Pension Content

1 See Institute Memorandum to Pension Members No. 29-99, dated August 9, 1999. [11223] BY FACSIMILE September 7, 1999 TO: PENSION COMMITTEE No. 56-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 41-99 RE: CONFERENCE CALL ON IRS CORRECTIONS PROGRAM GUIDANCE - SEPTEMBER 16, 1999, 2:30 P.M...

[11207] August 25, 1999 TO: PENSION COMMITTEE No. 55-99 RE: 401(K) FEE DISCLOSURE BILL INTRODUCED ______________________________________________________________________________ Senator Johnson (D-SD) recently introduced S. 1541, the “401(k) Full Disclosure Act.” The bill would amend...

[11198] August 19, 1999 TO: PENSION COMMITTEE No. 53-99 RE: IRS RELEASES GUIDANCE ON COMBINED DEFINED BENEFIT/DEFINED CONTRIBUTION LIMITATION REPEAL ______________________________________________________________________________ The Internal Revenue Service recently released Notice 99...

[11200] August 19, 1999 TO: PENSION COMMITTEE No. 54-99 RE: DOL PROPOSES RULES ON PROVIDING REQUESTED DOCUMENTS ______________________________________________________________________________ The Department of Labor has published proposed rules, which implement provisions of the...

[11195] August 17, 1999 TO: PENSION COMMITTEE No. 52-99 RE: PENSION COMMITTEE MEETING: OCTOBER 6, 1999, WASHINGTON, DC ______________________________________________________________________________ A meeting of the Pension Committee has been scheduled for Wednesday, October 6, 1999 in...

[11180] August 12, 1999 TO: PENSION COMMITTEE No. 51-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-99 RE: POTENTIAL PANEL TOPICS FOR YEAR 2000 RETIREMENT PLANS CONFERENCE & CONFERENCE CALL SCHEDULED FOR SEPTEMBER 9, 1999 AT 2 P.M. EST ________________________________________________...

1 See Institute Memorandum to Pension Committee No. 46-99 and Pension Operations Advisory Committee No. 36-99, dated July 28, 1999 for a discussion of the House bill. [11140] August 2, 1999 TO: PENSION COMMITTEE No. 50-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-99 RE: SENATE...

1 A version of this bill was introduced last year by Representative Pomeroy. See Institute Memorandum to Pension Committee No. 36-98, dated June 12, 1998. [11146] July 30, 1999 TO: PENSION COMMITTEE No. 48-99 RE: REPRESENTATIVE POMEROY INTRODUCES TAX CREDIT BILL FOR ELECTIVE DEFERRALS...

1[11147] July 30, 1999 TO: ACCOUNTING/TREASURERS COMMITTEE No. 24-99 BROKER/DEALER ADVISORY COMMITTEE No. 20-99 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 23-99 COMPLIANCE ADVISORY COMMITTEE No. 31-99 EQUITY MARKETS ADVISORY COMMITTEE No. 27-99 FIXED-INCOME ADVISORY COMMITTEE No. 4...

[11145] July 29, 1999 TO: PENSION COMMITTEE No. 47-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-99 RE: CONFERENCE CALL ON ICI'S YEAR 2000 RETIREMENT PLANS CONFERENCE - AUGUST 10, 1999 - 2 PM EST ______________________________________________________________________________ The...