Pension Content

[10132] July 17, 1998 TO: PENSION COMMITTEE No. 46-98 RE: DEMOCRATIC LEADERSHIP FILES PENSION REFORM LEGISLATION ______________________________________________________________________________ Congressional Democratic leaders have filed pension reform legislation, S. 2249 and H.R. 4152...

[10131] July 16, 1998 TO: PENSION COMMITTEE No. 45-98 RE: OVERVIEW OF STATE LEGISLATION PERMITTING DEFINED CONTRIBUTION PLANS FOR STATE EMPLOYEES ______________________________________________________________________________ During the 1998 legislative session, a number of state...

[10108] July 9, 1998 TO: PENSION COMMITTEE No. 44-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-98 RE: IRS REQUEST FOR INFORMATION ON NEW PAPERLESS TECHNOLOGIES ______________________________________________________________________________ The Internal Revenue Service and Department...

1 A copy of Notice 98-29 was sent previously as an attachment to Institute Memorandum to Pension Committee No. 31-98 and Pension Operations Advisory Committee No. 19-98, dated May 22, 1998. [10098] VIA FAX July 7, 1998 TO: PENSION COMMITTEE No. 43-98 PENSION OPERATIONS ADVISORY...

[10090] July 2, 1998 TO: PENSION COMMITTEE No. 42-98 RE: DEPARTMENT OF LABOR REQUESTS COMMENTS ON DATA COLLECTION OF INFORMATION FOR VARIOUS REGULATIONS AND EXEMPTIONS ______________________________________________________________________________ The Department of Labor has requested...

[10071] July 1, 1998 TO: PENSION COMMITTEE No. 41-98 RE: NOTICE OF MEETING - THURSDAY, OCTOBER 22, 1998 ______________________________________________________________________________ The Pension Committee meeting that was originally scheduled for Tuesday, October 6, 1998 at 1:30 p.m...

[10079] June 30, 1998 TO: PENSION COMMITTEE No. 40-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-98 RE: DOL RELEASES NEW FORM 5500 SERIES ______________________________________________________________________________ The Department of Labor, in conjunction with the Internal Revenue...

[10055] VIA FAX June 24, 1998 TO: PENSION COMMITTEE No. 39-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-98 PENSION WORKSHOP PLANNING COMMITTEE RE: JULY 9 CONFERENCE CALL FOR FALL 1998 WORKSHOP: ASSET PLANNING DURING RETIREMENT _______________________________________________________...

[10048] June 24, 1998 TO: PENSION COMMITTEE No. 38-98 RE: EDUCATION IRA BILL SENT TO PRESIDENT, VETO EXPECTED ______________________________________________________________________________ Congress recently passed H.R. 2646, the “Education Savings and School Excellence Act of 1998,”...

[10042] June 22, 1998 TO: PENSION COMMITTEE No. 37-98 AD HOC EDUCATION IRA COMMITTEE RE: SENATOR KERREY INTRODUCES KIDSAVE ACCOUNT LEGISLATION ______________________________________________________________________________ Senator Kerrey (D-NE), together with Senators Moynihan (D-NY)...