Pension Content

February 22, 1991 TO: PENSION COMMITTEE NO. 4-91 RE: INSTITUTE RECOMMENDS SARSEP REVISIONS __________________________________________________________ Last year, Senator David Pryor introduced the Employee Benefits Simplification Act which included a provision to expand the...

- 1 - February 13, 1991 TO: PENSION COMMITTEE NO. 3-91 RE: ERISA REPORTING AND DISCLOSURE REQUIREMENTS __________________________________________________________ As we discussed at the last Pension Committee meeting, the Department of Labor is considering revising the reporting and...

February 4, 1991 TO: PENSION COMMITTEE NO. 2-91 RE: PACKWOOD INTRODUCES PRIME RETIREMENT ACCOUNT ACT __________________________________________________________ As we anticipated at the last pension committee meeting, Senator Packwood introduced S. 318, the PRIME Retirement Account Act...

January 24, 1991 TO: PENSION COMMITTEE NO. 1-91 RE: BENTSEN PROPOSES UNIVERSAL "SUPER" IRA __________________________________________________________ Senator Lloyd Bentsen circulated the attached letter to his colleagues dated January 23, 1991 requesting Congressional support for...

December 27, 1990 TO: PENSION COMMITTEE NO. 31-90 RE: PRELIMINARY AGENDA FOR PENSION COMMITTEE MEETING - JANUARY 8, 1991 __________________________________________________________ Attached is a copy of the agenda for the Pension Committee meeting on Tuesday, January 8, 1991 at 1:30 p...

December 13, 1990 TO: PENSION COMMITTEE NO. 30-90 RE: 1990 SURVEYS OF STATE INCOME TAXATION __________________________________________________________ As you know, the Institute surveys the states and the district of Columbia annually on a variety of tax issues. Attached are four...

December 10, 1990 TO: TAX COMMITTEE NO. 32-90 PENSION COMMITTEE NO. 29-90 RE: NOTICE OF MEETINGS, TUESDAY, JANUARY 8, 1991 __________________________________________________________ The Tax and Pension Committee meetings have been scheduled for Tuesday, January 8, 1991. The Tax...

December 4, 1990 TO: PENSION COMMITTEE NO. 28-90 RE: ERISA ENFORCEMENT PACKAGE __________________________________________________________ As we previously informed you, the Department of Labor is proposing to amend certain provisions of ERISA in order to strengthen the regulatory...

- 1 - November 13, 1990 TO: PENSION COMMITTEE NO. 27-90 RE: ICI GIVES DOL RECOMMENDATIONS REGARDING 404(c) REGULATION __________________________________________________________ As you recall, the Department of Labor is considering re- proposing its regulation under ERISA section 404(c...

October 26, 1990 TO: PENSION COMMITTEE NO. 26-90 RE: INSTITUTE REQUESTS IRS TO APPROVE PROTOTYPE SARSEPS __________________________________________________________ The Institute understands that many eligible small employers have expressed interest in adopting a simplified employee...