Pension Content

[11418] November 22, 1999 TO: PENSION COMMITTEE No. 65-99 RE: GUIDANCE ON IRS LEVIES ON QUALIFIED RETIREMENT ACCOUNTS ______________________________________________________________________________ Recently, both an Internal Revenue Service Field Service Advice Memorandum and an...

1 See Institute Memorandum to Pension Members No. 29-99, dated August 9, 1999. 2 For prior drafts of the Institute’s comment letter, see Institute Memorandum to Pension Committee No. 59-99 and September 16th Conference Call Registrants, dated October 13, 1999, and Institute Memorandum...

1 For the initial draft of the comment letter, see attachment to Institute Memorandum to Pension Committee No. 59- 99 and September 16th Conference Call Registrants, dated October 13, 1999. [11392] November 8, 1999 TO: PENSION COMMITTEE No. 64-99 SEPTEMBER 16th AND OCTOBER 27th...

1 See Institute Memorandum to Pension Committee No. 43-99, dated July 1, 1999. 2 See Institute Memorandum to Pension Members No. 33-99, Pension Operations Advisory Committee No. 42-99 and Ad Hoc committee On IRA Beneficiary Designation, dated September 16, 1999. [11385] November 4...

[11376] November 3, 1999 BY FACSIMILE TO: PENSION COMMITTEE No. 62-99 RE: CONFERENCE CALL ON INVESTMENT ADVICE TO PARTICIPANTS -- NOVEMBER 17, 1999, 2:30 PM EST ______________________________________________________________________________ At the June 1999 Pension Committee meeting...

[11374] November 2, 1999 TO: PENSION COMMITTEE No. 61-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 51-99 RE: IRS RELEASES GUIDANCE ALLOWING A SURVIVING SPOUSE TO ROLL OVER A QUALIFIED PLAN ANNUITY TO AN IRA ______________________________________________________________________________...

1 See Memorandum to Pension Members No. 31-99, Tax Committee No. 21-99, Transfer Agent Advisory Committee No. 53-99, Operations Committee No. 32-99 and Investment Advisers Committee No. 10-99, dated August 13, 1999. 2 See Memorandum to Pension Committee No. 50-99 and Pension...

[11307] October 13, 1999 TO: PENSION COMMITTEE No. 59-99 SEPTEMBER 16TH CONFERENCE CALL REGISTRANTS RE: DRAFT ICI COMMENT LETTER ON IRS REVENUE PROCEDURE 99-31 CONCERNING VOLUNTARY CORRECTION PROGRAMS ______________________________________________________________________________...

1 See Institute memorandum to Pension Committee No. 52-99, dated August 17, 1999. [11243] September 16, 1999 TO: PENSION COMMITTEE No. 58-99 RE: PENSION COMMITTEE MEETING PRELIMINARY AGENDA ______________________________________________________________________________ Attached is the...

[11248] September 15, 1999 TO: ACCOUNTING/TREASURERS COMMITTEE No. 29-99 BROKER/DEALER ADVISORY COMMITTEE No. 25-99 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 30-99 COMPLIANCE ADVISORY COMMITTEE No. 35-99 EQUITY MARKETS ADVISORY COMMITTEE No. 29-99 FIXED-INCOME ADVISORY COMMITTEE No...