Finding Aid to the Russell Mueller ERISA Papers

Summary Information

Repository
Special Collections
ID
MSS.030
Title
Russell Mueller ERISA Papers
Date [inclusive]
1968-1975
Creator
Mueller, Russell, J.
Extent
30.0 linear feet 60 archival boxes
Language
English

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Biographical note

Mr. Russell J. Mueller served for 25 years as Actuary and staff member of the House of Representatives. He was the principal spokesman on legislative and technical matters to House Committee on Education and the Workforce (formerly Education and Labor), and the principal advisor to the House Speaker's Task Force on Health. He was instrumental in designing and drafting the Employee Retirement Income Security Act (ERISA).

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Scope

The collection includes notes, memoranda, letters, unique materials not published anywhere, House and Senate bills, and inside committee materials on and about ERISA, and subsequent bills, MEPPA, and SEPPA.

The collection spans the years 1968-1975 roughly, with the bulk concentrated on 1972-1975. The papers consist of two series: ERISA Documents, 1972-1975; and ERISA Development Conference Documents.

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Arrangement

Boxes 1-5, 19-21 – ERISA Documents, 1972-1975 series:

Boxes 6-18 – ERISA Development Conference Documents series:

Boxes 22-40 (extra boxes 37a-e) – MEPPA Documents series:

Boxes 22-40 (extra boxes 37a-e) – SEPPA Documents series

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Administrative Information

Publication Information

Georgetown University Law Library

111 G. Street NW
Washington, D.C., 20001
202-662-9133
specl@law.georgetown.edu

Cite as

Russ Mueller ERISA Papers. Special Collections & Archives, Edward Bennett Williams Law Library, Georgetown University Law Center.

Ownership & Literary Rights

Mr. Russell J. Mueller has donated this collection to the Edward Bennett Williams Law Library, Georgetown University Law Center, in honor of former Congressman John Neal Erlenborn (R-Ill.), Legal Services Corporation (LSC) President and Georgetown University Law Center Adjunct Professor. The Russ Mueller Collection of ERISA is the physical property of the Edward Bennett Williams Law Library, Georgetown University Law Center. Any literary rights, including copyright, remain with the Edward Bennett Williams Law Library, Georgetown University Law Center, except for those published materials. Permission to quote manuscripts and manuscript notes must be obtained from the Edward Bennett Williams Law Library, Georgetown University Law Center.

Restrictions on Access

The collection is open the. Collection must be used in the Special Collections Reading Room in the Edward Bennett Williams Law Library. Some files may be restricted.

Source

11 original boxes of papers were received between July 29, 2002 and October 22, 2002 from Mr. Russell J. Mueller.

Processing

The papers have been rehoused in lignin-free legal sized boxes.

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Controlled Access Headings

Corporate Name(s)

  • United States.-Employee Retirement Income Security Act of 1974-Legislative history.

Personal Name(s)

  • Mueller, Russell, J.

Subject(s)

  • Pension trusts-Law and Legislation-United States.
  • Retirement-law and legislation-United States

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Collection Inventory

Pension Benefit Guaranty Corp. 

Box Folder

"Guaranty Fund for Private Pension Obligations" by Dan McGill 1970 

20 235

PBGC Guide and Explanation of H.R. 3904 1979 

23 295

PBGC Explanation of H.R. 3904 to Board of Directors 11/1978 

23 302

PBGC - Explanation of H.R. 3904, 1079 

23 310

PBGC - Guide to H.R. 3904, S.1079 

23 311

PBGC Recommendations 2/1979 

23 313

PBGC Cost Estimates and Projections, Explanation of Model 

24 318

PBGC Cost Estimate to Thompson Agreement 1/29/1980 

24 320

PBGC Briefing - Illustrate Plans 

25 321

PBGC ICF Cost Estimate of Different Benefit Levels 9/1979 

25 322

PBGC Meeting 8/13/1979 

25 323

ICF, PBGC Sensitive Analysis Screening 7/1978 

25 324

PTF Operation PBGCICU 

25 325

PBGC JP Morgan Definition of Benefit Entitlement 

27 335

PBGC Statement On UV Benefits 8/22/1980 

35 396

PBGC Establishment of Effect of 15% NC Provision 5/1980 

37 413

PBGC Multiemployer Bulletins and Regs Schedule 

44 489

Rifle Shot Amendment - PBGC Draft Regarding Extension of Construction Rule 

39 434

Interim PBGC Report on Allocation Methods 1/19/1981 1/19/1981 1/19/ 

42 448

Development of Proposed PBGC Regulations PL 96-364 Finalized 12/22/1980 

42 449

PBGC Multiemployer Bulletin 3/6/1985 

42 462

PBGC v. R. A. Gray In the Supreme Court 4/16/1984 

43 475

PBGC Recommendations MER Super Trust 

44 481

PBGC Comparison-Old Law, New Law 10/1980 

44 500

PBGC Letter to Senator Metzenbaum Confirming Application of COBRA Amendment 3/25/1986 

46 515

PBGC Letter to Wheeling-Pittsburgh on Termination Agreement 3/24/1986 

46 516

PBGC Justification Of Premium Increase & Chamber Questions To Be answered Before PBGC Increase 4/1984 

47 541

PBGC Administration Option Papers For SEPPA 12/1982 

49 570

PBGC Tech Corr. To Single Emp. Provisions In Budget Rec. Act 2/18/1986 

50 573

PBGC Testimony Before Senate Finance 9/11/1985 

50 585

PBGC Letter To Hawkins Requesting Premium Increase 4/9/1985 

50 586

PBGC On Single Employer Transfer Rules-Conference 

50 598

PBGC SEPPA Regulations and Rules 4/1986 

51 604

PBGC Data On Break Even Point For Premiums 

54 644

PBGC Analysis Of Plan Termination 

54 645

PBGC Report To Appropriations Comm. 2/5/1981 

54 646

Pension Benefit Guaranty Corp. Premium Requirements For The Single-Employer Basic Benefits Insurance Program 5/1982 

54 647

PBGC Premium Request ASPA Complaints 

55 661

Development Of Bill And PBGC Facts 

55 664

PBGC CELI Studies 

56 673

PBGC Voluntary Terminations 

59 713

See 4045 Recapture Of Payments 

58 688

Advisory Committee PBGC 

58 689

Benefits Insured PBGC 

58 690

PBGC Budget 

58 691

Employer Liability - Accounting Treatment 1/30/1975 

58 692

Organization PBGC 

58 693

Plan Mergers Checklist What Is A Termination? 

58 694

Premium Form PBGC 1 

58 695

Regulations PBGC 

58 696

Friend Ed H. & Co. And Price Waterhouse Close Out Tables Contract 

58 697

Anthracite Fund PBGC Coverage 

58 698

PBGC Hearings 5/1975 

58 699

Kuhlman Corp. Mich. 

58 700

Constitutional Issue - White Motor 

58 701

PBGC Meeting Suggestions For Amendments 12/19/1975 

58 702

Guaranteed Benefits 

58 703

Involuntary Termination 

58 704

Schanes, S. Speeches On PBGC 

58 705

Hearings - Testimony On Coverage, Plan Termination 

58 706

Meeting Mergers, Guaranteed Benefits, Sample 6/26/1975 

58 707

PBGC Meeting 12/16/1976 

59 708

PBGC Actuarial Tables 

59 715

PBGC Briefing Seminar 6/14/1977 

59 716

Pension Benefit Guaranty Corp First Annual Report 

59 718

PBGC Review 12/18/1977 

59 721

PBGC Quarterly Bulletin 1977 

59 722

PBGC Multi-Hearings 1979 

60 731

PBGC Annual Report To The President And Congress 1977 

60 739

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ERISA Development of Conference Documents 

Box Folder

Pension Conference S.141 1974 

4 48

Conference Pamphlets - Notes on Decisions H.R. 2 1974 

4 49

Conference Decisions on Pension Reform Bills 

7 92

Washington Benefits Report, Special Supplement, Conference on Pension Reform 1974 

16 182

Development Of Conference Report 

21 246

Speech on Erlenborn Amendment 

21 247

Multiemployer Alternative Study of PTI 1973 

21 248

Municipal Bond Insurance 

21 249

National Association of Life Underwriters Study 

21 250

N.J. Tax On Plant Closings 

21 251

Pension World 6/75 Bank Trustee Reaction To Employer Liability 

21 252

Claude Poulin (UAW Study) 

21 253

Robert Morris Associates 

21 254

N.J. Law Unconstitutional 

21 255

Pension World Contributor Employer Liability 9/1976 

21 256

Davis Roenisch (A. S. Hansen Recommendation) 

21 257

Securities Investor Protection Act (SIPIC) 

21 258

Martin E. Segal Co. - Comments on H.R. 2 Fall 1973 

21 259

Steelworkers Plan - Terminated 12/1973 

21 260

Study of Plan Termination - Final Report 1972 

21 261

Russell Mueller Development of Alternative Proposal I 2/1974 

21 262

Russell Mueller Development of Alternative Proposal II 2/1974 

21 263

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Newspaper Clippings 

Box Folder

Wall Street Journal Newspaper Clippings, Articles 

6 61

Economic Implications Of Pension Growth -Articles, Clippings 

6 67

Index to Refund Study, Newspaper Clippings 

6 63

Assumptions - Interest Rates Newspaper Clippings, Pamphlets, Articles 

6 70

Assumptions - Mortality; Newspaper Clippings, Articles, Reports 

6 71

H.R. 2 Union Calendar 234, Committee Prints, Newspaper Clippings 

12 138

Chicago Papers React to PTI 

18 205

Washington Post Clippings - Spencer Rich 4/1980 

23 299

Washington Star Clipping - Sylvia Porter 6/30/1980 

23 305

Washington Post Clipping - Spencer Rich 4/22/1979 

23 306

ILGWU W.L. Request Pro's & Cons Newspaper clipping 5/16/1983 

29 355

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SEPPA Documents 

Box Folder

Final Title II Single Employer Provisions In COBRA 12/19/1985 

46 517

Summary Single Employer H.R. 3500 10/16/1985 

46 529

Committee Jurisdiction Points On Single Emp. H.R. 3500 10/16/1985 

46 536

Possible Single Employer Amendment 

47 549

H.R. 3930 Single Employer Pension Plan Amendments Act (Bill) 9/20/1983 

49 568

CRS Single Employer Pension Plan Term Comp. S. 1227 With Current Law 9/1983 

49 569

Ways And Means Proposals Single-Employer 10/1985 

50 574

Erlenborn Letter To senate Budget In Support Of Single-Employer Reforms 10/2/1985 

50 578

DOL Letter To Clay Single Employer Budget Recon 9/27/1985 

50 579

Jeffords Letter To Duncan Single Employer Jurisdiction 9/26/1985 

50 581

Gray Letter To Rostenkowski Single Employer Jurisdiction 9/25/1985 

50 582

E&L W&M's Letter To Budget Committee On Single Employer Jurisdiction And Budget Implications 9/27/1985 

50 583

Robert Georgine Building & Const. Trade Dept.; Single Employer Letter 12/16/1985 

50 588

ALI-ABA Comments And Meeting On Single Employer H.R. 2811 

50 597

COBRA Conference Documents & Organization Position (Transition Rules For Single Employer) 

50 601

COBRA and SEPPA Legislative Chronology PL 99-272 4/1986 

51 602

H.R. 3128 House Floor (without ERISA technicals) 3/7/1986 

51 603

SEPPA-DC Bar Phyllis, Chuck presentation outline 6/13/1986 

51 605

Hansen Reviews: COBRA Summary 5/1/1986 

51 606

CORBA the Enrolled Bill as Printed in the Congressional Record 4/8/1986 

51 607

Final Passage by House of H.R. 3/28 and H. Con. Res. 305 3/20/1986 

51 608

News File on COBRA 3/1986 

51 609

Single Employer Technical Amendment to H.R. 3128 as Passed by House 3/6/1986 

51 610

Summary of the Single Employer Pension Plan Amendment Act 1985 

51 611

Subcommittee Markup LM H. 2811, 2812, 2813 7/31/1985 

52 612

Comment Of H.R. 2811 Subcommittee Bill By Chamber, ERIC, NAM, PBGC 

52 613

Roukema Amendment #1 H.R. 2811 7/31/1985 

52 614

Roukema Amendment #1 

52 615

H.R. 2813 Amendment #1 Mrs. Roukema 

52 616

Bartlett #1 H.R. 2811 

52 617

Bartlett #1 H.R. 2813 

52 618

Bartlett #2 H.R. 2813 

52 619

Bartlett #2 H.R. 2811 

52 620

Bartlett #3 H.R. 2811 

52 621

Bartlett #3 H.R. 2813 

52 622

Roukema -Clay Amendment 

52 623

Comparison Of Lein Provisions Administration Bill H.R. 3930 7/30/1995 

52 624

Amendment #3 To H.R. 2811 

52 625

Amendment #2 To H.R. 2811 

52 626

Statement Regarding Amendment #4 

52 628

Ways And Means Markup Of Deficit Reduction Amendments 1985 

52 629

Single Employer Administration Bill 2995 Congressional Record Statement 6/25/1985 

52 631

Single Employer Bill As Introduced H.R. 2811, 2812, 2813 

52 632

Documents Relating To 6/5 Markup Of Bill 

52 633

Single Employer Bill Draft With Nussdorf/Borzi Technical Changes 5/1984 

53 634

H.R. 3930 PBGC Section By Section Analysis & Budget Justification For Sen. 10/26/1983 

53 635

S. 1227 Nickles BBGC Development And Explanation 

53 636

SEPPA Report PBGC/Promises At Risk 4/1987 

53 637

Vince Amoroso Papers On DB, DC Termination Insurance 

53 638

Budget Resolution Conference Report Allowing PBGC Premium Increase To Offset Edu & Labor Spending 1985 

53 639

Critique Of S. 1227, H.R. 3930 83-84 P & I, AGC, P. Kelly, Chamber, UAW, etc. 

53 640

RJM To JNE Reasons Labor Should Support SEPPA, Memorandum 1/31/1984 

53 641

Contingent Liability H.R. 3930, ERIC, LTV, Cummings, UAW 

53 642

GAO Report, Legislative Changes Needed To Strengthen Single Employer 11/14/1983 

54 649

H.R. 3930 Committee Print For Full Committee Mark-up 11/3/1983 

54 650

Ken Kramer Letter On H.R. 3930 9/16/1983 

54 651

CRS Single-Employer Pension Plan Termination Insurance Comparison 9/1983 

54 652

H.R. 3930 U.S. Small Business Admin Support Letter 10/6/1983 

54 653

GAO Single Employer T. I. Study 

54 654

NSBA Paul Jackson Negotiations SEPPA 1982 

55 655

Red Cross Title IV Exemption 

55 656

CSAB Study of Title IV Prems, Funding, Transfer 7/1983 

55 657

Single Employer Bill ABA Comments 6/1983 

55 658

Single Employer Union-Reuther Draft Proposal 1/29/1985 

55 659

Mutual Funds 

55 660

Markup Of Title VI ERIC 

55 662

Title VI Small Plan Revamp 

55 663

Financial Executives Institute 11/1981 

55 665

FIGGIE-ATO "Diffusing Pension Bomb" 11/81 

56 666

GAO Single Employer Term Study Guffrey 10/1981 

56 667

Final ERIC Draft To Senate 9/10/1981 

56 668

CRS Status Of PBGC 

56 669

Full Edu & Labor Markup On Single Employer H.R. 2811, 2812, 2813 9/11/1985 

56 674

Development Of Full Comm Bill Security, Chamber, PBGC And Other Comments 9/1985 

56 675

Development Of Full Comm. Bill 

57 676

Tauke-Clay Colloquy 9/1985 

57 677

Roukema-Clay-Hawkins Colloquy 9/11/1985 

57 678

H.R. 3128 Edu. & Labor And Means Reports 

57 679

H.R. 2811, 2812, 2813 As Reported By Subcomittee For Full Comm. Consideration 

57 680

Amendment In Nature Of Sub To H.R. 2811 Reported By Subcommittee For Full Comm Consideration 

57 681

Study Interim Report 1973 

58 682

TPF/C On PTI 3/1973 

58 683

UAW Study 4/28/1971 

58 685

Unfunded Liabilities - Dunn's Study; Merrill Lynch 

58 686

Young, Howard (Comments) 

58 687

Experience Analysis Of Terminations 

59 709

White Motor Corp Minn- Fleck v. Minn 

59 710

John L. Connally 

59 711

MEBA-PMGC Priority Categories 

59 712

Spinoffs And Mergers 3/9/1977 

59 714

UAL Business Week 7/18/1977 

59 717

Constitutional Question ATO, Avon 

59 719

Elmwood Industries 

59 720

BEA, IMS UAL Study 

59 723

Wayne Jett - Connolly PBGC Multi Plan Study 

60 724

ERIC On CELI 6/20/1978 

60 725

Senate Supp. App Bill CELI MER Data 

60 726

Actuarial Tables 

60 727

Jackson Plan - Gray Panthers 

60 728

M & M Transportation Co. 

60 729

Book Reserve Seminar PBGC 3/12/1979 

60 730

Steps In Implementing A Plan Termination, Merger 

60 732

A-T-O v. PBGC 4/18/1978 

60 733

Studies On Termination Reasons 

60 734

Nachman v. PBGC Supreme Court Decision 

60 735

Constitutional Question - White Motor Allied Structural Steel 

60 736

Alan Wood Steel -PBGC Overpayment 1979-1980 

60 737

M & M Transportation Co. - Liable For Vested Nonguaranteed Benefits 5/1980 

60 738

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Employee Benefits Security Act (H.R. 2) 

Box Folder

Employee Benefit Security Act 1974 

1 1

Retirement Benefits Tax Act H. R. 7157 4/18/1973 

1 2

Retirement Income Security For Employees Act - Committee Print S. 4 3/19/1973 

1 3

Outline of Major Provisions of S. 4 (Williams-Javits Pension Reform Bill) 

1 4

Employee Benefit Security Act - Preliminary Staff Working Draft 1/29/1974 

1 5

Historical Development of Pension Reform Act of 1974 (P.L. 93-403) 1974 

1 6

Legislative History of the Employee Retirement Income Security Act 1974 

1 7

Pension Benefits Security Act S. 3421 5/2/1968 

1 8

Pension Employee Benefits Act of 1967 S. 1103 2/28/1967 

1 9

An Act to Provide for Pension Reform H.R. 2 3/4/1974 

1 10

Employee Benefits Protection Act of 1973 S. 75 1/4/1973 

1 11

Employee Benefit Security Act H.R. 1269 1/22/1971 

1 12

Retirement Benefits Tax Act - S1631 4/18/1973 

1 13

Pension and Employee Benefits Act S. 2 

1 14

Employee Benefit Security Act H.R. 9902 8/3/1973 

1 15

Omnibus Pension And Retirement Security Act Of 1974 H.R. 9999 

1 16

Employee Benefit Security Act of 1974 H.R. 2 3/6/1974 

2 20

Employee Benefit Security Act of 1974 H.R. 2 3/6/1974 

2 21

Employee Benefits Protection Act H.R. 6900 4/12/1973 

2 22

Employee Benefit Security Act of 1973. Committee Print No. 1 11/21/1973 

2 23

Employee Benefit Security Act of 1974. Committee Print No. 2 12/21/1973 

2 24

Employee Benefit Security Act of 1974. Amendment In the Nature Of A Substitute For H.R. 2 

2 25

Employee Benefit Security Act of 1973. Report with Supplemental , Additional Views H.R. 2 

2 27

Retirement Income Security For Employees Act, 1972: hearings Before the Subcommittee on Labor of the Committee on Labor and Public Welfare U.S. Senate 92nd congress, 2nd session on S. 3598 part 1 6/20-21/1972 

3 30

Retirement Income Security For Employees Act, 1972: hearings Before the Subcommittee on Labor of the Committee on Labor and Public Welfare U.S. Senate 92nd congress, 2nd session on S. 3598 part 3 6/28-29/72 

3 31

Employee Benefit Security Act H.R. 2 1/3/1973 

3 32

Employee Retirement Benefit Security Act H.R. 462 1/3/1973 

3 33

Employee Benefit Security Act H.R. 9824 8/2/1973 

3 35

Employee Benefit Security Act H.R. 2 1/3/1973 

3 36

Employee Benefit Security Act of 1974. H.R. 12781 2/13/1974 

3 39

Employee Benefit Security Act of 1974. H.R.; Errata to Title I - Regulation of Employee Benefit Plans 2/18/1974 

3 40

Employee Benefit Security Act of 1974. H.R. 12906 2/20/1974 

3 41

Employee Retirement Income Security Act of 1974 P.L. 93-406 9/2/1974 

4 43

Retirement Income Security for Employees Act S. 4 1/4/1973 

4 44

Preliminary Staff Working Print 1 ERISA 1974 

4 50

Retirement Income Security for Employees Act S. 4 1972-1973 

5 51

Supplementary Preliminary Staff Working Print No. 2 7/22/1974 

5 54

H.R. 2 Changes 6/73 Used for H.R 9232 Development 

13 146

Differences H.R. 2, H.R. 9232 

13 147

Report 93-533 to Accompany H.R. 2 10/21973 

14 154

Daily Labor Report (H.R. 2) 

16 179

Tax Proposals Affecting Private Pension Plan: Hearing; H.R. 2, S. 4 

17 184

Labor Dept. Comments on H.R. 2 12/1973 

20 231

Labor Dept. Draft 6/1973 

20 232

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MEPPA Documents 

Box Folder

Multiemployer Concept Paper Reviewers 4/3/1978 

23 304

Multiemployer Pension Plan Termination Insurance Program: Hearing Before the Ways and Means Committee 7/25/1979 

27 343

Hearings-Multiemployer Pension Plan Amendments Act 6/1979 

28 344

H.R. 3904 Multiemployer -PTF 6/7/1979 

28 345

CRS Report, Retroactive Effect of ERISA-MEPPAA` 1980 

28 346

Delay Multiemployer Termination; H.R. 7140, PL 96-239 5/1/1980-7/1/1980 

30 371

Multiemployer Pension Plan Amendments Act of: Report 96-869 Pt. II 4/23/1980 

30 372

H.R. 7685 Multiemployer Extension From July 1, to August 1, 1980 1980 

37 409

Society of Actuaries, MEPPA 12/1/1980 

38 429

Mueller/Morgan Papers on MEPPA, CPPP I 

39 430

Mueller/Morgan Papers on MEPPA, CPPP II 

39 431

Mueller/Morgan Papers on MEPPA, CPPP III 

39 432

U.S. SBA Paper on Pension, Cost Containment, MEPPA 5/31/1984 

39 433

H.R. 4834 & S. 2329 No Fault Multi-Employer Termination Insurance Reform Act of 1984 

40 437

Development of No Fault MEPPA H.R. 4834/S.2329 

40 438

Holland MEPPA H.R. 7233-Sacher Pepsico Coalition 

41 440

Technical Amendments to MEPPA-B. Kearse, III, PBGC, Segal, etc. 

41 441

NAMA-Sacher Coalition Revision to MEPPA 1983 1983 

41 443

NAM Revisions to MEPPA 2/1983 

41 445

Graphic Arts MEPPA Revision H.R. 7448 PETRI 12/1982 

41 446

CRS Issues Brief MEPPA 9/02/1981 

42 453

Survey on MEPPA Article, Business Insurance 1988 

42 456

Inventory Of Construction Industry Multi Pension Plans 6/1984 

42 458

MEPPA Report to Council on Multiemployer Pension Security by Ray Marshall 1/1985 

42 460

Multiemployer Pension Plan Conversion Defined Benefit A Case Study 1982 

42 461

GAO Effects Of Liabilities Assessed Employers Withdrawing From Multiemployer Pension Plans 3/1985 

42 463

Multiemployer Premium Study Required By The Employee Retirement Income Security Act of 1974 9/1985 

43 466

Legal Update on MEPPA (IFEBP) 5/1986 

43 467

ATA Teamsters Letters and Bill MEPPA 1985 

43 468

Characteristics of Multiemployer Pension Plans in the Trucking Industry 5/1985 

43 469

Council on Multiemployer Pension Security - Ben Brown 

43 470

R. Marshall MEPPA Study for Council on Multiemployer Pension Security 1984/1985 

43 471

Multiemployer Plans-AGC 7/1984 

43 472

Employee Benefits Journal MEPPA Article 6/1984 

43 473

Fulton v. N.E. Teamsters-MEPPA Arbitration Unconstitutional 9/1984 

43 476

GAO Report on MEPPA Withdrawal Liability 5/14/1984 

43 477

Multiemployer Roundtable Meeting NADA 9/18/1981 

44 491

BNA's Meeting on MEPPA Summary Cases Pension World Also 

44 490

ATA-Minnesota Transport MEPPA Analysis 10/15/1981 

44 488

JNE Form Letter on MEPPA ; General Explanation-Response NADA 5/1981 

44 487

Philadelphia Inquirer on MEP Plans In Trouble-MEPPA 5/20/1984 

44 480

Ed. Jones- MEPPA Problems Speech 2/22/1983 

44 486

Segal Multiemployer Study 08/1984 

44 483

AEI "ERISA, GOTCHA & MEPPA" 10/1983 

44 479

JNE Statement on MEPPA W & M's 2/19/1979 

44 497

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Explanations and Developments 

Box
23
Box Folder

Legal Times 1980 

23 292

Explanation Of Amendment By Mr. Bartlett To H.R. 3900 

47 544

Explanation Of Bartlett Amendment #2 To H.R. 3930 Full Comm. Edu & Labor 

47 547

Explanation Of Mrs. Roukema Amendment #2 To H.R. 3930 Full Comm. Edu & Labor 

47 548

JNE Request For Data-Projects 

54 643

ERIC Drafts And Explanations 

56 672

Current Developments; News Releases 

60 740

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Notes On Early Drafts 1974 

Box
9
Box Folder

Miscellaneous Notes And Drafts I 1974 

9 112

Miscellaneous Notes And Drafts II 1974 

9 113

Miscellaneous Notes And Drafts III 1974 

9 114

Miscellaneous Notes And Drafts IV 1974 

9 115

Miscellaneous Notes And Drafts V 1974 

9 116

Miscellaneous Notes And Drafts VI 1974 

9 117

Miscellaneous Notes And Drafts VII 1974 

9 118

Treasury Dept. Draft 4/5/1973 

58 684

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Comparison Statements on H.R. 9232, 1489, 2, 10470, 4200 

Box
11

H.R. 3930 Sec 104 Union Veto And Bildisco Decision 

Box
48
Folder
552
Box Folder

LAJ Redraft of Alan's Option #2 Union Veto 4/1984 

48 553

RJM Alternative to Option #2 4/1984 

48 554

UAW Alan Reuther Option #2 To Union Veto 4/13/1984 

48 555

UAW Alan Reuther Option To Union Veto 4/1984 

48 556

RJM Initial Draft Of Union Veto Alternative 

48 557

Administration Recommendations Chart 

11 125

Section Analysis Summaries 

11 126

CRS Comparison H.R. 2/10470 

11 127

Summaries Of Conference Report 93-1280 

11 128

H.R. Floor Action House 8/20/1974 

11 129

H.R. 2 Changes E&L Commission 10/02/1973 

11 130

Erlenborn Amendment to H.R. 2 1974 

11 131

Rule and JNE Amendment To Rule 

11 132

Early 73 Changes to H.R. 2 

11 133

Comparisons H.R. 2/2400 

11 134

H.R. 2 Amendments Full Funding PTI Study 

11 135

Interest Group Recommendations On H.R. 2 Before February 1974 

11 136

Labor Dept. Recommendations On H.R. 2 10/1973 

11 137

Comparison of Bills H.R. 2, H.R. 10489, H.R. 10470 

19 209

Return to Table of Contents »


Positions Of Interest Groups 

Box
8
Folder
Box Folder

U.S. Dept. Of Labor And Treasury Positions On Conference Bill 1974 

7 93

Senator Adlai E. Stevenson 

8 97

Household Finance Corp 

8 98

Summary of Positions of Interest Groups 

8 99

Martin E. Segal Company 

8 100

ESOP Kelso Plans 

8 101

Insurance against Fiduciary Liability 

8 102

AT&T 

8 103

First National Bank of Chicago 

8 104

NAM Social Security Integration Foundation 

8 105

A.S. Hansen - Coordination of Reporting 

8 106

Allstate 

8 107

Hospital Multiemployer Plans 

8 108

National Saving and loan League 

8 109

Steelworkers Legislative Appeal - Pension Conference 7/31/1974 

8 110

Return to Table of Contents »


Correspondence, Statistics And Tables 1972, 1973 

Box Folder

George B. Buck Consulting Actuaries, Inc. 1973 

7 75

Carlin-Black Company 1972 

7 76

John Hancock Mutual Life Insurance Company 1972 

7 77

Huggins & Company 1972 

7 78

Kwasha Lipton 

7 79

John B. LaMacchia & Associates 1972 

7 80

Metropolitan Life 1972 

7 81

Milliman & Robertson, Inc. 1972 

7 82

Nelson and Warren, Inc. 1972 

7 83

Martin E. Segal Company 1972 

7 84

George V. Stennes and Associates 1972 

7 85

Tillinghast & Company 1972 

7 86

Towers, Perrin, Foster & Crosby, Inc. 

7 87

Transamerica Consultants Inc. 1972 

7 88

UAW 

7 89

Wisconsin Insurance Commission 

7 90

Don Grubbs 

22 278

John Carlson Letter to Congressman John Rhodes 1/1980 

22 279

Paul Jackson 1979 

22 289

Wayne Jett 

22 290

Dan McGinn & Associates 

22 291

Letter To Congresswoman Marge Roukema 

42 465

JNE & Other Correspondence On No Fault Bill H.R. 4834 '84 

44 478

Letters to Senator Orrin G. Hatch 2/25/1981 

44 495

Buck Consultants Interest Rates W.R.T. W.L. 1980 

44 499

Return to Table of Contents »


Conference On H.R. 3904 

Box
34
Folder
389
Box Folder

Conference On H.R. 3904 9/10,/17/1980 

34 389

Senate Disagrees Request Conference 9/1980 

34 390

House Request for Conference 8/28/1940 

34 391

Senate Amendments to House Amendment 8/26-27/1980 

34 392

Congressional Record 8/26/1980 

34 393

Ashbrook Statement For The Record on H.R. 3904 8/25/1980 

35 394

Erlenborn Statement For The Record on H.R. 3904 7/25/1980 

35 395

Rules Committee - Rule and States by ERIC, CC, NCEC, Other Groups 

35 397

Development Of Thompson Amendments, Amendments to Senate Passed Bill 6/29/1980 

35 398

S. 1076 Drafts and Comments 

35 399

Senate Bill Passed to the House 7/29/1980 

35 400

H.R. 7881 Includes Nagle, Marshall Statements 1980 

36 401

H.R. 7881 1980 

36 402

Congressional Record No. 119 pt. 1 & 2 7/29/1980 

36 403

Groom and Nordberg Law Office WCT 7/14/1980 

36 404

Bill As Passed Senate 7/29/1980 

36 405

Senate Revisions I 

37 406

Senate Revisions II 

37 407

Congressional Record Senate Finance Reports S. 9833 7/24/1980 

37 408

NCCMP - WCT Senate Labor Statement 1980 

37 410

Senate Finance Committee Markup of S. 1076 6/10,12/1980 

37 411

Senate Finance S. 1076 Senate Finance Markup, Erlenborn Statement 3/18/1980 

37 412

NCCMP WCT on Senate Finance S. 1076 6/12/1980 

37 414

S. 1076 AAA Funding Submitted by Fenton Isaacson 4/11/1980 

37 415

Michael Gordon Sale of Assets Rule in Senate Finance 7/12/1980 

37 416

S. 1076 NSBA Changes (Paul Jackson) 6/1980 

37 417

S. 1076 BCOA/UMWA 1950 Fund Joint Proposals Senate Labor and Finance 4/1980 

37 418

DOL Marshall Response to Senate Finance WCT Provision for Denial of Accruals 

37 419

AGC Analysis of Pl 96-364 Problems I 

38 420

AGC Analysis of Pl 96-364 Problems II   ,.

38 421

Pension Task Force 

38 422

House Adopt Conference Report 9/19/1980 

38 423

Conference Report 96-1343; PL 96-364 

38 424

Presidential Signing Of H.R. 3904 9/26/1980 

38 425

Senate Conference Report 96-1343 9/18/1980 

38 426

Return to Table of Contents »


House and Senate Documents 

Box Folder

H.R. 12855 2/19/1974 

1 17

H.R. 12481 2/4/1974 

1 18

H.R. 4200 9/19/1973 

1 19

Materials Explaining H.R. 12906 

2 29

Multi-protection of Employee Retirement Income and Trust Act. H.R. 9232 7/12/1973 

3 34

Section-by-Section Analysis Of The Proposed Multi-protection of Employee Retirement Income and Tax Act (MERIT) 9/25/1973 

3 37

Union Calendar No. 234 Summary of the Major Provisions on the Proposed Employee Benefit Security Act. H.R. 2 10/2/1973 

3 38

Conference Report. To Accompany H.R. 2 8/12/1974 

4 42

Calendar No. 119 S. 4 4/18/1973 

4 45

Comprehensive Private Pension Security Act of 1973 S. 1179. Calendar No. 361 3/13/1973 

4 46

H.R. 4200 An Act 9/19/1973 

4 47

Technology Assessment Act of 1972 

6 59

"Summary Of Differences Between the Senate Version And The House Version of H.R. 2 ": The House And Senate Conferees Pamphlets pt. 1-4 1974 

7 94

Committee on Ways and Means Pension Legislation; miscellaneous 

8 95

Comparative Texts of Ways & Means Committee Print # 2 

8 96

H.R. 2481, H.R. 896 

12 139

H.R. 12855, 12481, Reports, Committee Prints 

12 140

Legislative Counsel Confidential Working Paper 1974 

12 141

Summary of Differences Between the Senate Version and the House Version of H.R. 2 To Provide For Pension Reform 5/1974 

12 142

Summary of Differences Between the Senate Version and the House Version of H.R. 2 To Provide for Pension Reform 3/1974 

12 143

Comments on H.R. 9232 1973 

13 144

Working File Tax Bill - Rational for Audit by CPA's Actuaries 

13 145

The House Wednesday Group 

13 148

9/25 Committee Amendments 

13 149

Notes 10/73 Ways and Means, Joint Committee Staff Decisions 1973 

13 150

H.R. 4200 Comments 

13 151

H.R. 4200 Comments 

13 152

Limits In Ways and Means Bill (Wyatt Response) 

13 153

H.R. 4200 6/28/73 To Amend Section 122 of IRC of 1954 

14 155

Congressional Record On S. 4 9/17-19/1973 

14 157

Pension Reform Amendments 

14 158

James D. Hodgson Statement Before Senate Committee Labor And Public Welfare 6/20/1972 

14 159

Tax Proposals Affecting Private Pension Plans: hearings pt. 3 of 3 pts. 5/15-16/1972 

14 160

Ways And Means Panel Discussions On Tax Reform 2/22/1973 

14 163

Private Pension Plan Reform Report On S. 1179 8/21/1973 

14 164

S. 1179 "Comprehensive Private Pension Security Act of 73" 3/13/1973 

15 166

Retirement Income Security For Employees Act of 73 (Report no. 93-1270 4/18/1973 

15 167

Material Relating To Administration Proposal Entitled "Retirement Benefits Tax Act (H.R. 7157) 4/18/1973 

15 168

First Panel Discussion on Private Pension Plan Reform/Committee on Finance 5/1973 

15 169

Tax Treatment of Survivor Benefit Plans of the Uniformed Services Report 1973 

15 170

S. 1631, 93rd Congress Proposed Technical Revisions 7/1973 

15 171

Employee Benefit Security Act of 1973 and 1974 

15 173

H.R. 4200 An Act to amend Section 122 1973 

15 175

Congressional Record pages - H.R. 2, 462, 1243, and 1278, 

16 178

Summary of Differences between Senate Version and the House Version (four pts.) 1974 

16 181

Employee Retirement Income Security Act of 1974 

16 183

Erlenborn Amendments to H.R. 12906 

17 186

Erlenborn Amendments - to be offered on the floor 1974 

17 187

Congressional Record pages - Conference Report; Concurrent Resolution; OMB Memo with DOL signing Statement 

17 185

Congressional Record pages - Pension Reform 

17 188

Plan Termination Insurance - Amendments and Analysis by Erlenborn 

17 189

Retirement Income Security For Employees Act, 1972: Hearings pt. 2, 3, S. 3598; Report to accompany 1972 

17 190

Congressional Record vol. 120 no. 122-123 1974 

17 191

Congressional Record vol. 120 no. 128 1974 

17 192

Congressional Record vol. 120 no. 124, 130 

16 193

Congressional Record vol. 120 no. 21-23 1974 

18 194

Congressional Record vol. 1119 no. 136 1973 

18 195

Interim Report Pension Study Task Force 4/1972 

18 196

Employee Benefit Administration Act of 1977 

18 197

Committee Print No. 1 11/21/1973 

18 208

Erlenborn Amendment to Title IV 

19 213

AVCO - Correspondence on H.R. 3904 1979 

22 277

House Republican Study 3/1980 

23 293

JNE Statutes on H.R. 3904 

23 294

CRS Issue Brief on H.R. 3904 MER 

23 296

Erlenborn News Release on H.R. 3904 

23 297

JNE Letter to Colleagues on H.R. 3904 5/12/1980 

23 298

Frank Thompson Statement on H.R. 3904 

23 300

OBM Clearance of H.R. 3904 12/1978 

23 301

Case Western Study on H.R. 39904 

25 326

H.R. 3904 Full Education and Labor Markup I 1/30/1950 

26 327

H.R. 3904 Full Education and Labor Markup II 1/30/1950 

26 328

H.R. 6151 Perkins Fuel Education and Labor Markup 1/30/80 

26 331

H.R. 3904 Full Education and Labor Markup III 1/30/1950 

26 329

H.R. 3904 Full Education and Labor Markup IV 1/30/1950 

26 330

Gibbons and Amendment 

26 332

Erlenborn Substitute 

26 333

Working Drafts on H.R. 3904 Subcommittee Fuel Commission 1/30/1980 

26 334

Presumptive Rule-Illustrations; Draft All Notes 

27 336

Employer's Partial Withdrawal Plan 

27 337

Pension Plan Termination Insurance Issues: Hearing Before the Committee on Ways and Means 9/28/1978 

29 354

Dean Carothers, Congressman John Erlenborn 3/3/1980 

29 360

Rule and Rules Committee on H.R. 3904 5/13/1980 

30 361

Congressional Record 5/21-22/1980 

30 362

Bill to the Floor, Calendar No. 448-Report No. 96-869 pt. I & II 

30 363

Dear Colleague Letter; Republican Policy Committee; Legislative Alert 

30 364

Erlenborn Amendments- Printout Records 5/12/1980 

30 365

Erlenborn Amendments - Floor 

30 366

Colloquy Safe harbor 

30 367

Colloquy on Abatement 

30 368

Recommittal Motions- Not Used 

30 369

Buck (Ethan Stroh)-Oppose CELI Deletions 5/14/1980 

30 370

Ways and Means Markups; H.R. 3907 Ordered Reported March 27, 1989 3/12/1980,3/25/1980-3/27/1980 

30 373

Explanation of Education and Labor Benefits 

30 374

Ways and Means Committee Notes Pt. I 

31 375

Ways and Means Committee Notes Pt. II 

31 376

GAO Response to Williams Request 3/5/1980 

31 377

Senate Labor Markup 3/24/1980 

31 378

Joint Committee; Description of H.R. 3904 Before the Ways And Means 2/19/1980 

31 379

Ways And Means H.R. 3904 Hearing 

31 380

Redraft of Sub Brief Development of Erlenborn Amendment 

32 381

Erlenborn Committee Report No. 96-869, Pt. I 4/2/1980 

32 382

Committee Prints, March 2, 11, 1980, Interim to Reported Bill on April 2, 1980 1980 

32 383

Committee Print, March 24, 1980, Interim to Reported Bill on April 2, 1980 1980 

32 384

Senate Committee On Labor and Human Resources, S.1076 6/27/1979 

32 385

Senate Committee On Labor and Human Resources, Hearings on S.1076 6/26-27/1979 

32 386

Certain Questions To Consider 1980 

33 387

Herve Aitken/Commercial Cartage Co. MEPPA 8/88 

34 388

Frenzel Trucker Bill I 

39 435

Frenzel Trucker Bill II 

39 436

ATA/WCT Groom/Nordberg Revisions to MEPPA 1983 1983 

40 439

S. 1573 A Bill 6/1982 

41 442

Recommended Legislative Changes H.R. 5138 1983 

41 444

Mercer Bulletin; Larry Bader(Def. of Unfunded Liabilities) Incorrect 5/1981 

42 447

ATA-AGC Bill S. 1748 Hatch, H.R. 5223 10/19/1981 

44 482

Hay Huggins Bulletin Summary 11/1980 

44 501

Martin Segal Newsletter; PL 96-364 1980 

44 502

Glossary for PL 96-364, Alicia Kershaw (50-A Handout) 

44 503

Full Edu. & Labor Markup on Reconciliation Sing. Emp. Health Care Cont. Sub. BCD 9/18/1985 

45 504

Omnibus Budget Reconciliation Act 1985 

45 505

Mrs. Roukema Talking Points For Committee Markup On Reconciliation Bill 9/19/1985 

45 506

Memorandum Full Committee Markup 9/18 1985 

45 507

Summary: Continuation of Health Care Coverage 9/18/1985 

45 508

Summary: Amendment In the Nature Of A Substitute 9/11/1985 

45 509

Continuation Of Health Care Coverage Subtitle D; Development & Comments 1985 

45 510

Final Subtitle B, C, D, AS Reported To Budget Committee 

45 511

Rules Committee W & M's Passed H.R. 3128 Single-Employer 9/17/1985 

45 512

Omnibus Budget Reconciliation Act of 85 (H.R. 3500) Bill & Reforms, Health Care Cont. 10/03/1985 

45 513

Legislative History H.R. 3128 7/31 /1985-3/6/1986 

46 514

H. Res. 342 Budget Reconciliation Rule by Vote 239-136-1 12/19/1985 

46 518

Appointment of Conferees H.R. 3128 12/5/1985 

46 519

Statement By Rep. James M. Jeffords, House Floor H. Res. 301 10/31/1985 

46 520

Statement By Rep. James M. Jeffords, House Floor H. Res. 3128 10/31/1985 

46 521

House Floor H.R. 3128 and Rule 10/31/1985 

46 522

Statement By Rep. Marge Roukema, House Floor H. Res 301 10/31/1985 

46 523

Statement By Rep. Marge Roukema, House Floor H. Res 3128 10/31/1985 

46 524

H.R. 3500 and H. Res. 296 House Floor Roukema 10/23/1985 

46 525

H.R. 3500 and H. Res. 296 House Floor Jeffords 10/23/1985 

46 526

House Floor Rule On H.R. 3500 (Reconciliation) H. Res. 296 Passes 10/23/1985 

46 527

Rules Comm. Rule on H.R. 3128 Ways and Means Single Employer Provisions 10/29/1985 

46 528

Russ Mueller Packet For Rules Committee 10//16/1985 

46 530

Rep. Roukema Testimony To Rules: H.R. 3500 10/16/1985 

46 531

Rep. Jeffords Testimony To Rules: H.R. 3500 10/16/1985 

46 532

Statement of Clay Testimony To Rules On H.R. 3500 10/16/1985 

46 533

Outline of Proposed Ways and Means Amendments 

46 534

Points Relevant To Germaneness Of Single Employer To Reconciliation 10/16/1985 

46 535

Final Report To House Budget Committee ERISA Reconciliation On Changes 9/26/1985 

47 537

ERIC Redraft of Print Of H.R. 3930 11/3/1983 

47 538

H.R. 3930 Section By Section Analysis 11/7/1983 

47 539

H.R. 3930 UAW Alan Reuthers Suggestions For Explanations Of Legislative History 

47 540

H.R. 3900 Bartlett Amendment For Full Committee 1983 

47 542

Memo To Mr. Bartlett On full Committee Amendment To H.R. 3930 11/14/1983 

47 543

Bartlett Amendment #1 to H.R. 3930 

47 545

Bartlett Amendment #2 to H.R. 3930 

47 546

Statement Of Interstate Carriers Conference On H.R. 3900 10/6/1983 

47 550

Amendment In The Nature Of A Substitute H.R. 3930 11/03/1983 

47 551

H.R. 3930 Niskanen Views 10/1983 

48 558

H.R. 3930 CRS Comments & Gude Letter To JNE 10/1983 

49 559

H.R. 3930 Memo and Hearing Report 9/1983 

49 560

NASB Statement On H.R. 3930 Support 10/21/1983 

49 561

H.R. 3930 AAA Proposal For EA Certification 11/4/1983 

49 562

Development of H.R. 3904 ERIC Concept Agreement RJM Recommendations 

49 564

NAM Analysis Of H.R. 3930 & S. 1227 10/1983 

49 565

H.R. 3930 Recommended PBGC Changes and Agreed On Changes To Bill As Intro 

49 566

H.R. 3930 Meidinger On PBGC Premiums 10/1983 

49 567

H.R. 3930 As Introduced Clay, Erlenborn Statements 9/20/1983 

49 571

House Disagrees To Senate Amendment (ERISA Title II Tech Not Taken Up) 3/17/1986 

50 572

Rebuttal To Ways And Means 

50 575

Hawkins, Clay, Jeffords, Roukema Letter To Rules (Pepper) On Jurisdiction Of E & L H.R. 3128 

50 576

DOL Bill Brock Letter To Senate wrt Germaneness Of Single Employer To Reconciliation 

50 577

Bell, Boyd & Lloyd Comparison Of H.R. 3500 & S. 1730 Single Employer Bill 

50 580

Letter To Speaker On ERISA Jurisdiction H.R. 2813 9/24/1985 

50 584

Senate Passed Budget Reconciliation Bill 11/14/1985 

50 587

Senate Consolidated Omnibus Budget Recon S. 1730 ; Single Emp. Plan Assets 

50 589

NAM Chamber NAW Letter To Conferees On Single Comp. 

50 590

Revised NAM Risk Related Premium Study 

50 591

Plan Assets Senate Reconciliation Bill 

50 592

ERISA Plan Assets U.S. West Insurance Exception in Senate Reconciliation Bill 10/24/1985 

50 593

Plan Assets Senate Reconciliation Bill Groom/Nordberg Insurance Company Exception 

50 594

AFL-CIO Georgine Opposition To Plan Asset Changes For Insurance 11/7/1985 

50 595

Title IV Bankruptcy Issue Conference- PBGC 11/13/1985 

50 596

COBRA Correction 

50 599

Airlines In Trouble House Repub. Research Committee 11/3/1983 

54 648

Return to Table of Contents »


ERISA Documents 

Box Folder

Fiduciary Responsibility 

5 52

Senate Pension Study I 

5 55

Senate Pension Study II 1971-1973 

5 56

Pension Reform - Comparative Print 

5 57

Budget & Manpower - Pension Task Force - Pension Plan Seminar 1972-1973 

6 58

ABA & BOA Studies on Lending and Employer Credibility 

19 219

ALIA Draft 

19 220

American Paper Institute 

19 221

ATT Comments 

19 222

Vance Anderson Speech on PBGC 

19 223

Attorneys Against PTI 

19 224

James Atwood 1973 

19 225

ERISA & Conrail 

19 226

IUD Pooled Pension Plans 

19 227

Paul Jackson 6/1973 

19 228

Senator Javits on House Bill 

19 229

Krislov Study 1955-1963 

19 230

Murray Latimer (Steelworker's Comments) 1/1973 

20 233

Meeting DOL, OMB 1973 

20 234

Legislative History of Effective Date - Ashbrook letter 2/11/1976 

20 236

Edith Green of Oregon 

20 237

Frank L. Griffin 

20 238

Donald Grubbs 

20 239

John Hall -Treasury Position 6/1973 

20 240

Peter Henle - Study for Senator Bentsen 

20 241

H.R. 2 (E & L Report) 10/2/1973 

20 242

H.R. 4200 9/19/0973 

20 243

Paul Hudek (A.S. Hansen Study) 

20 244

IRC & PTI 

20 245

R. J. Mueller "PTI A Bust" 

21 264

R. J. Mueller PBGC Paper 

21 265

Abatement Full Withdrawal 

27 338

NCT Recommendation With Respect To Fuel Committee Markup 

27 339

Meetings with Joint Committee-General Fall 1979 

27 340

H.R. 3904 Subcommittee CMR-PTF Markup 12/13/1979 

27 341

Hearings - Transcript before the Subcommittee on Labor-Management Relations of the Committee On Education and Labor; Markup H.R. 3904 12/13/1979 

27 342

Ethan Stroh, Buch- Repeals of CELI 4/11/1980 

28 347

Jim Stevens Analysis of Withdrawal Liability Under H.R. 3904 

29 348

Trade Adjustment Assistance Act 

29 349

ALI-ABA Quo vadis 9/1979 

29 350

Thompson Questions 

29 351

Constitutional Issue - White Motor 

29 352

Southern California Cement Masons - Arbitration Award 

29 353

Return to Table of Contents »


Pension Research, Articles & Reports 

Box Folder

U.S. Dept. of Labor and Mueller's Suggestions on the H.R. 2 1973 

5 53

National Tax Journal: "Who Pays for a Public Expenditure Program" 

6 60

Actuarial Research Clearing House 

6 62

United Kingdom - White papers 

6 65

Survey of Private Plans - A.S. Hansen Study Contributions Under H.R. 10 

6 66

U.S. Economic Security Model - Letters, Reports, Pamphlets, Notes 

6 68

Assumptions - Employment and Unemployment Reports 1973 

6 69

Assumptions - Mortality; Statistics, Tables 1959-1971 

6 72

Assumptions - Productivity 

7 73

Validation Of Input To Model 1972 

7 74

Pros And Cons On Title I & II Jurisdiction 

7 91

Ford Motor Company Collective Bargaining 7/8/1974 

8 111

Labor Relations Reporter Supplement (S. 1179) 

14 156

Study Of the Cost Of Mandatory Vesting Provisions 

14 165

Estimates of the Cost of Vesting in Pension Plans 

15 174

Old Age Income Assurance Pt. VI Abstracts of the Papers 12/1967 

15 176

Bob Bevan ABA on PBGC 10/08/1974 

18 199

BLS Study Terminating Plans 1955-1965 10/69 

18 200

Business Necessity for PT - IRS Rules 

18 201

Business Week "Hidden Debt" 9/1974 

18 202

Business Week Push for Pension Reform 1973 

18 203

Dreher Study for City Bank 

19 211

Dun's Review "The Big Pension Bill" 

19 212

Accountants (Tom Hanley on Accountability) 

19 217

Business Week Editorials 8/25/1980 

23 303

H.R. 3904 As Amended 5/3/1979 

23 307

H.R. 3904 As Introduced 5/3/1979 

23 308

NCCMP Explanation - UPDATE 

23 309

Forbes Article -MER H.R. 3904 7/9/1979 

23 312

Studies and Cost Analysis pt. I 

24 314

Studies and Cost Analysis pt. II 

24 315

American Academy of Actuaries - Recommendations and Study 

24 316

Withdrawal Liability Calculations and Development 

24 317

AAA Statement and Supplement on PBGC Study 7/1/1978 

24 319

Supertrust-Captive Insurers WSJ Article 

38 427

Withdrawal Liability by Vince Amoroso For IFEBP's 

38 428

Frank Cummings and Alicia M. Kershaw WL & Supertrust 11/1980 

42 450

Trustee Responsibility Under PL 96-364 Gerry Cole Article 11/1980 

42 451

Arbitration-Perkins v. Local 807; RJM Article Ref 4/1983 

44 485

PBGC Notice of Terminated Plans Barbers, Ready-Mixed 4/30/1981 

44 492

AGC of LA Seminar 4/02/1981 

44 493

Various Conferences-Discussion and Problems 96-364 

44 498

Article Insurance Provisions Have Employers Worried 

50 600

Chrysler, Facet, etc. Articles And Problems 

56 670

Funding Problems And Need For Facts 

56 671

Return to Table of Contents »


Special Interest Groups 

Box Folder

Special Interest Groups Comments on H.R. 2 Conference 

10 120

Special Interest Groups Comments on H.R. 2 Conference 

10 121

Special Interest Groups Comments on H.R. 2 Conference 

10 122

Special Interest Groups Comments on H.R. 2 Conference 

10 123

Special Interest Groups Comments on H.R. 2 Conference 

10 124

Special Interest Groups Comments on H.R .2 Conference 

10 119

Jack Cardon West Pension Report Group 

18 204

City Bank PBGC Proposal Fall 1973 

18 206

City Bank PIC Proposal 

18 207

Conference Report Minority Recommendations 

19 210

First National Bank of Chicago 

19 214

G. E. & Private Approach to PTI - Fall 1973 

19 215

Index Plan Term Insurance 

19 216

American Bankers Association 12/1973 

19 218

NCEC Law Diamond 

22 266

Retail Clerks 

22 267

AGC 

22 268

Food Marketing Institute - Frank Cummings 1979-1980 

22 269

BOCA 

22 270

WCT 

22 271

Frank White - Associated General Contractors of Connecticut 2/6/1980 

22 272

NCCMP Laborers - Builders Newsletter 

22 273

IFEMPs 1979 

22 274

Meeting Positions of Groups 3/21/1979 

22 275

Association of the Wall & Ceiling Industries - JNE Constitution 3/1979 

22 276

Louis Bonanni - Northeast Penn. Contractor Assoc. 1979 

22 281

ERIC 

22 280

A.S. Hansen Recommendations 1978 

22 282

Pension World Article - Accountability PBGC Proposal 11/1978 

22 283

S.E.I.U. Pension Fund Trustees - JNE Court 1979 

22 284

Lujan-Runnels Letter; JNE 3904 12/1979 

22 285

Association of Build Contracts 1/1980 

22 286

BCOA 

22 287

Teamsters C States 8/1979 

22 288

John N. Erlenborn - McNulty Bros Co.; Oppose 3904 4/15/1980 

29 356

Rhodes Constit-Climate Control 5/5/1980 

29 357

Minnesota Transport - Carlton Sickles 4/16/1980 

29 358

Chamber of Commerce 3/6/1980 

29 359

Railroad Retirement Fund 

42 452

DOL Summary PL-96-354 

42 454

Reed Smith Shaw & McClay Transcript Dick Fay Reprint BNA 12/1980 

42 455

Fenwick Constituent 

42 457

Thomas Hart Problems With WL In Plans With No UVL 10/1985 

42 459

ICF Study for ATA (MEP's In Trucking Industry) 5/1985 

42 464

Switch From D.B To D.C. MER-Problems IFEBP/Silverman 1983 

43 474

Segal M & R. Feasibility of Super Trust 12/1981 

44 484

ATA Trucking Assn Amendment JNE Constituent ; Standard Trucking 4/1981 

44 494

Wyatt Co., Mort Dickstein; Employer Requests Plan to Supply Data for WL Computation 3/6/1981 

44 496

Mobile-ATT Risk Related PREMS 

49 563

Merton Bernstein Industrial Gerontology 1974 

18 198

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WPPDA - Reports 

Box Folder

Private Welfare and Pension Plan Legislation: hearings before the General Subcommittee on Labor of the Committee on Education and Labor H.R., 91st Congress H.R. 1045-46, H.R. 16462 12/1969-5/1970 

2 26

Welfare and Pension Plan Legislation: hearings before the General Subcommittee on Labor of the Education and Labor H.R. 92nd Congress 1st session, on H.R. 1269 4/21/1971, 4/28/1971 

2 28

WPPDA - Actuarial Reports 1968-1970 

6 64

Welfare and Pension Plan Legislation : hearings H.R. 1269 4/21, 28/1971 

14 161

Interim Report Activities Of Private Welfare And Pension Plan Study, 1971 2/22/1972 

14 162

Interim Report of Activities of the Private Welfare and Pension Plan Study 1971 1972 

15 172

Private Welfare and Pension Plan Study 1972, Report of Hearings On Pension 9/1972 

16 177

Welfare And Pension Plan Legislation: Hearings 

16 180

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