Pension Content

[17137] February 25, 2004 TO: PENSION COMMITTEE No. 9-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-04 RE: MARCH 1 CONFERENCE CALL TO DISCUSS 2004 PORTMAN-CARDIN PROPOSALS A conference call has been scheduled for Monday, March 1, 2004 at 2:00 pm EST to follow up on the discussion at...

[17123] February 20, 2004 TO: PENSION COMMITTEE No. 8-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 16-04 RESEARCH COMMITTEE No. 6-04 RE: IRS STATISTICS OF INCOME DIVISION IRA INFORMATION Traditional IRAs1 Deductions for contributions to Individual Retirement Arrangements (IRAs)...

[16927] February 12, 2004 TO: PENSION COMMITTEE No. 7-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-04 RE: FEBRUARY 18 CONFERENCE CALL TO DISCUSS IRS EDUCATION INITIATIVES REGARDING SIMPLES, SEPS AND OTHER IRA-BASED RETIREMENT PLANS A conference call has been scheduled for Wednesday...

[17032] January 30, 2004 TO: CLOSED-END INVESTMENT COMPANY COMMITTEE No. 6-04 COMPLIANCE ADVISORY COMMITTEE No. 13-04 EQUITY MARKETS ADVISORY COMMITTEE No. 2-04 INTERNATIONAL COMMITTEE No. 8-04 INVESTMENT ADVISERS COMMITTEE No. 3-04 PENSION COMMITTEE No. 6-04 SEC RULES COMMITTEE No...

[17021] January 29, 2004 TO: PENSION COMMITTEE No. 5-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-04 RE: PRELIMINARY AGENDA FOR FEBRUARY 12 JOINT COMMITTEE MEETING AND CALIFORNIA VIDEOCONFERENCE Attached is the preliminary agenda for the joint meeting of the Pension Committee and...

[16957] January 12, 2004 TO: ACCOUNTING/TREASURERS COMMITTEE No. 1-04 COMPLIANCE ADVISORY COMMITTEE No. 4-04 OPERATIONS COMMITTEE No. 1-04 PENSION COMMITTEE No. 4-04 SEC RULES COMMITTEE No. 2-04 SMALL FUNDS COMMITTEE No. 1-04 TRANSFER AGENT ADVISORY COMMITTEE No. 3-04 RE: DRAFT...

[16951] January 9, 2004 TO: BROKER/DEALER ADVISORY COMMITTEE No. 1-04 BROKER/DEALER ASSOCIATE MEMBERS No. 2-04 COMPLIANCE ADVISORY COMMITTEE No. 3-04 INTERNAL AUDIT ADVISORY COMMITTEE No. 1-04 MONEY LAUNDERING RULES WORKING GROUP No. 1-04 OPERATIONS MEMBERS No. 2-04 PENSION COMMITTEE...

[16937] January 5, 2004 TO: PENSION COMMITTEE No. 1-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-04 RE: REVISED DRAFT LETTER TO DOL ON MARKET TIMING IN RETIREMENT PLANS Attached for your review is a revised draft letter to the Department of Labor on market timing in retirement plans...

[16931] December 31, 2003 TO: PENSION COMMITTEE No. 48-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 76-03 RE: JANUARY 9 CONFERENCE CALL TO DISCUSS LETTER TO DOL ON MARKET TIMING A conference call will be held with members of the Pension Committee and the Pension Operations Advisory...

[16898] December 19, 2003 TO: PENSION COMMITTEE No. 47-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 74-03 RE: FEBRUARY 12 PENSION COMMITTEE MEETING IN WASHINGTON, DC -- WITH VIDEOCONFERENCING PARTICIPATION FROM SAN FRANCISCO, CA The next joint meeting of the Pension Committee and the...