Pension Content

1 See Institute Memorandum to Board of Governors No. 72-99, Federal Legislation Members No. 26-99, Primary Contacts- Member Complex No. 103-99 and Public Information Committee No. 47-99, dated November 19, 1999. [11616] February 8, 2000 TO: PENSION COMMITTEE No. 12-00 PENSION...

1 The Institute’s comment letter submitted to the IRS regarding Revenue Procedure 99-31 (which provided examples of correction methods to address certain operational failures) indicated the potential benefits of a group correction program and noted that the Institute would be...

[11596] February 1, 2000 TO: PENSION COMMITTEE No. 10-00 RE: PRESIDENT'S RETIREMENT SAVINGS ACCOUNT PROPOSAL ______________________________________________________________________________ In his State of the Union address, President Clinton renewed his call for the establishment of a...

1 See Institute Memorandum to Investment Advisers Committee No. 17-99 and Pension Committee No. 71-99, dated December 17, 1999. [11590] January 28, 2000 TO: INVESTMENT ADVISERS COMMITTEE No. 5-00 PENSION COMMITTEE No. 9-00 AD HOC COMMITTEE ON CROSS-TRADES RE: DRAFT COPIES OF INSTITUTE...

[11574] January 26, 2000 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 3-00 AUDIT COMMITTEE No. 3-00 COMPLIANCE ADVISORY COMMITTEE No. 5-00 CONTINUING EDUCATION/TRAINING MEMBERS No. 3-00 DIRECT MARKETING COMMITTEE No. 5-00 HUMAN RESOURCES MEMBERS No. 1-00 INTERNATIONAL COMMITTEE...

[11570] February 7, 2000 TO: OPERATIONS COMMITTEE No. 3-00 TRANSFER AGENT ADVISORY COMMITTEE No. 6-00 BANK AND TRUST ADVISORY COMMITTEE No. 3-00 BROKER/DEALER ADVISORY COMMITTEE No. 1-00 PENSION COMMITTEE No. 7-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-00 RE: NSCC RETIREMENT...

1 See Institute Memorandum to Pension Committee No. 5-00, dated January 20, 2000. For prior memoranda relating to the investment advice issue, see Institute Memorandum to Pension Committee No. 67-99, dated November 23, 1999 and Institute Memorandum to Pension Committee No. 62-99...

1 See Institute Memorandum to Pension Committee No. 67-99, dated November 23, 1999 and Institute Memorandum to Pension Committee No. 62-99, dated November 3, 1999. [11561] January 20, 2000 TO: PENSION COMMITTEE No. 5-00 AD HOC COMMITTEE ON INVESTMENT ADVICE RE: CONFERENCE CALL ON...

1 See Institute Memorandum to Pension Committee No. 72-99, dated December 22, 1999. [11556] January 19, 2000 TO: PENSION COMMITTEE No. 4-00 RE: PENSION COMMITTEE MEETING PRELIMINARY AGENDA ______________________________________________________________________________ Attached is the...

[11552] January 14, 2000 TO: PENSION COMMITTEE No. 3-00 RE: IRS RELEASES PRIVATE LETTER RULING ON IRA DISTRIBUTIONS ______________________________________________________________________________ The Internal Revenue Service has released a Private Letter Ruling (199951053) allowing...