February 20, 1990 TO: PENSION MEMBERS NO. 7-90 TAX MEMBERS NO. 9-90 OPERATIONS MEMBERS NO. 6-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 5-90 RE: IRS ISSUES TEMPORARY AND PROPOSED REGULATION CONCERNING WITHHOLDING UPON PENSION PAYMENTS TO NONRESIDENT ALIENS ______________________________...

February 20, 1990 TO: MEMBERS - ONE PER COMPLEX NO. 7-90 RE: Verification of Mailing/Phone/Fax Information __________________________________________________________ Occasionally, the Institute may need to contact you on the same day or next day basis on important issues. We would...

February 16, 1990 TO: CONTRACTUAL PLANS COMMITTEE NO. 1-90 OPERATIONS COMMITTEE NO. 3-90 SMALL FUNDS COMMITTEE NO. 4-90 ACCOUNTING/TREASURERS COMMITTEE NO. 4-90 INDEPENDENT ACCOUNTANTS ADVISORY GROUP BROKER/DEALER ADVISORY COMMITTEE NO. 8-90 CUSTODIAN ADVISORY COMMITTEE NO. 1-90...

February 15, 1990 TO: MARKETING COMMITTEE NO. 4-90 DIRECT MARKETING COMMITTEE NO. 5-90 SALES FORCE MARKETING COMMITTEE NO. 5-90 SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 5-90 PUBLIC INFORMATION COMMITTEE NO. 3-90 RESEARCH COMMITTEE NO. 5-90 SMALL FUNDS COMMITTEE NO. 3-90 MEMBERS...

February 15, 1990 TO: BROKER/DEALER ADVISORY COMMITTEE NO. 7-90 RE: COMMITTEE MEMBERS' RESPONSES REGARDING THE DIRECTION TO BE TAKEN IN '90 __________________________________________________________ A number of committee members have provided responses to the question regarding the...

February 15, 1990 TO: CLOSED-END FUND MEMBERS NO. 9-90 RE: SOLICITATION OF PROXIES OF FOREIGN SHAREHOLDERS __________________________________________________________ At the Closed-End Fund Committee meeting on February 6, the issue was raised of insufficient shares at the time of...

February 15, 1990 TO: AUDIT COMMITTEE NO. 1-90 RE: FY 1990 Audit Report Financial Statements for January 1990 __________________________________________________________ Enclosed are the following documents prepared by the accounting firm, Deloitte Haskins and Sells (now Deloitte...

February 15, 1990 TO: PENSION MEMBERS NO. 6-90 RE: 1989 FORM 5500EZ __________________________________________________________ Attached are copies of the 1989 Form 5500EZ, Annual Return of One-Participant (Owners and Their Spouses) Pension Benefit Plan and the accompanying...

February 14, 1990 TO: MEMBERS - ONE PER COMPLEX NO. 5-90 ABANDONED PROPERTY TASK FORCE RE: NEW YORK ABANDONED PROPERTY LAW __________________________________________________________ As we previously informed you, New York State has amended its Abandoned Property Law with respect to...

February 14, 1990 TO: MEMBERS - ONE PER COMPLEX NO. 6-90 RE: PRICING OF HIGH YIELD BONDS __________________________________________________________ In view of recent developments affecting the market for high yield bonds, the Institute has contacted several sources of high yield bond...