Pension Content

VIA FAX April 22, 1997 TO: PENSION COMMITTEE No. 9-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-97 AD HOC COMMITTEE ON SIMPLE PLANS RE: REQUEST FOR INFORMATION RE: SIMPLE PLANS AND UNINCORPORATED ENTITIES _____________________________________________________________________________...

April 21, 1997 VIA FAX AND REGULAR MAIL TO: PENSION COMMITTEE No. 8-97 RE: MAY 22 MEETING TO DISCUSS PLAN EXPENSE ISSUES & WISE TECHNICAL SUPPORT ______________________________________________________________________________ A meeting to discuss plan expense issues and technical...

February 13, 1997 TO: PENSION COMMITTEE No. 7-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-97 RE: NOTICE OF MEETING - TUESDAY, APRIL 29, 1997 ______________________________________________________________________________ A meeting of the Pension Operations Committee has been...

VIA FAX February 12, 1997 TO: TAX COMMITTEE No. 5-97 PENSION COMMITTEE No. 6-97 RE: PRELIMINARY AGENDAS - PENSION AND TAX COMMITTEE MEETINGS ______________________________________________________________________________ Preliminary agendas for the Tax and Pension Committee meetings on...

February 10, 1997 TO: PENSION COMMITTEE No. 5-97 AD HOC COMMITTEE ON BUNDLED SERVICES RE: REQUEST FOR COMMENT: DRAFT ICI SUBMISSION TO DOL ______________________________________________________________________________ As you were previously informed, on October 17, 1996, the Institute...

February 3, 1997 TO: DIRECT MARKETING COMMITTEE No. 4-97 INVESTMENT ADVISERS COMMITTEE No. 7-97 OPERATIONS COMMITTEE No. 2-97 PENSION COMMITTEE No. 4-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-97 SALES FORCE MARKETING COMMITTEE No. 4-97 RE: REMINDER - RETIREMENT PLANS CONFERENCE -...

February 3, 1997 TO: PENSION COMMITTEE No. 3-97 RE: DRAFT CalPERS ALTERNATIVE BENEFIT PLANS REPORT ______________________________________________________________________________ Attached is a draft report to the Board of CalPERS (the California Public Employees’ Retirement System) on...

January 24, 1997 TO: PENSION COMMITTEE No. 2-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-97 AD HOC COMMITTEE ON SIMPLE PLANS RE: IRS SEEKS COMMENTS ON FORM 5304-SIMPLE ______________________________________________________________________________ The Internal Revenue Service has...

December 24, 1996 TO: BOARD OF GOVERNORS No. 65-96 ACCOUNTING/TREASURERS COMMITTEE No. 50-96 PENSION COMMITTEE No. 49-96 RE: PROPOSED REPEAL OF ERISA’S LIMITED SCOPE AUDIT PROVISION ______________________________________________________________________________ As you may know, the...