March 29, 1990 TO: PENSION COMMITTEE NO. 8-90 RE: AGENDA FOR PENSION COMMITTEE MEETING -- APRIL 5, 1990 __________________________________________________________ Attached is a copy of the Pension Committee Agenda for the Thursday, April 5, 1990 meeting at 10:00 a.m. The meeting will...

March 28, 1990 TO: OPERATIONS MEMBERS NO. 11-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 8-90 ADHOC COMMITTEE ON UNCLAIMED PROPERTY RE: RPO SURVEY RESULTS __________________________________________________________ The Institute surveyed the Operations Committee last year for information...

March 28, 1990 TO: BOARD OF GOVERNORS NO. 21-90 PENSION COMMITTEE NO. 7-90 TAX COMMITTEE NO. 6-90 RE: INSTITUTE TESTIMONY ON SAVINGS AND INVESTMENT INCENTIVES BEFORE THE UNITED STATES SENATE COMMITTEE ON FINANCE __________________________________________________________ On March 27...

March 28, 1990 TO: SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 9-90 RE: Agenda for Next Meeting Minutes of Last Meeting __________________________________________________________ Enclosed, along with the minutes of the Winter 1990 meeting, is a preliminary agenda for the upcoming Spring...

March 28, 1990 TO: PENSION MEMBERS NO. 13-90 RE: IRS REVENUE PROCEDURE MODIFYING PROTOTYPE PLAN PROCEDURES AND EXTENDED FILING DEADLINE __________________________________________________________ Attached is a copy of IRS Revenue Procedure 90-21, which modifies Revenue Procedure 89-9...

March 28, 1990 TO: TAX COMMITTEE NO. 7-90 RE: AGENDA FOR TAX COMMITTEE MEETING - APRIL 5, 1990 __________________________________________________________ Attached is a copy of the agenda for the Tax Committee meeting on Thursday, April 5, at 1:30 p.m. The meeting will be held at the...

March 28, 1990 TO: INVESTMENT ADVISERS COMMITTEE NO. 10-90 RE: MISSISSIPPI ADOPTS LAW REQUIRING REGISTRATION OF INVESTMENT ADVISER REPRESENTATIVES AND PROPOSES PROCEDURE FOR REGISTRATION __________________________________________________________ Legislation recently passed by the...

March 28, 1990 TO: SEC RULES MEMBERS NO. 25-90 BROKER/DEALER ADVISORY COMMITTEE NO. 13-90 BROKER-DEALER ASSOCIATE MEMBERS RE: SEC STUDY ON BROKER-DEALER CHINESE WALL PROCEDURES ________________________________________________________ The SEC's Division of Market Regulation recently...

March 28, 1990 TO: BROKER/DEALER ADVISORY COMMITTEE NO. 12-90 RE: NOTICE OF TWO-DAY MEETING -- CHANGE OF DATES NEW DATES: JUNE 25-26, 1990 __________________________________________________________ This is to advise you that the two-day meeting of the Broker/Dealer Advisory Committee...

March 28, 1990 TO: PENSION MEMBERS NO. 14-90 RE: IRS ANNOUNCES OPENING OF LIMITED DETERMINATION LETTER PROGRAM __________________________________________________________ Attached is a copy of Revenue Procedure 90-20, which describes the procedure for applying for IRS determination...