[17312]
March 29, 2004
TO: PENSION COMMITTEE No. 17-04
RE: APRIL 15 MEETING TO DISCUSS INDUSTRY DEVELOPMENTS
The Pension Committee will meet in Washington, DC on Thursday, April 15 at 10:00
a.m. to discuss in detail -- from the retirement community perspective -- several topics that are
receiving significant attention in the industry, Government, and the media. The meeting is
being scheduled on relatively short notice because of the pace at which various proposals that
would impact retirement accounts are being considered by Congress and regulatory agencies.
The meeting will focus on retirement account-related considerations involving market
timing, late trading, and revenue sharing, as well as issues involving participant disclosure and
directed trustees. The meeting would involve discussion of the Institute’s position in the
legislative/regulatory environment with respect to each of these issues as well as what role, if
any, the Institute should play in the business environment (such as identifying possible
industry standards or best practices and/or steps we might take to coordinate with others about
retirement community-wide solutions).
The meeting will be held in the Institute’s David Silver Conference Room on the 12th
Floor of our offices at 1401 H Street, NW, Washington DC 20005. The meeting will begin at
10:00 a.m., include lunch, and could run through mid to late afternoon. If you plan to attend the
meeting, please complete the attached meeting response form and return it to Brenda Turner
either electronically (bturner@ici.org) or by fax (202/326-5841).
If you have any suggestions for agenda items, or thoughts you would like to share in
advance of the meeting, please contact Keith Lawson (202/326-5832 or lawson@ici.org), Kathy
Ireland (202/371-5432 or kireland@ici.org), Tom Kim (202/326-5837 or tkim@ici.org) or Lisa
Robinson (202/326-5835 or lrobinson@ici.org).
Keith Lawson
Senior Counsel
Attachment (in .pdf format)