Pension Content

[9684] VIA FAX February 17, 1998 TO: PENSION COMMITTEE No. 6-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-98 ROTH IRA WORKING GROUP RE: CONFERENCE CALL SCHEDULED ON FEBRUARY 25 TO DISCUSS ROTH IRA ISSUES ______________________________________________________________________________...

[9672] VIA FAX February 12, 1998 TO: PENSION COMMITTEE No. 5-98 RE: ROTH IRA AND STATE TAX ISSUES - CONFERENCE CALL ______________________________________________________________________________ The Investment Company Institute has scheduled a conference call on February 17, 1998 at 4...

[9668] February 11, 1998 TO: PENSION COMMITTEE No. 4-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-98 RE: SENATE FINANCE COMMITTEE VOTES TO INCREASE EDUCATION IRA ANNUAL LIMIT TO $2,000 ______________________________________________________________________________ On February 10, the...

1 See Institute Memorandum to Pension Members No. 7-98, dated January 29, 1998. [9635] February 6, 1998 TO: PENSION COMMITTEE No. 3-98 RE: ADMINISTRATION DESCRIBES PENSION PROPOSALS IN PRESIDENT'S BUDGET ______________________________________________________________________________ As...

[9634] VIA FAX February 3, 1998 TO: PENSION COMMITTEE No. 2-98 RE: PRELIMINARY AGENDA - PENSION COMMITTEE MEETING ______________________________________________________________________________ The preliminary agenda for the Pension Committee meeting on Sunday, February 8, 1998 is...

g[9567] January 5, 1998 VIA FACSIMILE TO: PENSION COMMITTEE No. 1-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-98 AD HOC COMMITTEE ON EDUCATION IRA RE: EDUCATION IRA FORMS 5305-E AND 5305-EA RELEASED ______________________________________________________________________________ The...

[9554] December 30, 1997 TO: BROKER/DEALER ADVISORY COMMITTEE No. 26-97 COMPLIANCE ADVISORY COMMITTEE No. 33-97 CONTINUING EDUCATION AND TRAINING ADVISORY COMMITTEE No. 12-97 CONTINUING EDUCATION/TRAINING MEMBERS No. 5-97 DIRECT MARKETING COMMITTEE No. 29-97 HUMAN RESOURCES FORUM No...

[9553] December 30, 1997 TO: BROKER/DEALER ADVISORY COMMITTEE No. 25-97 COMPLIANCE ADVISORY COMMITTEE No. 32-97 CONTINUING EDUCATION AND TRAINING ADVISORY COMMITTEE No. 11-97 CONTINUING EDUCATION/TRAINING MEMBERS No. 4-97 DIRECT MARKETING COMMITTEE No. 28-97 HUMAN RESOURCES FORUM No...

[9528] December 19, 1997 TO: TAX COMMITTEE No. 47-97 PENSION COMMITTEE No. 51-97 RE: NOTICE OF MEETINGS: TAX COMMITTEE - WEDNESDAY, FEBRUARY 4, 1998 AND PENSION COMMITTEE - SUNDAY, FEBRUARY 8, 1998 ______________________________________________________________________________ The Tax...

[9514] December 12, 1997 VIA FAX TO: PENSION COMMITTEE No. 50-97 RE: MEETING ON 1998 PENSION LEGISLATIVE AGENDA -- TECHNICAL FIXES SCHEDULED FOR JANUARY 8, 1998 ______________________________________________________________________________ A meeting to discuss the Institute’s 1998...