erisa oversight and amendments: reference notes
TRANSCRIPT
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
1
Ori
gina
l Ann
ex B
ox #
81
Mos
tly in
clud
es fo
lder
s of c
ouns
el S
teve
Sac
her.
1978
. Bill
s, dr
aft b
ills,
som
e co
rres
pond
ence
, and
refe
renc
e m
ater
ial.
Mos
t file
s app
ear t
o co
ncer
n th
e ER
ISA
am
endm
ents
but
som
e ot
her L
abor
topi
cs a
s wel
l. A
lso,
som
e Pa
t Mar
key
“Hea
lth”
topi
c fo
lder
s her
e al
so (s
ee H
ealth
& E
duca
tion/
Dev
elop
men
t mat
eria
l).
Ref
# 10
. Kep
t cop
ies o
f mat
eria
l fro
m v
ario
us fo
lder
s, in
clud
ing
Dea
r Col
leag
ues a
nd b
riefin
g no
tes r
e: H
AW
intro
duct
ory
rem
arks
on
S.30
17 (E
RIS
A Im
prov
emen
ts
Act
). O
rigi
nal A
nnex
Box
# 1
19
Mos
t fol
ders
rela
te to
ER
ISA
am
endm
ents
/issu
es, p
artic
ular
ly S
upre
me
Cou
rt’s D
anie
l dec
isio
n; m
any
of th
ese
fold
ers l
ink
to c
ouns
el S
teve
Sac
her.
Oth
er fo
lder
s are
on
wor
kers
com
pens
atio
n m
atte
rs a
nd a
ppea
r to
be c
ouns
el M
ike
Gol
dber
g’s.
Fenw
ick
Asb
esto
s Bill
19
77
1977
M
ike
Gol
dber
g fo
lder
. Orig
inal
han
dwrit
ten
note
s fro
m m
eetin
g; H
R b
ills i
ntro
duce
d by
Fen
wic
k;
trans
mitt
al to
Gol
dber
g fr
om F
enw
ick
offic
e; re
fere
nce
mat
eria
l. K
ept n
one
Wor
kers
Com
pens
atio
n St
udy
Mat
eria
l 19
78
1979
A
ppea
rs to
be
Gol
dber
g fo
lder
. Ref
eren
ce m
ater
ial o
n w
orke
rs c
omp:
pap
er o
n S.
3060
(HA
W b
ill) b
y a
Dal
e B
irdof
f; U
nite
d St
eelw
orke
rs p
aper
on
subj
ect;
sem
inar
pap
er b
y E.
Lee
Pat
ton;
and
un
attri
bute
d dr
aft r
e: “
prog
ram
off
sets
.”
Kep
t non
e
[Lab
el lo
st]
1977
19
77
Gol
dber
g fo
lder
. Mat
eria
l re:
Dan
iel c
ase.
Orig
inal
not
e fr
om S
ache
r to
Mik
e; o
rigin
al
corr
espo
nden
ce fr
om la
w fi
rm (r
epre
sent
ing
ERIC
) to
Sach
er a
t his
requ
est w
ith a
naly
sis r
e:
poss
ibili
ty o
f und
oing
dec
isio
n vi
a le
gisl
atio
n; re
late
d re
fere
nce
mat
eria
l.
Kep
t non
e
S. 1
865-
Ken
nedy
C
ompe
nsat
ion
for
vict
ims o
f nuc
lear
test
s…
1979
19
79
App
ears
to b
e G
oldb
erg
fold
er. B
ill p
rint o
f S.1
865,
dra
fts o
f bill
, wha
t app
ears
to b
e an
inco
mpl
ete
or
draf
t brie
fing
note
from
Gol
dber
g to
HA
W o
n bi
ll.
Ref
# 17
8. K
ept
dupl
icat
es o
f bill
an
d br
iefin
g no
te
[Loo
se]
1977
19
77
Phot
ocop
y of
man
ual:
Stat
e W
orke
rs C
ompe
nsat
ion,
Issu
es a
nd O
ptio
ns in
Dev
elop
ing
Fede
ral
Stan
dard
s (ap
pear
s to
be a
n in
tern
al d
iscu
ssio
n pa
per d
evel
oped
for S
ecre
tary
of L
abor
) K
ept n
one
Virg
inia
Law
Rev
iew
19
78
1978
Ph
otoc
opy
of a
rticl
e re
: Dan
iel s
ent t
o Sa
cher
by
a Pa
ul M
ason
K
ept n
one
[Lab
el lo
st]
1977
19
78
App
ears
to b
e Sa
cher
file
. Orig
inal
not
es fr
om C
RS
to S
ache
r re:
asp
ects
of D
anie
l cas
e, w
ith c
opie
s of
refe
renc
e m
ater
ial.
Kep
t non
e
[Lab
el lo
st]
1978
19
78
Phot
ocop
y of
HA
W/J
avits
not
e to
Atto
rney
Gen
eral
Grif
fin B
ell r
e: D
anie
l.
Kep
t non
e [L
abel
lost
] 19
77
1978
Sa
cher
fold
er. R
elat
es to
exc
hang
es b
etw
een
HA
W/J
avits
and
SEC
on
Dan
iel.
Orig
inal
resp
onse
s fro
m
SEC
, orig
inal
not
es fr
om o
ther
s sen
ator
s and
repr
esen
tativ
es to
HA
W re
: Dan
iel.
Orig
inal
not
e fr
om
DoL
to S
ache
r.
Kep
t non
e
Pres
s Clip
ping
s 19
77
1979
Sa
cher
fold
er. C
lippi
ngs a
nd a
rticl
es o
n D
anie
l cas
e; d
raft
HA
W p
ress
rele
ase
with
orig
inal
edi
ts.
Kee
p no
ne
[Lab
el lo
st]
1978
19
78
Sach
er fo
lder
. Orig
inal
tran
smitt
al fr
om la
w fi
rm to
Sac
her r
e: N
Y se
curit
ies l
aw a
pplic
atio
n to
pe
nsio
ns (D
anie
l con
nect
ion)
. K
ept n
one
[Lab
el lo
st]
1977
19
77
Phot
ocop
y of
not
e fr
om H
AW
to S
EC re
: She
nker
cas
e, w
ith re
late
d re
fere
nce
mat
eria
l K
ept n
one
[Lab
el lo
st]
ud
ud
Phot
ocop
y of
a p
aper
Impa
ct o
f Fed
Sec
uriti
es L
aw o
n St
ock
Com
pens
atio
n Pr
ogra
ms
Kep
t non
e Sy
llabu
s 19
79
1979
Ph
otoc
opy
of p
rinte
d sy
llabu
s of D
anie
l cas
e K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
2
Ori
gina
l Ann
ex B
ox #
126
C
omm
ittee
cou
nsel
fold
ers,
mos
tly o
f Ste
ve S
ache
r, bu
t als
o so
me
from
Gar
y Fo
rd a
nd P
eter
Tur
za. M
ost o
f the
con
tent
dat
es fr
om 1
978-
1980
and
rela
tes t
o pr
opos
ed
ERIS
A a
men
dmen
ts o
r oth
er p
ensi
on re
form
mat
ters
. Inc
lude
s fol
ders
from
the
“Gen
eral
ER
ISA
File
s” (s
ee b
ox 1
29 fo
r ind
ex).
Bul
k in
clud
es re
fere
nce
mat
eria
l and
or
igin
al c
orre
spon
denc
e/po
sitio
n pa
pers
to S
ache
r fro
m c
ompa
nies
, con
sulta
nts,
atto
rney
s, et
c. S
ome
orig
inal
han
dwrit
ten
note
s (e.
g., n
otes
on
AFL
-CIO
pos
ition
). A
lso,
co
rres
pond
ence
file
from
197
9-19
80 o
n va
rious
Lab
or S
ubco
mm
ittee
mat
ters
(blu
e ca
rbon
s with
atta
ched
orig
inal
s); a
ppea
rs to
be
mos
tly O
SHA
or f
air l
abor
stan
dard
s-re
late
d. A
lso,
incl
udes
fold
er w
ith st
aff w
orkp
aper
s on
votin
g tre
nds i
n re
cent
Con
gres
s and
rela
ted
intra
-sta
ff su
mm
ary/
anal
ysis
. R
ef#
68. K
ept o
r mad
e co
pies
from
fold
er “
AD
P Pe
nsio
n Se
rvic
es A
ltern
ativ
e M
etho
d of
Rep
ortin
g”. P
art o
f ER
ISA
fold
ers.
Ref
# 49
3. M
ade
copi
es o
f sta
ff n
otes
from
fold
er “
Ana
lysi
s of V
otes
– 9
6th C
ongr
ess”
(not
pen
sion
-rel
ated
). O
rigi
nal A
nnex
Box
# 1
29
Com
mitt
ee c
ouns
el fo
lder
s of S
teve
Sac
her,
197
7-19
79. B
ulk
is re
fere
nce
mat
eria
l rel
ated
to S
upre
me
Cou
rt’s D
anie
l dec
isio
n, m
ostly
prin
ts a
nd p
hoto
copi
es o
f Cou
rt fil
ings
, etc
. Als
o, fo
lder
s of e
arly
out
line
and
draf
ts (1
978-
79) o
f wha
t app
ears
to b
ecom
e S.
209
(ER
ISA
am
endm
ents
). Fo
lder
of p
hoto
copi
es o
f gov
ernm
ent a
nd in
dust
ry
resp
onse
s to
com
mitt
ee te
stim
ony
follo
w-u
p qu
estio
ns. B
ox a
lso
incl
udes
an
18 p
age
inde
x as
of J
une
1, 1
979
of “
Gen
eral
ER
ISA
File
s”; m
any,
per
haps
all,
of t
he re
late
d fo
lder
s can
be
foun
d in
box
126
and
thos
e be
low
. R
ef#
79. K
ept c
opie
s fro
m a
n un
labe
led
fold
er. M
y na
me:
“Ex
chan
ge w
ith S
EC re
: sal
es li
tera
ture
regs
” in
re: E
RIS
A a
men
ds 1
979.
R
ef#
13-1
7: A
ccco
rdio
n fo
lder
: “R
espo
nses
to P
ost-H
earin
g Q
uest
ions
: DoL
, SEC
, DO
T, A
uerb
ach
(ER
IC),
Grif
fes/
Rom
ig (C
HA
MB
ER),
Mar
tin (A
PPW
P); I
nclu
des o
ur
outg
oing
lette
r”
Ref
# 13
. Kep
t cop
ies f
rom
an
unla
bele
d su
b-fo
lder
. My
nam
e: “
Exch
ange
with
DoL
re: S
.209
ER
ISA
am
ends
” 19
79
Ref
# 14
. Kep
t cop
ies f
rom
sub-
fold
er la
bele
d “T
reas
ury”
197
9 re
: ER
ISA
am
ends
S.2
09
Ref
# 15
. Kep
t cop
ies f
rom
sub-
fold
er la
bele
d “G
riffe
s-R
omig
/Cha
mbe
r Res
pons
e” 1
979
re: E
RIS
A a
men
ds S
.209
R
ef#
16. K
ept c
opie
s fro
m su
b-fo
lder
labe
led
“Mar
tin/A
PPW
P-R
espo
nse”
197
9 re
: ER
ISA
am
ends
S.2
09
Ref
# 17
. Kep
t cop
ies f
rom
sub-
fold
er la
bele
d “A
uerb
ach/
ERIC
-Res
pons
e” 1
979
re: E
RIS
A a
men
ds S
.209
R
ef#
73. I
ndex
of G
ener
al E
RIS
A a
nd D
anie
l file
s O
rigi
nal A
nnex
Box
# 1
97
Indi
catio
ns th
at th
ese
wer
e fil
es o
f com
mitt
ee c
ouns
els G
ary
Ford
and
Ste
ve S
ache
r.
Lim
ited
Empl
oyee
R
etire
men
t Acc
ount
(L
ERA
)
1979
19
80
Phot
ocop
ies o
f var
ious
HR
and
Sen
ate
bills
rela
ted
to re
tirem
ent a
ccou
nts (
appe
ars t
o be
on
dedu
ctib
ility
) (H
R 6
28, S
.75,
S.1
209,
S.1
428)
. Pho
toco
py o
f Sen
ior V
P of
Con
nect
icut
Gen
eral
Li
fe In
sura
nce
Co
rem
arks
to P
resi
dent
ial C
omm
issi
on o
n Pe
nsio
n Po
licy,
with
rela
ted
pres
s re
leas
e fr
om C
onn
Gen
eral
.
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
3
PBG
C P
rem
ium
In
crea
se-S
ingl
e Em
ploy
er P
lans
-197
7-95
:1- S
.Con
.Res
.49
1977
19
77
Phot
ocop
ies o
f PB
GC
requ
est t
o H
AW
for p
rem
ium
incr
ease
, rel
ated
Sen
ate
and
HR
reso
lutio
ns
(S.4
9 an
d H
R 3
69),
and
draf
ts o
f Rep
ort t
o ac
com
pany
S.4
9.
Ref
# 57
. Kep
t ext
ra
copi
es.
GA
O 7
/6/7
7 R
epor
t on
DO
L ER
ISA
Adm
in
1977
19
77
One
cle
an o
rigin
al c
opy
of a
repo
rt fr
om C
ompt
rolle
r Gen
eral
to th
e H
uman
Res
ourc
es
Com
mitt
ee, p
repa
red
at th
eir r
eque
st, r
e: E
ffor
ts to
Impl
emen
t the
ER
ISA
of 1
974
by th
e D
oL.
Rep
ort c
over
stam
ped
“Res
trict
ed. T
his i
s a re
port
on th
e re
sults
of w
ork
perf
orm
ed p
ursu
ant t
o a
requ
est o
f the
add
ress
ee [C
omm
ittee
] who
se a
utho
rizat
ion
shou
ld b
e ob
tain
ed b
efor
e fu
rther
re
leas
e of
this
repo
rt.”
Kep
t non
e
Arb
itrat
ors a
s Fid
ucia
ries
1979
19
79
Stev
e Sa
cher
fold
er. O
rigin
al n
ote
from
Fed
Med
iatio
n &
Con
cilia
tion
Serv
ice
(FM
CS)
to S
ache
r re
: arb
itrat
ors f
iduc
iary
liab
ility
und
er E
RIS
A, w
ith a
ttach
ed re
fere
nce
docu
men
ts o
n th
e su
bjec
t. C
opy
to S
ache
r of F
MC
S no
te o
n su
bjec
t to
Hou
se P
ensi
on T
ask
Forc
e co
unse
l on
subj
ect.
Kep
t non
e
[Fol
der n
umbe
rs 2
4 an
d 25
re: C
hurc
h Pl
ans t
ax
treat
men
t]
1979
19
80
Orig
inal
ann
otat
ions
/und
erlin
ing
of C
ongr
ess R
ecor
d pa
ges r
e: c
hurc
h pl
ans;
per
tinen
t bill
prin
ts
of 1
979
(S.1
090,
S.1
091,
HR
517
1, H
R 5
173,
HR
157
6, H
R 1
578,
HR
523
9, H
R 5
314,
S.1
092,
H
R 1
577,
HR
517
2, H
R 5
238,
HR
531
5). A
lso,
unr
elat
ed e
nvel
ope
from
Arn
old
& P
orte
r to
Gar
y Fo
rd (L
abor
Sub
com
mitt
ee C
ouns
el) w
ith o
rigin
al m
ater
ial r
e: 1
980
posi
tions
of N
atio
nal
Coo
rdin
atin
g C
omm
ittee
for M
ultie
mpl
oyer
Pla
ns (N
CC
MP)
on
limita
tion
of w
ithdr
awal
liab
ility
up
on a
sset
sale
and
cer
tain
suns
et p
rovi
sion
s.
Kep
t non
e
Loos
e 19
80
1980
Ph
otoc
opy
of d
raft
com
mitt
ee p
rint o
f S. 1
076
Mul
tiem
ploy
er P
ensi
on P
lan
Am
endm
ents
Act
of
1980
: Sum
mar
y an
d A
naly
sis o
f Con
side
ratio
ns. P
hoto
copy
of “
Effe
ct o
f S. 1
076
and
S. 2
09 o
n Li
tigat
ion:
Out
line
of R
emar
ks”
by S
ache
r and
For
d (u
ndat
ed a
nd u
nkno
wn
audi
ence
). Ph
otoc
opy
with
orig
inal
ann
otat
ions
of a
n ou
tline
“Ti
tle IV
Leg
isla
tion:
IFEB
P H
igh
Inte
nsity
Inst
itute
s, 5/
7-8/
80”
(Pet
er T
urza
’s n
ame
(Jav
its c
ouns
el) i
s on
the
fron
t). P
hoto
copy
of c
orre
spon
denc
e fr
om
law
firm
repr
esen
ting
a m
ortg
age
loan
com
pany
to S
en. C
arl L
evin
requ
estin
g ER
ISA
am
endm
ent.
Cop
y of
una
ttrib
uted
list
of p
ensi
on is
sues
and
reco
mm
ende
d le
gisl
ativ
e ac
tion.
Kep
t non
e
ESO
Ps
1980
19
80
Fina
nce
Com
mitt
ee p
rint
“ESO
PS: A
n Em
ploy
er H
andb
ook”
forw
arde
d to
For
d. O
rigin
al n
ote
from
Sen
. Rus
sell
Long
to H
AW
requ
estin
g su
ppor
t for
S. 2
982
(ESO
P Im
prov
emen
t Act
of
1980
). S.
2982
bill
prin
t. Ph
otoc
opy
of d
raft
unat
tribu
ted
floor
stat
emen
t re:
S.3
151
with
orig
inal
ed
its. O
rigin
al h
andw
ritte
n no
tes.
Orig
inal
cop
y of
Com
ptro
ller G
ener
al re
port
to F
inan
ce
Com
mitt
ee re
: ESO
Ps, f
orw
arde
d to
For
d. C
opie
s of s
tate
men
t opp
osin
g a
tax
amen
dmen
t, bu
t no
indi
catio
n on
spec
ifics
.
Kep
t non
e
[Lab
el lo
st, b
ut m
arki
ngs
on c
onte
nt im
ply
it w
as
“IR
As”
]
1976
19
79
Orig
inal
s and
pho
toco
pies
of r
efer
ence
mat
eria
l on
IRA
s: P
ublic
law
prin
t re:
ban
k de
posi
t in
tere
st; F
TC b
ookl
ets o
n IR
As;
pho
toco
py o
f cor
resp
onde
nce
from
law
firm
to S
en. L
ong
(with
co
py to
Sac
her)
iden
tifyi
ng ta
x co
ncer
n; p
ensi
on in
dust
ry c
lippi
ngs;
cop
y of
Sen
. DeC
onci
ni
cons
titue
nt c
orre
spon
denc
e fo
rwar
ded
to S
ache
r; PB
GC
pam
phle
t on
IRA
s (m
ultip
le c
opie
s); I
RS
publ
icat
ion;
Rep
. Gib
bons
pre
ss re
leas
es; o
utlin
e of
com
men
ts fr
om a
sem
inar
des
crib
ing
IRA
fe
atur
es; c
opy
of T
reas
ury
offic
ial s
tate
men
t bef
ore
Hou
se C
omm
ittee
; orig
inal
edi
t of H
R
com
mitt
ee p
rint t
o re
flect
Sen
ate
nam
es; p
hoto
copi
es o
f con
stitu
ent l
ette
rs; p
hoto
copy
of C
RS
repo
rt to
Sac
her r
e: e
stim
ated
reve
nue
effe
ct o
f HR
464
9; c
opy
of D
ear C
olle
ague
lette
r re:
HR
46
49 a
nd re
late
d do
cum
ents
; cop
y of
indu
stry
(IC
I) n
ote
to m
embe
rs w
ith IR
A/K
eoug
h st
atis
tics.
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
4
[Brie
fing
book
] 19
80
1980
Po
cket
fold
er fr
om F
ord
to H
AW
dat
ed 9
/23/
80 la
bele
d ER
ISA
Inte
rage
ncy
Empl
oyee
Ben
efits
C
ounc
il, h
owev
er c
onte
nt is
no
long
er th
e “m
emor
andu
m”
indi
cate
d on
the
labe
l. O
rigin
al
hand
writ
ten
note
s ref
lect
ing
a 9/
23 m
eetin
g w
ith a
n O
MB
off
icia
l; 9/
29 n
ote
to S
ache
r fro
m a
law
fir
m, f
orw
arde
d to
For
d; c
opy
of E
SOP
docu
men
t fro
m F
inan
ce.
Kep
t non
e
Unl
abel
ed
1978
19
80
Var
ious
mat
eria
ls re
late
d to
ER
ISA
adm
inis
tratio
n: C
opy
of m
emo
from
For
d to
HA
W o
f 9/
24/8
0 on
inte
rage
ncy
empl
oyee
ben
efits
cou
ncil
(pos
sibl
y th
e no
te m
issi
ng fr
om th
e ab
ove
‘brie
fing
book
”); p
hoto
copi
es o
f rel
ated
not
es fr
om c
omm
ittee
to O
MB
. Pho
toco
py o
f not
e fr
om S
ache
r to
OM
B c
omm
entin
g on
a W
hite
Hou
se E
RIS
A E
valu
atio
n Pl
an D
esig
n in
re: a
R
eorg
aniz
atio
n Pl
an (1
979)
, with
orig
inal
pla
n do
cum
ents
to S
ache
r fro
m O
MB
. Pho
toco
py o
f W
hite
Hou
se p
ress
rele
ase
(197
8) o
n re
orga
niza
tion;
cop
ies o
f HA
W c
omm
ents
on
reor
gani
zatio
n to
Com
mitt
ee o
n G
over
nmen
t Aff
airs
; orig
inal
mem
o to
HA
W fr
om S
aher
re:
reor
gani
zatio
n, w
ith o
rigin
al H
AW
com
men
t ret
urni
ng it
to S
ache
r. C
omm
ittee
Gov
ernm
ent
Aff
airs
prin
t of h
earin
gs a
nd re
port,
and
cop
ies o
f Con
gres
s Rec
ord,
and
Fed
Reg
iste
r on
reor
gani
zatio
n. C
opie
s of S
en. L
ong
pres
s rel
ease
and
taxa
tion
join
t com
mitt
ee. O
rigin
al c
opy
of O
MB
repo
rt to
Con
gres
s on
ERIS
A A
dmin
Stu
dy.
Ref
# 71
. Kep
t/mad
e co
py o
f HA
W re
mar
ks
supp
ortin
g re
orga
niza
tion
with
re
late
d no
tes.
Kep
t cop
y of
OM
B E
RIS
A re
port
(sam
e as
one
foun
d in
bo
x 21
4).
Ori
gina
l Ann
ex B
ox #
198
C
omm
ittee
cou
nsel
fold
ers,
incl
udin
g St
eve
Sach
er.
Rob
ert P
ozen
19
80
1980
R
eprin
t of a
rticl
e re
MPP
AA
of 1
980
in N
Y L
aw Jo
urna
l by
Poze
n (S
EC la
wye
r).
Kep
t non
e Pr
eem
ptio
n-1.
MET
’s
1977
19
80
Sach
er m
ater
ial.
Mos
tly re
fere
nce
mat
eria
l on
Fed
pree
mpt
ion
of st
ate
law
s gen
eral
ly o
r in
conn
ectio
n w
ith E
RIS
A: O
rigin
al c
orre
spon
denc
e fr
om p
rofe
ssor
to S
ache
r re:
impa
ct o
f ER
ISA
on
psyc
holo
gy p
rofe
ssio
n. P
hoto
copy
of a
mic
us m
emo
from
DoL
in c
ourt
case
. Pu
blis
hed
Haw
aii P
repa
id H
ealth
Car
e A
ct (1
977)
. Rep
rint o
f Tur
za (m
inor
ity c
ouns
el) a
rticl
e fr
om p
ensi
on jo
urna
l on
pree
mpt
ion.
Pho
toco
pies
of K
ilber
g ar
ticle
on
pree
mpt
ion,
one
with
or
igin
al h
andw
ritte
n no
tes.
Orig
inal
cor
resp
onde
nce
from
Ohi
o Le
gisl
ativ
e Se
rvic
e C
omm
issi
on to
Sac
her.
Phot
ocop
ies o
f cor
resp
onde
nce
from
trad
e gr
oups
and
stat
e in
sura
nce
dept
s. C
lippi
ngs.
Kep
t non
e
Plum
bing
& P
ipef
ittin
g In
dust
ry o
f the
USA
and
C
anad
a
1980
19
80
Orig
inal
cor
resp
onde
nce
from
atto
rney
for t
rust
ees o
f var
ious
ben
efit
plan
s to
Sen.
Sam
Nun
n
(Cha
ir of
Inve
stig
atio
ns S
ubco
mm
ittee
), w
ith d
etai
led
repo
rt, re
ques
ting
Sena
te a
ctio
n.
Phot
ocop
y of
Nun
n co
unse
l res
pons
e re
ferr
ing
mat
eria
l to
HA
W.
Kep
t non
e
[Lab
el lo
st, b
ut c
onte
nt
impl
ies “
Porta
bilit
y”]
1977
19
79
Orig
inal
cor
resp
onde
nce
and
atta
ched
mat
eria
l fro
m N
orm
an T
arve
r, co
nsul
tant
to S
teve
(S
ache
r?) r
e: p
orta
bilit
y, sp
ecifi
cally
Can
adia
n pr
actic
es. O
utlin
e of
ER
ISA
am
endm
ents
for
porta
bilit
y. O
rigin
al c
orre
spon
denc
e fr
om c
onsu
ltant
to S
ache
r with
dis
cuss
ion
draf
t, re
mar
ks,
etc.
on
porta
bilit
y; c
opy
to S
teve
of n
ote
to T
urza
from
con
sulta
nt o
n ve
stin
g; o
rigin
al
hand
writ
ten
note
s on
“ben
efits
of p
orta
bilit
y.”
Orig
inal
not
e fr
om p
rofe
ssor
to S
teve
.
Kep
t non
e
Pote
ntia
l Am
endm
ents
19
78
1979
O
rigin
al c
orre
spon
denc
e fr
om T
reas
ury
and
indu
stry
to S
ache
r. U
nattr
ibut
ed ta
x pr
opos
als f
or
dedu
ctib
ility
of e
mpl
oyee
con
tribu
tions
to p
ensi
on. S
. 209
bill
prin
t. K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
5
Pens
ion
Stat
istic
s 19
78
1979
V
ario
us re
fere
nce
mat
eria
ls, i
nclu
ding
DoL
pub
licat
ions
. Mer
cer I
nc p
ublic
atio
n, a
cade
mic
pa
pers
, clip
ping
s, ar
ticle
repr
ints
, Pric
e W
ater
hous
e st
udy
abst
ract
, Int
erna
tiona
l Fou
ndat
ion
opin
ion
poll.
Pho
toco
py o
f uns
igne
d le
tter t
o W
ashi
ngto
n Po
st e
dito
r fro
m H
AW
in re
actio
n to
a
9/25
/78
artic
le b
y Sp
ence
r Ric
h (w
ith c
opy
of a
rticl
e).
Ref
# 76
. Mad
e co
py o
f H
AW
lette
r. K
ept c
opie
s of
any
dup
licat
e m
ater
ials
. Pe
nsio
n Te
rmin
olog
y 19
77
1977
Ph
otoc
opy
of a
dra
ft re
port
from
an
actu
aria
l adv
isor
y gr
oup
on p
ensi
on te
rms
Kep
t non
e Pe
rman
ent
Subc
omm
ittee
on
Inve
stig
atio
ns
1977
19
77
Phot
ocop
y of
mem
o fr
om S
en. N
unn
to L
abor
Sec
reta
ry M
arsh
all a
nd M
arsh
all’s
resp
onse
in
re: i
nves
tigat
ion
into
pen
sion
fund
em
bezz
ling.
K
ept n
one
Pipe
fitte
rs C
ase
1977
19
77
One
clip
ping
K
ept n
one
Plan
Adm
inis
tratio
n 19
78
1978
O
rigin
al c
orre
spon
denc
e fr
om c
onsu
lting
firm
to c
ouns
el S
teve
Par
adis
e, w
ith b
lue
carb
on o
f Sa
cher
-pre
pare
d re
spon
se.
Kep
t non
e
Plan
Ass
ets
1979
19
79
Phot
ocop
y of
NY
Law
Jour
nal a
rticl
e K
ept n
one
Plan
Des
ign
1979
19
79
Cop
ies o
f pap
ers o
n de
sign
ing
pens
ion
plan
s. K
ept n
one
Plan
Ter
min
atio
ns
1978
19
78
Orig
inal
cop
y of
Com
ptro
ller G
ener
al re
port
re: E
ffec
t of E
RIS
A o
n Te
rmin
atio
n of
Sin
gle
Empl
oyer
Def
ined
Ben
efit
Pens
ion
Plan
s K
ept n
one
Plan
t Rel
ocat
ion
1979
19
79
Phot
ocop
y of
dra
ft bi
ll re
: eco
nom
ic a
djus
tmen
t in
case
of p
lant
clo
sing
s K
ept n
one
[Lab
el lo
st]
1979
19
79
Orig
inal
cop
y of
Com
ptro
ller G
ener
al re
port
re: P
BG
C fi
nanc
ial s
tate
men
t exa
m
Kep
t non
e Pe
ndin
g Le
gisl
atio
n 19
80
1980
C
opy
of “
Impo
rtant
Pro
pose
d Le
gisl
atio
n” b
y Li
eber
, Meh
lsac
k, R
ose,
Don
Ale
xand
er (C
hair)
(P
BG
C?. C
ongr
ess R
ecor
d.
Kep
t non
e
1. E
SOPs
and
ESO
Ps
Var
iant
s 19
77
1977
B
ill p
rint o
f S.1
987
and
Con
gres
s Rec
ord
Kep
t non
e
2. In
divi
dual
Ret
irem
ent
Acc
ount
s 19
77
1977
D
ear C
olle
ague
lette
r fro
m S
en. D
ole
(uns
igne
d) re
: S. 1
981.
Dea
r Col
leag
ue fr
om S
en.
Wen
dell
And
erso
n re
: S. 1
783.
Bill
prin
t of S
. 200
4. C
opy
of D
ear C
olle
ague
from
Hou
se re
: H
R 4
649.
Kep
t non
e
3. P
reem
ptio
n 19
77
1977
B
ill p
rint o
f S.2
018
with
Con
gres
s Rec
ord.
Bill
prin
t of S
. 201
19
Kep
t non
e 4.
Pru
dent
Man
Rul
e 19
77
1977
B
ill p
rints
of S
. 174
5 an
d S.
181
5.
Kep
t non
e [R
epor
ts]
1979
19
79
Orig
inal
bou
nd c
opie
s of P
rice
Wat
erho
use
revi
ews o
f PB
GC
fina
ncia
l ope
ratio
ns (T
ask
2 R
epor
t and
Tas
k 3
Rep
ort)
Kep
t non
e
[PB
GC
] 19
77
1980
M
isce
llane
ous m
ater
ials
rela
ted
to P
BG
C: O
rigin
al c
orre
spon
denc
e fr
om P
BG
C to
HA
W re
: S.
1076
pas
sage
. Cop
ies o
f not
e fr
om S
ache
r to
HA
W tr
ansm
ittin
g ex
chan
ges w
ith a
law
firm
re:
a Ja
ck A
nder
son
colu
mn
on b
onus
es. P
hoto
copi
es o
f var
ious
cor
resp
onde
nce,
pre
ss re
leas
es,
regu
latio
ns, e
tc re
late
d to
pot
entia
lly u
neth
ical
pay
men
ts a
t PB
GC
. PB
GC
Qua
rterly
Rep
ort t
o B
oard
of D
irect
ors f
or 4
Q ’7
7. C
ompt
rolle
r Gen
eral
repo
rt on
PB
GC
fina
ncia
ls a
s of 9
/30/
77.
PBG
C a
nnua
l rep
ort f
or 1
977.
Rep
rint o
f arti
cle
from
pen
sion
jour
nal o
n ER
ISA
refo
rm.
Clip
ping
s, ne
wsl
ette
rs. C
opy
of o
ffic
ial n
otifi
catio
n un
der E
RIS
A fr
om P
BG
C to
HA
W re
: be
nefit
pay
men
ts. O
rigin
al n
ote
from
Sac
her t
o st
aff c
ircul
atin
g PB
GC
not
ice.
Ref
# 58
. Kep
t cop
y of
G
AO
repo
rt (a
lso
foun
d in
fold
er b
elow
in th
is
box)
and
a m
emo.
Way
s & M
eans
O/S
ight
H
rg –
7/25
/79
1979
19
79
Age
nda
and
stat
emen
ts fr
om H
ouse
Way
s & M
eans
Com
mitt
ee h
earin
g re
: Mul
tiem
ploy
er
Pens
ion
Plan
Ter
min
atio
n In
sura
nce.
K
ept n
one
PBG
C-A
lan
Woo
d St
eel
Rec
oupm
ent
1980
19
80
Clip
ping
s K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
6
PBG
C 1
. Inv
estm
ent
Polic
y 19
77
1977
D
ocum
ents
rela
ted
to P
BG
C in
tent
ion
to c
hang
e in
vest
men
t pol
icy:
PB
GC
pre
ss re
leas
e; d
raft
note
from
Sac
her t
o Tu
rza;
dra
ft le
tter t
o Pr
esid
ent,
pres
umab
ly fr
om H
AW
; HA
W re
mar
ks o
n pl
anne
d ch
ange
.
Kep
t non
e
PBG
C 2
. Pre
miu
ms
1977
19
77
Sach
er’s
mat
eria
ls re
late
d to
PB
GC
requ
est f
or p
rem
ium
incr
ease
: orig
inal
han
dwrit
ten
note
s fr
om a
mee
ting
with
the
GA
O, w
hat a
ppea
r to
be G
AO
est
imat
es, o
rigin
al n
ote
from
cou
nsel
Fo
rsce
y to
Sac
her o
n G
AO
pos
ition
, PB
GC
dra
ft ca
se fo
r inc
reas
e, P
BG
C se
cond
ann
ual r
epor
t.
Kep
t non
e
Pens
ion
Fund
Cor
rupt
ion
1980
19
80
Orig
inal
cop
y of
US
New
s & W
orld
Rep
ort w
ith c
over
stor
y on
uni
on c
orru
ptio
n K
ept n
one
PBG
C 6
. Con
nolly
Cas
e 19
78
1978
Ph
otoc
opy
of P
BG
C c
ivil
actio
n. O
rigin
al c
orre
spon
denc
e to
Sac
her f
rom
law
firm
with
thei
r po
sitio
n pa
per o
n Fe
d re
gula
tion
of m
ultie
mpl
oyer
pla
ns.
Kep
t non
e
Pens
ion
Rig
hts C
ente
r 19
79
1980
O
rigin
al c
orre
spon
denc
e (2
) to
Sach
er fr
om P
ensi
on R
ight
s Cen
ter (
PRC
) with
thei
r pos
ition
pa
pers
and
his
resp
onse
on
one.
Orig
inal
han
dwrit
ten
note
s rel
ated
to a
mee
ting
with
PR
C. A
PR
C p
ublic
atio
n on
retir
emen
t inc
ome
(som
e qu
otes
/app
eara
nces
in it
by
HA
W).
Kep
t non
e
PBG
C 3
. Reg
ulat
ions
19
75
1977
C
opie
s of F
eder
al R
egis
ter
Kep
t non
e PB
GC
4. R
epor
ts &
N
ews R
elea
ses
1976
19
79
Mos
tly re
ports
/pub
licat
ions
: PB
GC
pub
licat
ions
, PB
GC
pre
ss re
leas
es, P
BG
C a
nnua
l rep
orts
. C
opy
of c
onsu
lting
firm
pos
ition
pap
er to
PB
GC
. Cop
y of
Sac
her’
s 197
9 re
com
men
datio
n to
H
AW
to su
ppor
t Bob
Nag
le (f
orm
er C
omm
ittee
cou
nsel
) for
PB
GC
exe
c di
rect
or, a
nd H
AW
’s
lette
r to
Mar
shal
l doi
ng so
. PB
GC
197
9 le
tter t
o H
AW
tran
smitt
ing
legi
slat
ive
reco
mm
enda
tions
(fol
low
s on
PBG
C’s
7/1
/78
repo
rt id
entif
ying
pro
blem
s)
Ref
# 59
. Mad
e co
py o
f H
AW
/Sac
her d
ocum
ents
re
: Nag
le. K
ept c
arbo
n of
PB
GC
tran
smitt
al (s
ee
Ref
# 58
). O
rigi
nal A
nnex
Box
# 1
99
Com
mitt
ee c
ouns
el fo
lder
s, m
ostly
thos
e of
Ste
ve S
ache
r. B
ulk
rela
tes t
o th
e D
anie
l cas
e, w
hich
app
ears
to h
ave
invo
lved
a d
eter
min
atio
n th
at e
mpl
oyee
ben
efit
plan
s co
uld
be v
iew
ed a
s a se
curit
ies s
ale.
Lab
or (D
oL) a
nd S
EC in
volv
ed, a
s wel
l as H
AW
Com
mitt
ee. M
uch
orig
inal
and
cop
ies o
f mat
eria
l sho
win
g in
tera
ctio
n of
Sac
her
with
Lab
or a
nd o
ther
s on
amic
us a
nd o
ther
filin
gs/re
spon
ses.
Som
e re
fere
nce
mat
eria
l rel
evan
t to
Dan
iel.
Som
e ot
her o
rigin
al m
ater
ial o
n S.
1076
. B
ents
en P
ensi
on
Hea
rings
-12/
4-5/
79
1979
19
79
Sach
er fo
lder
. Ref
eren
ce m
ater
ial c
over
ing
Fina
nce
Com
mitt
ee/P
rivat
e Pe
nsio
n Pl
ans &
Em
ploy
ee F
ringe
Ben
efits
Sub
com
mitt
ee h
earin
g m
ater
ial r
e: v
ario
us p
endi
ng b
ills,
incl
udin
g S.
209
intro
duce
d by
HA
W a
nd Ja
vits
. Age
nda
and
stat
emen
ts o
f witn
esse
s, in
clud
ing
thos
e of
H
AW
and
Javi
ts, w
ith p
hoto
copy
of S
ache
r brie
fing
note
to H
AW
.
Ref
# 18
. Mad
e co
py o
f ag
enda
and
not
e fr
om
Sach
er to
HA
W. K
ept
copy
of H
AW
stat
emen
t. K
ept a
ny d
uplic
ates
of
othe
r sta
tem
ents
. H
AW
Spe
ech
befo
re th
e A
BA
/JLG
Sho
reha
m
Am
eric
ana,
9/2
0/79
1979
19
79
Cop
y of
HA
W sp
eech
re: p
ropo
sed
ERIS
A a
men
dmen
ts.
Ref
# 51
. Mad
e co
py
[Lab
el lo
st]
ud
ud
Phot
ocop
y of
Fed
eral
Rep
orte
r cas
es.
Kep
t non
e D
onal
d G
rubb
s 19
78
1978
Ph
otoc
opy
of re
port
from
Gru
bbs (
actu
aria
l con
sulta
nt) t
o Se
cret
ary
of L
abor
re: E
ffec
ts o
f Su
prem
e C
ourt
John
Dan
iel v
. Tea
mst
ers c
ase.
K
ept n
one
Filin
g of
Brie
fs
1978
19
78
Sach
er fo
lder
. Orig
inal
cor
resp
onde
nce
(lega
l gui
danc
e) fr
om o
utsi
de c
ouns
el to
Sac
her.
Kep
t non
e H
owar
d La
w Jo
urna
l 19
71
1971
Ph
otoc
opy
of so
me
page
s fro
m a
n ar
ticle
re: s
ecur
ities
law
s K
ept n
one
[Lab
el lo
st]
1978
19
78
Sach
er fo
lder
. Pho
toco
py w
ith o
rigin
al e
dits
(app
ears
to b
e Sa
cher
’s) o
f a d
raft
note
from
an
Alic
ia K
ersh
aw to
Sac
her a
nd T
urza
, with
orig
inal
han
dwrit
ten
note
s re:
“D
anie
l Leg
isla
tion.
” K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
7
[Lab
el lo
st]
1978
19
78
Sach
er fo
lder
. Orig
inal
cor
resp
onde
nce
from
out
side
law
firm
to S
ache
r, w
ith a
ttach
ed p
aper
w
ritte
n by
the
law
yer r
e: a
ccom
mod
atin
g se
curit
ies l
aws t
o em
ploy
ee b
enef
it pl
ans (
them
e se
ems t
o re
late
to D
anie
l cas
e).
Kep
t non
e
Mis
cella
neou
s 19
76
1978
Sa
cher
fold
er. V
ario
us m
ater
ials
rela
ted
to D
anie
l cas
e. O
rigin
al h
andw
ritte
n dr
afts
(app
ears
to
be S
ache
r) o
f a fi
ling;
car
bon
to S
ache
r of D
oL’s
pro
pose
d am
icus
as s
ent t
o So
licito
r Gen
eral
B
ork;
orig
inal
cor
resp
onde
nce/
lega
l adv
ice
from
out
side
law
firm
to S
ache
r; ph
otoc
opy
of le
gal
advi
ce to
Sac
her a
nd F
ed re
gula
tions
, w
ith o
rigin
al h
andw
ritte
n an
nota
tions
; orig
inal
co
rres
pond
ence
to H
AW
re: D
anie
l fro
m la
w fi
rm, f
orw
arde
d to
Sac
her.
Kep
t non
e
[Lab
el lo
st]
1978
19
78
Cop
y of
com
men
ts m
ade
by a
n at
torn
ey re
: Dan
iel a
t an
NY
U-s
pons
ored
inst
itute
K
ept n
one
Fina
nce
Com
mitt
ee P
ress
R
elea
se o
n S.
1076
6/
12/8
0
1980
19
80
Mul
tiple
cop
ies o
f Fin
ance
’s p
ress
rele
ase
anno
unci
ng a
ctio
n on
HA
W’s
S. 1
076
(am
ende
d by
su
bstit
ute)
, and
rela
ted
HR
390
4. D
etai
led
com
paris
on o
f the
2 b
ills.
Ref
# 22
. Kep
t one
cop
y.
Con
gres
sion
al R
ecor
d St
atem
ent o
n D
emog
raph
ic T
rend
s, 5/
28/8
0
1980
19
80
Gar
y Fo
rd fo
lder
. Orig
inal
tran
smitt
al to
For
d fr
om th
e Pr
esid
ent’s
Com
mis
sion
on
Pens
ion
Polic
y of
its f
irst i
nter
im re
port;
the
publ
ishe
d re
port
itsel
f; a
copy
of t
he re
port
as re
prod
uced
in
a Pr
entic
e H
all R
epor
t Bul
letin
; glu
ed c
lips o
f new
spap
er c
over
age
of th
e R
epor
t (N
YT
and
Was
hing
ton
Pos
t); c
opy
of th
e C
ongr
ess R
ecor
d pa
ges w
ith H
AW
rem
arks
on
the
repo
rt an
d th
e re
cord
ing
of th
e fu
ll re
port
in th
e R
ecor
d an
d th
e ne
ws a
rticl
es.
Ref
# 64
. Kep
t cop
y of
H
AW
rem
arks
and
Pr
entic
e-H
all r
eprin
t of
pens
ion
repo
rt
Com
mitt
ee R
epor
t on
S.21
25
1977
19
77
Mul
tiple
cop
ies o
f the
com
mitt
ee p
rint o
f the
Rep
ort t
o ac
com
pany
S.2
125
(ER
ISA
am
endm
ent
to e
xten
d be
ginn
ing
date
of P
BG
C b
enef
it pa
ymen
ts).
Ref
# 60
. Kep
t cop
ies
[Lab
el lo
st]
1976
19
77
Sach
er fo
lder
. Dan
iel m
ater
ial.
Orig
inal
han
dwrit
ten
note
(pos
sibl
y fr
om D
oL) t
o Sa
cher
re:
stra
tegy
in D
anie
l fili
ng; c
arbo
ns o
f DoL
/Sac
her c
orre
spon
denc
e re
: Dan
iel f
iling
; orig
inal
re
spon
se fr
om D
oL to
HA
W’s
requ
est f
or in
fo re
: DoL
/SEC
and
Dan
iel;
phot
ocop
ies o
f Dan
iel
filin
gs a
nd o
ther
pie
ces,
som
e w
ith o
rigin
al a
nnot
atio
ns.
Ref
# 49
. Kep
t car
bon
of
DoL
lette
r to
HA
W.
Mad
e co
py o
f H
AW
/Jav
its n
ote
to
DoL
. [L
abel
lost
] 19
78
1978
Sa
cher
fold
er. P
hoto
copi
es o
f dra
fts a
nd o
ther
mat
eria
l rel
ated
to D
oL a
mic
us fi
ling
in D
anie
l. O
rigin
al c
orre
spon
denc
e fr
om D
oL to
HA
W, f
orw
arde
d to
Sac
her,
with
cop
y of
a fi
ling.
K
ept n
one
[Lab
el lo
st]
1978
19
78
Sach
er fo
lder
. Orig
inal
tran
smitt
als f
rom
a la
w fi
rm to
Sac
her o
f inf
orm
atio
n re
late
d to
Dan
iel
(arti
cles
and
dra
ft fil
ings
). K
ept n
one
[Lab
el lo
st]
1977
19
78
Sach
er fo
lder
. Pho
toco
py o
f cor
resp
onde
nce
from
AFL
-CIO
(Mea
ny) t
o H
AW
re: D
anie
l cas
e,
with
AFL
-CIO
’s d
etai
led
anal
ysis
of S
EC C
hairm
an’s
test
imon
y be
fore
HA
W’s
Sub
com
mitt
ee.
Orig
inal
ana
lysi
s of t
he A
FL-C
IO a
naly
sis,
pres
umab
ly b
y Sa
cher
or o
ther
subc
omm
ittee
co
unse
l. Ph
otoc
opie
s of H
AW
resp
onse
to M
eany
. Orig
inal
ack
now
ledg
emen
t fro
m S
EC to
H
AW
of M
eany
not
e fo
rwar
ded
to th
em. P
hoto
copy
of S
EC fi
nal r
espo
nse.
Ref
# 48
. Mad
e or
kep
t co
py o
f AFL
-CIO
co
rres
pond
ence
and
H
AW
exc
hang
e
[Lab
el lo
st]
1979
19
79
Sach
er fo
lder
. Pho
toco
py o
f CC
H p
ages
re: K
irshn
er v
US
case
. K
ept n
one
[Lab
el lo
st]
1978
19
78
Sach
er fo
lder
. Orig
inal
tran
smitt
al to
Sac
her o
f a c
opy
of a
pos
ition
stat
emen
t sen
t to
Trea
sury
by
an
ERIS
A in
dust
ry g
roup
re: D
anie
l. K
ept n
one
[S.1
076
draf
ts]
ud
ud
Phot
ocop
y of
ER
ISA
prin
t with
han
dwrit
ten
anno
tatio
ns sh
owin
g S.
1076
cha
nges
. Orig
inal
cut
an
d pa
ste
S.10
76 d
raft
for c
omm
ittee
prin
t. K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
8
Ori
gina
l Ann
ex B
ox #
200
C
onte
xt a
nd la
y-ou
t sug
gest
s the
y ar
e co
mm
ittee
cou
nsel
s. C
over
s Jul
-Sep
t 198
0 pe
riod
and
is re
late
d to
HA
W’s
S. 1
076
ERIS
A a
men
dmen
ts (w
hich
bec
omes
HR
390
4).
Tran
scrip
t of C
omm
ittee
Se
ssio
n on
Com
prom
ise
Ver
sion
of S
.107
6 6/
27/8
0
1980
19
80
Phot
ocop
y of
tran
scrip
t R
ef#
23. M
ade
copy
Floo
r Am
endm
ents
Off
ered
on
S.1
076
7/26
/80
1980
19
80
Phot
ocop
ies,
with
som
e or
igin
al a
nnot
atio
ns, o
f prin
ted
and
unpr
inte
d am
endm
ents
off
ered
by
var
ious
Sen
ator
s. N
otes
on
amen
dmen
t pas
s/fa
il.
Kep
t non
e
Floo
r Mat
eria
l on
S. 1
076
7/29
/80
1980
19
80
July
24,
198
0 co
mm
ittee
prin
t of S
. 107
6; In
dex
of m
ater
ials
for f
loor
act
ion;
fold
ers
cont
aini
ng m
ost o
f tho
se in
dexe
d m
ater
ials
(sta
tem
ents
and
col
loqu
ys to
be
mad
e du
ring
deba
te).
Ref
# 24
and
25.
Kep
t or
mad
e co
pies
of i
ndex
and
re
late
d ite
ms.
Enro
lled
Bill
on
HR
390
4 7/
29/8
0 19
80
1980
C
omm
ittee
prin
t of H
R 3
904
(the
Hou
se v
ersi
on o
f S. 1
076)
K
ept n
one
Floo
r Act
ion
on S
. 107
6 7/
30/8
0 19
80
1980
O
rigin
al a
nd c
opie
s of J
uly
29 C
ongr
essi
onal
Rec
ord
with
S. 1
076
floor
deb
ate.
July
29
Con
gres
s Rec
ord
with
fina
l HR
390
4 as
pas
sed
(with
S. 1
076
lang
uage
subs
titut
e).
Ref
# 26
. Kep
t one
cop
y.
Off
ice
Cop
ies o
f Flo
or
Mat
eria
l on
S. 1
076
1980
19
80
Two
fold
ers o
f pho
toco
pies
of v
ario
us re
mar
ks to
be
mad
e on
the
floor
dur
ing
the
late
July
de
bate
s; o
rigin
al h
andw
ritte
n dr
afts
and
not
es; o
rigin
al c
ompa
rison
of L
abor
vs F
inan
ce
com
mitt
ees’
pos
ition
s on
vario
us p
rovi
sion
s, w
ith p
ropo
sed
join
t pos
ition
.
Ref
# 2
4. M
ade
copy
of
sum
mar
y co
mpa
rison
. K
ept i
tem
s tha
t had
du
plic
ates
fou
nd in
fo
lder
s abo
ve
[Lab
el lo
st]
1980
19
80
Phot
ocop
ies o
f dra
ft am
endm
ents
(circ
a la
te Ju
ly) t
o S.
107
6 an
d H
R 3
904.
K
ept n
one
Legi
slat
ive
Dra
ft of
HR
39
04, 8
/21/
80
1980
19
80
Two
phot
ocop
ies o
f dra
ft am
endm
ent t
o th
e Se
nate
am
endm
ent t
o H
R 3
904.
K
ept n
one
Hou
se F
loor
Act
ion
on H
R
3904
, 8/2
5/80
19
80
1980
O
rigin
al a
nd 2
pho
toco
pies
of C
ongr
ess R
ecor
d H
R d
ebat
e on
HR
390
4 as
am
ende
d by
Se
nate
on
July
29.
R
ef#
37. K
ept o
ne c
opy.
Off
ice
Cop
ies o
f Mat
eria
l on
HR
390
4 Fl
oor A
ctio
n 8/
26/8
0
1980
19
80
Phot
ocop
ies o
f var
ious
mat
eria
ls fr
om A
ugus
t rel
ated
to S
. 107
6/H
R 3
904
(Con
gres
s Rec
ord
8/6
stat
emen
ts, d
raft
floor
rem
arks
, Bus
ines
s Wee
k ar
ticle
). R
ef#
38. K
ept c
opy
of
Con
gres
sion
al R
ecor
d
Sena
te F
loor
Act
ion
on H
R
3904
, 8/2
6/80
19
80
1980
O
rigin
al C
ongr
ess R
ecor
d of
floo
r deb
ate.
R
ef#
38. M
ade
copy
.
Hou
se A
men
dmen
ts to
HR
39
04, 8
/27/
80
1980
19
80
Phot
ocop
y of
dra
ft am
endm
ent t
o th
e Se
nate
am
endm
ent t
o H
R 3
904.
K
ept n
one
Brie
fing
book
mat
eria
ls
and
hand
outs
; Con
fere
nce
on H
R 3
904,
9/1
7/80
1980
19
80
Han
dwrit
ten
note
s on
conf
eren
ce m
embe
rs a
nd a
dmin
istra
tive
mat
ters
. Cop
y fr
om G
ary
Ford
to
HA
W id
entif
ying
ano
ther
HR
am
endm
ent.
A su
mm
ary
com
paris
on o
f the
com
petin
g bi
lls’
unem
ploy
men
t com
pens
atio
n pr
ovis
ions
; Haw
aii-r
elat
ed re
fere
nce
mat
eria
ls; m
ultip
le c
opie
s of
the
unem
ploy
men
t com
pens
atio
n pr
ovis
ions
from
the
Con
gres
s Rec
ord.
Kep
t non
e
Con
fere
nce
Rep
ort o
n H
R
3904
, 9/1
8/80
19
80
1980
M
ultip
le p
rints
of C
onfe
renc
e R
epor
t R
ef#
39. K
ept c
opie
s
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
9
Floo
r Mat
eria
l on
HR
39
04, 9
/18/
80
1980
19
80
Cop
ies o
f flo
or st
atem
ent (
pres
umab
ly b
y H
AW
) rep
ortin
g on
con
fere
nce
Ref
# 39
. Kep
t one
cop
y
Dis
cuss
ion
draf
t on
HR
39
04, 9
/19/
80
1980
19
80
Phot
ocop
y of
tech
nica
l am
endm
ents
to th
e H
ouse
am
endm
ent t
o th
e Se
nate
am
endm
ent t
o H
R 3
904.
K
ept n
one
Ori
gina
l Ann
ex B
ox #
201
C
omm
ittee
cou
nsel
fold
ers o
f Sac
her o
r For
d.
Dra
fts 1
076
Cha
nges
19
80
1980
O
rigin
al h
andw
ritte
n dr
afts
of a
men
dmen
ts.
Kep
t non
e A
GC
19
80
1980
Fo
rd fo
lder
. Orig
inal
tran
smitt
al to
“G
ary”
of p
ropo
sed
HR
390
4 bi
ll la
ngua
ge fr
om
cons
truct
ion
empl
oyer
cou
ncil.
K
ept n
one
Food
19
80
1980
O
rigin
al n
ote
to S
ache
r and
Tur
za fr
om C
umm
ings
and
Sei
fman
(out
side
cou
nsel
) re:
HR
390
4 la
ngua
ge c
hang
es. P
hoto
copi
es o
f una
ttrib
uted
am
endm
ents
with
orig
inal
han
dwrit
ten
anno
tatio
ns. D
ellw
ood
Food
s sta
tem
ent o
n H
R 3
904.
Kep
t non
e
Gor
don
Sale
; Com
m
Lang
19
80
1980
O
rigin
al tr
ansm
ittal
of p
ropo
sed
lang
uage
for c
omm
ittee
repo
rt fr
om a
Mik
e G
ordo
n to
Gar
y (F
ord)
and
Pet
er (T
urza
). K
ept n
one
Leg.
His
tory
19
80
1980
Fo
rd fo
lder
. Sev
eral
orig
inal
cor
resp
onde
nce
with
pro
pose
d H
R 3
904
lang
uage
and
col
loqu
y fr
om c
ouns
el a
nd in
dust
ry re
ps to
For
d/Tu
rza/
Sach
er (i
ncl o
ne n
ote
from
form
er c
ouns
el F
eder
, no
w a
lobb
yist
app
aren
tly).
Una
ttrib
uted
“pr
opos
ed le
gisl
ativ
e hi
stor
y” d
irect
ed to
For
d.
Kep
t non
e
[Rep
ort]
ud
ud
Pric
e W
ater
hous
e’s “
Prop
osal
to d
efin
e in
tegr
ated
info
rmat
ion
requ
irem
ents
to m
eet E
RIS
A
repo
rting
and
dis
clos
ure
prov
isio
ns”
Kep
t non
e
Tech
nica
l Am
endm
ents
to
HR
390
4.
1980
19
80
Ford
fold
er. D
raft
amen
dmen
ts to
HR
390
4 fr
om S
epte
mbe
r. O
rigin
al h
andw
ritte
n an
d ty
ped
note
s to
Ford
. K
ept n
one
Prop
osed
IRS
Ves
ting
Reg
; 411
(d)
1980
19
80
Ford
fold
er. C
orre
spon
denc
e (p
hoto
copi
es o
r orig
inal
s) a
nd p
ositi
on p
aper
s fro
m in
dust
ry in
re
spon
se to
pro
pose
d Tr
eaur
y re
gula
tions
on
vest
ing.
Som
e or
igin
al to
HA
W, f
orw
arde
d to
co
mm
ittee
, oth
er o
rigin
als d
irect
to S
ache
r or F
ord.
Pho
toco
pies
of c
orre
spon
denc
e se
nt to
Tr
easu
ry o
r to
othe
r Sen
ator
s. So
me
refe
renc
e m
ater
ial (
clip
ping
s) o
n th
e re
gula
tions
.
Kep
t non
e
[Lab
el lo
st]
1979
19
79
Phot
ocop
y of
not
e fr
om M
ajor
ity L
eade
r Byr
d w
ith p
roce
dure
s for
repo
rting
bill
s to
Dem
ocra
tic
Polic
y C
omm
ittee
, with
atta
ched
pho
toco
py o
f Par
adis
e fo
llow
-on
to h
is c
omm
ittee
staf
f. K
ept n
one
1. S
. 209
ER
ISA
Im
prov
emen
ts A
ct
1979
19
79
Prin
ts o
f S. 2
09 a
nd H
R 5
337
Kep
t non
e
2. S
.107
6 M
ultie
mpl
oyer
Pe
nsio
n Pl
an
Am
endm
ents
Act
1979
19
79
Prin
ts o
f HR
390
4 (5
/43/
79 a
nd 1
2/31
/79)
, HR
615
1, re
mar
ks fr
om H
R m
ark-
up se
ssio
n on
HR
39
04, o
rigin
al h
andw
ritte
n no
tes o
n H
R 1
2/13
/79
sess
ion
on 3
904.
K
ept n
one
3. H
R 6
053
Ret
irem
ent
Inco
me
Ince
ntiv
e an
d A
dmin
istra
tive
Sim
plifi
catio
n A
ct
1979
19
79
Bill
prin
t of H
R 6
053,
rela
ted
Con
gres
s Rec
ord,
and
cop
y of
a re
late
d ne
ws a
rticl
e.
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
10
II. O
ther
Bill
s, by
Su
bjec
t, Pe
ndin
g 19
80
1980
Ph
otoc
opy
of su
mm
ary
by S
ache
r of E
mpl
oyee
Ben
efit
Plan
Leg
isla
tion
pend
ing
in 9
6th
Con
gres
s. (I
ndex
to a
bove
3 fo
lder
s and
follo
win
g nu
mbe
red
fold
ers.
Som
e fo
lder
s app
ear t
o be
m
issi
ng h
ere
base
d on
Sac
her’
s lis
t). (S
ee b
ox 2
07 fo
r wha
t app
ears
to b
e co
ntin
uatio
n of
this
ru
n of
fold
ers f
rom
#16
-31)
Ref
# 70
. Mad
e a
copy
1. L
ERA
19
79
1979
B
ill p
rints
and
rela
ted
Con
gres
s Rec
ord
page
s (H
R 6
28, S
.557
, S.7
5, S
.120
9, S
.142
8, H
R 2
049,
H
R 3
523,
HR
548
0, H
R 5
693,
HR
575
4, H
R 5
828,
HR
604
9). A
ll re
late
d to
em
ploy
ee ta
x de
duct
ions
for I
RA
s; n
one
intro
duce
d by
HA
W.
Kep
t non
e
2. IR
A
1979
19
79
Bill
prin
ts a
nd re
late
d C
ongr
ess R
ecor
d pa
ges (
S. 1
925,
S.9
4, S
.124
2, H
R 1
311,
HR
154
2, H
R
2914
, HR
308
2, H
R 3
250,
HR
4547
, HR
566
5, H
R 5
754,
HR
610
). A
ll re
late
d to
retir
emen
t sa
ving
s; o
nly
S. 1
925
intro
duce
d by
HA
W.
Kep
t non
e
3. S
IRA
19
79
1979
B
ill p
rints
and
rela
ted
Con
gres
s Rec
ord
page
s (S.
192
5 an
d H
R 6
190)
. Bot
h re
late
d to
re
tirem
ent s
avin
gs; S
. 192
5 in
trodu
ced
by H
AW
. K
ept n
one
4. H
R 1
0 C
ontri
butio
n Li
mit
Incr
ease
19
79
1979
B
ill p
rint o
f HR
575
4 K
ept n
one
5. S
ex D
iscr
imin
atio
n 19
79
1979
B
ill p
rint o
f HR
179
3 an
d H
R 1
794.
K
ept n
one
6. A
limon
y &
Chi
ld
Supp
ort O
rder
s 19
79
1979
B
ill p
rint o
f S. 8
46 a
nd H
R 1
884
(no
HA
W).
Kep
t non
e
7. S
urvi
ving
Spo
uses
’ B
enef
its
1979
19
79
Bill
prin
ts o
f HR
204
9, H
R 3
340,
HR
516
7 K
ept n
one
8. S
pous
al R
ight
s Und
er
Soci
al S
ecur
ity, U
S C
ivil
& M
ilita
ry P
lans
1979
19
79
Bill
prin
ts H
R 1
851,
HR
281
7, H
R 3
594
Kep
t non
e
9. T
ax E
xem
ptio
n fo
r R
etire
men
t Ben
efits
19
79
1979
B
ill p
rints
HR
193
7, H
R 2
284,
HR
617
2 K
ept n
one
10. A
ggre
gatio
n of
Pla
ns
for R
ollo
ver P
urpo
ses
1979
19
79
Bill
prin
ts S
. 989
, HR
429
8, H
R 5
973
(no
HA
W)
Kep
t non
e
11. F
avor
able
Tax
Tr
eatm
ent f
or D
efer
red
Com
pens
atio
n Pl
an
1979
19
79
Bill
prin
ts S
. 511
and
HR
604
1 (n
o H
AW
). K
ept n
one
12. P
ayro
ll C
redi
t ESO
P;
Oth
er E
SOP
chan
ges
1979
19
79
Bill
prin
ts S
.124
0, S
. 193
7, H
R 1
589,
HR
587
8 (n
o H
AW
) K
ept n
one
13. S
mal
l Em
ploy
er P
lan
Stim
ulan
ts
1979
19
79
Bill
prin
t HR
355
K
ept n
one
14. M
isce
llane
ous P
BG
C
1979
19
79
Bill
prin
t HR
156
9, H
R 1
570
Kep
t non
e 15
. ER
ISA
Rep
ortin
g,
Dis
clos
ure,
&
Adm
inis
tratio
n
1979
19
79
Bill
prin
t S. 1
089,
HR
200
(no
HA
W)
Kep
t non
e
NY
Tim
es A
rticl
e ud
ud
M
ultip
le c
opie
s of d
raft
of a
n ar
ticle
on
mul
tiem
ploy
er p
ensi
on p
lans
for t
he T
imes
aut
hore
d by
H
AW
and
Javi
ts.
Ref
# 52
. Kep
t cop
y of
an
nota
ted
draf
t (id
entic
al
to re
sulti
ng c
lean
ver
sion
in
fold
er)
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
11
Evan
s 19
80
1980
O
rigin
al c
orre
spon
denc
e fr
om a
law
firm
to S
ache
r re:
thei
r vie
w o
f ine
quity
in p
ropo
sed
HR
39
04, w
ith p
ropo
sed
lang
uage
. Orig
inal
han
dwrit
ten
note
s on
copy
of r
elat
ed b
ill se
ctio
n.
Kep
t non
e
A&
P 19
80
1980
A
ppea
rs to
be
Ford
fold
er. O
rigin
al b
riefin
g m
emo
from
Sac
her t
o H
AW
re: p
robl
em
conc
erni
ng A
&P/
pens
ion
that
is a
“R
oste
nkow
ski p
robl
em”
(HA
W a
ppar
ently
retu
rned
mem
o to
Sac
her/F
ord)
. Ext
ra c
opy
of n
ote
has a
nnot
atio
n th
at H
AW
follo
wed
the
sugg
este
d ac
tion.
O
rigin
al h
andw
ritte
n no
tes s
umm
ariz
ing
mee
ting
of H
AW
and
com
mitt
ee c
ouns
els w
ith A
&P.
Ref
# 67
. Mad
e co
pies
Coa
l 19
80
1980
A
ppea
rs to
be
Ford
fold
er. O
rigin
al h
andw
ritte
n no
tes o
f com
mitt
ee c
ouns
el m
eetin
g w
ith
BC
OA
and
UM
W re
: S. 1
076.
Not
es a
nd e
xpla
natio
ns o
f S.1
076
BC
OA
/UM
W p
ropo
sals
. Cop
y of
sum
mar
y of
PB
GC
/UM
W/B
CO
A m
eetin
g.
Ref
# 27
. Kep
t or m
ade
copi
es.
PBG
C
ud
ud
Mul
tiple
cop
ies o
f dra
ft la
ngua
ge a
men
ding
sect
ion
4063
(d) a
nd o
ther
s (of
ER
ISA
?)
Kep
t non
e D
ef. B
ill
1980
19
80
Mat
eria
ls re
late
d to
HR
714
0, p
ostp
onin
g by
a m
onth
the
date
PB
GC
requ
ired
to p
ay c
erta
in
bene
fits (
hold
ing
actio
n w
hile
larg
er d
elib
erat
ions
wen
t on)
. Bill
prin
t, or
igin
al h
andw
ritte
n no
tes,
floor
stat
emen
ts b
y H
AW
and
by
Javi
ts, s
umm
ary
of b
ill p
repa
red
by Jo
int C
omm
ittee
on
Taxa
tion,
pho
toco
py o
f a m
emo
from
Par
adis
e to
the
Maj
ority
Lea
der r
elat
ed to
an
earli
er
post
pone
men
t bill
(HR
391
5).
Ref
# 61
. Mad
e co
py o
f Pa
radi
se n
ote.
Kep
t any
du
plic
ates
.
Kam
ber b
ill
1980
19
80
Phot
ocop
y of
dra
ft ar
ticle
by
HA
W fo
r unk
now
n pa
per (
likel
y N
CC
MP
new
slet
ter)
re: e
nact
ed
MPP
AA
198
0. N
CC
MP
new
slet
ter w
ith Ja
vits
arti
cle
on th
e m
atte
r. R
ef#
53. K
ept c
opy
of
HA
W d
raft.
FL
CR
A
1980
19
80
Ford
fold
er re
: Far
m L
abor
Con
tract
or R
egis
tratio
n A
ct (F
LCR
A) a
men
dmen
ts. P
hoto
copy
of
HA
W/J
avits
Dea
r Col
leag
ue le
tter r
e: S
. 278
9 (H
AW
co-
spon
sor)
, Con
gres
s Rec
ord
prin
t of
Javi
ts re
mar
ks, c
ompa
rison
of J
avits
to B
oren
pro
pose
d am
endm
ents
.
Ref
# 19
6. M
ade
or k
ept
copi
es
Mat
suna
ga/S
eago
ing
1980
19
80
Phot
ocop
y of
lette
r fro
m c
ompa
ny to
Sen
. Pac
kwoo
d ta
king
pos
ition
on
HR
390
4/S1
076.
Ph
otoc
opy
of F
ed R
epor
ter a
nd o
ther
refe
renc
e m
ater
ial.
Kep
t non
e
NJ T
rans
it 19
80
1980
Fo
rd fo
lder
. Orig
inal
and
cop
y of
not
e fr
om la
w fi
rm to
Sac
her r
e: c
once
rn o
ver H
R 3
904
impa
ct o
n PS
E&G
/Tra
nspo
rt of
NJ.
Prop
osed
am
endm
ent t
o ad
dres
s. R
ef#
40. K
ept c
opy
of
corr
espo
nden
ce a
nd
prop
osed
am
endm
ent.
Frito
-Lay
ud
ud
Ph
otoc
opy
of c
ompa
ny’s
“St
atem
ent o
n S.
1076
” K
ept n
one
[Bin
der]
ud
ud
Ph
otoc
opie
s of d
ocum
ents
rela
ted
to E
vans
Pro
duct
Co
pens
ion
plan
, mos
tly F
orm
550
0 fo
r 19
75-7
8 K
ept n
one
S.55
7 19
79
1979
B
ill p
rint o
f S.5
57 (n
ot H
AW
) K
ept n
one
[Lab
el lo
st b
ut a
ppea
rs to
be
“C
onra
il ES
OP”
] 19
80
1980
M
ultip
le c
opie
s of C
ongr
ess R
ecor
d, o
rigin
al c
orre
spon
denc
e an
d po
sitio
ns fr
om C
onra
il’s
atto
rney
s to
Sach
er (p
ropo
sed
amen
dmen
ts to
Rai
l Act
), m
eetin
g co
nfirm
atio
n of
var
ious
in
dust
ry, c
omm
ittee
cou
nsel
, and
gov
ernm
ent a
genc
y re
pres
enta
tives
(no
HA
W),
phot
ocop
ies
of re
late
d co
rres
pond
ence
bet
wee
n in
dust
ry a
nd U
S R
ailw
ay A
ssoc
iatio
n.
Kep
t non
e
Reo
rg P
lan
#4
1977
19
79
Sach
er fo
lder
re: W
hite
Hou
se re
orga
niza
tion
prop
osal
s for
ER
ISA
juris
dict
ion.
Orig
inal
ha
ndw
ritte
n no
tes f
rom
staf
f brie
fings
by
OM
B re
ps; p
lan
eval
uatio
n de
sign
; orig
inal
and
ph
otoc
opie
d co
rres
pond
ence
cop
ied
to S
ache
r; cl
ippi
ngs,
Whi
te H
ouse
pre
ss re
leas
es, a
nd o
ther
re
fere
nce
mat
eria
l; or
igin
al c
orre
spon
denc
e/po
sitio
n st
atem
ents
on
reor
gani
zatio
n se
nt to
HA
W,
forw
arde
d to
Sac
her;
phot
ocop
ies a
nd o
rigin
als o
f doc
umen
ts re
late
d to
197
7 D
oL/T
reas
ury
juris
dict
ion
agre
emen
ts (s
ome
mul
tiple
cop
ies)
. See
fold
er in
box
197
for m
ore
on th
is su
bjec
t.
Ref
# 71
. Kep
t any
du
plic
ate
mat
eria
l fro
m
this
fold
er o
r tha
t was
al
so fo
und
in b
ox 1
97.
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
12
Ori
gina
l Ann
ex B
ox #
202
B
ox o
f S.1
076
mat
eria
ls, m
ostly
from
Apr
il-Ju
ly 1
980
perio
d, m
ostly
gal
leys
and
dra
fts o
f com
mitt
ee p
rints
. Mos
tly c
opie
s, bu
t som
e or
igin
als o
r cop
ies w
ith o
rigin
al
anno
tatio
ns. A
few
indu
stry
pos
ition
pap
ers.
S.
107
6/H
R 3
904:
Gal
ley
[of c
omm
ittee
prin
t] on
Sum
mar
y &
Ana
lysi
s of
Con
side
ratio
n 4/
18/8
0 19
80
1980
Ph
otoc
opy
Kep
t non
e
S. 1
076/
HR
390
4:H
ouse
bill
Way
s & M
eans
Com
mitt
ee p
rint 4
/18/
80
1980
19
80
Phot
ocop
y K
ept n
one
S. 1
076
Cop
y of
Sum
mar
y &
Ana
lysi
s sen
t to
Prin
ter 4
/80
1980
19
80
Phot
ocop
y K
ept n
one
S. 1
076
Mar
kup,
LH
R C
omm
, 3/1
3/80
19
80
1980
Ph
otoc
opy
with
som
e or
igin
al a
nnot
atio
ns
Kep
t non
e S.
107
6/H
R 3
904:
Exp
lana
tion
by F
inan
ce &
Join
t Com
m S
taff
6/6
/80
1980
19
80
Phot
ocop
y w
ith so
me
orig
inal
ann
otat
ions
K
ept n
one
S. 1
076
NC
CM
P re
spon
se to
S.1
076/
HR
390
4, 6
/9/8
0 19
80
1980
Ph
otoc
opy
of p
ositi
on p
aper
K
ept n
one
S. 1
076
Dra
fts o
f Joi
nt L
abor
/Fin
ance
Bill
7/7
/80
1980
19
80
Phot
ocop
y w
ith so
me
orig
inal
ann
otat
ions
K
ept n
one
S. 1
076
Gra
phic
Arts
Let
ter r
e: D
efin
ition
of B
enef
it En
title
men
ts
6/6/
80
1980
19
80
Posi
tion
pape
r and
cop
ies t
o Fo
rd o
f let
ters
to
vario
us se
nato
rs
Kep
t non
e
S. 1
076
Enro
lled
Bill
, 7/2
9/80
19
80
1980
Ph
otoc
opy
Kep
t non
e S.
107
6 C
ompa
rison
of S
enat
e La
bor C
omm
ittee
Bill
with
5/8
0 H
ouse
B
ill
1980
19
80
Phot
ocop
y K
ept n
one
S. 1
076
Dra
fts o
f Joi
nt L
abor
/Fin
ance
Exp
lana
tion
1980
19
80
Phot
ocop
y K
eep
none
S.
107
6 D
rafts
of C
omm
ittee
Vie
ws-
Lab
or C
omm
Sum
mar
y &
A
naly
sis &
Con
side
ratio
n 19
80
1980
Ph
otoc
opie
s with
orig
inal
ann
otat
ions
and
not
es
(Apr
il 19
80)
Kep
t non
e
S.10
76 Jo
int L
abor
/Fin
ance
Bill
of 7
/24/
80
1980
19
80
Bill
prin
t of S
1076
K
ept n
one
S. 1
076
as Jo
intly
Rep
orte
d 7/
24/8
0 19
80
1980
Ph
otoc
opy
of m
arke
d up
dra
ft.
Kep
t non
e G
alle
ys o
f 4/8
0 Su
mm
ary
& A
naly
sis o
f Con
side
ratio
n of
S.1
076
1980
19
80
Orig
inal
with
orig
inal
edi
ts
Kep
t non
e O
rigi
nal A
nnex
Box
# 2
03
Com
mitt
ee c
ouns
el m
ater
ial,
prob
ably
Sac
her f
or m
ost p
art.
Mos
tly b
ill p
rints
and
refe
renc
e m
ater
ials
on
vario
us b
ills.
A h
andf
ul o
f S.
107
6 m
ater
ials
. S.
1089
19
79
1979
Sa
cher
file
. Brie
fing
note
s fro
m S
ache
r to
HA
W o
n bi
ll he
arin
gs (B
ents
en b
ill re
: ER
ISA
am
endm
ents
), co
mm
ittee
prin
t of b
ill a
nd h
earin
g, C
ongr
ess R
ecor
d.
Ref
# 43
. Mad
e co
py o
f Sa
cher
/HA
W n
otes
. Kep
t co
py o
f bill
prin
t. S.
109
0 19
79
1979
B
ill p
rint (
not H
AW
) K
ept n
one
S.14
73
1979
19
79
Bill
prin
t (no
t HA
W)
Kep
t non
e S.
1648
19
79
1979
B
ill p
rint (
not H
AW
) K
ept n
one
S.19
25
1979
19
79
Bill
prin
ts (H
AW
bill
), or
igin
al D
ear C
olle
ague
from
HA
W, b
riefin
g no
te fr
om S
ache
r to
HA
W re
: spe
ech
on IR
As.
Ref
# 44
. Kep
t cop
y of
bill
. M
ade
copy
of D
ear
Col
leag
ue a
nd S
ache
r not
e.
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
13
S.19
91
ud
ud
Phot
ocop
y of
a p
ropo
sed
amen
dmen
t to
1991
K
ept n
one
S.20
81
1979
19
79
Bill
prin
t (no
t HA
W)
Kep
t non
e S.
2530
19
80
1980
Fo
rd fi
le (l
abel
ing
of fi
le is
con
sist
ent w
ith o
ther
s in
this
box
, so
sugg
ests
that
man
y of
thes
e ar
e hi
s). O
rigin
al tr
ansm
ittal
from
a M
arci
a W
olf t
o Fo
rd w
ith d
raft
resp
onse
to ra
il em
ploy
ees o
ppos
ing
S.25
30 (n
ot H
AW
bill
).
Ref
# 45
. Mad
e co
py o
f re
spon
se a
nd W
olf’
s not
e.
S.30
12
1980
19
80
Bill
prin
t (H
AW
co-
spon
sor)
R
ef#
47. K
ept c
opy
S.28
87
1980
19
80
Bill
prin
t (H
AW
bill
) K
ept n
one
S.29
79
1980
19
80
Bill
prin
t of S
2979
and
HR
7793
(not
HA
W).
(Bill
to a
men
d R
ailro
ad R
etire
men
t Act
) K
ept n
one
S.31
37
1978
19
78
Bill
prin
t (no
t HA
W)
Kep
t non
e S.
3017
Pre
ss
ud
ud
Phot
ocop
y of
arti
cle
from
Bar
ron’
s K
ept n
one
S.31
37
1978
19
78
Bill
prin
t (no
t HA
W)
Kep
t non
e El
mer
Say
re
ud
ud
Dra
ft pa
ragr
aph
for C
omm
ittee
repo
rt re
: PB
GC
K
ept n
one
[Lab
el lo
st]
1978
19
78
Orig
inal
cor
resp
onde
nce
to S
ache
r and
Tur
za fr
om S
chan
es A
ssoc
iate
s, su
mm
ariz
ing
thei
r m
eetin
g re
: ER
ISA
am
endm
ents
. K
ept n
one
Secu
ritie
s & E
xcha
nge
Com
mis
sion
19
79
1980
C
lippi
ngs
Kep
t non
e
SEC
1. R
ule
154
1979
19
79
Orig
inal
tran
smitt
al fr
om S
EC to
Sac
her o
f a S
EC st
aff r
epor
t. Ph
otoc
opie
s of F
ed R
egis
ter,
SEC
regi
stra
tion
docu
men
t, an
d in
dust
ry p
aper
, with
orig
inal
han
dwrit
ten
note
s. K
ept n
one
SEC
2. R
egis
tratio
n 19
80
1980
C
lippi
ngs a
nd o
ther
refe
renc
e m
ater
ial
Kep
t non
e SE
C 1
. Fin
anci
al
Dis
clos
ure
1980
19
80
Has
kins
& S
ells
-gen
erat
ed re
fere
nce
mat
eria
l K
ept n
one
S. R
es 3
0 19
79
1979
C
ongr
ess R
ecor
d cl
ip
Kep
t non
e 19
34 S
ecur
ities
Ex
chan
ge A
ct
1978
19
78
Two
copi
es o
f Ban
king
Com
mitt
ee R
epor
t to
acco
mpa
ny H
R 8
331,
Sec
uriti
es In
vest
or
Prot
ectio
n A
ct o
f 197
8 (H
AW
supp
orte
d). C
opy
of a
n in
dust
ry b
ulle
tin.
Ref
# 47
. Kep
t cop
y of
R
epor
t. Sm
all B
usin
ess
1978
19
78
Bill
prin
t of H
R 1
1445
. App
ears
to h
ave
Sach
er’s
writ
ing
on it
. K
ept n
one
Secu
ritie
s Law
s A
pplic
atio
n to
ER
ISA
Pl
ans
1979
19
79
Orig
inal
tran
smitt
al to
Sac
her f
rom
law
firm
with
dra
ft ch
apte
r of b
ook
on p
ensi
ons.
Kep
t non
e
Sena
te R
ules
19
80
1980
C
opy
of S
ache
r not
e to
com
mitt
ee st
aff
(look
s lik
e Fo
rd’s
cop
y) tr
ansm
ittin
g M
ajor
ity
Lead
er n
ote
re: c
omm
ittee
refe
rral
s. R
ef#
80. M
ade
a co
py.
Sena
tor I
nouy
e 19
77
1977
O
rigin
al n
ote
from
Sen
ator
to H
AW
requ
estin
g tim
e to
test
ify a
t S. 1
383
hear
ing,
with
te
leph
one
slip
to S
ache
r fro
m In
ouye
’s o
ffic
e.
Ref
# 74
. Mad
e co
py o
f In
ouye
-HA
W n
ote
Sena
tor J
avits
19
78
1978
C
ongr
ess R
ecor
d ex
tract
. K
ept n
one
Seve
ranc
e Pa
y Pl
ans
1978
19
78
Fed
Reg
iste
r ext
ract
K
ept n
one
Sim
plifi
ed E
mpl
oyee
Pe
nsio
n Pl
an
1980
19
80
Ref
eren
ce m
ater
ial
Kep
t non
e
Sing
le A
genc
y 19
79
1979
D
raft
and
edite
d dr
aft o
f arti
cle
by S
ache
r re:
ER
ISA
juris
dict
ion.
Rel
ates
to re
orga
niza
tion
issu
e.
Kep
t non
e
SIR
As
1979
19
79
Savi
ngs f
or R
etire
men
t Act
(SIR
A) (
S. 1
925)
. Brie
fing
note
from
Sac
her t
o H
AW
on
bill
intro
duct
ion.
Cop
y of
Dea
r Col
leag
ue. G
ener
al re
fere
nce
mat
eria
l on
retir
emen
t acc
ount
s. R
ef#
44. M
ade
copy
of
Sach
er n
ote
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
14
S. 1
076
Fact
She
et
1980
19
80
Mul
tiple
cop
ies o
f an
unat
tribu
ted
S.1
076
fact
shee
t. C
opy
of A
FL-C
IO N
ews.
Ref
# 28
. Kep
t cop
y of
fact
sh
eet
S. 1
543
1979
19
79
Bill
prin
t (no
t HA
W)
Kep
t non
e S.
107
6 19
79
1979
C
opy
of u
nattr
ibut
ed p
ropo
sed
amen
dmen
ts to
S. 1
076
Kep
t non
e S.
107
6 Fo
rm L
ette
rs-
Opp
ositi
on
1979
19
80
Orig
inal
s of n
otes
(abo
ut 2
0) to
HA
W fr
om c
ompa
nies
and
a u
nion
opp
osin
g H
AW
’s b
ill
Kep
t non
e
Supp
ort f
or S
. 107
6 Le
tters
19
79
1980
Th
ree
orig
inal
com
pany
and
uni
on le
tters
to H
AW
. K
ept n
one
S. 1
076
PBG
C P
ropo
sal
ud
ud
No
attri
butio
n on
doc
umen
ts th
emse
lves
, but
app
ears
to b
e pa
ckag
e of
PB
GC
pro
posa
l of
1979
that
bec
omes
S. 1
076.
R
ef#
28. M
ade
copy
of
sum
mar
y do
cum
ent
S.10
76/H
R 3
904
Way
s & M
eans
Wor
king
D
raft
2/28
/80
1980
19
80
Phot
ocop
y. A
ppea
rs to
be
part
of b
ill d
raft
fold
ers f
ound
in b
ox 2
02.
Kep
t non
e
S. 1
076/
HR
390
4 C
omm
ittee
Prin
t, 3/
24/8
0 19
80
1980
B
ill p
rint o
f HR
390
4. A
ppea
rs to
be
part
of b
ill d
raft
fold
ers f
ound
in b
ox 2
02.
Kep
t non
e
Ori
gina
l Ann
ex B
ox #
204
C
omm
ittee
cou
nsel
fold
ers,
mos
tly th
ose
of S
ache
r on
vario
us to
pics
rela
ted
to p
ensi
on m
atte
rs. S
ome
Chr
ysle
r bai
l-out
mat
eria
l, m
ostly
as i
t con
nect
s to
the
com
pany
’s
pens
ion
plan
. C
entra
l Sta
tes H
&W
Fu
nd
1978
19
78
Phot
ocop
y of
aff
idav
it of
a L
abor
inve
stig
ator
in a
cas
e in
volv
ing
the
pens
ion
fund
with
co
pies
of e
xhib
its su
bmitt
ed b
y th
e in
vest
igat
or to
the
cour
t acq
uire
d un
der s
ubpo
ena.
K
ept n
one
HR
390
4 19
80
1980
Fo
rd fi
le. V
ario
us m
ater
ials
rela
ted
this
bill
. Mos
t im
porta
nt a
re c
opie
s of S
ache
r/For
d no
tes
to H
AW
, orig
inal
cor
resp
onde
nce
from
Mat
suna
ga to
HA
W o
n H
awai
i exe
mpt
ion,
orig
inal
co
rres
pond
ence
from
law
firm
to F
ord/
Turz
a w
ith a
men
dmen
t. Pr
ess r
elea
ses a
nd o
ther
re
fere
nce
mat
eria
l.
Ref
# 41
. Mad
e co
pies
of
HA
W m
ater
ials
(sta
ff
note
s, M
atsu
naga
mat
eria
l, et
c).
Chi
cago
Ele
ctro
type
rs
Pens
ion
Plan
19
78
1978
Tw
o co
pies
of o
rigin
al c
orre
spon
denc
e fr
om P
BG
C to
HA
W w
ith le
gally
requ
ired
notif
icat
ion
of p
aym
ents
. K
ept n
one
Expl
anat
ion
of H
R 3
904
1979
19
80
Ford
fold
er. M
arch
198
0 H
ouse
com
mitt
ee p
rint;
unat
tribu
ted
MPP
AA
sect
ion
by se
ctio
n an
alys
is;
PBG
C re
port
with
reco
mm
enda
tions
re: m
ultie
mpl
oyer
pen
sion
s; d
raft
Sen.
Hat
ch
amen
dmen
t to
S. 1
076
Ref
# 59
. Kep
t PB
GC
repo
rt (s
ame
as o
ne in
box
198
). R
ef#
41. K
ept c
opy
of H
R
3904
Exp
lana
tion
Fund
ing
1. B
ook
Res
erve
19
78
1979
Sa
cher
fold
er. O
rigin
al tr
ansm
ittal
from
PB
GC
to S
ache
r of m
ater
ial o
n re
serv
es. O
ther
re
fere
nce
mat
eria
l fro
m P
BG
C o
n su
bjec
t. K
ept n
one
Gen
eral
Sto
ck
Ow
ners
hip
Plan
s (G
SOPs
)
1978
19
78
Con
gres
s Rec
ord
page
s K
ept n
one
Gift
s 19
80
1980
O
ne b
usin
ess c
ard
with
not
atio
ns o
f gift
. K
ept n
one
Mik
e G
ordo
n ud
ud
Ph
otoc
opy
of Ja
vits
lette
r to
Pres
iden
t rec
omm
endi
ng G
ordo
n ap
poin
tmen
t to
Pres
iden
tial
Ret
irem
ent C
omm
issi
on.
Kep
t non
e
Gov
ernm
enta
l Pla
ns
1979
19
80
Ford
/Sac
her.
Ref
eren
ce m
ater
ial o
n go
vern
men
t pla
ns u
nder
ER
ISA
. K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
15
Gra
tefu
l Let
ters
19
77
1980
O
rigin
al th
ank
you
lette
rs fr
om c
ompa
nies
, uni
ons,
trade
ass
ocia
tions
, and
indi
vidu
als t
o H
AW
(som
e to
Sac
her)
re: v
ario
us p
ensi
on re
late
d le
gisl
atio
n.
Kep
t non
e
Bill
Gre
enou
gh
1979
19
79
Cor
resp
onde
nce
exch
ange
, inc
ludi
ng o
rigin
al, b
etw
een
Sach
er a
nd T
IAA
-CR
EF C
hair
Kep
t non
e D
onal
d G
rubb
s 19
77
1978
O
rigin
al c
orre
spon
denc
e/an
alys
es fr
om a
ctua
rial c
onsu
ltant
to S
ache
r; co
pies
of G
rubb
m
ater
ial t
o Tu
rza;
Gru
bb re
sear
ch p
aper
on
ERIS
A.
Kep
t non
e
HR
654
19
79
1979
B
ill p
rint
Kep
t non
e H
R 1
145
1979
19
79
Bill
prin
t K
ept n
one
HR
154
3 19
79
1979
B
ill p
rint
Kep
t non
e H
R 1
576-
78
1979
19
79
Bill
prin
ts
Kep
t non
e H
R 2
797
1979
19
79
Bill
prin
t K
ept n
one
HR
323
6 19
79
1979
B
ill p
rint
Kep
t non
e C
ivil
Serv
ice
Reo
rgan
izat
ion
1978
19
78
Sach
er fo
lder
. Pho
toco
pies
of t
wo
mem
os fr
om D
arry
l And
erso
n to
HA
W b
riefin
g hi
m o
n w
hist
lebl
ower
impa
ct o
f pro
pose
d S.
2640
(not
HA
W) C
ivil
Serv
ice
Ref
orm
Act
. App
ear t
o be
Sac
her’
s cop
ies.
Ref
# 46
. Mad
e co
pies
.
Civ
il Se
rvic
e R
etire
men
t 19
78
1978
C
lippi
ng, p
ublis
hed
law
. K
ept n
one
Cla
ims P
roce
dure
s 19
77
1979
M
ultip
le c
opie
s of p
aper
writ
ten
(app
aren
tly fo
r per
sona
l pur
pose
s) b
y Sa
cher
re: T
he E
RIS
A
Cla
ims P
roce
dure
and
Arb
itrat
ion.
Res
t of m
ater
ial i
n fo
lder
app
ears
to b
e re
fere
nce
mat
eria
l: C
opie
s of p
ositi
on st
atem
ents
by
the
Pens
ion
Rig
hts C
ente
r re:
cla
ims p
roce
dure
s; o
rigin
al
trans
mitt
al to
HA
W fr
om D
oL o
f a p
amph
let o
n cl
aim
s pro
cedu
re; P
ensi
on W
orld
arti
cle
on
subj
ect.
Ref
# 81
. Kep
t cop
y of
Sa
cher
pap
er.
Col
lect
ive
Fund
ing
Veh
icle
s 19
79
1979
Ph
otoc
opy
of c
orre
spon
denc
e to
HA
W fr
om W
ells
Far
go c
ouns
el st
atin
g po
sitio
n re
: ban
k tru
sts;
refe
renc
e m
ater
ial m
ostly
from
ICI o
n ba
nk tr
ust p
ools
. K
ept n
one
Citi
zen’
s Com
mis
sion
on
Pens
ion
Polic
y 19
78
1978
Sa
cher
fold
er. P
hoto
copy
of p
ositi
on fr
om th
is g
roup
, with
han
dwrit
ten
trans
mitt
al fr
om a
K
aren
to S
ache
r end
orsi
ng th
e gr
oup’
s act
iviti
es.
Kep
t non
e
Fore
ign
Cou
ntrie
s Pe
nsio
n Sy
stem
s 19
78
1979
Sa
cher
fold
er. T
wo
book
lets
as r
efer
ence
mat
eria
l on
subj
ect
Kep
t non
e
Fore
ign
Inve
stmen
ts
1979
19
79
Sach
er fo
lder
. One
clip
ping
from
Wal
l St J
ourn
al
Kep
t non
e Fo
rm 5
500
1977
19
80
Sach
er fo
lder
. Orig
inal
tran
smitt
al to
Sac
her f
rom
Am
eric
an B
anke
rs A
ssoc
iatio
n. O
rigin
al
trans
mitt
al to
HA
W w
ith p
ositi
on p
aper
s fro
m a
ctua
rial c
onsu
ltant
s re:
For
m 5
500
chan
ges.
Fed
Reg
iste
r ext
ract
.
Kep
t non
e
Chr
ysle
r Cor
pora
tion
1979
19
79
Phot
ocop
y of
brie
fing
mat
eria
l fro
m P
hilip
Cor
win
(HA
W’s
Leg
isla
tive
Ass
ista
nt) t
o “S
enat
or”
re: N
ov 7
9 he
arin
gs in
Ban
king
Com
mitt
ee o
n C
hrys
ler l
oan
guar
ante
e bi
lls. C
opy
of st
atem
ent b
y Se
n. S
teve
nson
. Cop
ies o
f arti
cle
from
P&
I on
subj
ect.
Ref
# 69
. Mad
e co
py o
f br
iefin
g m
ater
ials
.
Chr
ysle
r Ass
ista
nce
1979
19
80
App
ears
to b
e Sa
cher
fold
er. I
ssue
was
a B
anki
ng C
omm
ittee
one
, but
ther
e w
ere
conn
ectio
ns
to p
ensi
on/E
SOP
issu
es th
at w
ere
refe
rred
to S
ache
r for
con
side
ratio
n. F
olde
r inc
lude
s mos
tly
bill
prin
ts a
nd C
ongr
ess R
ecor
ds. A
lso,
pho
toco
py o
f not
e fr
om T
reas
ury
to P
hilip
Cor
win
w
hich
Cor
win
refe
rred
to S
teve
for c
omm
ent;
bill
draf
ts fo
rwar
ded
to S
ache
r, w
ith o
rigin
al
anno
tatio
ns; P
BG
C n
ote
to S
ache
r with
info
they
pro
vide
d Se
n. P
roxm
ire.
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
16
Bill
Cha
dwic
k 19
78
1978
C
RS
pape
r “M
ajor
Issu
es F
acin
g th
e Pr
ivat
e Pe
nsio
n Sy
stem
” w
ith e
xcha
nge
betw
een
Cha
dwic
k (f
rom
a la
w fi
rm) a
nd th
e C
RS
with
Cha
dwic
k ob
ject
ing
to th
e ex
tent
to w
hich
a
pape
r of h
is w
as p
lagi
ariz
ed (o
ne c
opy
of th
is e
xcha
nge
wen
t to
Sach
er, w
hich
is in
this
fo
lder
). A
lso,
a tr
ansm
ittal
from
Cha
dwic
k to
Sac
her o
f a b
ook
he w
rote
on
ERIS
A; t
hat i
s lik
ely
the
loos
e m
ater
ials
of c
hapt
ers f
ound
in a
cou
ple
plac
es in
this
box
and
pul
led
toge
ther
(d
urin
g th
e ar
chiv
al su
rvey
) with
this
not
e.
Kep
t non
e
Tam
ar F
rank
el
ud
ud
Res
ume
Kep
t non
e Fu
ndin
g 19
77
1978
R
efer
ence
mat
eria
ls o
n pe
nsio
n pl
an fu
ndin
g, so
me
dire
cted
to S
ache
r by
cons
ulta
nts l
ike
Gru
bbs.
Orig
inal
cor
resp
onde
nce
from
Con
nect
icut
Gen
eral
Life
Com
pany
to S
ache
r with
th
eir p
lan
expe
nse
estim
ates
. Cor
resp
onde
nce
from
an
actu
ary
to IR
S, w
ith o
rigin
al c
opy
to
HA
W.
Kep
t non
e
Chu
rch
Plan
s 19
77
1980
Sa
cher
fold
er. E
xten
sive
and
ong
oing
orig
inal
cor
resp
onde
nce
to S
ache
r fro
m la
w fi
rm
repr
esen
ting
Chu
rch
Alli
ance
for C
larif
icat
ion
of E
RIS
A, w
ith m
any
asso
ciat
ed d
ocum
ents
fr
om th
e gr
oup,
incl
udin
g po
sitio
n pa
pers
, cop
ies o
f cor
resp
onde
nce
to g
over
nmen
t age
ncie
s, et
c. S
ome
1980
indi
catio
ns th
at H
AW
met
with
NJ b
ranc
h.
Kep
t non
e
Ori
gina
l Ann
ex B
ox #
205
C
omm
ittee
cou
nsel
fold
ers,
mos
tly S
ache
r and
For
d. G
ener
ally
are
refe
renc
e m
ater
ials
. C
ongr
essi
onal
Bud
get
Act
19
78
1978
Ph
otoc
opy
of st
aff n
otes
re: p
repa
ring
com
mitt
ee b
udge
t K
ept n
one
Def
initi
ons
1977
19
77
Phot
ocop
y of
Fed
Reg
iste
r pag
e re
: cer
tain
ER
ISA
term
s K
ept n
one
[Lab
el lo
st b
ut li
kely
“E
mpl
oyee
Ben
efit
Plan
St
atis
tics”
]
1978
19
80
Sach
er fo
lder
. Ref
eren
ce m
ater
ials
from
DoL
and
a pe
nsio
n co
nsul
tant
. K
ept n
one
Col
lect
ivel
y B
arga
ined
Pe
nsio
ns
1980
19
80
Sach
er fo
lder
. Sac
her’
s cop
y of
AFL
-CIO
Am
eric
an F
eder
atio
nist
mag
azin
e op
en to
an
artic
le o
n su
bjec
t. K
ept n
one
[Lab
el lo
st, b
ut li
kely
“C
ost o
f Liv
ing
Incr
ease
s”]
1979
19
80
Ref
eren
ce m
ater
ials
and
orig
inal
han
dwrit
ten
note
s K
ept n
one
[Lab
el lo
st b
ut li
kely
“C
redi
ting
of S
ervi
ce”]
19
78
1978
Ph
otoc
opy
of n
ote
from
DoL
to S
ache
r res
pond
ing
to a
Sac
her r
eque
st.
Kep
t non
e
Crim
inal
Pro
visi
ons
1979
19
79
Orig
inal
cor
resp
onde
nce
from
DoL
Insp
ecto
r Gen
eral
to H
AW
in re
spon
se to
his
requ
est a
t a
hear
ing
Kep
t non
e
Edw
ard
Cro
ss
1978
19
78
Phot
ocop
y of
cor
resp
onde
nce
from
a A
FL-C
IO lo
cal S
ecre
tary
-Tre
asur
er re
: a d
ispu
te o
ver
retir
emen
t ben
efits
, with
cop
y of
Loc
al’s
retir
emen
t fun
d ru
les.
Kep
t non
e
Jack
Cur
tis
1980
19
80
Ford
fold
er. D
rafts
of a
rticl
e co
-writ
ten
by F
ord
abou
t MPP
AA
. K
ept n
one
Col
lect
ive
Inve
stm
ent
Med
ia
1978
19
79
Sach
er/F
ord
fold
er. M
uch
refe
renc
e m
ater
ial o
n su
bjec
t, in
clud
ing
som
e se
nt d
irect
ly to
Sa
cher
with
orig
inal
tran
smitt
als (
mos
tly IC
I).
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
17
Dem
ocra
tic P
latfo
rm
1980
19
80
Phot
ocop
y of
an
FYI n
ote
from
Sac
her t
o ot
her c
omm
ittee
cou
nsel
of a
HA
W D
emoc
ratic
po
licy
stat
emen
t. N
ot re
late
d to
com
mitt
ee b
usin
ess.
Ref
# 48
2. M
ade
copy
.
[Lab
el lo
st b
ut li
kely
“D
OL
Adm
inis
tratio
n”]
1977
19
79
Sach
er fo
lder
. Cop
ies o
f arti
cles
re: E
RIS
A a
dmin
istra
tion,
stat
emen
t by
Adm
inis
trato
r bef
ore
Sena
te Ju
dici
ary
Com
mitt
ee; t
rans
crip
ts o
f pro
ceed
ings
for s
ome
Adv
isor
y C
ounc
il (L
abor
) m
eetin
gs; c
arbo
n of
Lab
or n
ote
to H
AW
resp
ondi
ng to
his
requ
est a
t a h
earin
g fo
r inf
o.
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“D
anie
l Cas
e”]
1978
19
79
Mos
tly p
ublis
hed
refe
renc
e m
ater
ial o
n D
anie
l, m
ostly
clip
ping
s. Ph
otoc
opy
of p
aper
au
thor
ed b
y Sa
cher
on
“Cer
tain
Sec
uriti
es L
aw A
pplic
atio
ns to
Em
ploy
ee B
enef
it Pl
ans”
and
ou
tline
of S
ache
r rem
arks
for a
n SM
U sy
mpo
sium
on
bene
fits.
Kep
t non
e
Dav
is-B
acon
Act
19
79
1979
C
ongr
ess R
ecor
d K
ept n
one
Daw
son
v. W
hala
nd
1977
19
77
Cop
y of
an
amic
us fi
led
in c
ase
Kep
t non
e [L
abel
lost
but
like
ly
“Ded
uctio
n fo
r Em
ploy
ee
Con
tribu
tions
”]
1978
19
78
Phot
ocop
y of
not
e fr
om M
icha
el G
ordo
n (o
utsi
de la
w fi
rm li
kely
repr
esen
ting
a tru
st fu
nd) t
o co
unse
l of H
R su
bcom
mitt
ee re
: IR
As.
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“D
efer
red
Com
pens
atio
n”]
1978
19
78
Ref
eren
ce m
ater
ials
on
subj
ect
Kep
t non
e
Def
ined
Con
tribu
tion
[DC
] Pla
ns
1978
19
78
Phot
ocop
y of
cor
resp
onde
nce
from
AD
P (D
C se
rvic
e pr
ovid
er) t
o C
umm
ings
and
Ker
shaw
id
entif
ying
DC
adv
anta
ges.
Kep
t non
e
[Lab
el lo
st]
1977
19
79
Phot
ocop
y of
not
e fr
om D
oL to
Com
ptro
ller G
ener
al, v
ario
us c
lippi
ngs.
Kep
t non
e ER
ISA
5. L
itiga
tion
Invo
lvin
g ER
ISA
19
78
1979
Sa
cher
fold
er. P
hoto
copi
es o
f var
ious
cas
es a
nd a
rticl
es re
: cas
es. A
lso
here
(lik
ely
mis
filed
) is
orig
inal
not
e fr
om S
ache
r to
HA
W (r
etur
ned
to S
ache
r) re
: pro
gres
s on
ERIS
A
impr
ovem
ents
act
of 1
978
(S. 3
017)
.
Ref
# 11
. Mad
e co
py o
f Sa
cher
not
e to
HA
W
ERIS
A 6
. Inv
estig
atio
ns
1978
19
78
Sach
er fo
lder
. Orig
inal
tran
smitt
al fr
om N
atio
nal P
ensi
on F
und
to S
ache
r of a
not
e se
nt to
D
oL re
subp
oena
s. K
ept n
one
[Lab
el lo
st]
1977
19
77
Phot
ocop
y of
a re
port
from
DoL
to C
ongr
ess i
n co
mpl
ianc
e w
ith E
RIS
A
Kep
t non
e O
rigi
nal A
nnex
Box
# 2
05a
Com
mitt
ee c
ouns
el fo
lder
s (Sa
cher
and
For
d). M
ostly
refe
renc
e m
ater
ials
or e
xcha
nges
on
tech
nica
l pen
sion
mat
ters
. EE
OC
19
80
1980
O
rigin
al c
orre
spon
denc
e fr
om la
w fi
rm to
HA
W re
: EEO
C c
hang
e to
ben
efits
cal
cula
tion
Kep
t non
e Eq
ual P
ay-C
ompa
rabl
e V
alue
Jobs
19
79
1980
Sa
cher
fold
er. O
rigin
al tr
ansm
ittal
from
the
Lega
l Tim
es to
Sac
her o
f var
ious
arti
cles
on
gend
er p
ay e
quity
; pho
toco
py o
f EEO
C fi
ndin
g in
sex
disc
rimin
atio
n ca
se.
Kep
t non
e
ERIC
19
79
1979
O
rigin
al c
orre
spon
denc
e fr
om la
w fi
rm to
Sac
her r
e: ta
x de
duct
ions
K
ept n
one
[Lab
el lo
st b
ut li
kely
“E
RIS
A A
dvis
ory
Cou
ncil”
]
1977
19
80
Sach
er fo
lder
. Tra
nscr
ipts
of m
eetin
gs a
nd o
ther
mat
eria
l fro
m C
ounc
il (E
RIC
), so
me
with
Sa
cher
’s o
rigin
al h
andw
ritte
n no
tes.
Kep
t non
e
[Lab
el lo
st]
1977
19
77
Bill
prin
t of S
. 181
5 (n
ot H
AW
) K
ept n
one
ERIS
A 3
. Adv
isor
y C
ounc
il 19
78
1978
C
opy
of p
roce
edin
gs o
f a c
ounc
il m
eetin
g se
nt to
Sac
her.
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
18
Dep
t of L
abor
5.
Adv
isor
y C
ounc
il 19
79
1979
C
opy
of p
roce
edin
gs o
f a c
ounc
il m
eetin
g K
ept n
one
Labo
r Dep
t Stu
dies
on
S.
209
1978
19
79
Cop
y of
3 D
oL re
ports
on
pens
ion
plan
fund
ing
cost
s re
S.20
9 (H
AW
bill
) K
ept n
one
Empl
oyee
Ben
efit
Res
earc
h In
stitu
te
1978
19
78
Ref
eren
ce m
ater
ial:
pam
phle
ts a
nd o
ther
doc
umen
ts p
ublis
hed
by E
BR
I K
ept n
one
[Lab
el lo
st]
1978
19
78
Wal
l St J
ourn
al c
lippi
ng
Kep
t non
e [L
abel
lost
but
like
ly
“Dis
abili
ty R
educ
tions
”]
1978
19
78
Orig
inal
CR
S re
spon
se to
Sac
her r
eque
st fo
r inf
o an
d m
ater
ials
re: r
elat
ion
of p
rivat
e vs
So
cial
Sec
urity
ben
efit
paym
ents
K
ept n
one
Dis
crim
inat
ion
1977
19
77
Orig
inal
cop
y to
HA
W o
f cor
resp
onde
nce
re: c
harg
e of
dis
crim
inat
ion
in p
ensi
on p
aym
ents
. K
ept n
one
[Lab
el lo
st b
ut li
kely
“D
isqu
alifi
catio
n”]
1978
19
78
Phot
ocop
y of
arti
cle
Kep
t non
e
Dua
l Jur
isdi
ctio
n 19
78
1978
Ph
otoc
opy
of a
rticl
e K
ept n
one
Phili
p D
oria
n 19
78
1978
Ph
otoc
opy
of c
orre
spon
denc
e fr
om in
sura
nce
agen
t to
Sach
er re
: the
ir m
eetin
g on
ER
ISA
ru
les
Kep
t non
e
Duk
e La
w Jo
urna
l 19
78
1978
Ph
otoc
opy
of n
ote
from
Jour
nal i
nviti
ng H
AW
to p
artic
ipat
e in
a sy
mpo
sium
, Sac
her’
s not
e to
HA
W su
gges
ting
they
co-
auth
or, a
nd o
rigin
al n
ote
from
Jour
nal t
o Sa
cher
whi
ch su
gges
ts
Sach
er is
pur
suin
g th
is a
lone
.
Kep
t non
e
EBP
Inve
stm
ent M
edia
19
77
1977
W
all S
t Jou
rnal
clip
ping
K
ept n
one
EBS-
1 19
78
1978
C
opy
of n
ote
from
con
sulta
nts t
o D
oL
Kep
t non
e Em
ploy
ee B
enef
it C
ounc
il 19
80
1980
Fo
rd fo
lder
. Exc
hang
es b
etw
een
HA
W a
nd O
MB
on
a pr
opos
al, w
ith b
riefin
g no
tes t
o H
AW
fr
om F
ord.
Inte
rage
ncy
Empl
oyee
Ben
efits
Cou
ncil
(IEB
C).
Ref
eren
ce m
ater
ial i
nclu
ding
Pr
esid
entia
l Com
mis
sion
on
Pens
ion
Polic
y re
port
(with
han
dwrit
ten
anno
tatio
ns) a
nd
Adv
isor
y co
unci
l mee
ting
trans
crip
t.
Ref
# 50
. Mad
e co
py o
f Fo
rd/H
AW
/OM
B
exch
ange
s.
2. In
vest
igat
ions
19
77
1978
C
lippi
ng; o
rigin
al c
opy
of C
ompt
rolle
r Gen
eral
repo
rt “L
aws P
rote
ctin
g U
nion
Mem
bers
&
Thei
r Pen
sion
& W
elfa
re B
enef
its S
houl
d be
Bet
ter E
nfor
ced”
K
ept n
one
Dep
t of L
abor
3.
Enfo
rcem
ent
1979
19
79
Cop
y of
DoL
pro
gres
s rep
ort f
rom
Adv
isor
y co
unci
l mee
ting
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“D
OL
Stat
us R
epor
t R
egs”
]
1979
19
79
Cop
y to
HA
W o
f cor
resp
onde
nce
from
act
uary
to D
oL re
: ben
efit
reco
rdke
epin
g re
gula
tions
K
ept n
one
DO
L 19
79 B
udge
t 19
78
1978
Ph
otoc
opie
s of D
oL p
ress
rele
ases
and
det
aile
d bu
dget
requ
est;
copy
of d
raft
HA
W/J
avits
no
te to
App
ropr
iatio
ns C
omm
ittee
re: e
nfor
cem
ent f
unds
. K
ept n
one
[Lab
el lo
st]
1977
19
77
Orig
inal
cor
resp
onde
nce
to H
AW
from
Cos
t Acc
ount
ing
Stan
dard
s Boa
rd tr
ansm
ittin
g pr
opos
ed re
gula
tions
for p
ensi
on c
osts
(with
regu
latio
ns to
be
publ
ishe
d in
Reg
iste
r)
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“D
irect
ed T
rust
s”]
1977
19
77
Phot
ocop
y of
a st
udy
from
John
Han
cock
Insu
ranc
e re
: ER
ISA
impa
ct o
n di
rect
ed tr
usts
. K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
19
Ori
gina
l Ann
ex B
ox #
206
C
omm
ittee
cou
nsel
Gar
y Fo
rd w
orki
ng fi
les d
atin
g fr
om Ju
ne-J
uly
1980
. All
rela
ted
to S
.107
6 co
nsid
erat
ions
. Mat
eria
ls in
clud
es d
raft
lang
uage
for b
ills a
nd a
men
dmen
ts
with
orig
inal
ann
otat
ions
and
edi
ts (t
his i
s the
bul
k), c
heck
lists
of i
tem
s to
incl
ude
or w
atch
for;
back
grou
nd d
ocum
ents
from
DoL
, oth
er C
omm
ittee
s, et
c. fo
und
else
whe
re in
oth
er b
oxes
but
her
e m
arke
d-up
with
ann
otat
ions
; orig
inal
not
es a
nd c
orre
spon
denc
e di
rect
to F
ord
from
law
firm
s pro
posi
ng sp
ecifi
c la
ngua
ge fo
r var
ious
pa
rts o
f the
bill
. All
mat
eria
l loo
se o
r loo
sely
fold
ered
, and
ver
y he
avily
ann
otat
ed. F
ord’
s red
pen
and
not
eboo
ks a
re in
clud
ed. T
here
are
cop
ies o
f 4 b
riefin
g pa
pers
from
Fo
rd o
r Dar
ryl A
nder
son
to H
AW
for t
he Ju
ly 2
8-29
floo
r deb
ate.
R
ef#
27: K
ept c
opie
s of B
CO
A/U
MW
A m
atte
r, re
late
d to
mat
eria
l fou
nd in
box
201
. R
ef#
29: M
ade
copy
of b
riefin
g m
ater
ials
. Kep
t cop
y of
not
e to
Sen
ator
s Lon
g an
d B
ents
en. K
ept c
opy
of S
.107
6 Su
mm
ary
and
Ana
lysi
s of C
onsi
dera
tions
by
Sect
ion
(sam
e as
in b
ox 2
12).
Ori
gina
l Ann
ex B
ox #
207
C
omm
ittee
cou
nsel
fold
ers,
likel
y Fo
rd’s
. [B
ill p
rints
] 19
79
1980
A
serie
s of f
olde
rs c
onta
inin
g bi
ll pr
ints
and
som
e re
late
d C
ongr
ess R
ecor
ds re
: ret
irem
ent-
rela
ted
bills
. Fol
ders
con
tain
ing
bills
are
num
bere
d 16
-23,
26-
31, p
lus a
Mis
cella
neou
s fol
der
and
enac
ted
bills
in fo
lder
s III
. 1 a
nd 2
. The
se a
re a
ll lik
ely
the
cont
inua
tion
of th
e ru
n fo
und
in b
ox 2
00. O
nly
one
is a
HA
W b
ill. S
ome
orig
inal
han
dwrit
ten
note
s in
the
Mis
c fo
lder
.
Kep
t non
e
[Loo
se]
1979
19
79
Uno
pene
d up
date
of P
ensi
on &
Pro
fit S
harin
g R
epor
t sub
scrip
tion
mai
led
to F
ord.
Rep
rint o
f H
AW
and
Javi
ts C
ongr
ess R
ecor
d st
atem
ents
intro
duci
ng S
.209
(ER
ISA
Impr
ovem
ent A
ct,
succ
esso
r to
unpa
ssed
S.3
017
of 1
978.
)
Kep
t non
e
Stat
emen
t for
[…]
1980
19
80
Cop
ies o
f flo
or re
mar
ks fo
r cal
ling
up H
R 7
685
(30
day
PBG
C p
aym
ent d
elay
). H
andw
ritte
n no
tes a
nd w
hat a
ppea
rs to
be
draf
t rem
arks
for a
rela
ted
topi
c.
Ref
# 62
. Kep
t cop
y of
re
mar
ks.
Dis
cuss
ion
draf
t #4
1979
19
79
Phot
ocop
y of
June
26,
197
9 dr
aft o
f S.1
076.
(app
ears
to b
e pa
rt of
run
foun
d in
box
202
) K
ept n
one
Sum
mar
y of
S.1
076
for
the
Dem
ocra
tic P
olic
y C
omm
ittee
1980
19
80
Phot
ocop
y of
the
com
mitt
ee p
rint o
f S. 1
076
sum
mar
y &
ana
lysi
s of c
onsi
dera
tion
(app
ears
to
be
part
of ru
n fo
und
in b
ox 2
02)
Kep
t non
e
S. 1
076
as in
trodu
ced
May
3, 1
979
1979
19
79
Phot
ocop
y of
orig
inal
S.1
076
bill
prin
t (ap
pear
s to
be p
art o
f run
foun
d in
box
202
) K
ept n
one
[Lab
el lo
st]
1980
19
80
App
ears
to b
e an
othe
r cop
y of
the
disc
ussi
on d
raft
#4 o
f S10
76 o
f Jun
e 26
, 198
0 (a
ppea
rs to
be
par
t of r
un fo
und
in b
ox 2
02)
Kep
t non
e
Com
mitt
ee p
rint o
n S1
076,
S&
AC
19
80
1980
Ph
otoc
opy
of th
e co
mm
ittee
prin
t of S
. 107
6 su
mm
ary
& a
naly
sis o
f con
side
ratio
n. A
ppea
rs
to b
e th
e sa
me
as d
ocum
ent a
bove
. (ap
pear
s to
be p
art o
f run
foun
d in
box
202
) K
ept n
one
Com
mitt
ee p
rint o
n S.
10
76
1980
19
80
Prin
t of a
men
ded
S. 1
076
circ
a A
pril
1980
(app
ears
to b
e pa
rt of
run
foun
d in
box
202
) K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
20
Cha
nges
in E
xist
ing
Law
M
ade
by th
e bi
ll as
re
porte
d (R
amse
yer
vers
ion)
ud
ud
Phot
ocop
y of
ER
ISA
with
prin
ted
anno
tatio
ns o
f cha
nges
(pre
sum
ably
S.1
076
chan
ges)
(a
ppea
rs to
be
part
of ru
n fo
und
in b
ox 2
02)
Kep
t non
e
[Unl
abel
ed]
1980
19
80
Ford
fold
er. E
dite
d co
py o
f HR
390
4 bi
ll pr
int (
July
29)
. Pho
toco
py o
f HR
390
4 am
endm
ent
with
som
e or
igin
al a
nnot
atio
ns. D
raft
lang
uage
of r
emar
ks. O
rigin
al h
andw
ritte
n no
tes.
Cop
y of
Wal
lop,
et a
l Dea
r Col
leag
ue re
: sup
porti
ng H
R 3
904
amen
ds. I
ntra
-sta
ff n
otes
(one
or
igin
al) f
rom
Aug
re: H
R 3
904
chan
ges.
Ref
# 62
. Mad
e co
py o
f tw
o st
aff n
otes
. Mad
e co
py o
f W
allo
p D
ear C
olle
ague
le
tter.
Ori
gina
l Ann
ex B
ox #
208
C
omm
ittee
cou
nsel
fold
ers (
incl
udin
g m
ore
Gen
eral
ER
ISA
fold
ers)
, inc
ludi
ng S
ache
r. G
ener
ally
thes
e fo
lder
s are
refe
renc
e m
ater
ial.
Mor
gan
Gua
rant
y Tr
ust
Co
(MG
TC)
1977
19
77
Doc
umen
ts re
late
d to
S. 2
85 w
hich
app
aren
tly a
imed
to re
duce
con
cent
ratio
n of
equ
ity
hold
ings
in p
ensi
on fu
nds.
Som
e re
latio
n to
ER
ISA
rule
s. Is
sue
dire
ctly
invo
lved
B
ents
en/F
inan
ce C
omm
ittee
. Mor
gan
cite
d as
spec
ific
case
of m
anag
er in
fluen
cing
stoc
k pr
ices
thro
ugh
exce
ssiv
e ho
ldin
gs. M
ater
ial i
s fro
m M
orga
n, in
clud
ing
Mor
gan
stat
emen
t to
Fina
nce,
pre
ss re
leas
e, re
sear
ch st
udie
s con
duct
ed fo
r Mor
gan,
sam
ples
of M
orga
n tra
nsac
tions
/repo
rts/in
vest
men
t man
agem
ent m
eetin
gs.
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“P
artic
ipat
ion”
] 19
77
1977
Ph
otoc
opy
of re
mar
ks o
utlin
e fr
om a
n at
torn
ey p
rese
nted
at S
MU
sem
inar
. Fed
Reg
iste
r rul
es
Kep
t non
e
[Lab
el lo
st]
1978
19
79
Sach
er fo
lder
. Pho
toco
pies
of s
ever
al n
otes
with
atta
chm
ents
from
Sac
her t
o H
AW
. Orig
inal
co
rres
pond
ence
and
pos
ition
stat
emen
t sen
t to
Sach
er b
y Te
amst
ers l
aw fi
rm re
: PB
GC
fu
ndin
g. O
rigin
al h
andw
ritte
n no
tes.
Ano
ther
SM
U se
min
ar re
mar
ks o
utlin
e.
Ref
# 63
. Mad
e co
pies
of
Sach
er/H
AW
not
es.
P.L
95-2
14-T
itle
IX
ERIS
A: P
BG
C P
rem
ium
In
crea
se S
tudy
1977
19
77
Car
bon
of S
ept 2
9 no
te fr
om P
BG
C to
HA
W tr
ansm
ittin
g th
eir a
naly
sis P
rem
ium
R
equi
rem
ent f
or th
e Si
ngle
Em
ploy
er B
asic
Ben
efits
Insu
ranc
e Pr
ogra
m, p
arts
I an
d II
(f
ollo
w-u
p on
thei
r 9/2
3 re
ques
t for
pre
miu
m in
crea
se),
with
pho
toco
py o
f ana
lysi
s.
Kep
t non
e
Mul
tiem
ploy
er P
lans
as
Def
ined
Con
tribu
tion
Plan
s
ud
ud
Bou
nd re
sear
ch re
port
“Inv
estm
ent R
egul
atio
n of
Mul
tiem
ploy
er P
lans
: An
Alte
rnat
ive
to
ERIS
A’s
Titl
e IV
” by
a C
ase
Wes
tern
law
pro
f (re
fere
nce
mat
eria
l) K
ept n
one
Nat
iona
l Ret
irem
ent
Polic
y 19
79
1979
Ph
otoc
opy
of d
raft
of re
sear
ch re
port
prep
ared
for C
omm
ittee
for E
cono
mic
Dev
elop
men
t (r
efer
ence
mat
eria
l) K
ept n
one
New
Jers
ey B
anks
19
77
1977
C
lippi
ngs f
rom
Wal
l St J
ourn
al re
mob
/uni
ons/
bank
s K
ept n
one
New
Jers
ey M
ilk
Indu
stry
Fun
d 19
77
1977
O
rigin
al c
orre
spon
denc
e fr
om P
BG
C to
HA
W w
ith le
gal n
otifi
catio
n of
pay
men
ts b
egun
to
milk
loca
l fun
d. R
elat
ed n
ews c
lippi
ngs a
nd P
BG
C p
ress
rele
ase.
Orig
inal
not
e fr
om S
ache
r to
HA
W, r
etur
ned
to S
ache
r with
HA
W c
omm
ent,
re: r
esol
utio
n of
mat
ter.
Ref
# 75
. Mad
e co
pies
New
Jers
ey T
eam
ster
s 19
77
1977
C
lippi
ngs f
rom
Wal
l St J
ourn
al o
n m
ob/u
nion
K
ept n
one
New
Yor
k C
ity P
ensi
on
Plan
s 19
78
1978
W
all S
t Jou
rnal
clip
ping
K
ept n
one
1978
Bill
19
78
1978
W
ashi
ngto
n P
ost c
lippi
ng
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
21
Nat
iona
l Pla
nnin
g A
ssoc
iatio
n ud
ud
Fl
yer w
ith in
form
atio
n on
this
org
aniz
atio
n K
ept n
one
Nom
inat
ion
Hea
ring
on
Will
iam
Hob
good
19
79
1979
Ph
otoc
opy
of n
omin
atio
n fo
rm (A
sst S
ecre
tary
of L
abor
) and
pub
licly
-dis
clos
ed p
ortio
n of
pe
rson
al d
iscl
osur
e fo
rm. P
hoto
copi
es o
f HA
W re
mar
ks, q
uest
ions
, Sac
her c
omm
ents
to
HA
W.
Ref
# 56
. Mad
e co
py o
f H
AW
que
stio
ns a
nd
rem
arks
. N
orm
al R
etire
men
t Age
19
78
1978
C
opy
of a
rticl
e fr
om P
ensi
on P
lann
ing
& C
ompl
ianc
e K
ept n
one
Mul
tinat
iona
l Pla
ns
1979
19
79
Clip
ping
from
Nat
iona
l Law
Jour
nal;
cons
ulta
nt p
ublic
atio
n K
ept n
one
Mul
tiple
Em
ploy
er
Trus
ts
1977
19
77
Cop
ies o
f ind
ustry
ass
ocia
tion
lette
r to
DoL
and
ope
n le
tter t
o C
ongr
ess;
clip
ping
K
ept n
one
Mut
ual F
unds
19
76
1979
C
opie
s of v
ario
us IC
I mem
ber n
otic
es; r
eprin
t of D
uke
Law
Jour
nal a
rticl
e on
mut
ual
fund
s/ER
ISA
K
ept n
one
Nac
hman
Cas
e 19
79
1980
Pr
int o
f a b
rief o
f Sup
rem
e C
ourt
case
(inv
olve
d PB
GC
); re
late
d cl
ippi
ng
Kep
t non
e [L
abel
lost
] 19
78
1978
Li
st o
f atte
ndee
s at S
MU
sym
posi
um o
n em
ploy
ee b
enef
its (i
nclu
ding
Sac
her)
. K
ept n
one
[Lab
el lo
st]
ud
ud
Phot
ocop
y of
mem
bers
hip
broc
hure
for N
atio
nal A
ssoc
iatio
n of
Sm
all R
etire
men
t Pla
ns
Kep
t non
e N
CC
MP
1977
19
80
Nat
iona
l Coo
rdin
atin
g C
omm
ittee
for M
ultie
mpl
oyer
Pla
ns n
ewsl
ette
r (Sa
cher
’s o
rigin
als)
; ph
otoc
opie
s of N
CC
MP
prop
osed
ER
ISA
am
endm
ents
and
circ
ular
mem
os to
thei
r mem
bers
K
ept n
one
[Lab
el lo
st]
1978
19
78
Orig
inal
not
e fr
om S
en. F
rank
Chu
rch
to H
AW
requ
estin
g co
ordi
natio
n w
ith C
hurc
h’s
upco
min
g he
arin
gs b
y Sp
ecia
l Com
mitt
ee o
n A
ging
. Pho
toco
pies
of m
ater
ial e
nclo
sed
as
back
grou
nd fo
r the
hea
ring.
Kep
t non
e
Com
mun
icat
ions
W
orke
rs
ud
ud
Han
dwrit
ten
note
(loo
ks li
ke S
ache
r) o
f con
vers
atio
n w
ith L
ou G
erbe
r of C
W
Kep
t non
e
Com
mun
ity P
rope
rty
1978
19
78
Phot
ocop
y of
a c
ourt
deci
sion
K
ept n
one
Mog
lia
ud
ud
Phot
ocop
y of
Fed
Rep
orte
r pag
es o
f a c
ourt
case
and
194
7 la
bor r
elat
ions
act
; orig
inal
ha
ndw
ritte
n no
tes
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“M
anas
sas P
ark
Expa
nsio
n”]
1979
19
79
Sach
er fo
lder
. Tra
nsm
ittal
of i
nfor
mat
ion
on b
ill to
Sac
her f
rom
Rep
. Har
ris o
ffic
e. C
ongr
ess
Rec
ord
info
rmat
ion.
K
ept n
one
Man
dato
ry P
rivat
e Pe
nsio
n Sy
stem
19
80
1980
Ph
otoc
opy
of re
port
from
Gru
bbs t
o H
R C
omm
ittee
on
Agi
ng; o
rigin
al tr
ansm
ittal
from
law
fir
m o
f ER
IC (E
RIS
A In
dust
ry C
omm
ittee
) to
Ford
of s
tate
men
ts g
iven
to P
resi
dent
ial
Com
mis
sion
on
Pens
ion
Polic
y; st
atem
ents
hav
e or
igin
al a
nnot
atio
ns
Kep
t non
e
Mar
kup
on S
. 209
19
79
1979
Ph
otoc
opie
s of m
ater
ial t
hat a
ppea
r to
be b
riefin
g bo
ok fo
r S. 2
09 c
omm
ittee
mar
k-up
se
ssio
n. C
opie
s of H
AW
pre
ss re
leas
e on
com
mitt
ee a
ppro
val.
Orig
inal
not
e fr
om S
ache
r to
HA
W fo
llow
ing
up a
fter m
eetin
g. O
rigin
al S
ache
r cop
y of
a n
ote
from
con
sulta
nts t
o B
ents
en
aide
. Pho
toco
py o
f sec
tion
by se
ctio
n an
alys
is (o
f 209
?) o
f whi
ch p
artie
s opp
ose/
favo
r.
Ref
# 19
. Mad
e co
py o
f m
ost m
ater
ials
.
Mat
suna
ga R
eal P
rope
rty
Inve
stm
ent A
men
dmen
t-S.
1958
1980
19
80
App
ears
to b
e H
AW
cop
y of
a n
ote
from
Ark
ansa
s com
pany
to th
eir s
enat
ors r
e: M
atsu
naga
bi
ll.
Kep
t non
e
Not
eabl
e bi
ll 95
:2
1977
19
78
Sach
er fo
lder
. Mos
tly p
rints
of v
ario
us b
ills,
mos
tly fr
om 9
5th, 2
nd se
ssio
n an
d m
ostly
rela
ted
to IR
C. N
one
appe
ar to
be
HA
W b
ills.
Con
gres
s Rec
ords
and
cop
ies o
f som
e re
late
d do
cum
ents
. Som
e in
tra-s
taff
not
es o
n so
me
bills
or o
rigin
al a
nnot
atio
ns.
Kep
t non
e
Jose
phin
e M
atth
ews
1980
19
80
Orig
inal
cor
resp
onde
nce
from
Pre
ntic
e-H
all p
ublis
her t
o Fo
rd se
ekin
g to
stay
info
rmed
of
pens
ion
law
dev
elop
men
ts.
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
22
Tom
McC
ord
1979
19
79
Orig
inal
s and
cop
ies/
carb
ons o
f not
es to
Sac
her a
nd H
AW
re: s
emin
ars
Kep
t non
e M
erge
rs &
C
onso
lidat
ions
19
77
1977
C
lippi
ngs.
Writ
e-up
with
atta
ched
mat
eria
l on
Sect
ion
208
of E
RIS
A
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“M
erril
l Lyn
ch”]
19
77
1978
Sa
cher
fold
er. O
rig c
orre
spon
denc
e fr
om sa
lesm
an to
HA
W o
bjec
ting
to a
n ER
ISA
pr
ovis
ion;
orig
inal
han
dwrit
ten
note
s; b
ackg
roun
d m
emo
from
Mer
rill f
or te
leph
one
call.
K
ept n
one
[Lab
el lo
st b
ut li
kely
“M
ETS”
] 19
79
1979
C
lippi
ngs;
Am
eric
an F
eder
atio
n fo
r Lab
or &
Bus
ines
s pub
licat
ion;
cop
y of
cou
rt ca
se
findi
ngs.
Kep
t non
e
Mili
tary
Pen
sion
s 19
77
1978
C
opy
of c
onst
ituen
t cor
resp
onde
nce
to H
AW
, clip
ping
K
ept n
one
[Lab
el lo
st]
1977
19
78
Orig
inal
han
dwrit
ten
note
s of c
onve
rsat
ion
with
mill
iner
y un
ion
and
phot
ocop
y of
rela
ted
docu
men
t K
ept n
one
Mis
cella
neou
s ER
ISA
R
elat
ed
1977
19
79
A fe
w c
lippi
ngs
Kep
t non
e
[Lab
el lo
st]
1977
19
77
Sach
er fo
lder
. Orig
inal
cor
resp
onde
nce
and
supp
ortin
g m
ater
ial f
rom
Boy
s Clu
bs o
f Am
eric
a to
Sac
her r
egar
ding
thei
r pen
sion
pla
n; o
rigin
al h
andw
ritte
n no
tes o
f mee
ting.
K
ept n
one
Mul
tiem
ploy
er P
lans
-Fi
nanc
ial D
ata
1980
19
80
Phot
ocop
y of
ana
lysi
s for
war
ded
to F
ord
by P
BG
C.
Kep
t non
e
Joe
Pogg
i-GA
I ud
ud
Ph
otoc
opy
of re
gula
tions
, han
dwrit
ten
note
s K
ept n
one
Pape
rwor
k B
urde
n-C
oord
inat
ion
1978
19
79
Phot
ocop
ies a
nd o
ther
mat
eria
ls re
late
d to
gen
eral
con
cern
s ove
r reg
ulat
ory
pape
rwor
k, a
nd
som
e re
latio
n to
ER
ISA
repo
rting
. K
ept n
one
[Lab
el lo
st]
1977
19
78
Sach
er’s
cop
y of
intra
-sta
ff n
otes
on
adm
inis
trativ
e to
pics
(e.g
., Pa
radi
se to
all
staf
f on
polic
ies a
bout
Sen
ate
floor
acc
ess)
K
ept n
one
Ori
gina
l Ann
ex B
ox #
209
C
omm
ittee
cou
nsel
mat
eria
l. H
alf o
f box
is a
rich
set o
f fol
ders
with
indu
stry
cor
resp
onde
nce
and
posi
tion
pape
rs fr
om S
ache
r’s f
iles.
[Unl
abel
ed]
1979
19
80
App
ears
to b
e m
ater
ials
rela
ted
to a
pan
el d
iscu
ssio
n he
ld in
Haw
aii t
hat F
ord
(like
ly)
and/
or S
ache
r par
ticip
ated
in. C
orre
spon
denc
e fr
om a
law
firm
ass
ocia
ted
with
the
pane
l w
ith h
ypot
hetic
al c
ases
, orig
inal
han
dwrit
ten
note
s on
them
, bill
prin
ts (S
.209
and
HR
39
04),
type
d ou
tline
s, C
ongr
ess R
ecor
d. H
onol
ulu/
Haw
aii s
treet
map
, saf
e de
posi
t rec
eipt
(F
ord)
Ref
# 19
and
36.
Kep
t the
se
copi
es o
f S.2
09 su
mm
ary
&
anal
ysis
(sam
e as
in b
ox 2
12)
and
HR
390
4 (s
ame
as in
box
21
3).
S. 1
076
(HR
390
4)
Car
eful
Pre
ss D
raft
1980
19
80
Phot
ocop
y of
ann
otat
ed M
arch
198
0 ve
rsio
n st
ampe
d “C
aref
ul P
RES
S”
Kep
t non
e
Cur
rent
19
80
1980
C
ongr
ess R
ecor
d fo
r Aug
ust 2
1. P
ocke
t fol
ders
for H
R 3
904
8/26
floo
r act
ion
(sev
eral
em
pty)
, oth
ers w
ith c
opie
s of r
emar
ks (g
ener
ally
inco
mpl
ete)
. R
ef#
42. K
ept o
r mad
e co
pies
.
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
23
[Chr
ono
inco
min
g co
rres
pond
ence
re: 1
076]
19
79
1980
Sa
cher
’s fo
lder
s. 5”
of f
olde
rs in
chr
onol
ogic
al o
rder
from
Janu
ary
1979
to F
ebru
ary
1980
of
cor
resp
onde
nce
and
posi
tion
stat
emen
ts re
late
d to
S. 1
076/
HR
390
4. T
his i
s a v
ery
rich
set o
f doc
umen
ts in
the
exte
nt to
whi
ch th
ey d
ocum
ent c
ompe
ting
view
poin
ts o
r ex
pres
sion
s of i
nter
est g
roup
s. M
any
orig
inal
mem
os to
eith
er H
AW
or S
ache
r with
in
dust
ry/c
ompa
ny/P
BG
C v
iew
s on
aspe
cts o
f the
bill
s. So
me
gene
ral p
ositi
on p
aper
s or
stat
emen
ts se
nt to
com
mitt
ee. P
aper
s are
gen
eral
ly c
opie
s. Le
tters
are
ofte
n or
igin
al, b
ut
man
y ph
otoc
opie
s as w
ell.
Als
o or
igin
als a
nd c
opie
s of l
ette
rs re
ceiv
ed b
y ot
her s
enat
ors
and
forw
arde
d to
com
mitt
ee. C
opie
s of s
ome
brie
fing
note
s fro
m S
ache
r to
HA
W, p
repp
ing
HA
W fo
r hea
rings
and
mee
tings
. Som
e or
igin
al h
andw
ritte
n no
tes f
rom
con
vers
atio
ns a
nd
mee
tings
with
lobb
yist
s.
Ref
# 30
. Mad
e co
pies
of
brie
fing
note
s. K
ept c
opy
of
PBG
C fa
ct sh
eet.
Ori
gina
l Ann
ex B
ox #
210
C
omm
ittee
file
s of i
ncre
men
tal H
R 3
904/
S. 1
076
vers
ions
, with
ann
otat
ions
. All
phot
ocop
ies,
little
orig
inal
doc
umen
ts. A
thic
k fo
lder
of c
orre
spon
denc
e on
ER
ISA
m
atte
rs re
ferr
ed to
the
subc
omm
ittee
cou
nsel
to a
nsw
er fo
r HA
W’s
sign
atur
e as
Cha
ir.
Com
mitt
ee d
raft
on H
R
3904
(S.1
076)
No.
5
6/27
/80
1980
19
80
2 co
pies
of H
R 3
904,
pre
sum
ably
as o
f 6/2
7. T
wo
note
s app
aren
tly re
flect
ing
the
com
mitt
ee m
embe
r vot
es o
n m
ark-
up a
nd to
repo
rt bi
ll ou
t of c
omm
ittee
. K
ept n
one
S.10
76 D
raft
7/1/
80
1980
19
80
Cop
y of
HR
390
4 (v
ersi
on m
uch
like
abov
e)
Kep
t non
e S.
107
6 Le
g dr
aft
7/17
/80
1980
19
80
Cop
y of
HR
390
4 w
ith c
opie
s of a
nnot
atio
ns c
hang
ing
it to
S.1
076
Kep
t non
e
S.10
76 L
egis
lativ
e dr
aft
7/21
/80
1980
19
80
Cop
y of
S.1
076
(app
ears
to b
e ab
ove’
s rev
isio
n)
Kep
t non
e
Legi
slat
ive
draf
t of
S.10
76 7
/24/
80
1980
19
80
Cop
y of
S.1
076
draf
t with
cop
ies o
f ann
otat
ions
/edi
ts
Kep
t non
e
Tech
nica
l Cor
rect
ions
in
S.10
76 7
/29/
80
1980
19
80
Cop
y of
list
of a
men
dmen
ts (t
echn
ical
cor
rect
ions
) to
S.10
76 la
ngua
ge to
be
prop
osed
. K
ept n
one
Enro
lled
Bill
on
S.10
76,
7/29
/80
1980
19
80
Phot
ocop
y of
HR
390
4 w
ith c
opie
s of a
nnot
atio
ns/e
dits
K
ept n
one
[Cor
resp
onde
nce]
19
79
1979
B
lue
carb
ons o
f HA
W c
orre
spon
denc
e fr
om a
few
mon
ths i
n 19
79 re
: var
ious
asp
ects
of
ERIS
A a
nd o
ther
mat
ters
Car
bons
gen
eral
ly a
ttach
ed to
orig
inal
cor
resp
onde
nce
rece
ived
fr
om in
divi
dual
s, co
mpa
nies
, tra
de a
ssoc
iatio
ns, l
aws f
irms.
Man
y ch
urch
es/c
lerg
y re
: ch
urch
pro
visi
ons.
A c
oupl
e ex
chan
ges w
ith o
ther
sena
tors
. A fe
w e
xcha
nges
invo
lve
Sach
er d
irect
ly.
Ref
# 80
. Mad
e co
pies
of
exch
ange
bet
wee
n H
AW
and
Pr
oxm
ire/G
arn.
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
24
Ori
gina
l Ann
ex B
ox #
211
C
omm
ittee
cou
nsel
fold
ers,
gene
rally
Sac
her f
olde
rs o
n va
rious
ER
ISA
-rel
ated
asp
ects
. Mos
t im
porta
nt a
nd u
sefu
l is f
olde
r of P
BG
C d
ocum
ents
. [C
orre
spon
denc
e]
1979
19
80
Blu
e ca
rbon
s of H
AW
cor
resp
onde
nce
for a
few
mon
ths i
n 19
80 re
: var
ious
asp
ects
of
ERIS
A. C
arbo
ns g
ener
ally
atta
ched
to o
rigin
al c
orre
spon
denc
e re
ceiv
ed fr
om in
divi
dual
s, co
mpa
nies
, tra
de a
ssoc
iatio
ns, l
aws f
irms.
Man
y ch
urch
es/m
inis
ters
re: c
hurc
h pr
ovis
ions
.
Kep
t non
e
[Unl
abel
ed]
1977
19
78
4 Sa
cher
fold
ers c
onta
inin
g ke
y do
cum
ents
rela
ted
to P
BG
C m
ultie
mpl
oyer
pro
ject
(wha
t be
com
es S
. 107
6). T
able
of c
onte
nts f
or it
ems t
abbe
d A
-X (t
abs F
-S n
ot h
ere)
. Inc
lude
s Sa
cher
’s o
rigin
al h
andw
ritte
n no
tes f
rom
mee
tings
on
the
subj
ect.
Goe
s fro
m D
ec ’7
7 to
Sep
t ’7
9.
Kep
t non
e
Ban
krup
tcy
Prio
ritie
s 19
77
1978
Sa
cher
fold
er. B
ill p
rints
of S
. 226
6 an
d H
R 8
200
(not
HA
W o
r HA
W c
omm
ittee
). O
rigin
al
hand
writ
ten
note
s re:
the
bills
and
mee
ting
on th
em. A
spec
ts o
f the
bill
s con
cern
PB
GC
; ph
otoc
opy
of n
ote
from
PB
GC
to S
en. D
e C
onci
ni fo
rwar
ded
by M
itch
Stric
kler
(PB
GC
?) to
Sa
cher
.
Kep
t non
e
Arti
cles
19
80
1980
C
lippi
ngs (
Sach
er to
For
d) re
: pen
sion
s/ER
ISA
K
ept n
one
Aut
omat
ic D
ata
Proc
essi
ng
1980
19
80
Phot
ocop
ies o
f DoL
exc
hang
es w
ith A
DP
and
copy
of E
RIS
A a
men
dmen
ts w
ith o
rigin
al
unde
rlini
ng/a
nnot
atio
ns
Kep
t non
e
AT&
T R
ecip
roci
ty
1979
19
79
Sach
er fo
lder
. Bin
der w
ith o
rigin
al c
orre
spon
denc
e fr
om A
T&T
to S
ache
r re:
Bel
l sys
tem
pe
nsio
ns in
re: S
. 209
; sev
eral
atta
ched
rela
ted
docu
men
ts.
Kep
t non
e
Chu
rch
1979
19
80
Orig
inal
cor
resp
onde
nce
to S
ache
r or H
AW
re: c
hurc
h im
pact
of E
RIS
A; c
opy
of n
ote
to
HA
W fr
om S
ache
r on
mat
ter.
Phot
ocop
ies o
f bac
kgro
und
on E
EOC
/relig
ious
inst
itutio
n re
latio
n.
Kep
t non
e
Ass
ignm
ent &
A
liena
tion
1978
19
79
Sach
er fo
lder
. Orig
inal
cor
resp
onde
nce
to S
ache
r re:
ER
ISA
/spo
usal
supp
ort.
Bac
kgro
und
artic
les a
nd p
aper
s on
subj
ect.
Kep
t non
e
Ass
oc o
f Priv
ate
Pens
ion
& W
elfa
re
Plan
s
1979
19
80
Orig
inal
trad
e as
soci
atio
n pa
per f
orw
arde
d to
HA
W/S
ache
r.
Kep
t non
e
[Clip
ping
s]
1978
19
78
Cop
ies o
f clip
ping
s fro
m W
ashi
ngto
n Po
st o
f 11/
12/7
8 re
: pen
sion
s & re
tirem
ent
Kep
t non
e [L
abel
lost
but
like
ly “
Cen
tral
Stat
es T
eam
ster
s Pen
sion
Fun
d”]
1978
19
79
Phot
ocop
ies o
f DoL
cou
rt fil
ings
and
oth
er d
ocum
ents
aga
inst
Cen
tral S
tate
s. C
opie
s of
cor
resp
onde
nce
to H
AW
. K
ept n
one
Bro
ker-
Dea
ler
Exem
ptio
n 19
78
1978
Ph
otoc
opy
of A
CLI
pos
ition
pap
er a
nd re
late
d D
oL p
ropo
sal.
Kep
t non
e
Bud
get
1980
19
80
Phot
ocop
ies o
f com
mitt
ee in
tra-s
taff
note
s re:
pro
gram
bud
get p
lann
ing
Kep
t non
e C
afet
eria
Pla
ns
1978
19
78
Ref
eren
ce m
ater
ial o
n su
bjec
t K
ept n
one
Cap
tive
Insu
rers
19
79
1979
R
efer
ence
mat
eria
l on
subj
ect
Kep
t non
e C
ELI
1977
19
77
Ref
eren
ce m
ater
ial o
n lia
bilit
y in
sura
nce
sent
to H
AW
by
an in
sura
nce
com
pany
K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
25
Ben
efit
Stat
us R
epor
ts
1979
19
79
Orig
inal
cor
resp
onde
nce
to S
ache
r and
atta
ched
mat
eria
ls fr
om c
ompa
ny re
: pen
sion
pla
n re
porti
ng
Kep
t non
e
Ori
gina
l Ann
ex B
ox #
212
C
omm
ittee
cou
nsel
fold
ers (
Ford
).
Cha
nges
for F
inal
Sen
ate
Bill
19
80
1980
Fo
rd fo
lder
. Orig
inal
cor
resp
onde
nce
from
var
ious
law
firm
s and
ass
ocia
tions
to F
ord
with
po
sitio
ns a
nd sp
ecifi
c la
ngua
ge fo
r S. 1
076/
HR
390
4. R
elat
ed b
ill p
rints
. Orig
inal
ha
ndw
ritte
n no
tes.
Ref
# 36
. Kep
t S.1
076
prin
t (s
ame
as b
ox 2
13) a
nd H
R
3904
. D
iscu
ssio
ns fo
r Min
i-C
onfe
renc
e be
twee
n Se
nate
Lab
or H
R C
om &
Se
n Fi
nanc
e C
om
1980
19
80
An
unus
ual f
olde
r. M
arki
ngs i
ndic
ate
that
it b
elon
gs to
eith
er F
eder
or W
alsh
e, b
ut th
ey a
re in
ou
tsid
e fir
m. I
nclu
des c
opie
s of d
raft
and
final
NC
CM
P po
sitio
ns, P
BG
C-p
repa
red
3904
/107
6 co
mpa
rison
(at J
une)
; and
orig
inal
han
dwrit
ten
note
s of m
eetin
g be
twee
n co
mm
ittee
cou
nsel
s and
out
side
law
firm
s.
Kep
t non
e
[Loo
se]
1980
19
80
Ford
. Mar
ch 1
980
anno
tate
d ve
rsio
n of
HR
390
4.
Kep
t non
e D
OL
Stud
y on
Pen
sion
&
wel
fare
Pla
ns U
nder
ER
ISA
1978
19
80
Ford
fold
er. 1
980
trans
mitt
al to
For
d fr
om D
oL o
f 2 re
ports
pre
pare
d fo
r DoL
re: E
RIS
A.
Kep
t non
e
1st d
raft
of re
port
1980
19
80
Ford
fold
er. D
raft
com
mitt
ee re
port
on S
. 107
6 (J
une)
for F
ord
com
men
ts, w
ith h
is o
rigin
al
anno
tatio
ns.
Kep
t non
e
Cha
nges
in P
rint
1980
19
80
Ford
fold
er. D
rafts
of S
. 107
6 la
ngua
ge. O
rigin
al h
andw
ritte
n no
tes r
e: N
CC
MP
posi
tion.
K
ept n
one
[Lab
el lo
st]
1979
19
79
Ford
fold
er. P
hoto
copi
es o
f a se
ries o
f “dr
afte
rs n
otes
” fr
om a
n ou
tsid
e co
unse
l (Ju
dy M
azo)
to
Hen
ry R
ose,
PB
GC
cou
nsel
re: H
R 3
904.
The
ear
liest
from
May
was
cop
ied
dire
ctly
to
Ford
and
his
hea
vily
ann
otat
ed c
opy
is h
ere.
Kep
t non
e
Ori
gina
l Ann
ex B
ox #
213
G
ener
ally
look
s lik
e Fo
rd w
orki
ng fi
les,
mos
tly m
ultip
le c
opie
s of d
raft
lang
uage
and
bill
prin
ts. S
ome
mat
ter r
elat
ed to
Mar
ch m
ark-
up se
ssio
ns. K
eep
brie
fing
note
s, bu
t lit
tle e
lse
is c
lean
. [P
rints
] 19
80
1980
S.
107
6 bi
ll pr
int,
HR
390
4 bi
ll pr
int,
phot
ocop
y of
S. 1
076
sum
mar
y &
ana
lysi
s (al
l as o
f A
pril
1980
) R
ef#
36. K
ept S
.107
6 fr
om
box
212.
Kep
t HR
390
4 fr
om
box
209.
S.
1076
Com
mitt
ee
Rep
ort
1980
19
80
Apr
il 19
80 v
ario
us d
rafts
of s
umm
ary
& c
onsi
dera
tions
. Cop
ies o
f brie
fing
note
s fro
m F
ord
to H
AW
from
June
re: c
ompr
omis
es fo
r S. 1
076
to a
dvan
ce b
ill.
Ref
# 31
. Mad
e co
py o
f br
iefin
g no
tes t
o H
AW
. M
ark-
up o
n S.
107
6 (2
nd),
3/24
/80
1980
19
80
Mat
eria
ls fr
om se
cond
day
of s
essi
on (M
arch
24)
. Orig
inal
cor
resp
onde
nce
from
PB
GC
to
HA
W re
spon
ding
to h
is re
ques
t for
HR
390
4 co
st e
stim
ates
. Oth
erw
ise,
mul
tiple
ph
otoc
opie
s of v
ario
us a
men
dmen
ts, b
ill la
ngua
ge, r
emar
ks, e
tc.
Ref
# 32
. Kep
t cop
y of
PB
GC
co
rres
pond
ence
to H
AW
, re
mar
ks, a
nd o
ther
mat
eria
l. S.
107
6 C
omm
ittee
Prin
t 19
80
1980
M
ultip
le p
hoto
copi
es o
f am
endm
ents
, bill
lang
uage
, etc
. fro
m M
arch
mar
k-up
mee
tings
. C
opie
s of b
riefin
g no
tes f
rom
Sac
her t
o H
AW
for m
ark-
up a
nd c
opie
s of P
BG
C
corr
espo
nden
ce.
Ref
# 33
. Mad
e co
pies
of
Sach
er/H
AW
not
es a
nd so
me
othe
r mat
eria
l.
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
26
Staf
f con
tact
s on
HR
39
04
ud
ud
Orig
inal
han
dwrit
ten
list o
f som
e se
nato
rs a
nd a
ssoc
iate
d st
aff (
look
s lik
e Fo
rd’s
writ
ing)
, w
ith so
me
note
s as t
o w
hich
sena
tors
wer
e fo
r/aga
inst
. K
ept n
one
[Prin
ts]
1980
19
80
Phot
ocop
ies o
f dra
ft S.
107
6 bi
ll pr
ints
from
Mar
ch.
Kep
t non
e O
rigi
nal A
nnex
Box
# 2
14
Com
mitt
ee c
ouns
el fo
lder
s, ge
nera
lly S
ache
r. M
ostly
refe
renc
e m
ater
ial,
but a
lso
corr
espo
nden
ce o
n sp
ecifi
c ER
ISA
issu
es o
r ite
ms l
eft o
utsi
de E
RIS
A.
Reo
rgan
izat
ion
plan
#4
1980
19
80
Cop
y of
Janu
ary
OM
B re
port
to C
ongr
ess o
n ER
ISA
adm
inis
tratio
n, o
rigin
al o
f Sac
her’
s no
te to
HA
W c
omm
entin
g on
repo
rt, p
hoto
copy
of H
AW
not
e to
OM
B, o
rigin
al n
ote
from
O
MB
to H
AW
resp
ondi
ng.
Ref
# 71
. Mad
e co
pies
of
HA
W c
orre
spon
denc
e
Rec
ipro
city
19
78
1978
C
arbo
n to
Sac
her o
f not
e be
twee
n 3rd
par
ties o
n ER
ISA
asp
ect
Kep
t non
e Q
uarte
rly R
epor
t, 8/
80
1980
19
80
Cop
y of
US
Rai
lroad
Ret
irem
ent B
oard
pub
licat
ion
Kep
t non
e Pu
blic
Pla
ns-G
AO
Stu
dy
1976
19
78
Cop
y of
197
6 re
ques
t fro
m H
AW
/Jav
its to
GA
O to
con
duct
a st
udy
of p
ublic
pla
ns, w
ith
phot
ocop
y of
resu
lting
GA
O re
port,
and
orig
inal
/cop
ies o
f sta
ff n
ote
to H
AW
urg
ing
stud
y.
Als
o or
igin
al h
andw
ritte
n st
aff n
otes
on
the
mat
ter a
nd d
rafts
of a
HA
W/J
avits
sum
mar
y to
th
e Se
nate
. Som
e no
tes o
n a
follo
w-u
p 19
76 re
ques
t. 19
78 m
ater
ial i
s gen
eral
ly re
fere
nce
mat
eria
ls (b
ookl
ets,
bill
prin
ts, c
lippi
ngs)
of p
ublic
pla
ns.
Kep
t non
e
Publ
ic P
ensi
on P
lans
19
77
1979
Sa
cher
fold
er. 1
977
clip
ping
s, D
oL p
ublis
hed
bibl
iogr
aphy
on
plan
s, G
AO
Aug
197
7 re
port
(not
HA
W re
ques
t-rel
ated
), H
AW
pre
ss re
leas
e (g
ener
ally
refe
renc
e m
ater
ial).
Tw
o 19
79
cons
ulta
nt re
ports
on
publ
ic p
lans
. 197
8 re
sear
ch fr
om K
ersh
aw to
Sac
her/T
urza
don
e at
thei
r re
ques
t re:
Fed
Gov
t ret
irem
ent s
yste
m, w
ith a
nnot
atio
ns; o
rigin
al n
ote
from
Sac
her t
o H
AW
w
ith u
pdat
e on
pub
lic se
ctor
pen
sion
legi
slat
ion.
Ref
# 78
. Mad
e co
py o
f Sa
cher
not
e to
HA
W a
nd
pres
s rel
ease
.
Prud
ent M
an R
ule
1977
19
79
Sach
er fo
lder
. Orig
inal
cor
resp
onde
nce
to S
ache
r fro
m th
ird p
artie
s. M
ostly
clip
ping
s, ar
ticle
s, an
d ot
her r
ef m
ater
ial o
n ru
le.
Kep
t non
e
PER
ISA
19
80
1980
C
opie
s of w
itnes
s lis
t and
stat
emen
ts fo
r Sep
t 30
& O
ct 1
198
0 he
arin
gs in
the
HR
re:
PER
ISA
(HR
652
5).
Kep
t non
e
Pric
e-W
ater
hous
e 19
79
1979
O
utlin
e of
a P
-W p
rese
ntat
ion
on d
evel
opm
ent o
f an
ERIS
A re
porti
ng st
ruct
ure
with
orig
inal
at
tach
ed b
rief h
andw
ritte
n no
tes p
resu
mab
ly fr
om st
aff m
eetin
g w
ith th
em.
Kep
t non
e
Priv
ate
Pens
ion
Plan
In
vest
men
t Sta
tistic
s 19
72
1979
O
rigin
al in
fo fr
om C
RS
to S
ache
r re:
cor
pora
te st
ock
owne
d by
pen
sion
s, us
ing
atta
ched
pu
blic
sour
ces (
1979
); 19
72 C
orne
ll La
w R
evie
w a
rticl
e re
prin
t) K
ept n
one
PRO
D
1978
19
78
Cop
y of
a a
rticl
e re
: Tea
mst
er p
ensi
on c
orru
ptio
n K
ept n
one
[Lab
el lo
st b
ut li
kely
“P
rohi
bite
d Tr
ansa
ctio
ns”]
1977
19
80
Sach
er fo
lder
. Orig
inal
cor
resp
onde
nce
to S
ache
r and
to H
AW
from
law
firm
s, in
dust
ry, S
en.
Wal
lop
re: s
ubje
ct re
gula
tions
. Fed
Reg
iste
r reg
ulat
ions
. K
ept n
one
Pre-
ERIS
A P
lan
Doc
umen
ts
1960
19
72
Phot
ocop
ies o
f Gre
ater
NY
Box
Com
pany
retir
emen
t pla
n, 1
960
and
1972
ver
sion
s. A
ppea
rs
to b
e in
tend
ed a
s exa
mpl
e of
type
of r
esta
tem
ent t
hat c
ould
occ
ur p
re-E
RIS
A.
Kep
t non
e
Prud
entia
l Ins
uran
ce C
o 19
79
1979
Sa
cher
fold
er. C
opie
s of m
ater
ial r
elat
ed to
HA
W/S
ache
r mee
ting
with
Pru
on
Pru
ERIS
A
conc
erns
, inc
ludi
ng b
riefin
g no
te fr
om S
ache
r to
HA
W o
n Pr
u/in
sura
nce
indu
stry
issu
es.
Ref
# 77
. Kep
t or m
ade
copi
es
Pre-
paid
Leg
al S
ervi
ce
Plan
s 19
77
1978
R
efer
ence
mat
eria
l on
subj
ect,
incl
udin
g or
igin
al tr
ansm
ittal
from
a le
gal p
lan
spon
sor t
o Sa
cher
with
det
aile
d ca
se in
form
atio
n K
ept n
one
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
27
Pres
iden
t’s C
omm
issi
on
on P
ensi
on P
olic
y 19
77
1980
O
rigin
al n
ote
from
Sac
her t
o H
AW
, with
subs
eque
nt S
ache
r ann
otat
ions
re: i
ndiv
idua
ls
look
ing
for j
obs o
n Pr
esid
entia
l Com
mis
sion
; orig
inal
cor
resp
onde
nce/
mat
eria
l to
Sach
er
from
Com
mis
sion
; brie
fing
note
to H
AW
from
Sac
her o
n H
AW
/Sac
her m
eetin
g w
ith C
hair
of C
omm
issi
on; s
taff
not
e to
Sac
her w
ith a
sses
smen
t of C
omm
issi
on m
atte
rs; c
lippi
ngs a
nd
othe
r ref
eren
ce m
ater
ial o
n co
mm
issi
on.
Ref
# 65
. Mad
e co
py o
f H
AW
/Sac
her n
ote
and
atta
chm
ent
[Cor
resp
onde
nce]
19
79
1980
B
lue
carb
ons o
f HA
W c
orre
spon
denc
e re
: S. 2
09, S
. 107
6, a
nd o
ther
ER
ISA
-rel
ated
bill
s and
is
sues
. Cov
ers S
ept-D
ec 1
979,
with
a h
andf
ul o
f 198
0. C
arbo
ns g
ener
ally
atta
ched
to o
rigin
al
corr
espo
nden
ce re
ceiv
ed fr
om in
divi
dual
s, co
mpa
nies
, tra
de a
ssoc
iatio
ns, l
aws f
irms.
Man
y ch
urch
es/m
inis
ters
re: c
hurc
h pr
ovis
ions
. Som
e co
rres
pond
ence
to/fr
om H
AW
and
oth
er
sena
tors
. Han
dful
are
Sac
her c
orre
spon
denc
e.
Kep
t non
e
Ori
gina
l Ann
ex B
ox #
215
C
omm
ittee
cou
nsel
fold
ers,
incl
udin
g Sa
cher
and
For
d. M
uch
refe
renc
e m
ater
ial a
nd b
ill p
rints
.
[Lab
el lo
st b
ut li
kely
“O
vers
ight
Hea
rings
”]
1977
19
77
Sach
er fo
lder
. Not
es, e
tc. r
elat
ed to
wha
t app
ears
to h
ave
been
a p
anel
pre
sent
atio
n by
Sac
her
to C
onne
ctic
ut G
ener
al In
sura
nce
Co;
orig
inal
not
e to
Sac
her f
rom
Con
n G
enl C
lippi
ngs.
Kep
t non
e
Pape
rwor
k 19
80
1980
Ph
otoc
opie
s of r
efer
ence
mat
eria
l on
pens
ion
repo
rting
. K
ept n
one
PL 9
6-24
, 6/1
9/79
, 10
mo
dela
y bi
ll,
Mul
tiem
ploy
er P
lan
Term
Ins.
1979
19
79
Orig
inal
of n
ote
from
Sac
her t
o st
aff r
e: p
assa
ge o
f HR
391
5 (1
0 m
onth
ER
ISA
title
IV d
elay
in
mul
tiem
ploy
er te
rm in
sura
nce)
with
ord
erly
pac
kage
of r
elat
ed m
ater
ials
(clip
ping
s, C
ongr
ess R
ecor
d, b
ills,
brie
fing
note
s to
HA
W, e
tc.)
Ref
# 63
. Mad
e co
pies
of
item
s not
pre
viou
sly
foun
d in
box
208
.
S.10
76
1979
19
80
Ford
fold
er. T
his i
s a p
artic
ular
ly ri
ch fo
lder
re: S
. 107
6. C
opie
s or o
rigin
als o
f int
ra-s
taff
no
tes,
brie
fing
note
s to
HA
W, i
ndus
try c
orre
spon
denc
e/po
sitio
n pa
pers
mos
t to
Ford
/Sac
her
but s
ome
to H
AW
, cop
ies o
f inv
itatio
ns to
con
tact
s for
hea
rings
, orig
inal
acc
epta
nces
, cl
ippi
ngs/
artic
les,
bill
prin
ts.
Ref
# 34
. Mad
e co
pies
of
HA
W b
riefin
g no
tes a
nd
staf
f not
es.
S.10
57
1979
19
79
S.10
57 is
the
HA
W v
ersi
on o
f HR
391
5, th
e 10
mon
th d
elay
bill
. Bill
prin
ts, c
opie
s of
artic
les,
Con
gres
s Rec
ord
Ref
# 63
. Kep
t ite
ms t
hat
had
dupl
icat
es in
the
PL
96-2
4 fo
lder
abo
ve.
[Lab
el lo
st]
1980
19
80
Cop
y of
HR
714
0 su
mm
ary
re: d
elay
of P
BG
C g
uara
ntee
s on
mul
tiem
ploy
ees p
repa
red
by
Com
mitt
ee o
n Ta
xatio
n K
ept n
one
S.20
9 1
977
1980
Th
ick
and
som
ewha
t ric
h fo
lder
of S
. 209
mat
eria
l. O
rigin
al c
orre
spon
denc
e to
Sac
her,
copi
es
of b
riefin
g/st
atus
not
es to
HA
W, d
rafts
and
cop
ies o
f ana
lyse
s, in
dust
ry p
ositi
on st
atem
ents
, dr
afts
of H
AW
intro
duct
ory
rem
arks
on
S.20
9 an
d to
Act
uaria
l Ass
n., b
ill d
rafts
.
Ref
# 20
. Mad
e co
pies
or
kept
dup
licat
es o
f HA
W
brie
fing
note
s and
st
atem
ents
. Kep
t S.2
09 b
ill
prin
t (sa
me
as b
ox 2
01).
PL 9
5-21
4…
1977
19
77
App
ears
to b
e co
re fo
lder
of m
ater
ials
rela
ted
to p
assa
ge o
f HR
937
8, w
hich
del
ays P
BG
C
mat
ter 2
yea
rs (d
efer
ring
issu
e to
197
9); c
ompa
nion
bill
to H
AW
’s S
. 212
5. D
rafts
of S
.212
5 an
d re
late
d co
mm
ittee
Rep
ort w
ith o
rigin
al c
ouns
el a
nnot
atio
ns/e
dits
, ref
mat
eria
l, C
ongr
ess
Rec
ord,
orig
inal
cor
resp
onde
nce
from
PB
GC
to H
AW
.
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
28
Rep
ortin
g &
Dis
clos
ure
197
7 19
79
Orig
inal
cor
resp
onde
nce
to S
ache
r (or
Par
adis
e) o
f mat
eria
ls re
: ER
ISA
dis
clos
ure
requ
irem
ents
. Bul
k is
a p
hoto
copy
of a
DoL
hea
ring
on su
bjec
t and
FA
SB d
rafts
sent
to
Sach
er. O
ther
refe
renc
e m
ater
ial.
Ref
# 72
. Kep
t dup
licat
e co
py o
f FA
SB re
port.
Res
umes
19
77
1980
Sa
cher
fold
er. O
rigin
al a
nd c
opie
s of r
esum
es.
Kep
t non
e R
etire
es &
Col
lect
ive
Bar
gain
ing
1980
19
80
Clip
ping
K
ept n
one
Rev
enue
Act
of 1
978
1977
19
78
Sach
er fo
lder
. Pos
ition
stat
emen
ts re
: Tre
asur
y ta
x re
form
pro
posa
ls.
Kep
t non
e R
even
ue L
oss
ud
ud
Orig
inal
han
dwrit
ten
note
s, ap
pear
s to
be S
ache
r not
es o
f dis
cuss
ion
with
Tre
asur
y K
ept n
one
“Rev
olvi
ng D
oor”
Pr
iorit
ies
1977
19
77
Bill
prin
t of S
.555
(Pub
lic O
ffic
ials
Inte
grity
Act
) and
Rep
ort f
rom
Com
mitt
ee o
n G
over
nmen
t Aff
airs
(not
HA
W b
ill)
Kep
t non
e
[Prin
t] 19
79
1979
C
omm
ittee
prin
t of R
ules
of P
roce
dure
for H
AW
’s c
omm
ittee
, with
min
or a
nnot
atio
n (A
ugus
t 197
9)
Kep
t non
e
Jere
my
Rifk
in
1978
19
78
Phot
ocop
y of
arti
cle
by R
ifkin
K
ept n
one
Rob
ert M
oore
(How
ard
Jack
s) P
rom
otio
n A
ssoc
iate
s Pro
fit S
harin
g Pl
an
1979
19
79
Phot
ocop
y of
Jack
s’ c
orre
spon
denc
e w
ith S
ache
r re:
cou
rt ca
se.
Kep
t non
e
Abe
Ros
enth
al
ud
ud
Orig
inal
han
dwrit
ten
note
s with
refe
renc
e m
ater
ial
Kep
t non
e S.
4 19
73
1973
B
ill p
rints
of e
arly
ER
ISA
(int
rodu
ced
vers
ion
and
vers
ion
repo
rted
out o
f sub
com
mitt
ee to
fu
ll co
mm
ittee
) K
ept n
one
S.39
3 19
79
1979
B
ill p
rint (
not H
AW
) K
ept n
one
S.47
6 19
79
1979
B
ill p
rint (
not H
AW
) K
ept n
one
S. 4
97
1979
19
79
Bill
prin
t (H
AW
co-
spon
sor)
Em
erge
ncy
Med
ical
Ser
vice
s Sys
tem
Am
ends
K
ept n
one
S.53
2 19
79
1979
B
ill p
rint (
not H
AW
), co
ntin
ued
oper
atio
n of
Pre
side
ntia
l Com
mis
sion
on
Pens
ion
Polic
y.
Phot
ocop
y of
HA
W st
atem
ent f
or C
omm
ittee
on
Gov
ernm
ent A
ffai
rs h
earin
g.
Ref
# 66
. Mad
e co
py o
f H
AW
mat
eria
l. S.
901
1977
19
77
Phot
ocop
ies o
f mat
eria
ls o
n S.
901
and
S.28
5 (B
ents
en p
ropo
sals
for F
inan
ce).
Kep
t non
e S.
1076
19
80
1980
Fo
rd fo
lder
. Han
dful
of o
rigin
al c
orre
spon
denc
e to
For
d fr
om la
w fi
rms,
brie
fing
mot
e to
H
AW
from
For
d re
: Ing
erso
ll-R
and,
edi
ted
draf
t of H
AW
/Jav
its re
mar
ks to
Sen
ate
Ref
# 35
. Mad
e co
py o
f Fo
rd/H
AW
not
e S.
91
1979
19
79
Bill
prin
t (no
t HA
W)
Kep
t non
e O
rigi
nal A
nnex
Box
# 2
16
Com
mitt
ee c
ouns
el fo
lder
s, m
ostly
Sac
her.
Jo
int B
oard
for t
he
Enro
llmen
t of A
ctua
ries
1975
19
79
Cop
ies o
f Boa
rd p
ress
rele
ases
(par
t of T
reas
ury)
, Fed
Reg
iste
r reg
ulat
ions
K
ept n
one
Join
t & S
urvi
vor
Ann
uitie
s 19
78
1978
O
rigin
al c
orre
spon
denc
e fo
rwar
ded
from
Sen
. Bur
dick
to H
AW
to S
ache
r; re
fere
nce
mat
eria
l on
subj
ect
Kep
t non
e
Eam
on K
elly
19
78
1978
R
esum
e. D
raft
note
from
HA
W to
Pre
s. C
arte
r rec
omm
endi
ng F
eder
for C
omm
issi
on o
n Pe
nsio
ns
Kep
t non
e
ER
ISA
Ove
rsig
ht a
nd A
men
dmen
ts: R
efer
ence
Not
es
App
endi
x C
-3
Vers
ion
Dat
e: J
anua
ry 2
008
29
[Lab
el lo
st]
1971
19
78
Car
bon
of S
ache
r not
e to
Con
n G
ener
al In
sura
nce
Co
re: V
olvo
pen
sion
pla
n, w
ith c
opie
s of
rela
ted
corr
espo
nden
ce a
nd 1
971-
74 u
nion
agr
eem
ent.
Kep
t non
e
Har
ry L
amon
19
79
1979
O
rigin
al c
orre
spon
denc
e to
Sac
her.
Kep
t non
e G
ary
Law
son
ud
ud
Han
dwrit
ten
note
s re:
app
oint
men
t K
ept n
one
Ian
Lano
ff
1978
19
78
Phot
ocop
ies o
f Lan
off s
peec
hes
Kep
t non
e In
vest
men
ts in
Opt
ions
19
80
1980
R
efer
ence
mat
eria
l on
subj
ect;
Sach
er n
otat
ion
to F
ord/
Turz
a K
ept n
one
Cha
rles J
acks
on, P
res,
Avc
o C
orp
1978
19
78
Orig
inal
cor
resp
onde
nce
to S
ache
r K
ept n
one
Rob
ert J
affe
19
78
1978
O
rigin
al c
orre
spon
denc
e an
d tra
nsm
ittal
s of C
onn
Gen
eral
cou
rt ca
se m
ater
ials
to S
ache
r. K
ept n
one
Way
ne Je
tt 19
77
1977
O
rigin
al c
orre
spon
denc
e fr
om a
ttorn
ey Je
tt to
Sac
her a
nd F
orsc
ey re
: asp
ects
of E
RIS
A, w
ith
vario
us re
f mat
eria
ls a
ssoc
iate
d w
ith Je
tt (a
rticl
es, p
ositi
ons s
tate
men
t, co
urt f
iling
) K
ept n
one
Fidu
ciar
y Li
abili
ty
Insu
ranc
e 19
78
1980
O
rigin
al c
opy
to S
ache
r of c
orre
spon
denc
e fr
om T
eam
ster
s cou
nsel
to D
oL re
: sub
ject
. O
rigin
al re
spon
se a
nd re
port
from
DoL
to H
AW
re: f
iduc
iary
insu
ranc
e, d
one
at
HA
W/c
omm
ittee
requ
est.
Kep
t non
e
Fidu
ciar
y R
espo
nsib
ility
19
79
1980
R
efer
ence
mat
eria
l to
Sach
er o
n su
bjec
t K
ept n
one
Fidu
ciar
y—V
entu
re
Cap
ital i
nves
tmen
ts
1977
19
77
Phot
ocop
ies o
f doc
umen
ts re
flect
ing
conc
ern
of G
aylo
rd N
elso
n ab
out s
mal
l bus
ines
s/ve
ntur
e in
vest
men
ts; o
rigin
al h
andw
ritte
n no
tes f
rom
ven
ture
cap
ital m
eetin
g (a
ppea
rs to
be
Sach
er’s
ha
nd)
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“F
ASB
Sta
ndar
ds”]
19
80
1980
C
lippi
ng, c
arbo
n to
For
d of
not
e to
Sac
her f
rom
out
side
par
ty.
Kep
t non
e
[Lab
el lo
st b
ut li
kely
“F
inan
cial
Inst
itutio
ns”]
19
77
1977
O
rigin
al tr
ansm
ittal
to S
ache
r fro
m N
YU
pro
fess
or o
f dra
ft bo
ok c
hapt
er fo
r com
men
t K
ept n
one
FY 1
979
Bud
get
1979
19
79
Phot
ocop
y of
intra
-sta
ff n
ote
re: b
udge
t sta
tus
Kep
t non
e FY
198
0 B
udge
t 19
79
1979
Ph
otoc
opie
s of L
etiti
a C
ham
bers
upd
ates
to st
aff o
f bud
get s
tatu
s in
App
ropr
iatio
ns
Com
mitt
ee a
nd o
f HA
W n
otes
to C
hair
Mag
nuss
on re
: spe
ndin
g re
cs.
Kep
t non
e
ESO
Ps
1978
19
80
Orig
inal
Dea
r Col
leag
ue fr
om R
usse
ll Lo
ng to
HA
W fo
r sup
port
of S
. 298
2 re
: ESO
Ps;
carb
on to
Par
adis
e of
mat
eria
l fro
m C
onra
il re
: ESO
P; c
opie
s of o
ther
Sen
. Lon
g co
rr o
n ES
OPs
; clip
ping
s and
oth
er re
fere
nce
mat
eria
l
Kep
t non
e
Ethi
cs
1980
19
80
Phot
ocop
y of
arti
cle
Kep
t non
e G
erry
Fed
er
1978
19
78
Orig
inal
mat
eria
l fro
m F
eder
(out
side
atto
rney
) to
Para
dise
seek
ing
help
in P
BG
C is
sue;
or
igin
al h
andw
ritte
n no
tes o
f mee
ting
with
Fed
er a
nd P
BG
C; c
opie
s of o
ther
Fed
er n
otes
. K
ept n
one
ERIS
A Im
prov
emen
ts
Act
of 1
979
[S.3
017]
19
79
1979
Sa
cher
fold
er. O
rigin
al c
orre
spon
denc
e fr
om la
w fi
rms,
etc.
mos
tly to
Sac
her (
som
e to
HA
W)
re: a
spec
ts o
f ER
ISA
. Pos
ition
stat
emen
ts, r
efer
ence
mat
eria
l, or
igin
al h
andw
ritte
n no
tes f
rom
m
eetin
gs. B
riefin
g no
tes f
rom
Sac
her t
o H
AW
.
Ref
# 21
. Mad
e co
py o
f br
iefin
g no
tes.
ERIS
A O
vers
ight
H
earin
gs-1
0/11
-18/
77,
Mis
cella
neou
s Inf
or.
1977
19
78
Mat
eria
l rel
ated
to h
earin
gs
Ref
# 54
. Mad
e co
py o
f br
iefin
g no
tes
[Unl
abel
ed]
1978
19
78
Not
es o
n te
ntat
ive
field
hea
rings
re: p
ensi
on p
lans
R
ef#
55. M
ade
copy
of t
enta
tive
field
he
arin
g sc
hedu
le
EIA
Am
endm
ents
19
77
1978
St
aff n
otes
, etc
. R
ef#
12. M
ade
copi
es o
f sta
ff m
emos
.