Pension Content

July 15, 1993 TO: PENSION COMMITTEE NO. 25-93 RESEARCH COMMITTEE NO. 22-93 RE: Suggested Questions for Individuals on Upcoming Surveys Concerning Retirement or Pension Plans __________________________________________________________ We are attempting to expand pension research in...

July 9, 1993 TO: PENSION COMMITTEE NO. 24-93 TAX COMMITTEE NO. 33-93 RE: INSTITUTE STATEMENT ON TAX SIMPLIFICATION __________________________________________________________ As part of this year's tax legislative process, the House Ways and Means Subcommittee on Select Revenue...

June 24, 1993 TO: PENSION COMMITTEE NO. 23-93 RE: SENATE DROPS ERISA AMENDMENTS FROM BUDGET RECONCILIATION LEGISLATION __________________________________________________________ The Institute is pleased to inform you that the Senate today deleted from the budget reconciliation...

June 24, 1993 TO: PENSION COMMITTEE NO. 22-93 RE: INSTITUTE COMMENT LETTER ON SEC SUMMARY PROSPECTUS PROPOSAL __________________________________________________________ As we previously informed you, the Securities and Exchange Commission has proposed to amend Rule 482 to permit...

June 21, 1993 TO: PENSION COMMITTEE NO. 21-93 RE: LEGISLATIVE ALERT CONCERNING ERISA ENFORCEMENT AMENDMENTS __________________________________________________________ As we previously advised you, the Senate this week will consider the budget reconciliation legislation (H.R. 2264)...

June 17, 1993 TO: PENSION COMMITTEE NO. 20-93 RE: SENATE LABOR AND HUMAN RESOURCES COMMITTEE VOTES TO AMEND ERISA ENFORCEMENT PROVISIONS __________________________________________________________ Attached is a copy of an amendment to the budget reconciliation legislation offered by...

June 7, 1993 TO: PENSION COMMITTEE NO. 19-93 RE: U.S. SUPREME COURT HOLDS NONFIDUCIARIES NOT LIABLE FOR MONEY DAMAGES FOR KNOWING PARTICIPATION IN FIDUCIARY BREACH UNDER ERISA __________________________________________________________ Attached is a copy of the U.S. Supreme Court's...

May 27, 1993 TO: PENSION COMMITTEE NO. 18-93 RE: INSTITUTE SUBMISSION TO DEPARTMENT OF LABOR CONCERNING DISCLOSURE REQUIREMENTS UNDER SECTION 404(c) OF ERISA __________________________________________________________ Attached is a copy of the Institute's submission to the Department...

May 12, 1993 TO: PENSION COMMITTEE NO. 16-93 RE: IRS ISSUES REVISED LIST OF REQUIRED MODIFICATIONS FOR INDIVIDUAL RETIREMENT ARRANGEMENTS __________________________________________________________ Attached is a copy of the revised IRS list of required modifications (LRMs) for...

May 12, 1993 TO: PENSION COMMITTEE NO. 17-93 RE: IRS PROPOSES AMENDMENTS TO MINIMUM COVERAGE AND OTHER NONDISCRIMINATION REGULATIONS __________________________________________________________ Attached is a copy of proposed amendments to final IRS regulations under the Internal Revenue...