MARCH 11 CONFERENCE CALL ON PROPOSED REGULATION AND CLASS EXEMPTION CONCERNING AUTOMATIC ROLLOVERS

[17170] March 3, 2004 TO: PENSION COMMITTEE No. 11-04 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-04 RE: MARCH 11 CONFERENCE CALL ON PROPOSED REGULATION AND CLASS EXEMPTION CONCERNING AUTOMATIC ROLLOVERS A conference call has been scheduled for Thursday, March 11, 2004 at 1:00 p.m. Eastern time to discuss the proposed regulation and class prohibited transaction exemption issued by the Department of Labor on March 2, 2004.1 The deadline for comments on both the proposed regulation and the proposed class exemption is April 1, 2004. If you would like to participate in this call, please complete the attached response form and fax it to Brenda Turner at (202) 326-5841 by Wednesday, March 10, 2004. In order to join the call, please dial 888-928-9525 and enter 53829 as the passcode. The moderator of the call will be Tom Kim. If there are specific issues that you would like to discuss during the call, or if you will be unable to attend the call and would like to submit comments, please provide the items on the response form, or contact me at (202) 371-5432 or kireland@ici.org. Kathy D. Ireland Senior Associate Counsel Attachment (in .pdf format) 1 See Institute Memorandum to Pension Members No. 17-04 and Pension Operations Advisory Committee No. 20-04 [17163], dated March 3, 2004.