Pension Content

March 11, 1996 TO: INDUSTRY STATISTICS COMMITTEE No. 7-96 PENSION COMMITTEE No. 9-96 RESEARCH COMMITTEE No. 12-96 RE: Annual Questionnaire for Retirement Statistics ______________________________________________________________________________ In response to increased demand for more...

March 11, 1996 TO: PENSION COMMITTEE No. 8-96 RE: IMPACT OF TAX REFORM PROPOSALS ON EMPLOYEE BENEFITS ______________________________________________________________________________ As discussed at the last Pension Committee meeting, attached is a discussion of various tax reform...

1 See Institute Memorandum to Tax Members No. 10-93, Operations Members No. 16-93, Closed-End Fund Members No. 9-93, Unit Investment Trust Members No. 11-93, Accounting /Treasurers Committee No. 12-93 and Transfer Agent Advisory Committee No. 19-93, dated March 5, 1993. February 23...

VIA FAX February 8, 1996 TO: PENSION COMMITTEE No. 6-96 RE: REVISED DRAFT INSTITUTE COMMENT ON DOL PROPOSED PLAN ASSET REGULATION ______________________________________________________________________________ Attached please find a revised draft of comments the Institute is preparing...

VIA FAX February 2, 1996 TO: PENSION COMMITTEE No. 5-96 RE: DRAFT INSTITUTE COMMENT ON DOL PROPOSED PLAN ASSET REGULATION ______________________________________________________________________________ Attached please find a draft of comments the Institute is preparing to submit to the...

VIA FAX January 30, 1996 TO: PENSION COMMITTEE No. 4-96 TAX COMMITTEE No. 5-96 RE: PRELIMINARY AGENDAS - TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Preliminary agendas for the Tax and Pension Committee meetings on...

January 22, 1996 TO: PENSION COMMITTEE No. 3-96 TAX COMMITTEE No. 3-96 RE: KEMP TAX REFORM COMMISSION RECOMMENDATIONS ______________________________________________________________________________ The National Commission on Economic Growth and Tax Reform established by Senate Majority...

1 See Institute Memoranda to Pension Members No. 54-95 dated December 20, 1995, describing the proposed plan asset regulation and Pension Members No. 56-95 dated December 21, 1995, describing pension audit reform legislation introduced in the Senate. January 18, 1996 VIA FAX TO...

January 3, 1996 TO: TAX COMMITTEE No. 1-96 PENSION COMMITTEE No. 1-96 RE: NOTICE OF MEETINGS - TUESDAY, FEBRUARY 6, 1996 ______________________________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Tuesday, February 6...

1 See Institute Memorandum to Operations Committee No. 35-95, Pension Committee No. 24-95, dated November 22, 1995. December 19, 1995 TO: OPERATIONS COMMITTEE No. 37-95 PENSION COMMITTEE No. 26-95 AD HOC COMMITTEE ON IRA TECHNICAL/OPERATIONS ISSUES RE: PROPOSED IRA LEGISLATION...