Pension Operations Advisory Content

[14869] July 3, 2002 TO: PENSION MEMBERS No. 31-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-02 RE: INSTITUTE LETTER CONCERNING CALIFORNIA 403(b) LEGISLATION The California Senate is currently considering the attached legislation, Assembly Bill 2506, which would require the...

[14844] July 1, 2002 TO: PENSION MEMBERS No. 30-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-02 IRS CORRECTION PROGRAMS AD HOC COMMITTEE RE: IRS ISSUES UPDATED EPCRS REVENUE PROCEDURE AND REVENUE RULING ON EFFECT OF “RESTORATIVE” PLAN PAYMENTS The Internal Revenue Service has...

[14841] June 28, 2002 TO: PENSION COMMITTEE No. 25-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 42-02 RE: CONFERENCE CALL TO DISCUSS ORPHAN PLANS -- TUESDAY, JULY 2, 2002 AT 1:00 PM EDT A conference call has been scheduled for Tuesday, July 2, 2002 at 1:00 p.m. EDT to discuss the...

[14823] June 25, 2002 TO: PENSION COMMITTEE No. 24-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-02 RE: FURTHER AMENDMENTS TO CALIFORNIA 403(b) LEGISLATION Assembly Bill 2506, which is now under consideration in the California Senate, has been further amended to revise the...

[14821] June 24, 2002 TO: PENSION COMMITTEE No. 23-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 40-02 RE: HOUSE PASSES BILL TO MAKE PERMANENT THE PENSION PROVISIONS OF EGTRRA On June 21, the House of Representatives passed H.R. 4931, the “Retirement Savings Security Act of 2002” by a...

[14815] June 20, 2002 TO: PENSION MEMBERS No. 29-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-02 RE: IRS ISSUES REVENUE RULING ON MERGER OR CONVERSION OF MONEY PURCHASE PLAN INTO PROFIT-SHARING PLAN The Internal Revenue Service recently issued Revenue Ruling 2002-42, which provides...

[14808] June 18, 2002 TO: PENSION COMMITTEE No. 21-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-02 RE: CONFERENCE CALL TO DISCUSS CALIFORNIA 403(b) LEGISLATION AND INSTITUTE COMMENTS CONCERNING SECTION 457 PROPOSED REGULATIONS A conference call has been scheduled for Thursday, June...

[14789] June 6, 2002 TO: PENSION MEMBERS No. 27-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-02 RE: DOL ISSUES ADVISORY OPINION ON APPLICATION OF PROHIBITED TRANSACTION RULES TO PLAN LOAN REPAYMENTS The Department of Labor recently issued Advisory Opinion 2002-02A, which addresses...

[14779] May 31, 2002 TO: PENSION MEMBERS No. 26-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-02 RE: IRS ISSUES GUIDANCE ON LATE GUST AMENDMENT FILING PROCEDURES The Internal Revenue Service has issued Revenue Procedure 2002-35, which establishes streamlined procedures for plans...

[14765] May 29, 2002 TO: PENSION MEMBERS No. 25-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-02 RE: IRS ESTABLISHES DEADLINES FOR PLAN AMENDMENTS AND PROVIDES MODEL AMENDMENTS CONCERNING REQUIRED MINIMUM DISTRIBUTIONS The Internal Revenue Service has issued Revenue Procedure 2002...