Pension Operations Advisory Content

[15019] August 9, 2002 TO: PENSION MEMBERS No. 38-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 56-02 RE: DOL ISSUES FAQs ON DELINQUENT CONTRIBUTIONS UNDER VOLUNTARY FIDUCIARY CORRECTION PROGRAM The Department of Labor has published guidance on frequently asked questions (“FAQs”)...

[15014] August 8, 2002 TO: PENSION COMMITTEE No. 31-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-02 RE: CONFERENCE CALL TO DISCUSS DEFAULT ROLLOVERS TO IRAs AND "RECONTRIBUTION" PROPOSAL — AUGUST 14, 2002 AT 2:00 PM EDT A conference call has been scheduled for Wednesday, August 14...

[14997] August 6, 2002 TO: PENSION MEMBERS No. 36-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 53-02 RE: INSTITUTE COMMENT LETTER ON PROPOSED REGULATIONS UNDER SECTION 457 OF THE INTERNAL REVENUE CODE As we previously informed you,1 the Internal Revenue Service recently issued...

[14966] July 30, 2002 TO: PENSION MEMBERS No. 35-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-02 RE: PRESIDENT BUSH SIGNS ACCOUNTING REFORM MEASURE, WHICH INCLUDES NOTICE REQUIREMENT FOR BLACKOUT PERIODS President Bush today signed into law the “Sarbanes-Oxley Act of 2002,” which...

[14967] July 29, 2002 TO: PENSION COMMITTEE No. 30-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-02 RE: DRAFT INSTITUTE LETTER CONCERNING IRA TRUSTEE REPORTING AND MULTIPLE ACCOUNTS UNDER THE FINAL RMD REGULATIONS The attached draft letter to the Internal Revenue Service addresses...

[14958] July 24, 2002 TO: PENSION COMMITTEE No. 29-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-02 RE: IRS ISSUES PROPOSED REGULATIONS ON EARNINGS CALCULATIONS FOR EXCESS IRA CONTRIBUTIONS The Internal Revenue Service recently issued proposed regulations on the calculation of net...

[14944] July 23, 2002 TO: PENSION COMMITTEE No. 28-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-02 RE: SENATE-PASSED ACCOUNTING REFORM LEGISLATION INCLUDES NOTICE REQUIREMENT FOR “BLACKOUT PERIODS” INVOLVING COMPANY STOCK The “Public Company Accounting Reform and Investor...

[14947] July 22, 2002 TO: PENSION COMMITTEE No. 27-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 47-02 RE: INSTITUTE TESTIFIES AT ERISA ADVISORY COUNCIL MEETING ON ORPHAN PLANS The Institute recently testified at a meeting of the ERISA Advisory Council’s Working Group on Orphan Plans.1...

[14934] July 22, 2002 TO: PENSION COMMITTEE No. 26-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-02 RE: DRAFT INSTITUTE COMMENT LETTER ON PROPOSED REGULATIONS UNDER SECTION 457 OF THE CODE As we previously informed you,1 the Internal Revenue Service recently issued proposed...

[14912] July 11, 2002 TO: PENSION MEMBERS No. 32-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-02 RE: TREASURY/IRS RELEASE 2002-2003 PRIORITY GUIDANCE PLAN The Treasury Department and the Internal Revenue Service have released their “2002- 2003 Priority Guidance Plan.” The plan...