Pension Operations Advisory Content

[14739] May 22, 2002 TO: PENSION COMMITTEE No. 19-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-02 RE: PRELIMINARY AGENDA -- JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING ON JUNE 4, 2002 A joint meeting of the Pension Committee and the Pension Operations...

[14735] May 21, 2002 TO: PENSION COMMITTEE No. 18-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-02 RE: PENDING CALIFORNIA LEGISLATION CONCERNING 403(b) ARRANGEMENTS UNDER THE STATE TEACHERS’ RETIREMENT SYSTEM The California Assembly is currently considering legislation, Assembly...

[14714] May 9, 2002 TO: PENSION COMMITTEE No. 16-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-02 RE: IRS ISSUES PROPOSED REGULATIONS CONCERNING ELIGIBLE DEFERRED COMPENSATION PLANS UNDER CODE SECTION 457 The Internal Revenue Service has issued the attached proposed regulations...

[14708] May 8, 2002 TO: PENSION MEMBERS No. 21-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 31-02 TRANSFER AGENT ADVISORY COMMITTEE No. 40-02 RE: IRS ISSUES REVISED LISTINGS OF REQUIRED MODIFICATIONS FOR PROTOTYPE IRAS, SEPS AND SIMPLES The Internal Revenue Service has issued revised...

[14704] May 7, 2002 TO: PENSION COMMITTEE No. 15-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-02 RE: JUNE 4 JOINT COMMITTEE MEETING IN WASHINGTON, DC The next regularly scheduled joint meeting of the Pension Committee and the Pension Operations Advisory Committee will be held at...

[14675] April 26, 2002 TO: 529 PLAN ADVISORY COMMITTEE No. 20-02 PENSION MEMBERS No. 19-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-02 TRANSFER AGENT ADVISORY COMMITTEE No. 37-02 RE: IRS ISSUES MODEL FORMS FOR COVERDELL EDUCATION SAVINGS ACCOUNTS The Internal Revenue Service has...

[14664] April 25, 2002 TO: PENSION MEMBERS No. 18-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-02 TRANSFER AGENT ADVISORY COMMITTEE No. 36-02 RE: IRS EXTENDS DEADLINE FOR USE OF REVISED MODEL FORMS FOR NEW ACCOUNTS AND RELEASES MODEL FORMS FOR IRAS, SEPS AND SIMPLES The Internal...

[14663] April 23, 2002 TO: PENSION COMMITTEE No. 14-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-02 529 PLAN ADVISORY COMMITTEE No. 19-02 RE: HOUSE PASSES BILL TO MAKE PERMANENT THE PROVISIONS OF TAX LEGISLATION ENACTED LAST YEAR The enhancements to long-term savings vehicles that...

[14640] April 18, 2002 TO: OPERATIONS MEMBERS No. 12-02 PENSION MEMBERS No. 17-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-02 TRANSFER AGENT ADVISORY COMMITTEE No. 34-02 AD HOC COMMITTEE ON RMD REFORM RE: INTERNAL REVENUE SERVICE ISSUES FINAL REGULATIONS ON REQUIRED MINIMUM...

[14646] April 18, 2002 TO: PENSION MEMBERS No. 16-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-02 TAX MEMBERS No. 21-02 RE: INSTITUTE COMMENTS ON PROPOSED REGULATIONS PROVIDING EXPEDITED PROCESS TO OBTAIN INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS FOR FOREIGN PAYEES The Institute...