Pension Content

  [21870]   October 22, 2007 TO: PENSION COMMITTEE No. 33-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-07 RE: MODEL TRANSFER OF ASSETS REQUEST FORM   The Transfer Agent Advisory Committee’s ToRA Task Force, led by Tom Schmidt of DST Systems, Inc., developed the attached model...

  [21853]   October 18, 2007 TO: PENSION COMMITTEE No. 32-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-07 RE: REMINDER--JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 25; SPEAKERS CONFIRMED   The joint meeting of the Pension and Pension Operations Advisory...

  [21830]   October 11, 2007 TO: PENSION COMMITTEE No. 31-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-07 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 42-07 BROKER/DEALER ADVISORY COMMITTEE No. 66-07 RE: ICI CONFERENCE CALL TO DISCUSS REP. NEAL DEFINED CONTRIBUTION PLAN...

    [21747]   October 4, 2007 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 26-07 RESEARCH COMMITTEE No. 6-07 PENSION COMMITTEE No. 30-07     RE: APPOINTMENT OF NEW SENIOR ECONOMIST   I am pleased to announce that the distinguished economist John Sabelhaus has joined the Institute’s...

  [21696]   October 2, 2007 TO: PENSION COMMITTEE No. 29-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-07 RE: REMINDER--JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 25; GUEST SPEAKERS CONFIRMED   The joint meeting of the Pension and Pension Operations...

  [21679]   September 28, 2007 TO: PENSION COMMITTEE No. 28-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-07 TRANSFER AGENT ADVISORY COMMITTEE No. 66-07 RE: MODEL INFORMATION SHARING AGREEMENT FOR 403(b) PLANS   Attached is the ICI Model Information Sharing Agreement for 403(b)...

  [21611]   September 18, 2007 TO: PENSION COMMITTEE No. 27-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-07 RE: REVISED DRAFT MODEL INFORMATION SHARING AGREEMENT FOR 403(b) PLANS; CONFERENCE CALL SCHEDULED FOR FRIDAY, SEPTEMBER 21   Attached for your review is a revised draft ICI...

    [21574]   September 11, 2007 TO: PENSION COMMITTEE No. 26-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-07 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, OCTOBER 25   The joint meeting of the Pension and Pension Operations Advisory Committees is scheduled...

URGENT/ACTION REQUESTED [21536]   August 28, 2007 TO: PENSION COMMITTEE No. 25-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-07 RE: DRAFT ICI MODEL INFORMATION SHARING AGREEMENT FOR 403(B) PLANS   Attached for your review is a draft ICI model agreement for use in satisfying the...

[21463]   August 10, 2007 TO: PENSION COMMITTEE No. 24-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-07 RE: ICI CONFERENCE CALL TO DISCUSS REP. MILLER 401(K) DISCLOSURE LEGISLATION SCHEDULED FOR AUGUST 16, AT 4:00 PM ET   The Institute will hold a conference call on Thursday, August...