Pension Content

[13807] August 6, 2001 TO: PENSION COMMITTEE No. 53-01 RE: INSTITUTE SUBMITS TESTIMONY TO THE HOUSE COMMITTEE ON WAYS AND MEANS ON SIMPLIFICATION OF THE INTERNAL REVENUE CODE The Institute recently submitted a written statement to the House Committee on Ways and Means Subcommittee...

[13802] August 3, 2001 TO: PENSION COMMITTEE No. 51-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-01 TRANSFER AGENT ADVISORY COMMITTEE No. 58-01 RE: SUPPLEMENTAL MATERIALS REGARDING "402(f) NOTICE" CONFERENCE CALL SCHEDULED FOR AUGUST 8, 2001 AT 2:30 PM EST To help facilitate the...

[13806] August 3, 2001 TO: PENSION COMMITTEE No. 52-01 INVESTMENT ADVICE AD HOC COMMITTEE No. 4-01 RE: HOUSE SUBCOMMITTEE APPROVES INVESTMENT ADVICE LEGISLATION Yesterday, the House Subcommittee on Employer-Employee Relations, Committee on Education and the Workforce, reported...

[13790] July 31, 2001 TO: PENSION COMMITTEE No. 50-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 46-01 TRANSFER AGENT ADVISORY COMMITTEE No. 55-01 RE: CONFERENCE CALL ON 402(f) NOTICE ITEMS - AUGUST 8, 2001 AT 2:30 PM EST A conference call has been scheduled for Wednesday, August 8...

[13772] July 26, 2001 TO: PENSION COMMITTEE No. 49-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 44-01 TRANSFER AGENT ADVISORY COMMITTEE No. 54-01 RE: INSTITUTE CONFERENCE CALL ON CATCH-UPS - MONDAY AUGUST 6, 2001, 2:00 PM EST We have scheduled a conference call for Monday, August 6...

[13746] July 19, 2001 TO: PENSION COMMITTEE No. 48-01 INVESTMENT ADVICE AD HOC COMMITTEE No. 3-01 RE: INSTITUTE SUBMITS WRITTEN TESTIMONY FOR HOUSE SUBCOMMITTEE HEARING ON H.R. 2269, "THE RETIREMENT SECURITY ADVICE ACT" On July 17, 2001, the House Committee on Education and the...

[13670] July 16, 2001 TO: INTERNATIONAL COMMITTEE No. 43-01 PENSION COMMITTEE No. 47-01 RE: JAPAN PASSES DEFINED CONTRIBUTION PENSION LEGISLATION On June 22, the Japanese Diet passed significant defined contribution (“DC”) pension legislation. The new law allows Japanese companies to...

[13728] July 16, 2001 TO: ADVISORY GROUP ON BANKING ISSUES BANK INVESTMENT MANAGEMENT MEMBERS No. 5-01 BANK AND TRUST ADVISORY COMMITTEE No. 11-01 PENSION COMMITTEE No. 46-01 RE: INSTITUTE RECONSIDERS FILING COMMENT LETTER ON SEC’S INTERIM RULES RELATING TO THE REGULATION OF BANKS AS...

[13709] July 10, 2001 TO: ADVISORY GROUP ON BANKING ISSUES BANK INVESTMENT MANAGEMENT MEMBERS No. 4-01 BANK AND TRUST ADVISORY COMMITTEE No. 7-01 PENSION COMMITTEE No. 45-01 RE: DRAFT COMMENT LETTER ON SEC’S INTERIM RULES RELATING TO THE REGULATION OF BANKS AS BROKER-DEALERS UNDER THE...

[13699] July 3, 2001 TO: PENSION COMMITTEE No. 44-01 RE: IRS ISSUES FINAL REGULATIONS AND REVENUE RULING ON "NEW COMPARABILITY" PLANS The Internal Revenue Service has issued final regulations providing conditions under which “new comparability” plans may be eligible for “cross-testing...