Pension Content

February 12, 1993 TO: PENSION COMMITTEE NO. 5-93 RE: REVISED SUBMISSION TO DEPARTMENT OF LABOR CONCERNING PROHIBITED TRANSACTION EXEMPTIONS INVOLVING MUTUAL FUNDS __________________________________________________________ At the suggestion of the Department of Labor, the Institute has...

January 28, 1993 TO: PENSION COMMITTEE NO. 4-93 RE: PROPOSED AMENDMENTS TO NONDISCRIMINATION REQUIREMENTS AND OBSOLETE REVENUE RULINGS __________________________________________________________ Attached is a copy of proposed amendments to the final nondiscrimination regulations under...

January 20, 1993 TO: TAX COMMITTEE NO. 6-93 PENSION COMMITTEE NO. 3-93 RE: PRELIMINARY AGENDAS FOR TAX AND PENSION COMMITTEE MEETINGS, THURSDAY, JANUARY 28, 1993 __________________________________________________________ Attached are copies of the preliminary agendas for the Tax and...

January 14, 1993 TO: PENSION COMMITTEE NO. 2-93 RE: CHAIRMAN ROSTENKOWSKI INTRODUCES TAX LEGISLATION INCLUDING PENSION SIMPLIFICATION PROVISIONS __________________________________________________________ Rep. Rostenkowski, Chairman of the House Ways and Means Committee, has introduced...

January 7, 1993 TO: PENSION COMMITTEE NO. 1-93 RE: DELAYED EFFECTIVE DATE OF UCA FOR CERTAIN SECTION 403(b) ARRANGEMENTS __________________________________________________________ As you know, section 522(d) of the Unemployment Compensation Amendments of 1992 provides for a delayed...

December 29, 1992 TO: PENSION COMMITTEE NO. 47-92 RE: INSTITUTE COMMENTS ON PROPOSED TWENTY-PERCENT WITHHOLDING REGULATIONS _________________________________________________________ Attached is a copy of the Institute’s submission to the Internal Revenue Service concerning the...

December 17, 1992 TO: PENSION COMMITTEE NO. 46-92 RE: JANUARY 12 MEETING CONCERNING ASSET ALLOCATION __________________________________________________________ In light of the emergence of asset allocation services to participants in retirement plans, the Institute has scheduled a...

December 8, 1992 TO: PENSION COMMITTEE NO. 45-92 RE: DRAFT OF INSTITUTE COMMENTS CONCERNING 20 PERCENT WITHHOLDING REGULATIONS __________________________________________________________ Attached is a copy of the Institute’s draft comments concerning the temporary and proposed...

December 4, 1992 TO: BOARD OF GOVERNORS NO. 87-92 MEMBERS - ONE PER COMPLEX NO. 46-92 DIRECT MARKETING COMMITTEE NO. 45-92 OPERATIONS COMMITTEE NO. 36-92 PENSION COMMITTEE NO. 43-92 PUBLIC INFORMATION COMMITTEE NO. 42-92 RESEARCH COMMITTEE NO. 22-92 SALES FORCE MARKETING COMMITTEE NO...

December 4, 1992 TO: TAX COMMITTEE NO. 46-92 PENSION COMMITTEE NO. 44-92 RE: NOTICE OF MEETINGS - THURSDAY, JANUARY 28, 1993 __________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Thursday, January 28, 1993 at the Army...