Pension Content

[17367] April 7, 2004 TO: PENSION COMMITTEE No. 19-04 RE: PRELIMINARY AGENDA FOR APRIL 15 PENSION COMMITTEE MEETING Attached is a preliminary agenda for the Pension Committee meeting scheduled for April 15, 2004, in the Institute’s David Silver Conference Room on the 12th Floor of our...

[17360] April 6, 2004 TO: PENSION COMMITTEE No. 18-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 30-04 RE: APRIL 8 CONFERENCE CALL TO DISCUSS RECOMMENDATIONS FOR TREASURY 2004-2005 GUIDANCE PRIORITY LIST A conference call has been scheduled for Thursday, April 8, 2004 at 2:00 pm EDT to...

[17312] March 29, 2004 TO: PENSION COMMITTEE No. 17-04 RE: APRIL 15 MEETING TO DISCUSS INDUSTRY DEVELOPMENTS The Pension Committee will meet in Washington, DC on Thursday, April 15 at 10:00 a.m. to discuss in detail -- from the retirement community perspective -- several topics that...

[17221] March 29, 2004 TO: PENSION COMMITTEE No. 16-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 27-04 RE: PROPOSED REGULATIONS EXCLUDE EMPLOYEES OF TAX-EXEMPT CHARITIES FROM 401(K) PLANS FOR 410(B) TESTING PURPOSES Treasury has released proposed regulations1 that would permit, under...

[17292] March 26, 2004 TO: PENSION COMMITTEE No. 15-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-04 RE: COMMENTS REQUESTED ON AUTOMATIC ROLLOVER DRAFT LETTER; CONFERENCE CALL SCHEDULED FOR TUESDAY, MARCH 30 Attached for your review is a draft letter in response to the Department of...

[17203] March 12, 2004 TO: 529 PLAN ADVISORY COMMITTEE No. 9-04 PENSION COMMITTEE No. 14-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-04 RESEARCH COMMITTEE No. 8-04 RE: INSTITUTE RELEASES AD HOC SURVEY OF COVERDELL ESAs AS OF DECEMBER 31, 2003 The Institute recently surveyed...

[17186] March 9, 2004 TO: PENSION COMMITTEE No. 13-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-04 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 15, 2004, 10:00 AM-3:00 PM The next joint meeting of the Pension and Pension Operations Advisory Committees...

[17171] March 8, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-04 BROKER/DEALER ADVISORY COMMITTEE No. 8-04 OPERATIONS COMMITTEE No. 4-04 PENSION COMMITTEE No. 12-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-04 SEC RULES COMMITTEE No. 22-04 SMALL FUNDS COMMITTEE No. 17-04 TAX...

[17170] March 3, 2004 TO: PENSION COMMITTEE No. 11-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-04 RE: MARCH 11 CONFERENCE CALL ON PROPOSED REGULATION AND CLASS EXEMPTION CONCERNING AUTOMATIC ROLLOVERS A conference call has been scheduled for Thursday, March 11, 2004 at 1:00 p.m...

[17167] March 2, 2004 TO: COMPLIANCE ADVISORY COMMITTEE No. 31-04 PENSION COMMITTEE No. 10-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-04 SEC RULES COMMITTEE No. 20-04 SMALL FUNDS COMMITTEE No. 15-04 RE: SEC AND NASD PROPOSE BAN ON DIRECTED BROKERAGE AND SEC SEEKS COMMENT ON...