Memo #
16220

JULY 9 CONFERENCE CALL TO DISCUSS CALIFORNIA 403(B) VENDOR REGISTRATION SYSTEM

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[16220] June 19, 2003 TO: PENSION COMMITTEE No. 17-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 33-03 RE: JULY 9 CONFERENCE CALL TO DISCUSS CALIFORNIA 403(B) VENDOR REGISTRATION SYSTEM A conference call has been scheduled for Wednesday, July 9 at 1:00 p.m. EST to discuss the vendor registration system for 403(b) products offered to California teachers. Under legislation enacted last year, the registration system will become effective July 1, 2004. The California State Teachers Retirement System (CalSTRS) has established an Advisory Committee, which includes vendor, employee and employer representatives, as part of its development of the registration system. In connection with the Institute’s participation in the Advisory Committee, we would like to discuss specific registration issues during the July 9 call. If you would like to participate in this call, please complete the attached response form and fax it to Brenda Turner by Tuesday, July 8, 2003. Please dial 1-888-625-1622 and ask for the ICI “California 403(b)” call, with Kathy Ireland as the moderator. In addition, if there are specific issues that you would like to discuss during the call, please list them on the response form. If you have questions, please contact Lisa Robinson at (202) 326-5835 or lrobinson@ici.org. Kathy D. Ireland Senior Associate Counsel Attachment (in .pdf format)

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