Pension Content

[21426]   August 3, 2007 TO: PENSION COMMITTEE No. 23-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-07 RE: ICI CONFERENCE CALL TO DISCUSS FINAL 403(B) REGULATIONS SCHEDULED FOR AUGUST 8 AT 3 PM ET; TREASURY OFFICIAL TO PARTICIPATE   The Institute will hold a conference call on...

    [21416]   August 2, 2007 TO: CEOS CLOSED-END INVESTMENT COMPANY COMMITTEE No. 25-07 COMPLIANCE ADVISORY COMMITTEE No. 15-07 EQUITY MARKETS ADVISORY COMMITTEE No. 44-07 INTERNATIONAL COMMITTEE No. 22-07INVESTMENT ADVISERS COMMITTEE No. 14-07 PENSION COMMITTEE No. 22-07 PRIMARY...

    [21413]   August 1, 2007 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 14-07 ETF ADVISORY COMMITTEE No. 27-07 EQUITY MARKETS ADVISORY COMMITTEE No. 43-07 FIXED-INCOME ADVISORY COMMITTEE No. 19-07 CHIEF COMPLIANCE OFFICER COMMITTEE No. 17-07 529 PLAN ADVISORY COMMITTEE No. 8-07...

    [21409]   August 1, 2007 TO: 529 PLAN ADVISORY COMMITTEE No. 9-07 PENSION COMMITTEE No. 21-07 TAX COMMITTEE No. 33-07 VARIABLE INSURANCE PRODUCTS ADVISORY COMMITTEE No. 11-07     RE: PROPOSED REGULATIONS ON DIVERSIFICATION REQUIREMENTS FOR VARIABLE CONTRACTS; COMMENTS REQUESTED  ...

    [21345]   July 10, 2007 TO: PENSION COMMITTEE No. 19-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-07 RE: DRAFT INSTITUTE RESPONSE TO DOL REQUEST FOR INFORMATION ON DISCLOSURE OF FEES; COMMENTS REQUESTED BY JULY 17   Attached for your review is a draft comment letter to the...

    [21333]   July 3, 2007 TO: PENSION COMMITTEE No. 18-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-07 RE: DRAFT JOINT PARTICIPANT DISCLOSURE PRINCIPLES, COMMENTS REQUESTED BY JULY 10   The Institute has been working with a coalition of trade associations [1] to develop a set of...

    [21248]   June 14, 2007 TO: PENSION COMMITTEE No. 17-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-07 RE: INSTITUTE LETTER TO DOL REGARDING ABANDONED PLAN PROGRAM   The Institute sent the attached letter to the Department of Labor outlining a number of concerns expressed by...

    [21224]   June 12, 2007 TO: PENSION COMMITTEE No. 16-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-07     RE: RECENT PROPOSALS TO REQUIRE EMPLOYERS TO OFFER PAYROLL-DEDUCTION IRAS; CONFERENCE CALL SCHEDULED FOR JUNE 20 AT 2 PM ET   Congress is considering various proposals to...

[21179]   May 24, 2007 TO: PENSION COMMITTEE No. 15-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 15-07 RE: REMINDER--JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 5; TREASURY AND DOL OFFICIALS TO SPEAK   The joint meeting of the Pension and Pension Operations...

    [21176]   May 24, 2007 TO: PENSION COMMITTEE No. 14-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-07 TAX COMMITTEE No. 23-07 529 PLAN ADVISORY COMMITTEE No. 5-07     RE: DRAFT INSTITUTE LETTER REQUESTING GUIDANCE PROJECTS FOR TREASURY/IRS GUIDANCE PRIORITY LIST - COMMENTS...