Pension Content

[18382] January 4, 2005 TO: PENSION COMMITTEE No. 1-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-05 RE: INSTITUTE COMMENT LETTER CONCERNING PROTOTYPE PLAN PROVISIONS OF IRS ANNOUNCEMENT 2004-71 The Institute has filed the attached comment letter with the Internal Revenue Service...

[18369] December 22, 2004 TO: COMPLIANCE ADVISORY COMMITTEE No. 122-04 PENSION COMMITTEE No. 60-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 85-04 SEC RULES COMMITTEE No. 100-04 SMALL FUNDS COMMITTEE No. 53-04 RE: SEC APPROVES NASD’S PROPOSED BAN ON DIRECTED BROKERAGE The Securities...

[18361] December 22, 2004 TO: PENSION COMMITTEE No. 59-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 84-04 RE: DRAFT INSTITUTE COMMENT LETTER CONCERNING PROTOTYPE PLAN PROVISIONS OF IRS ANNOUNCEMENT 2004-71 Attached for your review is a draft comment letter to the Internal Revenue...

[18234] November 22, 2004 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 7-04 INVESTMENT ADVISERS COMMITTEE No. 19-04 PENSION COMMITTEE No. 57-04 SEC RULES COMMITTEE No. 91-04 RE: NASD ISSUES NOTICE TO MEMBERS RELATING TO USE OF INVESTMENT ANALYSIS TOOLS; EFFECTIVE DATE IS FEBRUARY...

[18205] November 18, 2004 TO: PENSION COMMITTEE No. 55-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 79-04 RE: IRS ISSUES PROPOSED REGULATIONS UNDER CODE SECTION 403(b); CONFERENCE CALL SCHEDULED FOR THURSDAY, DECEMBER 9 The Internal Revenue Service has issued comprehensive proposed...

[18206] November 18, 2004 TO: PENSION COMMITTEE No. 56-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 80-04 RE: CONFERENCE CALL SCHEDULED FOR WEDNESDAY, DECEMBER 1 TO DISCUSS DRAFT REVENUE PROCEDURE CONCERNING PROTOTYPE PLANS A conference call has been scheduled for Wednesday, December...

[18193] November 15, 2004 TO: PENSION COMMITTEE No. 54-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 78-04 RE: NOVEMBER 19 CONFERENCE CALL TO DISCUSS DEVELOPMENT OF DEFAULT INVESTMENT SAFE HARBOR PROPOSAL A conference call has been scheduled for Friday, November 19, 2004, at 2:00 p.m...

[18188] November 11, 2004 TO: PENSION COMMITTEE No. 53-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-04 RE: DRAFT INSTITUTE COMMENT LETTER ON PROPOSED REGULATIONS CONCERNING RIGHTS OF REEMPLOYED SERVICE MEMBERS UNDER USERRA Attached for your review is a draft comment letter to the...

[18177] November 9, 2004 TO: PENSION COMMITTEE No. 52-04 RE: DRAFT INSTITUTE COMMENT LETTER CONCERNING PROPOSED AMENDMENTS TO PROHIBITED TRANSACTION EXEMPTION 84-24 Attached for your review is a draft letter in response to the Department of Labor’s proposed amendments to Prohibited...

[18138] October 27, 2004 TO: PENSION COMMITTEE No. 51-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-04 RE: CONFERENCE CALL SCHEDULED FOR THURSDAY, NOVEMBER 4, AT 1:00 PM EASTERN TIME TO DISCUSS PROPOSED REGULATIONS UNDER USERRA A conference call has been scheduled for Thursday...