Pension Content

[17630] June 7, 2004 TO: PENSION COMMITTEE No. 29-04 RE: DRAFT INSTITUTE LETTER TO DEPARTMENT OF LABOR CONCERNING PROPOSED AMENDMENTS TO PROHIBITED TRANSACTION EXEMPTION 75-1 Attached for your review is a draft letter in response to the Department of Labor’s proposed amendments to the...

[17577] May 24, 2004 TO: PENSION COMMITTEE No. 28-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-04 RE: PRELIMINARY AGENDA FOR JUNE 15, 2004 JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING Attached is the preliminary agenda for the joint meeting of the Pension...

[17486] May 11, 2004 TO: PENSION COMMITTEE No. 26-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 37-04 RE: DOL LUNCHEON SPEAKERS AT JUNE 15, 2004 JOINT PENSION AND PENSION OPERATONS ADVISORY COMMITTEE MEETING We are pleased to inform you that Robert Doyle, Director of the Office of...

[17493] May 11, 2004 TO: COMPLIANCE ADVISORY COMMITTEE No. 48-04 PENSION COMMITTEE No. 27-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 38-04 SEC RULES COMMITTEE No. 43-04 SMALL FUNDS COMMITTEE No. 29-04 RE: INSTITUTE COMMENT LETTER ON PROPOSED BAN ON DIRECTED BROKERAGE ARRANGEMENTS...

[17478] May 7, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 18-04 BANK AND TRUST ADVISORY COMMITTEE No. 11-04 BROKER/DEALER ADVISORY COMMITTEE No. 16-04 OPERATIONS COMMITTEE No. 9-04 PENSION COMMITTEE No. 25-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 36-04 SEC RULES COMMITTEE No. 41-04...

[17437] April 29, 2004 TO: PENSION COMMITTEE No. 24-04 RE: DEPARTMENT OF LABOR PROPOSES AMENDMENTS TO MUTUAL FUND PROVISIONS OF PROHIBITED TRANSACTION EXEMPTION 75-1 The Department of Labor has proposed amendments to Part II of Prohibited Transaction Exemption 75-1, a class exemption...

[17427] April 27, 2004 TO: PENSION COMMITTEE No. 23-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 34-04 SEC RULES COMMITTEE No. 37-04 SMALL FUNDS COMMITTEE No. 25-04 RE: DRAFT INSTITUTE COMMENT LETTER ON PROPOSED BAN ON DIRECTED BROKERAGE ARRANGEMENTS AND FURTHER REFORM OF RULE 12b-1...

[17422] April 26, 2004 TO: TAX COMMITTEE No. 15-04 PENSION COMMITTEE No. 22-04 529 PLAN ADVISORY COMMITTEE No. 16-04 RE: DRAFT INSTITUTE LETTER REQUESTING GUIDANCE PROJECTS FOR TREASURY/IRS BUSINESS PLAN Attached for your review is a draft Institute letter, to be submitted to the...

[17399] April 20, 2004 TO: PENSION COMMITTEE No. 21-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-04 RE: IRS PROPOSES REGULAR SIX-YEAR AMENDMENT/APPROVAL CYCLES FOR PROTOTYPE PLANS The Internal Revenue Service has issued two announcements providing updates on the status of its...

ACTION REQUESTED [17401] April 19, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 8-04 BROKER/DEALER ADVISORY COMMITTEE No. 13-04 OPERATIONS COMMITTEE No. 7-04 PENSION COMMITTEE No. 20-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 32-04 SEC RULES COMMITTEE No. 36-04 SMALL FUNDS...