Pension Content

[10553] December 11, 1998 TO: PENSION COMMITTEE No. 86-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-98 AD-HOC COMMITTEE ON ROTH IRA OCTOBER 22 MEETING ATTENDEES ON ROTH IRA RE: IRS HEARING ON ROTH IRA PROPOSED REGULATIONS ____________________________________________________________...

[10548] December 10, 1998 TO: PENSION COMMITTEE No. 85-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-98 RE: INSTITUTE COMMENT LETTER ON DOL'S PROPOSED CLAIMS PROCEDURE REGULATIONS ______________________________________________________________________________ The Institute has...

[10541] December 8, 1998 TO: PENSION COMMITTEE No. 84-98 RE: SALOMON SMITH BARNEY SUBMITS PROPOSAL TO AMEND TRAK EXEMPTION ______________________________________________________________________________ Salomon Smith Barney has submitted an individual exemption request with the...

[10524] December 3, 1998 TO: PENSION COMMITTEE No. 83-98 RE: DRAFT ICI COMMENT LETTER ON DOL's PROPOSED CLAIM PROCEDURE REGULATION ______________________________________________________________________________ Attached is a draft of the Institute's comment letter addressing the...

[10529] December 3, 1998 TO: PENSION COMMITTEE No. 82-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-98 TRANSFER AGENT ADVISORY COMMITTEE No. 81-98 AD HOC COMMITTEE ON ROTH IRA OCTOBER 22 ROTH IRA MEETING ATTENDEES RE: INSTITUTE FILES COMMENT LETTER ON ROTH IRA GUIDANCE _____________...

[10519] November 30, 1998 TO: PENSION COMMITTEE No. 81-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-98 RE: CONFERENCE CALL SCHEDULED TO DISCUSS DOL REVISION OF SMALL EMPLOYER PLAN AUDIT RULES ______________________________________________________________________________ As we...

[10507] November 24, 1998 TO: PENSION COMMITTEE No. 80-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 63-98 OCTOBER 22 ROTH IRA MEETING ATTENDEES RE: DRAFT INSTITUTE COMMENT LETTER ON ROTH IRA GUIDANCE ______________________________________________________________________________...

[10491] November 17, 1998 TO: PENSION COMMITTEE No. 79-98 RE: REPRESENTATIVE BLUNT'S BILL ON SMALL EMPLOYER RETIREMENT PLANS ______________________________________________________________________________ As discussed at the Pension Committee meeting on October 22, 1998, Representative...

[10421] November 10, 1998 VIA FAX TO: PENSION COMMITTEE No. 78-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 61-98 RE: CONFERENCE CALL ON DOL PROPOSED CLAIMS PROCEDURE REGULATIONS ______________________________________________________________________________ At the October 22 Pension...

[10460] November 9, 1998 TO: PENSION COMMITTEE No. 77-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-98 OCTOBER 22 ROTH IRA MEETING ATTENDEES RE: DRAFT INSTITUTE COMMENT LETTER ON ROTH IRA GUIDANCE ______________________________________________________________________________...