Pension Content

1 See Institute Memorandum to Pension Committee No. 18-96, dated May 21, 1996. May 29, 1996 TO: PENSION COMMITTEE No. 19-96 RE: RETIREMENT DATA COLLECTION REVIEW TASK FORCE AGENDA ______________________________________________________________________________ Attached is an agenda and...

VIA FAX May 21, 1996 TO: PENSION COMMITTEE No. 18-96 RE: NOTICE OF MEETING ON RETIREMENT STATISTICS DATA COLLECTION WEDNESDAY, JUNE 5, 1995 ______________________________________________________________________________ We have scheduled a meeting to discuss the Institute
s current...

May 21, 1996 TO: BROKER/DEALER ASSOCIATE MEMBERS No. 9-96 DIRECT MARKETING COMMITTEE No. 11-96 INDUSTRY STATISTICS COMMITTEE No. 14-96 INTERNATIONAL COMMITTEE No. 16-96 INVESTMENT ADVISERS COMMITTEE No. 10-96 MARKETING POLICY COMMITTEE No. 15-96 MEMBERS - ONE PER COMPLEX No. 36-96...

May 8, 1996 TO: TAX COMMITTEE No. 14-96 PENSION COMMITTEE No. 16-96 RE: NOTICE OF MEETINGS - TUESDAY, JUNE 11, 1996 ______________________________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Tuesday, June 11, 1996. The...

May 2, 1996 TO: PENSION COMMITTEE No. 15-96 RE: SENATOR KENNEDY BILL PROPOSES "INDIVIDUAL PENSION PLANS" ______________________________________________________________________________ Senator Kennedy (D. MA) has introduced S. 1668, the American Workers Economic Security Act. Title II...

April 26, 1996 TO: PENSION COMMITTEE No. 14-96 SOCIAL SECURITY TASK FORCE RE: ECONOMIST COMMENTS ON SOCIAL SECURITY CRISIS ______________________________________________________________________________ As you know, the Institute is studying and monitoring the policy debate on social...

April 26, 1996 TO: PENSION COMMITTEE No. 13-96 RE: SENATE HEALTH INSURANCE BILL PERMITS PENALTY FREE WITHDRAWALS FROM IRAs AND QUALIFIED PLANS ______________________________________________________________________________ The Senate recently passed amendments to S. 1028, the health...

April 25, 1996 TO: PENSION COMMITTEE No. 12-96 RE: MEETING ON BUNDLED SERVICES ISSUES ______________________________________________________________________________ We have scheduled a meeting on Wednesday, May 15, 1996, 1:30 pm, at the Institute
s offices located at 1401 H Street, N...

March 21, 1996 TO: INDUSTRY STATISTICS COMMITTEE No. 10-96 PENSION COMMITTEE No. 11-96 RESEARCH COMMITTEE No. 15-96 RE: Annual Questionnaire for Retirement Statistics ______________________________________________________________________________ In response to increased demand for...

March 21, 1996 TO: INDUSTRY STATISTICS COMMITTEE No. 9-96 PENSION COMMITTEE No. 10-96 RESEARCH COMMITTEE No. 14-96 RE: Annual Questionnaire for Retirement Statistics ______________________________________________________________________________ In response to increased demand for more...