Pension Content

ACTION REQUESTED [9328] VIA FAX October 10, 1997 TO: PENSION COMMITTEE No. 39-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-97 AD HOC COMMITTEE ON EDUCATION IRA RE: DRAFT EDUCATION IRA CUSTODIAL AGREEMENT FOR REVIEW AND COMMENT _______________________________________________________...

[9310] October 9, 1997 VIA FAX TO: PENSION COMMITTEE No. 38-97 TAX COMMITTEE No. 36-97 RE: PRELIMINARY AGENDAS -- TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Meeting Information and Preliminary Agendas As you know...

[9264] September 24, 1997 TO: PENSION COMMITTEE No. 37-97 RE: ROTH IRA WORKING GROUP MEETING SCHEDULED FOR OCTOBER 7 ______________________________________________________________________________ The Institute is forming an ad hoc working group to develop a prototype document for the...

1 See Memorandum to Pension Committee No. 27-97 and Pension Operations Advisory Committee No. 20-97, dated July 14, 1997. [9260] September 23, 1997 TO: PENSION COMMITTEE No. 36-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-97 AD HOC ADVISORY COMMITTEE ON 403(b)s RE: NTSA-ASBO...

[9014] September 19, 1997 TO: PENSION COMMITTEE No. 35-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-97 RE: NOTICE OF MEETING - THURSDAY, NOVEMBER 6, 1997 ______________________________________________________________________________ A meeting of the Pension Operations Advisory...

[9256] September 18, 1997 TO: PENSION COMMITTEE No. 34-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-97 RE: TREASURY, DOL AND PBGC ISSUE PROPOSED NEW FORM 5500 PACKAGE ______________________________________________________________________________ On September 2, the Treasury...

[9196] September 15, 1997 TO: PENSION COMMITTEE No. 33-97 TAX COMMITTEE No. 27-97 RE: NOTICE OF MEETING - WEDNESDAY, OCTOBER 15, 1997 ______________________________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Wednesday...

[9225] September 8, 1997 TO: PENSION COMMITTEE No. 32-97 AD HOC EDUCATION IRA WORKING GROUP RE: EDUCATION IRA WORKING GROUP MEETING SCHEDULED FOR SEPTEMBER 23 ______________________________________________________________________________ The Institute is forming an ad hoc working...

1 See Institute Memorandum to Tax Committee No. 23-97, Pension Committee No. 29-97, Operations Committee No. 28-97, Accounting/Treasurers Committee No. 22-97, Transfer Agent Advisory Committee No. 39-97, and Pension Operations Advisory Committee No. 26-97, dated August 5, 1997. 2 See...

1 See Institute Memorandum to Pension Committee No. 9-97, Pension Operations Advisory Committee No. 10-97 and Ad Hoc Committee On SIMPLE Plans, dated April 22, 1997. 2 See Institute Memorandum to Pension Members No. 19-97, Pension Operations Advisory Committee No. 12-97 and Ad Hoc...