Memo #
19065

AUGUST 9 CONFERENCE CALL ON AUTOMATIC ENROLLMENT AND DEFAULT INVESTMENTS

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©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [19065] August 4, 2005 TO: PENSION COMMITTEE No. 28-05 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-05 RE: AUGUST 9 CONFERENCE CALL ON AUTOMATIC ENROLLMENT AND DEFAULT INVESTMENTS A conference call has been scheduled for Tuesday, August 9, 2005, at 11:00 a.m. Eastern Time to discuss recent developments on automatic enrollment and default investments. In particular, we understand that the Department of Labor is considering possible regulatory changes to address the selection of default investments as part of automatic enrollment programs. We hope to develop recommendations that will assist the Department’s efforts in this area. If you would like to participate in the call, please complete the attached response form and fax it to Brenda Turner (at 202-326-5841) or, alternatively, respond by email to bturner@ici.org by Monday, August 8, 2005. To participate in the call, dial 1-888-820-8952 and enter passcode 22134. If you have any questions, please contact the undersigned at 202-326-5837 or tkim@ici.org. Thomas T. Kim Associate Counsel Attachment (in .pdf format)

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