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Container
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Title
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Series 1738
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Part 14 (Series 1738): Administrative File, 1957-1974
0.6 c.f. (2 archives boxes)
: Correspondence, reports, and drafts concerning the development of procedures, forms, and policy; and files on state and federal legislation affecting the administration of the Employee Welfare Funds Law.
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Series: Development of Procedures, Forms, and Policy
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Box
1
Folder
1
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Examination Program for Fully-Insured Pension Funds, 1960-1963, 1972-1973
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Box
1
Folder
2
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Examination Program Performed by CPAs , [1960-1972]
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Box
1
Folder
3
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Examination Program for Insurance Plus Auxiliary Funds Plans, [1964-1973]
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Box
1
Folder
4
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Examination Program for Deposit Administration Pension Funds, [1961-1973]
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Box
1
Folder
5
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Correspondence Regarding Deposit Administration Contracts Subject to Wisconsin Law, 1957-1958, 1968
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Box
1
Folder
6
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Examination Program for Profit Sharing Funds, [1958-1974]
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Box
2
Folder
6
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Policy Regarding Dual Compensation of Insurance Agents, 1960, 1967-1968
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Box
2
Folder
7
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Registration Statement Form, 1958
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Box
1
Folder
7
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Policy Regarding Applicability of Chapter 211, Wisconsin Statutes, to National Banks, 1958-1959, 1972
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Series: Legislation
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Wisconsin
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Box
1
Folder
8
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Chapter 552, Laws of 1957, Enacting the Wisconsin Employee Welfare Fund Law, 1957
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Box
1
Folder
9
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Chapter 2, Laws of 1959, Eliminating the Filing of the Annual Report, 1959
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Box
1
Folder
10
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Chapter 225, Laws of 1961, General Revision of the Law, 1961
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Box
1
Folder
11
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Chapter 263, Laws of 1961, Establishing Fines for Non-Contributing Employers, 1961
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Box
1
Folder
12
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Bill 77, S. 1961 (indefinetly postponed in committee) regarding Exemption from Supervision of Funds held by Corporate Trustees, 1961
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Box
1
Folder
13
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Chapter 43 (Section 178m), Laws of 1967, Establishing a 25 Dollar Filing Fee for Annual Statements - Fee Raised to 40 dollars after June 30, 1972, 1967
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Box
1
Folder
14
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Chapter 309, Laws of 1967, Prohibiting Investment of Fund Moneys in “Party-in-Interest” Securities or Properties Unless the Price is Reasonable and Security Adequate, and Providing Penalties, 1967
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Box
1
Folder
15
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Chapter 276, Laws of 1969, (Bill 355, S.) Repealing Section 211.02 (4) of the Statutes and Repealing and Recreating Section 211.16; Chapter 337, Laws of 1969, Repealing Section 211.16 as affected by Chapter 276, Laws of 1969, 1969
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Box
1
Folder
16
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Proposed Revision of Employee Welfare Funds Legislation, Repealing Chapter 211 of the statutes and Creating Chapters 641 and 642, 1970 (Never introduced?), 1970
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Federal
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Box
1
Folder
17
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H.R. 17046, S. 3421, 1968, Pension Benefit Security Act, Establishing Minimum Standards for Vesting and Funding of Private Pension Plans, 1968
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Box
2
Folder
1
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H.R. 5741, 1968, consindered with H.R. 17046 and S. 3421, 1968
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Box
2
Folder
2
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H.R. 2080, H.R. 6204, 1969, Pension Benefit Security Act, 1969
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Box
2
Folder
3
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H.R. 10, 1969, Federal Self-Employed Individuals Tax Retirement Act, 1969
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Series: Miscellaneous
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Box
2
Folder
4
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Correspondence Regarding Funds which were Subject to Chapter 211, Wisconsin Statutes, 1963, 1967, 1972
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Box
2
Folder
5
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Correspondence with the Wisconsin Society of Certified Public Accountants, 1968, 1973
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Box
2
Folder
6
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Oversize - Policy Regarding Dual Compensation of Insurance Agents, 1960, 1967-1968
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Box
2
Folder
7
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Oversize - Registration Statement Form, 1958
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