Pension Content

June 26, 1996 TO: PENSION COMMITTEE No. 29-96 PENSION OPERATIONS COMMITTEE RE: PENSION OPERATIONS COMMITTEE MEETING ______________________________________________________________________________ A meeting of the Pension Operations Committee has been scheduled for Tuesday, July 23...

June 21, 1996 TO: PENSION COMMITTEE No. 28-96 RE: MEETING ON IRA WITHHOLDING NOTICE REQUIREMENTS AND TELEPHONIC REDEMPTIONS ______________________________________________________________________________ As discussed at the Pension Committee meeting on June 11, 1996, a meeting has been...

June 19, 1996 TO: DIRECT MARKETING COMMITTEE No. 18-96 INDUSTRY STATISTICS COMMITTEE No. 16-96 INSTITUTIONAL FUNDS COMMITTEE No. 11-96 MEMBERS - ONE PER COMPLEX No. 49-96 OPERATIONS COMMITTEE No. 10-96 PENSION COMMITTEE No. 27-96 RESEARCH COMMITTEE No. 24-96 RE: 1995 Annual...

June 10, 1996 TO: PENSION COMMITTEE No. 26-96 RE: CALIFORNIA BILL WOULD PERMIT PUBLIC EMPLOYERS TO ESTABLISH DEFINED CONTRIBUTION PLANS ______________________________________________________________________________ A bill (AB 3252) has been introduced in the California legislature...

June 7, 1996 TO: PENSION COMMITTEE No. 25-96 RE: BILL WOULD LIMIT 401(k) PLAN INVESTMENT IN EMPLOYER SECURITIES AND REAL PROPERTY ______________________________________________________________________________ Senator Boxer (D-CA) has filed a bill that would limit the ability of plan...

VIA FAX June 6, 1996 TO: TAX COMMITTEE No. 21-96 PENSION COMMITTEE No. 24-96 RE: GOVERNMENT SPEAKERS AT JUNE 11 COMMITTEE MEETINGS ______________________________________________________________________________ The luncheon speakers at the June 11 Tax and Pension Committees meetings...

1 In April, 1996, the Institute published the remarks of Stanford economist John B. Shoven. See Institute Memorandum to Pension Committee No. 14-96, dated April 26, 1996. June 5, 1996 TO: PENSION COMMITTEE No. 23-96 SOCIAL SECURITY TASK FORCE RE: ICI PUBLISHES SECOND PAPER ON SOCIAL...

1 See Institute Memorandum to Pension Members No. 21-96, dated May 24, 1996. VIA FAX June 4, 1996 TO: PENSION COMMITTEE No. 22-96 RE: ADMINISTRATION ISSUES POSITION ON H.R. 3448 ______________________________________________________________________________ The Clinton Administration...

June 3, 1996 TO: TAX COMMITTEE No. 19-96 PENSION COMMITTEE No. 21-96 RE: TREASURY PROPOSAL TO ISSUE INFLATION-INDEXED SECURITIES ______________________________________________________________________________ The Treasury Department has requested comments on a new type of Treasury...

May 31, 1996 VIA FAX TO: PENSION COMMITTEE No. 20-96 TAX COMMITTEE No. 18-96 RE: PRELIMINARY AGENDAS - TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Preliminary agendas for the Tax and Pension Committee meetings on...