Pension Content

[10458] November 6, 1998 TO: ACCOUNTING/TREASURERS COMMITTEE No. 48-98 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 24-98 DIRECT MARKETING COMMITTEE No. 20-98 FEDERAL LEGISLATION COMMITTEE No. 2-98 INDUSTRY STATISTICS COMMITTEE No. 15-98 INTERNATIONAL COMMITTEE No. 33-98 INVESTMENT...

* See Memorandum to Pension Members No. 60-98 and Pension Operations Advisory Committee No. 48-98 dated September 29, 1998. [10444] November 2, 1998 TO: PENSION COMMITTEE No. 75-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 58-98 RE: REMINDER - 1998 ASSET PLANNING DURING RETIREMENT...

[10442] November 2, 1998 TO: PENSION COMMITTEE No. 74-98 RE: DOL PROPOSES EXPANDING PTE 93-33 AND 97-11 TO INCLUDE SIMPLE AND EDUCATION IRA ACCOUNTS ______________________________________________________________________________ The Department of Labor has proposed expanding the scope...

[10401] VIA FAX October 28, 1998 TO: PENSION COMMITTEE No. 73-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 55-98 RE: ICI's 1999 RETIREMENT PLANS CONFERENCE -- CONFERENCE CALL TO DISCUSS PROGRAM ______________________________________________________________________________ The...

1 See Institute Memorandum to Pension Committee No. 48-98, dated July 29, 1998. 2 See Institute Memorandum to Pension Committee No. 35-98, dated June 11, 1998. [10424] October 27, 1998 TO: PENSION COMMITTEE No. 72-98 RE: NATIONAL COMMISSION ON RETIREMENT POLICY CHAIRMEN INTRODUCE...

[10416] October 27, 1998 TO: PENSION COMMITTEE No. 71-98 ROTH IRA GUIDANCE MEETING ATTENDEES AD HOC COMMITTEE ON ROTH IRA RE: CONFERENCE CALL ON INSTITUTE ROTH IRA COMMENT LETTER -- OCTOBER 29, 1998 ______________________________________________________________________________ On...

[10407] October 26, 1998 TO: BOARD OF GOVERNORS No. 69-98 PRIMARY CONTACTS - MEMBER COMPLEX No. 97-98 PENSION COMMITTEE No. 70-98 RE: CHAIRMAN LEVITT SPEECH ON SOCIAL SECURITY REFORM ______________________________________________________________________________ On October 19, SEC...

[10392] October 20, 1998 TO: PENSION COMMITTEE No. 69-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 52-98 TRANSFER AGENT ADVISORY COMMITTEE No. 67-98 AD HOC ROTH IRA COMMITTEE RE: IRS NOTICE LIMITS ROTH CONVERSIONS _______________________________________________________________________...

[10383] VIA FAX October 16, 1998 TO: PENSION COMMITTEE No. 68-98 RE: PRELIMINARY AGENDA - PENSION COMMITTEE MEETING ______________________________________________________________________________ The preliminary agenda for the Pension Committee meeting on Thursday, October 22, 1998 is...

[10361] October 8, 1998 TO: PENSION COMMITTEE No. 67-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 50-98 RE: INSTITUTE SUBMITS COMMENT LETTER TO IRS REGARDING USE OF ""PAPERLESS TECHNOLOGIES ______________________________________________________________________________ The Institute...