CONFERENCE CALL SCHEDULED FOR FEBRUARY 23 AT 2:00 PM ET TO DISCUSS IRS PROPOSED REGULATIONS ON DESIGNATED ROTH ACCOUNTS UNDER 401(K) AND 403(B) PLANS

©2006 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. [19705] February 9, 2006 TO: PENSION OPERATIONS ADVISORY COMMITTEE No. 6-06 RE: CONFERENCE CALL SCHEDULED FOR FEBRUARY 23 AT 2:00 PM ET TO DISCUSS IRS PROPOSED REGULATIONS ON DESIGNATED ROTH ACCOUNTS UNDER 401(K) AND 403(B) PLANS The Institute has scheduled a conference call for Thursday, February 23, at 2:00 p.m. Eastern Time to discuss the proposed regulations under Internal Revenue Code section 402A (and related sections) concerning the taxation and reporting of distributions from designated Roth accounts. In addition, we will discuss the proposed regulations for Roth contributions to 403(b) plans. 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 or e-mail it to bturner@ici.org by noon on Thursday, February 23. To participate in the call, please dial 1-888-791-5525 and enter passcode 32611. If you have any questions about the call, please contact the undersigned at (202) 326- 5821 or ebarone@ici.org. Elena Barone Assistant Counsel Attachment (in .pdf format)