 35-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 59-02 RE: CONFERENCE CALL TO DISCUSS DEEMED IRAs — WEDNESDAY, SEPTEMBER 4, 2002 AT 2:00 PM EDT A conference call has been scheduled for Wednesday, September 4, 2002 at 2:00 p.m. EDT to...

[15083] August 29, 2002 TO: OPERATIONS MEMBERS No. 25-02 PENSION MEMBERS No. 39-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 58-02 TRANSFER AGENT ADVISORY COMMITTEE No. 76-02 AD HOC COMMITTEE ON RMD REFORM RE: INSTITUTE LETTER TO IRS CONCERNING IRA TRUSTEE REPORTING AND SEPARATE...

[15051] August 23, 2002 TO: PENSION COMMITTEE No. 34-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 57-02 RE: OCTOBER 10 AND 11 JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETINGS IN SAN FRANCISCO, CALIFORNIA The next regularly scheduled joint meetings of the Pension and...

[14951] August 8, 2002 TO: PENSION MEMBERS No. 37-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-02 RE: IRS ISSUES FINAL REGULATIONS CONCERNING ELECTRONIC DELIVERY OF NOTICE TO INTERESTED PARTIES The Internal Revenue Service has issued final regulations relating to the requirement...