Pension Content

May 5, 1993 TO: PENSION COMMITTEE NO. 15-93 INVESTMENT ADVISERS COMMITTEE NO. 9-93 RE: MEETING TO DISCUSS AGENCY CROSS-TRANSACTIONS UNDER ERISA __________________________________________________________ As you know, ERISA Prohibited Transaction Class Exemption 86-128 permits plan...

- 1 - April 16, 1993 TO: TAX COMMITTEE NO. 22-93 PENSION COMMITTEE NO. 14-93 OPERATIONS COMMITTEE NO. 15-93 TRANSFER AGENT ADVISORY COMMITTEE NO. 27-93 RE: IRS CONSIDERS REMOVAL OF NONPAYROLL ITEMS FROM IRS FORM 941 __________________________________________________________ As we...

April 14, 1993 TO: BOARD OF GOVERNORS NO. 33-93 MEMBERS - ONE PER COMPLEX NO. 31-93 FEDERAL LEGISLATION COMMITTEE NO. 10-93 INVESTMENT ADVISERS COMMITTEE NO. 8-93 PENSION COMMITTEE NO. 12-93 SEC RULES COMMITTEE NO. 35-93 TAX COMMITTEE NO. 21-93 INTERNATIONAL COMMITTEE NO. 8-93 RE...

April 15, 1993 TO: PENSION COMMITTEE NO. 13-93 RE: PENSION CONFERENCE KEYNOTE ADDRESS BY SEC COMMISSIONER BEESE __________________________________________________________ Attached is a copy of the text of the keynote address delivered by SEC Commissioner Beese at the Institute's 1993...

March 24, 1993 TO: PENSION COMMITTEE NO. 11-93 RE: DRAFT SUBMISSION TO DEPARTMENT OF LABOR CONCERNING PROSPECTUS DELIVERY UNDER SECTION 404(c) OF ERISA __________________________________________________________ As you know, the final regulation under section 404(c) of ERISA requires...

March 24, 1993 TO: PENSION COMMITTEE NO. 10-93 RE: SEC PROPOSES OFF-THE-PAGE PROSPECTUS __________________________________________________________ The Securities and Exchange Commission recently proposed to amend Rule 482 to permit investors to purchase shares of a mutual fund...

March 22, 1993 TO: PENSION COMMITTEE NO. 9-93 RE: PRELIMINARY AGENDA FOR PENSION COMMITTEE MEETING, WEDNESDAY, MARCH 31, 1993 __________________________________________________________ Attached is a copy of the preliminary agenda for the Pension Committee meeting on Wednesday, March...

- 1 - March 11, 1993 TO: PENSION COMMITTEE NO. 8-93 RE: SPEECH BY SEC COMMISSIONER BEESE REGARDING THE NEED TO EDUCATE MUTUAL FUND INVESTORS __________________________________________________________ Attached is a recent speech by SEC Commissioner Beese regarding the need to educate...

March 2, 1993 TO: PENSION COMMITTEE NO. 7-93 RE: CLINTON ADMINISTRATION PROPOSES TO REDUCE COMPENSATION TAKEN INTO ACCOUNT FOR RETIREMENT PLAN PURPOSES __________________________________________________________ Section 401(a)(17) of the Internal Revenue Code currently limits to $235...

February 23, 1993 TO: PENSION COMMITTEE NO. 6-93 RE: NOTICE OF MEETING - MARCH 31, 1993 __________________________________________________________ The next Pension Committee meeting has been scheduled for Wednesday, March 31, 1993 at the Mayflower Hotel, 1127 Connecticut Avenue, N.W...