Pension Content

VIA FAX April 21, 1994 TO: PENSION COMMITTEE NO. 16-94 RE: CANCELLATION OF APRIL 25 MEETING __________________________________________________________ The Spousal Consent meeting scheduled for Monday, April 25 has been cancelled. If you have any comments concerning the IRS notice...

April 12, 1994 TO: PENSION COMMITTEE NO. 15-94 RE: APRIL 25 MEETING TO DISCUSS SPOUSAL CONSENT REQUIREMENTS __________________________________________________________ As we previously advised, the Internal Revenue Service has requested comments concerning spousal consent forms in...

April 5, 1994 TO: PENSION COMMITTEE NO. 14-94 RE: IRS REVISES DEFINED CONTRIBUTION PLAN LISTING OF REQUIRED MODIFICATIONS __________________________________________________________ Attached is a copy of the Internal Revenue Service Listing of Required Modifications (LRMs) relating to...

March 31, 1994 TO: PENSION COMMITTEE NO. 13-94 RE: INTERNAL REVENUE SERVICE REQUESTS COMMENTS CONCERNING SPOUSAL CONSENT REQUIREMENTS __________________________________________________________ Attached is a copy of Internal Revenue Service (IRS) Notice 94-23, which solicits comments...

March 21, 1994 TO: FEDERAL LEGISLATION COMMITTEE NO. 8-94 MEMBERS - ONE PER COMPLEX NO. 18-94 PENSION COMMITTEE NO. 12-94 TAX COMMITTEE NO. 11-94 GOVERNMENT AFFAIRS IRA ISSUE GROUP RE: MAJOR IRA BILL TO BE INTRODUCED __________________________________________________________ Senate...

March 18, 1994 TO: PENSION COMMITTEE NO. 11-94 RE: ADDRESS BY SEC COMMISSIONER BEESE SUPPORTS USE OF SUMMARY PROSPECTUS IN THE RETIREMENT PLAN CONTEXT __________________________________________________________ As we previously reported, the Securities and Exchange Commission has...

1March 17, 1994 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 11-94 CLOSED-END FUND COMMITTEE NO. 6-94 CONTRACTUAL PLANS COMMITTEE NO. 2-94 DIRECT MARKETING COMMITTEE NO. 6-94 FEDERAL LEGISLATION COMMITTEE NO. 7-94 INDUSTRY STATISTICS COMMITTEE NO. 5-94 INTERNATIONAL COMMITTEE NO. 6-94...

March 17, 1994 TO: INDUSTRY STATISTICS COMMITTEE NO. 6-94 PENSION COMMITTEE NO. 10-94 RESEARCH COMMITTEE NO. 9-94 PENSION STATISTICS TASK FORCE RE: PRELIMINARY AGENDA FOR MARCH 31 MEETING __________________________________________________________ Attached for your information is a...

March 4, 1994 TO: INDUSTRY STATISTICS COMMITTEE NO. 4-94 PENSION COMMITTEE NO. 8-94 RESEARCH COMMITTEE NO. 7-94 PENSION STATISTICS TASK FORCE RE: MEETING OF PENSION STATISTICS TASK FORCE SCHEDULED FOR THURSDAY, MARCH 31, 1994 __________________________________________________________...

March 1, 1994 TO: PENSION COMMITTEE NO. 7-94 RE: STATE PROTECTION OF IRAs AND SEPs AGAINST CREDITORS __________________________________________________________ As we discussed at the last Pension Committee meeting, the Institute plans to survey state laws in order to identify states...