Pension Content

[10901] April 16, 1999 TO: PENSION COMMITTEE No. 26-99 RE: PRESIDENT INTRODUCES UNIVERSAL SAVINGS ACCOUNTS ______________________________________________________________________________ President Clinton has released a detailed description of his plan to provide Universal Savings...

1 See Institute Memorandum to Pension Committee No. 19-99 and Pension Operations Advisory Committee No. 19- 99, dated March 22, 1999. 2 See Institute Memorandum to Pension Committee No. 14-99 and Pension Operations Advisory Committee No. 14- 99, dated March 16, 1999. 3 See Institute...

[10887] April 12, 1999 TO: PENSION COMMITTEE No. 24-99 RE: INSTITUTE SUBMITS TESTIMONY ON HEARING ON PENSION ISSUES ______________________________________________________________________________ The Institute recently submitted written testimony to the Committee of Ways and Means’...

1 See Institute memorandum to Pension Committee No. 14-99 and Pension Operations Advisory Committee No. 14-99 dated March 16, 1999. [10862] April 5, 1999 TO: PENSION COMMITTEE No. 23-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-99 RE: SENATORS GRAHAM AND GRASSLEY INTRODUCE...

[10834] March 26, 1999 TO: PENSION COMMITTEE No. 20-99 RE: INSTITUTE CONFERENCE CALL ON IRA BENEFICIARY ISSUES - MARCH 31 ______________________________________________________________________________ Recently, the Wall Street Journal published an article on naming IRA beneficiaries...

1 See Institute Memorandum to Pension Committee No. 5-99 and Pension Operations Advisory Committee No. 7-99, dated February 1, 1999. 2 See Institute Memorandum to Pension Committee No. 13-97, dated May 22, 1997. [10837] March 26, 1999 TO: PENSION COMMITTEE No. 22-99 PENSION OPERATIONS...

1 For a discussion on the tax provisions, see Institute Memorandum to Accounting/Treasurers Committee No. 9-99, International Committee No. 11-99, Tax Committee No. 5-99 and Transfer Agent Advisory Committee No. 22-99, dated March 24, 1999. [10835] March 26, 1999 TO: PENSION COMMITTEE...

[10818] March 22, 1999 TO: PENSION COMMITTEE No. 19-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-99 RE: SENATOR ROTH INTRODUCES IRA AND 401(k) EXPANSION BILL ______________________________________________________________________________ Senator Roth (R-DE) and Senator Baucus (D-MT)...

[10817] March 19, 1999 TO: PENSION COMMITTEE No. 18-99 RE: DOL AMENDS CLASS EXEMPTIONS TO INCLUDE EDUCATION IRAS AND SIMPLE ACCOUNTS ______________________________________________________________________________ The Department of Labor’s Pension and Welfare Benefits Administration...

[10804] March 17, 1999 TO: PENSION COMMITTEE No. 15-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-99 FEBRUARY 18 CONFERENCE CALL ATTENDEES RE: DRAFT ICI COMMENT LETTER ON PROPOSED DOL TECHNOLOGY RULES ______________________________________________________________________________...