Transfer Agent Advisory Content

[13739] July 17, 2001 TO: PENSION MEMBERS No. 24-01 PENSION OPERATIONS ADVISORY COMMITTEE No. 43-01 TRANSFER AGENT ADVISORY COMMITTEE No. 52-01 RMD REFORM AD HOC COMMITTEE No. 3-01 RE: IRS RELEASES ADDITIONAL MODEL AMENDMENT FOR RETIREMENT PLANS UNDER SECTION 401(A)(9) The Internal...

[13723] July 16, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 17-01 BANK AND TRUST ADVISORY COMMITTEE No. 12-01 CLOSED-END INVESTMENT COMPANY MEMBERS No. 24-01 INTERNATIONAL MEMBERS No. 11-01 SECURITIES OPERATIONS SUBCOMMITTEE No. 9-01 TAX MEMBERS No. 19-01 TRANSFER AGENT ADVISORY...

[13727] July 13, 2001 TO: ACCOUNTING/TREASURERS COMMITTEE No. 20-01 BANK AND TRUST ADVISORY COMMITTEE No. 10-01 BROKER/DEALER ADVISORY COMMITTEE No. 17-01 OPERATIONS COMMITTEE No. 23-01 TAX COMMITTEE No. 19-01 TRANSFER AGENT ADVISORY COMMITTEE No. 50-01 RE: 2001 YEAR-END TAX REPORTING...

[13720] July 12, 2001 TO: BOARD OF GOVERNORS No. 33-01 ACCOUNTING/TREASURERS MEMBERS No. 16-01 BANK AND TRUST ADVISORY COMMITTEE No. 9-01 CLOSED-END INVESTMENT COMPANY MEMBERS No. 23-01 INTERNATIONAL MEMBERS No. 10-01 SECURITIES OPERATIONS SUBCOMMITTEE No. 8-01 TAX MEMBERS No. 18-01...

[13711] July 10, 2001 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 47-01 OPERATIONS COMMITTEE No. 22-01 BROKER/DEALER ADVISORY COMMITTEE No. 16-01 BANK AND TRUST ADVISORY COMMITTEE No. 8-01 RE: STAMP 2000 PROGRAM - IMPLEMENTATION ISSUES As we previously informed you, STAMP, Inc. (the...

[13712] July 10, 2001 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 48-01 RE: SUMMARY OF APRIL 24-25, 2001 MEETING Attached is a summary of the Transfer Agent Advisory Committee (TAAC) meeting held on Tuesday and Wednesday, April 24-25, 2001 at the Investment Company Institute in...

[13703] July 5, 2001 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 46-01 RE: PRELIMINARY AGENDA FOR JULY 18-19, 2001 The next meeting of the Transfer Agent Advisory Committee will be held on Wednesday and Thursday, July 18 and 19, 2001 in the David Silver Conference Room (DSCR) on the...

[13685] June 28, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 15-01 BANK INVESTMENT MANAGEMENT MEMBERS No. 3-01 CLOSED-END INVESTMENT COMPANY MEMBERS No. 22-01 COMPLIANCE ADVISORY COMMITTEE No. 27-01 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 9-01 INVESTMENT ADVISER MEMBERS No. 14-01...

[13625] June 12, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 14-01 CLOSED-END INVESTMENT COMPANY MEMBERS No. 20-01 COMPLIANCE ADVISORY COMMITTEE No. 25-01 EQUITY MARKETS ADVISORY COMMITTEE No. 18-01 INTERNATIONAL MEMBERS No. 9-01 INVESTMENT ADVISER MEMBERS No. 13-01 OPERATIONS MEMBERS...

[13605] June 7, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 13-01 BANK AND TRUST ADVISORY COMMITTEE No. 6-01 CLOSED-END INVESTMENT COMPANY MEMBERS No. 19-01 INTERNATIONAL MEMBERS No. 8-01 SECURITIES OPERATIONS SUBCOMMITTEE No. 6-01 TAX MEMBERS No. 17-01 TRANSFER AGENT ADVISORY...