Pension Operations Advisory Content

[10778] March 8, 1999 TO: BOARD OF GOVERNORS No. 12-99 FEDERAL LEGISLATION MEMBERS No. 6-99 PENSION MEMBERS No. 14-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 13-99 PRIMARY CONTACTS - MEMBER COMPLEX No. 22-99 PUBLIC INFORMATION COMMITTEE No. 7-99 RE: INSTITUTE URGES SIMPLIFIED RULES...

[10777] March 8, 1999 TO: PENSION COMMITTEE No. 12-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-99 FEBRUARY 18 CONFERENCE CALL ATTENDEES RE: DRAFT ICI COMMENT LETTER ON PROPOSED IRS TECHNOLOGY REGULATIONS _____________________________________________________________________________...

[10756] February 25, 1999 TO: OPERATIONS MEMBERS No. 8-99 PENSION MEMBERS No. 13-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-99 TAX MEMBERS No. 12-99 TRANSFER AGENT ADVISORY COMMITTEE No. 16-99 RE: IRS WILL ALLOW ELECTRONIC SUBMISSION OF FORMS W-4P ________________________________...

[10745] February 23, 1999 TO: PENSION MEMBERS No. 12-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-99 TAX MEMBERS No. 11-99 RE: 1999 STATE GUIDE TO PENSION WITHHOLDING AND REPORTING ______________________________________________________________________________ The Institute has...

1 See Institute Memorandum to Pension Members No. 77-98, dated December 21, 1998. See Institute Memorandum to Pension Committee No. 5-99 and to Pension Operations Advisory Committee No. 7-99, dated February 1, 1999. [10718] February 10, 1999 TO: PENSION COMMITTEE No. 7-99 PENSION...

1 See Institute Memorandum to Pension Members No. 56-98 and Transfer Agent Advisory Committee No. 54- 98, dated September 1, 1998. [10700] February 4, 1999 TO: PENSION MEMBERS No. 9-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-99 TRANSFER AGENT ADVISORY COMMITTEE No. 14-99 RE: IRS...

1 The Internal Revenue Service issued proposed guidance in December, 1998. See Institute Memorandum to Pension Members No. 77-98, dated December 21, 1998. [10687] February 1, 1999 TO: PENSION COMMITTEE No. 5-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 7-99 RE: DOL RELEASES PROPOSED...

[10668] January 25, 1999 TO: ACCOUNTING/TREASURERS MEMBERS No. 5-99 DIRECT MARKETING COMMITTEE No. 4-99 FEDERAL LEGISLATION MEMBERS No. 2-99 INVESTMENT ADVISER MEMBERS No. 2-99 OPERATIONS MEMBERS No. 5-99 PENSION MEMBERS No. 7-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 6-99 PRIMARY...

[10663] January 21, 1999 TO: DIRECT MARKETING COMMITTEE No. 3-99 INDUSTRY STATISTICS COMMITTEE No. 1-99 PENSION COMMITTEE No. 3-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 5-99 RESEARCH COMMITTEE No. 2-99 SALES FORCE MARKETING COMMITTEE No. 3-99 SHAREHOLDER COMMUNICATIONS COMMITTEE...

[10646] January 14, 1999 TO: PENSION MEMBERS No. 5-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 4-99 TRANSFER AGENT ADVISORY COMMITTEE No. 7-99 RE: MASSACHUSETTS' DEPARTMENT OF REVENUE RELEASES ROTH IRA GUIDANCE _________________________________________________________________________...