Pension Content

June 10, 1997 VIA FAX TO: PENSION COMMITTEE No. 19-97 TAX COMMITTEE No. 20-97 RE: PRELIMINARY AGENDAS -- TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Meeting Information and Preliminary Agendas As you know, the Tax...

June 2, 1997 TO: PENSION COMMITTEE No. 18-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-97 RE: IRS SEEKS COMMENTS ON MINIMUM DISTRIBUTION RULES APPLIED TO 403(b)s ______________________________________________________________________________ As part of its effort to reduce paperwork...

FEDERAL EXPRESS May 30, 1997 TO: PENSION COMMITTEE No. 17-97 AD HOC PROFILE PROSPECTUS/RETIREMENT PLANS COMMITTEE RE: REVISED DRAFT COMMENT LETTER ON PROFILE PROSPECTUS ______________________________________________________________________________ Attached please find a revised draft...

VIA FAX May 29, 1997 TO: PENSION COMMITTEE No. 15-97 RE: FOR COMMENT: PROPOSED "MAKE SAVINGS EASY" ACCOUNTS ______________________________________________________________________________ The Institute has been asked to comment on the viability of a new savings vehicle being considered...

1 See e.g., Institute Memorandum to Tax Members No. 32-96, Operations Members No. 34-96 and Transfer Agent Advisory Committee No. 43-96, dated July 23, 1996. 2 See, Institute Memorandum to Pension Members No. 36-96, dated August 9, 1996. See also, Institute Memorandum to Pension...

May 28, 1997 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 33-97 RESEARCH COMMITTEE No. 11-97 INDUSTRY STATISTICS COMMITTEE No. 9-97 DIRECT MARKETING COMMITTEE No. 14-97 SALES FORCE MARKETING COMMITTEE No. 14-97 SMALL FUNDS COMMITTEE No. 13-97 PENSION COMMITTEE No. 14-97 BROKER/DEALER...

May 22, 1997 TO: PENSION COMMITTEE No. 13-97 RE: COMMENT LETTER TO DOL ON ELECTRONIC COMMUNICATION OF SPDS ______________________________________________________________________________ The Institute has submitted a comment letter to the Department of Labor supporting the electronic...

May 16, 1997 TO: PENSION COMMITTEE No. 12-97 RE: FOR REVIEW AND COMMENT: DRAFT INSTITUTE COMMENTS ON THE SEC’S PROFILE PROSPECTUS PROPOSAL ______________________________________________________________________________ Attached is a draft of the Institute’s comment letter to the...

May 12, 1997 TO: PENSION COMMITTEE No. 11-97 RE: IRS PROPOSES NEW AUDIT GUIDELINES FOR SEPS ______________________________________________________________________________ The Internal Revenue Service has published proposed examination guidelines for employee plan examiners to use when...

May 7, 1997 TO: TAX COMMITTEE No. 16-97 PENSION COMMITTEE No. 10-97 RE: NOTICE OF MEETINGS - WEDNESDAY, JUNE 18, 1997 ______________________________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Wednesday, June 18, 1997...