Pension Content

1 See Institute Memorandum to Pension Members No. 42-95, dated October 18, 1995. VIA FAX December 8, 1995 TO: PENSION COMMITTEE No. 25-95 RE: DOL DRAFT INTERPRETIVE BULLETIN ON INVESTMENT EDUCATION AND ADVICE ____________________________________________________________________________...

November 22, 1995 TO: OPERATIONS COMMITTEE No. 35-95 PENSION COMMITTEE No. 24-95 AD HOC COMMITTEE ON IRA TECHNICAL/OPERATIONS ISSUES RE: MEETING ON AMERICAN DREAM IRA TECHNICAL/OPERATIONS ISSUES ______________________________________________________________________________ The...

October 20, 1995 TO: PENSION COMMITTEE No. 22-95 RE: FORM 5500 REVISION ______________________________________________________________________________ As discussed at the Pension Committee meeting on October 11, the Department of Labor and the Internal Revenue Service are revising the...

October 20, 1995 TO: DIRECT MARKETING COMMITTEE No. 47-95 INDUSTRY STATISTICS COMMITTEE No. 24-95 MEMBERS - ONE PER COMPLEX No. 91-95 OPERATIONS COMMITTEE No. 29-95 PENSION COMMITTEE No. 23-95 RESEARCH COMMITTEE No. 42-95 RE: Annual Mutual Fund Retirement Statistics -- 1994 __________...

October 19, 1995 TO: PENSION COMMITTEE No. 21-95 RE: AGENCY CROSS-TRANSACTIONS - REQUEST FOR DATA ______________________________________________________________________________ As we discussed at the October 11 Committee meeting, the Institute is considering seeking a class exemption...

October 17, 1995 TO: PENSION COMMITTEE No. 20-95 RE: SOCIAL SECURITY REFORM TASK FORCE MEETING - NOVEMBER 1 ______________________________________________________________________________ As discussed at the Pension Committee meeting on October 11, the Institute is establishing a Task...

October 13, 1995 TO: DIRECT MARKETING COMMITTEE No. 45-95 INDUSTRY STATISTICS COMMITTEE No. 23-95 MARKETING POLICY COMMITTEE No. 52-95 OPERATIONS COMMITTEE No. 28-95 PENSION COMMITTEE No. 19-95 RESEARCH COMMITTEE No. 40-95 SALES FORCE MARKETING COMMITTEE No. 49-95 SMALL FUNDS...

October 12, 1995 TO: BOARD OF GOVERNORS No. 69-95 PENSION COMMITTEE No. 18-95 SEC RULES COMMITTEE No. 111-95 RE: REMARKS OF SEC COMMISSIONER WALLMAN AT INSTITUTE DIRECTORS CONFERENCE ______________________________________________________________________________ SEC Commissioner Steven...

VIA FAX October 4, 1995 TO: PENSION COMMITTEE No. 17-95 TAX COMMITTEE No. 32-95 RE: PRELIMINARY AGENDAS - TAX AND PENSION COMMITTEE MEETINGS ______________________________________________________________________________ Attached are copies of the preliminary agendas for the Tax and...

September 27, 1995 TO: PENSION COMMITTEE No. 16-95 RE: SENATOR DOLE PROPOSES PLAN SIMPLIFICATION FOR SMALL EMPLOYERS ______________________________________________________________________________ Senator Dole recently testified before the Senate Committee on Small Business on behalf...