Pension Content

[16873] December 12, 2003 TO: ACCOUNTING/TREASURERS COMMITTEE No. 38-03 COMPLIANCE ADVISORY COMMITTEE No. 107-03 OPERATIONS COMMITTEE No. 26-03 PENSION COMMITTEE No. 46-03 SEC RULES COMMITTEE No. 102-03 SMALL FUNDS COMMITTEE No. 33-03 TRANSFER AGENT ADVISORY COMMITTEE No. 112-03 RE...

[16866] December 10, 2003 TO: PENSION COMMITTEE No. 45-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 72-03 RE: DRAFT LETTER TO DOL ON MARKET TIMING BY RETIREMENT PLAN PARTICIPANTS; COMMENTS REQUESTED Attached for your review is a draft letter to the Department of Labor on market timing...

[16776] November 18, 2003 TO: BOARD OF GOVERNORS No. 62-03 CEOS ACCOUNTING/TREASURERS COMMITTEE No. 36-03 BROKER/DEALER ADVISORY COMMITTEE No. 32-03 COMPLIANCE ADVISORY COMMITTEE No. 100-03 FEDERAL LEGISLATION MEMBERS No. 23-03 INVESTMENT COMPANY DIRECTORS No. 18-03 OPERATIONS...

[16734] November 5, 2003 TO: PENSION COMMITTEE No. 43-03 RE: CONFERENCE CALL TO DISCUSS THE STATUS OF DIRECTED TRUSTEES UNDER ERISA SCHEDULED FOR WEDNESDAY, NOVEMBER 12 A conference call has been scheduled for Wednesday, November 12, 2003 at 1:30 p.m. EST to discuss recent legal...

[16723] October 31, 2003 TO: SEC RULES COMMITTEE No. 88-03 PENSION COMMITTEE No. 42-03 OPERATIONS COMMITTEE No. 23-03 ACCOUNTING/TREASURERS COMMITTEE No. 34-03 COMPLIANCE ADVISORY COMMITTEE No. 93-03 RE: INSTITUTE RECOMMENDATIONS REGARDING LATE TRADING AND MARKET TIMING The Institute...

[16702] October 27, 2003 TO: PENSION COMMITTEE No. 41-03 RE: CONFERENCE CALL TO DISCUSS PART II OF PROHIBITED TRANSACTION EXEMPTION 75-1 SCHEDULED FOR MONDAY, NOVEMBER 3 A conference call has been scheduled for Monday, November 3, 2003 at 2:00 p.m. EST to discuss Part II of ERISA...

[16674] October 16, 2003 TO: PENSION COMMITTEE No. 40-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 69-03 RE: DRAFT COMMENT LETTER REGARDING PROPOSED 401(K) REGULATIONS Earlier this year the Internal Revenue Service issued proposed regulations setting forth the requirements for cash or...

[16670] October 15, 2003 TO: PENSION COMMITTEE No. 39-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 68-03 RE: REVISED AGENDA -- OCTOBER 23, 2003 MEETING Please find attached a revised agenda for the joint meeting of the Pension Committee and the Pension Operations Advisory Committee...

[16618] October 8, 2003 TO: PENSION COMMITTEE No. 38-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 66-03 RE: PRELIMINARY AGENDA -- JOINT PENSION COMMITTEE AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING ON OCTOBER 23, 2003 A joint meeting of the Pension Committee and the Pension...

[16573] September 24, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 54-03 OPERATIONS COMMITTEE No. 19-03 PENSION COMMITTEE No. 35-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 60-03 TAX COMMITTEE No. 60-03 TRANSFER AGENT ADVISORY COMMITTEE No. 88-03 RE: DRAFT COMMENT LETTER RESPONDING TO...