Operations Content

1 The attachments to this memorandum are explanations prepared by Congress’ Joint Committee on Taxation. The actual statutory language for the bill was not available when this memorandum was distributed. 2 The relevant pension-related provisions in the bill are summarized in Institute...

1 See Institute Memorandum to Pension Members No. 23-97, Tax Members No. 20-97, Operations Committee No. 17-97, Pension Operations Advisory Committee No. 17-97, Transfer Agents Advisory Committee No. 26-97, dated June 13, 1997. June 20, 1997 TO: PENSION MEMBERS No. 24-97 TAX MEMBERS...

1 See Institute Memorandum to Pension Members No. 23-97, Tax Members No. 20-97, Operations Committee No. 17-97, Transfer Agent Advisory Committee No. 26-97 and Pension Operations Advisory Committee No. 17-97, dated June 13, 1997. 2 See Institute Memorandum to Accounting/Treasurers...

1 See Institute Memorandum to Tax Members No. 19-97, dated June 13, 1997. 2 Included in the attachments are the bill’s relevant statutory language (labeled “A”) and accompanying explanatory language (labeled “B”). June 13, 1997 TO: PENSION MEMBERS No. 23-97 TAX MEMBERS No. 20-97...

May 22, 1997 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 30-97 RESEARCH COMMITTEE No. 10-97 TRANSFER AGENT ADVISORY COMMITTEE No. 22-97 OPERATIONS COMMITTEE No. 15-97 SHAREHOLDER COMMUNICATIONS COMMITTEE No. 9-97 SMALL FUNDS COMMITTEE No. 11-97 PUBLIC INFORMATION COMMITTEE No. 16-97...

May 8, 1997 TO: OPERATIONS COMMITTEE No. 14-97 PRIMARY CONTACTS - MEMBER COMPLEX No. 27-97 TRANSFER AGENT ADVISORY COMMITTEE No. 20-97 RE: TREASURY DESIGNATION OF INDIVIDUALS AND ENTITIES AS BLOCKED PERSONS ______________________________________________________________________________...

April 21, 1997 TO: OPERATIONS COMMITTEE No. 13-97 TRANSFER AGENT ADVISORY COMMITTEE No. 19-97 RE: CHECK AGING STUDY ______________________________________________________________________________ Attached are the results of the Operations Committee
s Check Aging Study. This is a study...

April 18, 1997 TO: OPERATIONS COMMITTEE No. 12-97 TRANSFER AGENT ADVISORY COMMITTEE No. 18-97 RE: SERVICE STANDARDS SURVEY RESULTS ______________________________________________________________________________ During the fourth quarter of 1996, the Transfer Agent Advisory Committee...

April 17, 1997 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 24-97 RESEARCH COMMITTEE No. 5-97 INDUSTRY STATISTICS COMMITTEE No. 4-97 DIRECT MARKETING COMMITTEE No. 9-97 SALES FORCE MARKETING COMMITTEE No. 9-97 SMALL FUNDS COMMITTEE No. 6-97 OPERATIONS COMMITTEE No. 11-97 TRANSFER AGENT...