Operations Content

March 5, 1996 TO: OPERATIONS COMMITTEE No. 4-96 MEMBERS INTERESTED IN CONTINUING EDUCATION/TRAINING No. 1-96 HUMAN RESOURCES FORUM No. 1-96 COMPLIANCE COMMITTEE No. 3-96 DIRECT MARKETING COMMITTEE No. 6-96 SALES FORCE MARKETING COMMITTEE No. 7-96 MEMBERS - ONE PER COMPLEX No. 18-96 RE...

February 26, 1996 TO: OPERATIONS COMMITTEE No. 3-96 TAX COMMITTEE No. 6-96 TRANSFER AGENT ADVISORY COMMITTEE No. 9-96 RE: PROPOSED IRS GUIDANCE ON IMAGING SYSTEMS ______________________________________________________________________________ The Internal Revenue Service ("IRS") has...

January 25, 1996 TO: TAX COMMITTEE No. 4-96 OPERATIONS COMMITTEE No. 2-96 TRANSFER AGENT ADVISORY COMMITTEE No. 5-96 RE: CLINTON ADMINISTRATION TAX PROPOSALS ______________________________________________________________________________ As part of the ongoing budget negotiations, the...

January 23, 1996 TO: OPERATIONS COMMITTEE No. 1-96 RE: NOTICE OF MEETING -- APRIL 25, 1996 ______________________________________________________________________________ The next meeting of the Operations Committee will take place on Thursday, April 25, 1996 at the offices of the...

1 See Institute Memorandum to Operations Committee No. 35-95, Pension Committee No. 24-95, dated November 22, 1995. December 19, 1995 TO: OPERATIONS COMMITTEE No. 37-95 PENSION COMMITTEE No. 26-95 AD HOC COMMITTEE ON IRA TECHNICAL/OPERATIONS ISSUES RE: PROPOSED IRA LEGISLATION...

* See Institute Memorandum to Accounting/Treasurers Members No. 54-95, Closed-End Fund Committee No. 57-95, International Committee No. 38-95, Operations Committee No. 34-95, Tax Members No. 52-95, Transfer Agent Advisory Committee No. 60-95 and Unit Investment Trust Committee No. 82...

November 22, 1995 TO: OPERATIONS COMMITTEE No. 35-95 PENSION COMMITTEE No. 24-95 AD HOC COMMITTEE ON IRA TECHNICAL/OPERATIONS ISSUES RE: MEETING ON AMERICAN DREAM IRA TECHNICAL/OPERATIONS ISSUES ______________________________________________________________________________ The...

1 A separate memorandum to Pension Members, Operations Committee and Transfer Agent Advisory Committee describes various pension-related tax provisions, including those relating to individual retirement accounts. November 21, 1995 TO: ACCOUNTING/TREASURERS MEMBERS No. 54-95 CLOSED-END...

1 See Institute Memorandum to Pension Committee Members No. 43-95, Operations Committee No. 30-95, and Transfer Agent Advisory Committee No. 52-95, dated October 26, 1995. November 20, 1995 TO: PENSION MEMBERS No. 47-95 OPERATIONS COMMITTEE No. 33-95 TRANSFER AGENT ADVISORY COMMITTEE...

November 6, 1995 TO: OPERATIONS COMMITTEE No. 32-95 RE: OPERATIONS COMMITTEE MEETING AGENDA NOVEMBER 28, 1995 - SAN FRANCISCO, CALIFORNIA ______________________________________________________________________________ Attached you will find the agenda for the Operations Committee...