Pension Content

[16050] May 12, 2003 TO: TAX COMMITTEE No. 28-03 PENSION COMMITTEE No. 12-03 529 PLAN ADVISORY COMMITTEE No. 27-03 RE: DRAFT INSTITUTE LETTER REQUESTING GUIDANCE PROJECTS FOR TREASURY/IRS BUSINESS PLAN Attached for your review is a draft Institute letter, to be submitted on Thursday...

[15942] April 24, 2003 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 3-03 INVESTMENT ADVISERS COMMITTEE No. 8-03 PENSION COMMITTEE No. 11-03 SEC RULES COMMITTEE No. 39-03 RE: ICI COMMENT LETTER TO SEC ON NASD PROPOSAL RELATING TO INVESTMENT ANALYSIS TOOLS As indicated previously...

[15925] April 22, 2003 TO: ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 2-03 INVESTMENT ADVISERS COMMITTEE No. 7-03 PENSION COMMITTEE No. 10-03 SEC RULES COMMITTEE No. 35-03 RE: SEC RELEASE SEEKS COMMENT ON NASD PROPOSAL RELATING TO INVESTMENT ANALYSIS TOOLS; DRAFT INSTITUTE COMMENT...

[15891] April 11, 2003 TO: PENSION COMMITTEE No. 9-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-03 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 12, 2003, 10:00 AM-2:00 PM The next joint meeting of the Pension and Pension Operations Advisory Committees...

[15785] March 21, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 18-03 OPERATIONS COMMITTEE No. 5-03 PENSION COMMITTEE No. 8-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-03 TAX COMMITTEE No. 16-03 TRANSFER AGENT ADVISORY COMMITTEE No. 34-03 RE: MARCH 27 CONFERENCE CALL TO DISCUSS REVISED...

[15739] March 10, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 15-03 OPERATIONS COMMITTEE No. 3-03 PENSION COMMITTEE No. 7-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 14-03 TAX COMMITTEE No. 14-03 TRANSFER AGENT ADVISORY COMMITTEE No. 28-03 RE: MARCH 13 CONFERENCE CALL TO DISCUSS DRAFT...

[15729] March 6, 2003 TO: PENSION COMMITTEE No. 6-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-03 RE: REVISED DRAFT LETTER ON AUTOMATIC IRA ROLLOVERS Attached for your review is a revised draft letter in response to the Department of Labor’s Request for Information (RFI) on the...

[15702] February 27, 2003 TO: PENSION COMMITTEE No. 5-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-03 RE: DRAFT LETTER ON AUTOMATIC IRA ROLLOVERS; CONFERENCE CALL SCHEDULED FOR WEDNESDAY, MARCH 5, 2003 AT 1:00 PM EST Attached for your review is a draft letter in response to the...

[15652] February 25, 2003 TO: PENSION COMMITTEE No. 4-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-03 RE: DRAFT INSTITUTE LETTER CONCERNING SEPARATE ACCOUNT ISSUES UNDER THE FINAL REQUIRED MINIMUM DISTRIBUTION REGULATIONS Attached for your review is a draft of a letter to the...

[15597] January 30, 2003 TO: PENSION COMMITTEE No. 3-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-03 RE: CONFERENCE CALL TO DISCUSS WHITE HOUSE RETIREMENT SAVINGS INITIATIVES - WEDNESDAY, FEBRUARY 5, 2003 AT 11:00 AM EDT A conference call has been scheduled for Wednesday, February 5...