Pension Operations Advisory Content

1 See Institute Memorandum to Closed-End Fund Committee No. 7-96, Operations Members No. 12-96, Pension Members No. 15-96, Tax Members No. 13-96, Transfer Agent Advisory Committee No. 15-96, and Unit Investment Trust Committee No. 10-96, dated March 26, 1996. - 1 - February 12, 1997...

February 3, 1997 TO: DIRECT MARKETING COMMITTEE No. 4-97 INVESTMENT ADVISERS COMMITTEE No. 7-97 OPERATIONS COMMITTEE No. 2-97 PENSION COMMITTEE No. 4-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 3-97 SALES FORCE MARKETING COMMITTEE No. 4-97 RE: REMINDER - RETIREMENT PLANS CONFERENCE -...

January 30, 1997 TO: PENSION MEMBERS No. 6-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 2-97 RE: IRS RELEASES FORMS 1099-MSA AND 5498-MSA ______________________________________________________________________________ The Internal Revenue Service has released Form 1099-MSA and Form...

January 24, 1997 TO: PENSION COMMITTEE No. 2-97 PENSION OPERATIONS ADVISORY COMMITTEE No. 1-97 AD HOC COMMITTEE ON SIMPLE PLANS RE: IRS SEEKS COMMENTS ON FORM 5304-SIMPLE ______________________________________________________________________________ The Internal Revenue Service has...

October 30, 1991 TO: INVESTMENT ISSUES COMMITTEE NO. 18-91 RE: Reform of the Government Debt Market __________________________________________________________ At its last meeting held on October 3, 1991, the Investment Issues Committee instructed ICI staff to explore the views within...