Pension Content

1 As you know, the Institute has developed a legislative proposal concerning the provision of investment advice to participants. See Institute Memorandum to Pension Committee No. 17-00 and Ad Hoc Committee on Investment Advice, dated February 23, 2000. The proposal was described in...

[11767] March 27, 2000 TO: PENSION COMMITTEE No. 21-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-00 RE: TREASURY AND IRS ISSUE REGULATORY PRIORITIES FOR 2000 ______________________________________________________________________________ The U.S. Department of the Treasury and the...

1 See Institute Memorandum to Pension Members No. 18-00 and Pension Operations Advisory Committee No. 19-00, dated March 21, 2000. [11751] March 22, 2000 TO: PENSION COMMITTEE No. 20-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-00 RE: CONFERENCE CALL ON DOL'S VOLUNTARY FIDUCIARY...

[11731] March 17, 2000 TO: PENSION COMMITTEE No. 19-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-00 RE: INSTITUTE SUBMITS TESTIMONY TO HOUSE SUBCOMMITTEE ON EMPLOYER-EMPLOYEE RELATIONS' HEARING ON ERISA REFORM ________________________________________________________________________...

[11677] February 28, 2000 TO: PENSION COMMITTEE No. 18-00 RE: IRS SEEKS COMMENTS ON ""NEW COMPARABILITY"" PLANS ______________________________________________________________________________ The Internal Revenue Service has announced in Notice 2000-14 that the Service and the Treasury...

1 See Institute Memorandum to Pension Committee No. 5-00, dated January 20, 2000. There was also a previous conference call regarding this issue held on November 17, 1999, and a meeting on December 14, 1999. See Institute Memorandum to Pension Committee No. 62-99, dated November 3...

[11664] February 22, 2000 TO: PENSION COMMITTEE No. 16-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-00 AD HOC COMMITTEE ON ORPHAN PLANS RE: ORPHAN PLANS SURVEY ______________________________________________________________________________ Attached for your review and response is a...

[11662] February 22, 2000 TO: PENSION COMMITTEE No. 15-00 RE: DOL ISSUES PROPOSED PROHIBITED TRANSACTION EXEMPTIONS FOR UNDERWRITING ______________________________________________________________________________ The Department of Labor has issued a proposed individual exemption...

[11643] February 16, 2000 TO: INVESTMENT ADVISERS COMMITTEE No. 6-00 PENSION COMMITTEE No. 14-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-00 AD HOC COMMITTEE ON CROSS TRADES RE: INSTITUTE SUBMITS COMMENT LETTER ON PASSIVE CROSS-TRADES AND TESTIFIES AT DEPARTMENT OF LABOR HEARING...

1 See Institute memorandum to Pension Committee No. 68-99 and Pension Operations Advisory Committee No. 54-99, dated December 1, 1999. [11618] February 8, 2000 TO: PENSION COMMITTEE No. 13-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-00 AD HOC COMMITTEE ON SMALL PLAN ASSET...