Pension Content

[9907] May 6, 1998 TO: PENSION COMMITTEE No. 26-98 RE: NEW PENSION COMMITTEE CHAIRMAN ______________________________________________________________________________ We are pleased to announce that the Institute has appointed Pat Heselton, Vice President of Franklin Templeton Trust...

1 See Institute Memorandum to Pension Members, No. 22-98 and Investment Adviser Members, No. 8-98, dated March 24, 1998. [9905] May 5, 1998 TO: INVESTMENT ADVISERS COMMITTEE No. 17-98 PENSION COMMITTEE No. 25-98 CROSS-TRADES AD HOC WORKING GROUP RE: DRAFT COMMENT LETTER TO THE...

[9902] May 5, 1998 TO: PENSION COMMITTEE No. 23-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-98 AD HOC COMMITTEE ON ROTH IRA ISSUES RE: INSTITUTE COMMENT LETTER TO TREASURY DEPARTMENT ON ROTH IRA ISSUES ______________________________________________________________________________...

1 Note that the term "trustee-to-trustee transfer" technically refers to transfers between like plan types or to a change of trustee or custodian and not to transfers between Roth IRAs and traditional IRAs. As part of our comment to Treasury and the IRS, we will recommend the use of a...

[9900] May 4, 1998 TO: PENSION COMMITTEE No. 22-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-98 AD HOC EDUCATION IRA WORKING GROUP RE: INSTITUTE SEEKS EDUCATION IRA GUIDANCE FROM IRS ______________________________________________________________________________ The Investment...

[9873] April 27, 1998 TO: PENSION COMMITTEE No. 21-98 RE: REMINDER: PENSION COMMITTEE MEETING - TUESDAY, JUNE 9, 1998 ______________________________________________________________________________ This is a reminder that the Pension Committee meeting that was originally scheduled for...

April 3, 1998 [9819] VIA FAX TO: PENSION COMMITTEE No. 20-98 RE: CONFERENCE CALL SCHEDULED ON APRIL 16 TO DISCUSS THE RETIREMENT ACCOUNT PORTABILITY ACT OF 1998 ______________________________________________________________________________ A conference call has been scheduled for...

[9818] April 2, 1998 TO: PENSION COMMITTEE No. 19-98 RE: SENATOR GRASSLEY INTRODUCES LEGISLATION TO MODIFY SECTION 415(c) ______________________________________________________________________________ Senator Grassley (R-IA) recently introduced the Enhanced Savings Opportunities Act...

1 See Institute Memorandum to Pension Committee No. 40-97 and Pension Operations Advisory Committee No. 39-97, dated October 10, 1997. [9806] March 30, 1998 TO: PENSION COMMITTEE No. 18-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-98 AD HOC ROTH IRA COMMITTEE AD HOC EDUCATION IRA...

[9797] March 26, 1998 TO: PENSION COMMITTEE No. 17-98 RE: BILL TO ENHANCE RETIREMENT ACCOUNT PORTABILITY FILED ______________________________________________________________________________ Representatives Earl Pomeroy (D-ND) and Jim Kolbe (R-AZ), with other co-sponsors, recently...