Pension Operations Advisory Content

[9256] September 18, 1997 TO: PENSION COMMITTEE No. 34-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 35-97 RE: TREASURY, DOL AND PBGC ISSUE PROPOSED NEW FORM 5500 PACKAGE ______________________________________________________________________________ On September 2, the Treasury...

[9217] September 5, 1997 TO: ACCOUNTING/TREASURERS MEMBERS No. 33-97 OPERATIONS MEMBERS No. 18-97 PENSION MEMBERS No. 40-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-97 PRIMARY CONTACTS - MEMBER COMPLEX No. 59-97 TAX MEMBERS No. 35-97 TRANSFER AGENT ADVISORY COMMITTEE No. 45-97 RE...

1 See Institute Memorandum to Operations Members No. 11-97, Pension Members No. 20-97, Tax Members No. 17-97, Transfer Agent Advisory Committee No. 23-97 and Pension Operations Advisory Committee No. 13-97, dated May 23, 1997. [9204] September 4, 1997 TO: OPERATIONS MEMBERS No. 17-97...

1 See Institute Memorandum to Tax Committee No. 23-97, Pension Committee No. 29-97, Operations Committee No. 28-97, Accounting/Treasurers Committee No. 22-97, Transfer Agent Advisory Committee No. 39-97, and Pension Operations Advisory Committee No. 26-97, dated August 5, 1997. 2 See...

1 See Institute Memorandum to Pension Committee No. 9-97, Pension Operations Advisory Committee No. 10-97 and Ad Hoc Committee On SIMPLE Plans, dated April 22, 1997. 2 See Institute Memorandum to Pension Members No. 19-97, Pension Operations Advisory Committee No. 12-97 and Ad Hoc...

[9157] August 12, 1997 TO: ACCOUNTING/TREASURERS COMMITTEE No. 25-97 OPERATIONS MEMBERS No. 16-97 PENSION MEMBERS No. 34-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 29-97 PRIMARY CONTACTS - MEMBER COMPLEX No. 53-97 TAX MEMBERS No. 32-97 TRANSFER AGENT ADVISORY COMMITTEE No. 40-97 RE...

1 See Institute Memorandum to Pension Members No. 13-97 and Pension Operations Advisory Committee No. 8-97, dated March 7, 1997 and Institute Memorandum to Pension Members No. 28-97 and Pension Operations Advisory Committee No. 22-97, dated July 17, 1997. [9147] August 8, 1997 TO...

[9148] August 8, 1997 TO: PENSION MEMBERS No. 32-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-97 RE: IRS ISSUES LETTER ON PLAN LOANS ______________________________________________________________________________ The Internal Revenue Service recently issued a letter regarding...

1 See, e.g., Institute Memoranda to Tax Members No. 27-97, Accounting/Treasurers Members No. 31-97, Operations Members No. 13-97, International Members No. 12-97, Closed-End Investment Company Members No. 23-97, Unit Investment Trust Members No. 28-97 and Transfer Agent Advisory...

1 See Institute Memorandum to Tax Members No. 27-97, Accounting/Treasurers Members No. 31- 97, Operations Members No. 13-97, International Members No. 12-97, Closed-end Investment Company Members No. 23-97, Unit Investment Trust Members No. 28-97 and Transfer Agent Advisory Committee...