Pension Content

1 See, e.g., Institute Memoranda to Tax Members No. 27-97, Accounting/Treasurers Members No. 31-97, Operations Members No. 13-97, International Members No. 12-97, Closed-End Investment Company Members No. 23-97, Unit Investment Trust Members No. 28-97 and Transfer Agent Advisory...

* See Memorandum to Pension Committee No. 27-97 and Pension Operations Advisory Committee No. 20-97 dated, July 14, 1997. VIA FACSIMILE July 17, 1997 TO: PENSION COMMITTEE No. 28-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-97 RE: 403(b) STANDARD FORMS PROJECT: CONFERENCE CALL ____...

July 14, 1997 TO: PENSION COMMITTEE No. 27-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-97 RE: 403(b) STANDARD FORMS PROJECT: REQUEST FOR COMMENT BY JULY 22 ______________________________________________________________________________ The National Tax Sheltered Annuity Association...

1 See Institute Memorandum to Pension Members No. 21-97, dated May 28, 1997. July 11, 1997 TO: PENSION COMMITTEE No. 26-97 AD HOC COMMITTEE ON BUNDLED SERVICES RE: ABA ASKS DOL TO CLARIFY APPLICABILITY OF BUNDLED SERVICES ADVISORY OPINIONS TO CERTAIN DIRECTED TRUSTEES ________________...

1 See Institute Memorandum to Pension Members No. 30-96, dated July 17, 1996. July 3, 1997 TO: PENSION COMMITTEE No. 25-97 RE: SENATORS BINGAMAN AND JEFFORDS INTRODUCE PROSAVE BILL ______________________________________________________________________________ Last week Senators...

1 The 29 member nations of the OECD are Austria, Australia, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Japan, Korea, Luxembourg, Mexico, New Zealand, the Netherlands, Norway, Poland, Portugal, Spain, Sweden...

1 See Institute memorandum to Pension Committee No. 22-97, dated June 20, 1997 for a description of the Gregg bill and the Graham-Hatch bill. 2 See Institute memorandum to Pension Members No. 23-97, dated June 13, 1997 for a description of the House Ways and Means Committee pension...

1 See Institute Memorandum to Pension Members No. 24-97 dated June 20, 1997. June 20, 1997 TO: PENSION COMMITTEE No. 22-97 RE: SENATORS GREGG AND GRAHAM/HATCH INTRODUCE PENSION BILLS ______________________________________________________________________________ Late last week, two...

June 13, 1997 VIA FAX TO: PENSION COMMITTEE No. 21-97 RE: JUNE 18 MEETING ON PENDING PENSION LEGISLATION TO FOLLOW COMMITTEE MEETING ______________________________________________________________________________ We have scheduled a meeting to discuss technical issues arising from...

June 10, 1997 TO: PENSION COMMITTEE No. 20-97 RE: INSTITUTE COMMENTS ON SEC’S PROPOSED FUND PROFILE ______________________________________________________________________________ The Securities and Exchange Commission has proposed significant changes to the disclosure requirements...