Pension Content

November 21, 1989 TO: PENSION COMMITTEE NO. 17-89 RE: INSTITUTE REQUEST FOR IRS INFORMATION LETTER CONCERNING REVENUE PROCEDURE 89-52 __________________________________________________________ At its recent meeting, the Pension Committee formed a subcommittee to discuss operational...

November 9, 1989 TO: CLOSED-END FUND COMMITTEE NO. 49-89 INVESTMENT ADVISERS COMMITTEE NO. 45-89 PENSION COMMITTEE NO. 16-89 SEC RULES COMMITTEE NO. 68-89 STATE LIAISON COMMITTEE NO. 17-89 TAX COMMITTEE NO. 18-89 UNIT INVESTMENT TRUST COMMITTEE NO. 77-89 RE: INDEX TO ICI MEMORANDA ___...

November 8, 1989 TO: PENSION COMMITTEE NO. 15-89 RE: INSTITUTE LETTER TO IRS CONCERNING DELAY IN ISSUANCE OF PROTOTYPE PLAN OPINION LETTERS __________________________________________________________ As we discussed at the recent Pension Committee meeting, the IRS has indicated that...

November 8, 1989 TO: PENSION COMMITTEE NO. 14-89 RE: IOWA 403(b) LEGISLATION __________________________________________________________ Attached is a copy of legislation that became effective on July 1, 1988 and permits the investment of Iowa employees' section 403(b) contributions in...

November 1, 1989 TO: PENSION COMMITTEE NO. 13-89 RE: TIAA-CREF MAILING TO EMPLOYERS __________________________________________________________ As you know, the SEC in August approved the settlement agreement filed in the TIAA-CREF proceeding. TIAA-CREF is required under the agreement...

October 26, 1989 TO: PENSION COMMITTEE NO. 11-89 RE: STATE LAW RESTRICTIONS UPON INVESTMENTS IN SECTION 403(b)(7) CUSTODIAL ACCOUNTS __________________________________________________________ At its most recent meeting, the Pension Committee requested that the Institute survey the...

October 26, 1989 TO: PENSION COMMITTEE NO. 12-89 RE: PROPOSED FLORIDA ADVISORY OPINION CONCERNING THE UNAUTHORIZED PRACTICE OF LAW __________________________________________________________ Attached is a copy of the proposed Florida advisory opinion that we discussed at the most...

October 17, 1989 TO: PENSION COMMITTEE NO. 10-89 TAX COMMITTEE NO. 17-89 RE: AGENDAS FOR PENSION AND TAX COMMITTEE MEETINGS - OCTOBER 25, 1989 __________________________________________________________ Attached are copies of the agendas for the Tax and Pension Committee meetings on...

October 12, 1989 TO: PENSION COMMITTEE NO. 9-89 RE: INSTITUTE LETTER TO DEPARTMENT OF LABOR CONCERNING ADVISORY OPINION ON FREE CHECKING FOR IRA PARTICIPANTS __________________________________________________________ As we previously advised, the Department of Labor in Advisory...

October 3, 1989 TO: PENSION COMMITTEE NO. 7-89 RE: S. 1564, EXCESSIVE CHURNING AND SPECULATION ACT OF 1989 __________________________________________________________ Attached for your information are copies of S. 1564, The Excessive Churning and Speculation Act of 1989, introduced by...