Pension Content

January 25, 1994 TO: PENSION COMMITTEE NO. 6-94 TAX COMMITTEE NO. 4-94 RE: FEBRUARY 2 LUNCHEON DISCUSSION TOPIC - ICI'S FUNDS SYSTEM __________________________________________________________ As you may be aware, the ICI maintains and operates an electronic communication network...

January 25, 1994 TO: PENSION COMMITTEE NO. 5-94 TAX COMMITTEE NO. 3-94 RE: PRELIMINARY AGENDAS FOR TAX AND PENSION COMMITTEE MEETINGS WEDNESDAY - FEBRUARY 2, 1994 __________________________________________________________ Attached are copies of the preliminary agendas for the Tax and...

January 21, 1994 TO: INDUSTRY STATISTICS COMMITTEE NO. 2-94 MEMBERS - ONE PER COMPLEX NO. 5-94 PENSION COMMITTEE NO. 4-94 RESEARCH COMMITTEE NO. 2-94 RE: Industry Pension Statistics Questionnaire __________________________________________________________ Attached is a copy of the...

VIA FAX January 10, 1994 TO: PENSION COMMITTEE NO. 3-94 TAX COMMITTEE NO. 1-94 RE: NOTICE OF MEETING - WEDNESDAY, FEBRUARY 2, 1994 __________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Wednesday, February 2, 1994. The...

December 29, 1993 TO: PENSION COMMITTEE NO. 41-93 RE: SUPREME COURT DECISION INCLUDES CERTAIN INSURANCE COMPANY GENERAL ACCOUNTS IN DEFINITION OF PLAN ASSETS UNDER ERISA __________________________________________________________ Attached is a copy of the recent Supreme Court decision...

November 30, 1993 TO: PENSION COMMITTEE NO. 40-93 RE: DEPARTMENT OF LABOR PROPOSES TO EXPAND SCOPE OF BANK SERVICES CLASS EXEMPTION __________________________________________________________ As we previously reported, Prohibited Transaction Class Exemption 93-33 currently permits the...

November 30, 1993 TO: PENSION COMMITTEE NO. 39-93 RE: APPLICATION OF HART-SCOTT-RODINO PREMERGER NOTIFICATION RULES TO ACQUISITIONS OF INVESTMENT COMPANY SHARES BY INSTITUTIONAL INVESTORS __________________________________________________________ The Hart-Scott-Rodino Antitrust...

November 24, 1993 TO: PENSION COMMITTEE NO. 38-93 RE: FINAL REPORT OF ERISA ADVISORY COUNCIL WORK GROUP ON PROHIBITED TRANSACTIONS __________________________________________________________ As we reported earlier this year, the U.S. Department of Labor's ERISA Advisory Council...

1 See Institute Memoranda to Tax Committee No. 29-92, Pension Committee No. 27-92, Operations Committee No. 21-92 and Transfer Agent Advisory Committee No. 42-92, dated August 3, 1992; and to Tax Committee No. 28-92, Pension Committee No. 26-92, Operations Committee No. 20-92 and...

October 27, 1993 TO: PENSION COMMITTEE NO. 35-93 RE: PENSION BENEFIT GUARANTY CORPORATION PROPOSES ELIMINATION OF CROSS-TESTING OF DEFINED CONTRIBUTION PLANS __________________________________________________________ The Pension Benefit Guaranty Corporation has released the text of...