May 18, 1990 TO: TAX COMMITTEE NO. 11-90 ACCOUNTING/TREASURERS COMMITTEE NO. 14-90 INTERNATIONAL FUNDS TASK FORCE NO. 10-90 RE: JUNE 7, 1990 INTERNATIONAL TAX ISSUES MEETING __________________________________________________________ A meeting will be held at the Institute on Thursday...

May 18, 1990 TO: MARKETING COMMITTEE NO. 11-90 RE: ACTIVITIES OF THE RESEARCH DEPARTMENT __________________________________________________________ Attached is some information summarizing various activities of the Research Department that may be discussed at the upcoming meeting of...

May 18, 1990 TO: INVESTMENT ADVISERS COMMITTEE NO. 15-90 RE: CALIFORNIA FAIR POLITICAL PRACTICES COMMISSION TO HOLD MEETING ON ADVISER DISCLOSURE REQUIREMENTS __________________________________________________________ The California Fair Political Practices Commission (the "Commission...

May 18, 1990 TO: OPERATIONS COMMITTEE NO. 9-90 RE: 1. SURVEY FOR ISSUANCE OF LOST INSTRUMENT BONDS 2. SURVEY FOR LIMIT INCREASE OF SIGNATURE GUARANTEEE WAIVER __________________________________________________________ At the Operations Committee meeting on May 9, 1990, the Committee...

May 17, 1990 TO: BOARD OF GOVERNORS NO. 37-90 RE: BANK ASSOCIATION PETITIONS FED FOR MUTUAL FUND POWERS __________________________________________________________ As you know, the Federal Reserve Board has issued orders authorizing subsidiaries of bank holding companies to underwrite...

May 17, 1990 TO: PENSION MEMBERS NO. 24-90 RE: REVISED FORM 5306 FOR PROTOTYPE IRA SPONSORS __________________________________________________________ Attached is a copy of Form 5306, Application for Approval of Prototype or Employer Sponsored Individual Retirement Account (Under...

- 1 - May 17, 1990 TO: PENSION MEMBERS NO. 25-90 RE: IRS PROPOSED AND TEMPORARY REGULATIONS CONCERNING NONDISCRIMINATION, MINIMUM PARTICIPATION AND OTHER QUALIFIED PLAN REQUIREMENTS __________________________________________________________ Attached are the following IRS regulations:...

May 17, 1990 TO: TAX COMMITTEE NO. 10-90 OPERATIONS COMMITTEE NO. 8-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 12-90 RE: MAY 30, 1990 INFORMATION REPORTING MEETING __________________________________________________________ A meeting will be held at the Institute on Wednesday, May 30...

May 16, 1990 TO: PUBLIC INFORMATION COMMITTEE NO. 16-90 RE: Updated Membership List __________________________________________________________ Here is an updated list of committee member addresses and phone numbers to assist you in contacting other members of the committee. Best...

May 16, 1990 TO: CONTRACTUAL PLANS COMMITTEE NO. 6-90 RE: STATE PLAN OF ACTION __________________________________________________________ Pursuant to the conference call on Tuesday, May 15, 1990, the Contractual Plans Committee determined that the following actions were to be taken: 1...