Memo #
20062

Reminder--Joint Pension and Pension Operations Advisory Committee Meeting, June 6: Treasury Officials to Speak

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©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. [20062] May 22, 2006 TO: PENSION COMMITTEE No. 19-06 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-06 RE: REMINDER--JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, JUNE 6: TREASURY OFFICIALS TO SPEAK The joint meeting of the Pension and Pension Operations Advisory Committees is scheduled for Tuesday, June 6, beginning at 10:00 a.m. Eastern time. The meeting will take place in the David Silver Conference Room at the Institute’s offices located at 1401 H Street, N.W., 12th Floor, Washington, DC. A preliminary agenda is attached. If there are other issues that you would like us to include on the agenda, please contact Mary Podesta at 202-326-5826 or podesta@ici.org. Department of Treasury Officials to Speak We are pleased that Mark Warshawsky, Asst. Treasury Secretary for Economic Policy, and Thomas Reeder, Acting Benefits Tax Counsel, will be our speakers for the June 6 meeting. We expect that their remarks will cover, among other topics, pension legislation and the “split” refund project. As previously announced,1 we have scheduled a conference call for Tuesday, May 23 at 2:00 p.m. Eastern Time to discuss the “split” refund issue in advance of the June 6 meeting. If you would like to participate in this call, please contact Brenda Turner at (202) 326-5841 or bturner@ici.org by noon on Monday, May 22. To participate in the call, please dial 1-888-323-2712 and enter passcode 41331. 1 See Memorandum to Pension Committee No. 18-06, Pension Operations Advisory Committee No. 17-06 [20052], dated May 16, 2006. 2 June 6 Meeting Response Form If you plan to attend the June 6 meeting and have not already responded, please e-mail or fax the attached meeting response form by Friday, June 2, to the Institute’s Brenda Turner at bturner@ici.org or (202) 326-5841. Dennis Simmons Chair, Pension Committee Attachment no. 1 (in .pdf format)

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