Pension Content

December 24, 1996 TO: PENSION COMMITTEE No. 50-96 PENSION OPERATIONS COMMITTEE RE: IRS RELEASES SIMPLE IRA GUIDANCE ______________________________________________________________________________ The Internal Revenue Service today released Notice 97-6, attached, which provides...

December 20, 1996 TO: BROKER/DEALER ASSOCIATE MEMBERS No. 26-96 COMPLIANCE ADVISORY COMMITTEE No. 35-96 CONTINUING EDUCATION AND TRAINING ADVISORY COMMITTEE No. 9-96 CONTINUING EDUCATION/TRAINING MEMBERS No. 12-96 DIRECT MARKETING COMMITTEE No. 37-96 HUMAN RESOURCES FORUM No. 8-96...

December 6, 1996 TO: PENSION COMMITTEE No. 47-96 RE: DOL PUBLISHES PROPOSED CLASS EXEMPTION FOR BANK COLLECTIVE FUND CONVERSIONS ______________________________________________________________________________ The Department of Labor has published a proposed class exemption from ERISA’s...

October 18, 1996 TO: PENSION COMMITTEE No. 46-96 PENSION OPERATIONS COMMITTEE RE: SIMPLE PLAN TASK FORCE MEETING - OCTOBER 31, 1996 ______________________________________________________________________________ A meeting to discuss SIMPLE plans has been scheduled for Thursday, October...

October 16, 1996 TO: DIRECT MARKETING COMMITTEE No. 30-96 INDUSTRY STATISTICS COMMITTEE No. 27-96 INSTITUTIONAL FUNDS COMMITTEE No. 22-96 MARKETING POLICY COMMITTEE No. 33-96 MEMBERS - ONE PER COMPLEX No. 77-96 OPERATIONS COMMITTEE No. 27-96 PENSION COMMITTEE No. 45-96 RESEARCH...

1 See Institute Memorandum to Pension Members No. 47-96, dated September 25, 1996 and Institute Memorandum to Pension Committee No. 32-96, dated July 10, 1996. VIA FAX October 10, 1996 TO: PENSION COMMITTEE No. 44-96 RE: DRAFT BUNDLED SERVICES ADVISORY OPINION REQUEST FOR REVIEW AND...

October 3, 1996 TO: PENSION COMMITTEE No. 43-96 TAX COMMITTEE No. 32-96 RE: PRELIMINARY AGENDAS - PENSION AND TAX COMMITTEE MEETINGS ______________________________________________________________________________ Preliminary agendas for the Tax and Pension Committee meetings on Tuesday...

October 1, 1996 TO: BOARD OF GOVERNORS No. 54-96 ACCOUNTING/TREASURERS COMMITTEE No. 39-96 FEDERAL LEGISLATION MEMBERS No. 15-96 OPERATIONS COMMITTEE No. 25-96 PENSION COMMITTEE No. 42-96 PUBLIC INFORMATION COMMITTEE No. 38-96 RE: LEGISLATION TO REPEAL ERISA’S "LIMITED SCOPE AUDIT"...

September 27, 1996 TO: INDUSTRY STATISTICS COMMITTEE No. 25-96 PENSION COMMITTEE No. 41-96 RESEARCH COMMITTEE No. 33-96 Retirement Task Force RE: Proposal and Recommendation for Future Retirement Data Collection _________________________________________________________________________...

1 See Institute Memoranda to Pension Members No. 47-96, dated September 25, 1996 and Pension Committee No. 32-96, dated July 10, 1996. September 26, 1996 VIA FAX TO: PENSION COMMITTEE No. 40-96 RE: OCTOBER 4 MEETING ON BUNDLED SERVICES AND DOL ADVISORY OPINION REQUEST ________________...