* See Memorandum to Pension Members No. 51-98, Pension Operations Advisory Committee No. 36-98, and
Primary Contacts - Member Complex No. 67-98, dated August 6, 1998.
[10341]
September 29, 1998
TO: PENSION MEMBERS No. 60-98
PENSION OPERATIONS ADVISORY COMMITTEE No. 48-98
PRIMARY CONTACTS - MEMBER COMPLEX No. 85-98
RE: REMINDER - 1998 ASSET PLANNING DURING RETIREMENT WORKSHOPS
______________________________________________________________________________
The first of the Investment Company Institute’s Asset Planning During Retirement Workshops
scheduled for this fall will be held at the Hotel Nikko in San Francisco on Monday, November 9. There
is still time to register for the San Francisco workshop. To register, please complete the attached
registration form and return it with a check payable to the Investment Company Institute for $225 (non-
members should submit a check for $325) for each registration. Please note that cancellations received
within ten (10) business days of the specific workshop will incur a $75 administrative fee.
Cancellations must be received in writing. Participation in each program is limited, so please register
as soon as possible. Only members of the Institute may attend the workshops in New York and Boston.
Non-member registration for the workshop in San Francisco will be permitted on a space-available basis.
Non-member registrants must have a business relationship with an Institute member or associate
member.
Please make your own hotel reservations by calling the hotel directly. There is still time to
obtain the preferred hotel rate for all three workshops by making your hotel reservations by the date
indicated and mentioning that you are attending the Investment Company Institute’s workshop.
As we previously informed you,* the workshops will focus on the following issues: the role of
financial institutions in post-retirement income management, post-retirement asset management basics,
tax planning for retirement assets, distributions from qualified plans and IRAs, and practical implications
for financial institutions. An agenda for the one-day program is attached.
Listed below are the dates and locations with cutoff dates for all three workshops.
HOTEL INFORMATION
San Francisco, CA
Monday, November 9 Hotel Nikko San Francisco
222 Mason Street
San Francisco, CA 94102
Phone: (415) 394-1111
Fax: (415) 421-0455
Room Rates: $185.00 single/double
Hotel Cut-off Date: October 14, 1998
Boston
Wednesday, November 18, 1998 The Colonnade Boston
120 Huntington Avenue
Boston, MA 02116
Phone: (617) 424-7000
Fax: (617) 424-1717
Room Rates: $250.00 single/double
Hotel Cut-off Date: October 26, 1998
New York, NY
Thursday, November 19, 1998
Meeting -- Windows on the World
One World Trade Center, 107th Floor New
York, NY 10048-0202
Phone: (212) 524-7000
Catering Fax: (212) 524-7034
Guest Rooms -- Millennium Hilton
55 Church Street
New York, NY 10007
Phone: (212) 693-2001
Fax: (212) 571-2316
Room Rates: $350.00 single/double
Hotel Cut-off Date: October 27, 1998
For more registration or hotel information, contact the Institute’s Conference Division at (202)
326-5968. For additional information regarding the program, please call Kathryn Ricard at (202) 218-
3563 or Russ Galer at (202) 326-5835.
Kathryn A. Ricard
Assistant Counsel
Attachments