Pension Content

September 24, 1996 TO: DIRECT MARKETING COMMITTEE No. 29-96 INDUSTRY STATISTICS COMMITTEE No. 24-96 INSTITUTIONAL FUNDS COMMITTEE No. 19-96 MEMBERS - ONE PER COMPLEX No. 66-96 OPERATIONS COMMITTEE No. 22-96 PENSION COMMITTEE No. 39-96 RESEARCH COMMITTEE No. 32-96 SALES FORCE MARKETING...

September 13, 1996 TO: PENSION COMMITTEE No. 38-96 TAX COMMITTEE No. 30-96 RE: NOTICE OF MEETINGS - MONDAY, OCTOBER 7, 1996 AND TUESDAY, OCTOBER 8, 1996 ______________________________________________________________________________ October 8, 1996 Tax and Pension Committee Meetings...

September 9, 1996 TO: PENSION COMMITTEE No. 37-96 PENSION OPERATIONS COMMITTEE RE: PENSION OPERATIONS COMMITTEE MEETING - OCTOBER 15, 1996 ______________________________________________________________________________ A meeting of the Pension Operations Committee has been scheduled...

August 28, 1996 TO: BROKER/DEALER ASSOCIATE MEMBERS No. 16-96 COMPLIANCE COMMITTEE No. 26-96 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 28-96 INVESTMENT ADVISER MEMBERS No. 30-96 PENSION COMMITTEE No. 36-96 SEC RULES MEMBERS No. 46-96 RE: FINAL ANNOUNCEMENT: INVESTMENT ADVISERS...

1 See Institute Memorandum to Pension Committee No. 33-96, dated July 10, 1996. July 17, 1996 TO: PENSION COMMITTEE No. 35-96 RE: SENATE DEFERS CONSIDERATION OF LIMITED SCOPE AUDIT REPEAL ______________________________________________________________________________ The Senate...

July 16, 1996 VIA FAX TO: PENSION COMMITTEE No. 34-96 PENSION OPERATIONS COMMITTEE RE: POSTPONEMENT OF JULY 23 PENSION OPERATIONS COMMITTEE MEETING ______________________________________________________________________________ The Pension Operations Committee meeting scheduled for...

July 10, 1996 TO: PENSION COMMITTEE No. 32-96 RE: INSTITUTE LETTER TO DEPARTMENT OF LABOR REGARDING BUNDLED SERVICES ARRANGEMENTS ______________________________________________________________________________ The Institute staff recently met with the Department of Labor to discuss...

1 See Institute Memorandum to Pension Members No. 56-95, dated December 21, 1995. July 10, 1996 VIA FAX TO: PENSION COMMITTEE No. 33-96 RE: SENATE LABOR COMMITTEE TO CONSIDER REPEAL OF LIMITED SCOPE AUDIT ______________________________________________________________________________...

1 See Memorandum to Institutional Funds Committee No. 8-96, Money Market Funds Ad Hoc Committee No. 7-96, dated May 28, 1996; Memorandum to Tax Committee No. 19-96, Pension Committee No. 21-96, dated June 3, 1996. July 8, 1996 TO: INSTITUTIONAL FUNDS COMMITTEE No. 12-96 MONEY MARKET...

1 It is anticipated that the Department of Labor will release this summer a final plan asset regulation reducing the maximum time frame for remitting employee contributions from the current 90-day standard. See Institute Memorandum to Pension Members No. 54-95, dated December 20, 1995...