Pension Content

1 The Internal Revenue Service issued proposed guidance in December, 1998. See Institute Memorandum to Pension Members No. 77-98, dated December 21, 1998. [10687] February 1, 1999 TO: PENSION COMMITTEE No. 5-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-99 RE: DOL RELEASES PROPOSED...

1 See Institute Memorandum to Pension Committee No. 1-99, dated January 6, 1999. [10666] January 22, 1999 TO: PENSION COMMITTEE No. 4-99 RE: PRELIMINARY PENSION COMMITTEE AGENDA - FEBRUARY 3, 1999 ______________________________________________________________________________ Attached...

[10663] January 21, 1999 TO: DIRECT MARKETING COMMITTEE No. 3-99 INDUSTRY STATISTICS COMMITTEE No. 1-99 PENSION COMMITTEE No. 3-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-99 RESEARCH COMMITTEE No. 2-99 SALES FORCE MARKETING COMMITTEE No. 3-99 SHAREHOLDER COMMUNICATIONS COMMITTEE...

[10647] January 15, 1999 TO: PENSION COMMITTEE No. 2-99 RE: IRS PROPOSED REGULATION ON EDUCATION TAX CREDIT PROGRAMS ______________________________________________________________________________ The Internal Revenue Service has issued a proposed regulation on the “Hope” and “Lifetime...

[10628] January 6, 1999 TO: PENSION COMMITTEE No. 1-99 RE: UPCOMING PENSION COMMITTEE MEETING - FEBRUARY 3, 1999 ______________________________________________________________________________ Mark your calendar for the next Pension Committee meeting scheduled for Wednesday, February 3...

1 See Institute Memorandum to Pension Committee No. 82-98, Pension Operations Advisory Committee No. 67-98 and Transfer Agent Advisory Committee No. 81-98, dated December 3, 1998. [10606] VIA FAX December 24, 1998 TO: PENSION COMMITTEE No. 91-98 PENSION OPERATIONS ADVISORY COMMITTEE...

1 The conference proceedings contain a complete list of participants and their available statements. To obtain a copy, please contact Institute's Library Services Division at (202)326-8304, and ask for this memo's attachment number: 10594. [10594] December 22, 1998 TO: BOARD OF...

1 See Institute Memorandum to Pension Committee No. 56-98 and Pension Operations Advisory Committee No. 41-98, dated August 28, 1998. [10581] December 18, 1998 TO: PENSION COMMITTEE No. 89-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-98 RE: DEPARTMENT OF LABOR RELEASES MEMORANDUM...

1 See Institute Memorandum to Pension Committee No. 40-98 and Pension Operations Advisory Committee No. 25-98, dated June 30, 1998. [10578] December 17, 1998 TO: PENSION COMMITTEE No. 88-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 70-98 RE: DOL PROPOSED REVISIONS TO REPORTING AND...

[10574] December 16, 1998 TO: PENSION COMMITTEE No. 87-98 RE: INSTITUTE MEETING ON UNIFORM 401(k) FEE DISCLOSURE-- JANUARY 7, 1999 ______________________________________________________________________________ The Department of Labor’ Pension and Welfare Benefits Administration has...