Pension Operations Advisory Content

[14638] April 15, 2002 TO: PENSION COMMITTEE No. 12-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-02 RE: FORMAT FOR JOINT COMMITTEE MEETINGS We are interested in your views regarding the scheduling format for future meetings of the ICI Pension Committee and Pension Operations...

[14623] April 10, 2002 TO: PENSION MEMBERS No. 14-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-02 RE: DOL ISSUES FINAL REGULATIONS CONCERNING USE OF ELECTRONIC COMMUNICATION AND RECORDKEEPING TECHNOLOGIES The Department of Labor has issued the attached final regulations concerning...

[14614] April 5, 2002 TO: PENSION MEMBERS No. 13-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-02 RE: DEPARTMENT OF LABOR MODIFIES ITS VOLUNTARY CORRECTION PROGRAMS FOR RETIREMENT PLANS The Department of Labor recently modified two of its voluntary correction programs for employer...

[14594] April 2, 2002 TO: INTERNATIONAL COMMITTEE No. 23-02 PENSION COMMITTEE No. 11-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-02 TAX COMMITTEE No. 11-02 RE: IRS GUIDANCE PERMITTING DEFERRAL OF US TAX ON ACCRUED CANADIAN RETIREMENT PLAN INCOME UNDER US-CANADA INCOME TAX TREATY...

[14559] March 22, 2002 TO: 529 PLAN ADVISORY COMMITTEE No. 12-02 ACCOUNTING/TREASURERS COMMITTEE No. 12-02 CONFERENCE PROMOTIONS DIRECT MARKETING COMMITTEE No. 9-02 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 9-02 INVESTMENT ADVISER MEMBERS No. 13-02 OPERATIONS MEMBERS No. 8-02 PENSION...

[14563] March 21, 2002 TO: PENSION COMMITTEE No. 9-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-02 TAX COMMITTEE No. 9-02 RE: DRAFT INSTITUTE COMMENTS FOR YOUR REVIEW ON THE INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER (ITIN) REGULATIONS As we previously informed you, the Internal...

[14552] March 20, 2002 TO: INVESTMENT ADVISER ASSOCIATE MEMBERS No. 8-02 INVESTMENT ADVISER MEMBERS No. 12-02 PENSION MEMBERS No. 11-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-02 RE: DOL AMENDS PROHIBITED TRANSACTION CLASS EXEMPTION FOR CERTAIN INTEREST FREE LOANS TO EMPLOYEE...

[14553] March 19, 2002 TO: TAX MEMBERS No. 12-02 ACCOUNTING/TREASURERS COMMITTEE No. 11-02 TRANSFER AGENT ADVISORY COMMITTEE No. 22-02 PENSION MEMBERS No. 10-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-02 RE: PRESIDENT SIGNS INTO LAW H.R. 3090, THE "JOB CREATION AND WORKER...

[14550] March 18, 2002 TO: INDUSTRY STATISTICS COMMITTEE No. 2-02 PENSION MEMBERS No. 9-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-02 RESEARCH COMMITTEE No. 6-02 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF DECEMBER 31, 2001 The Institute recently surveyed certain of...

[14528] March 14, 2002 TO: 529 PLAN ADVISORY COMMITTEE No. 10-02 PENSION COMMITTEE No. 8-02 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-02 RE: JOINT ICI/SIA LETTER TO STATE OFFICIALS CONCERNING CONFORMITY WITH EGTRRA CHANGES TO INTERNAL REVENUE CODE The Institute and the Securities...