Conference Calls Scheduled September 6 and 7 to Discuss Priority Issues under Pension Protection Act

©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. [20329] August 30, 2006 TO: PENSION COMMITTEE No. 29-06 PENSION OPERATIONS ADVISORY COMMITTEE No. 28-06 RE: CONFERENCE CALLS SCHEDULED SEPTEMBER 6 AND 7 TO DISCUSS PRIORITY ISSUES UNDER PENSION PROTECTION ACT The Institute has scheduled two conference calls to talk about priority issues for members under the Pension Protection Act of 2006 (“PPA”).1 The purpose of the calls is to discuss issues arising under the PPA that are ripe for technical corrections or immediate guidance from the Department of Labor, Department of Treasury, or the Internal Revenue Service. The first call will focus on the PPA investment advice provisions; the second will cover other defined contribution and IRA issues. Investment Advice: Wednesday, September 6, 2:00 pm ET Other Defined Contribution Issues: Thursday, September 7, 1:30 pm ET We have spoken with several members regarding issues under the PPA and we encourage members to continue to let us know about concerns as they are discovered. (The undersigned is available at (202) 326-5810 or mhadley@ici.org.) We also encourage you to indicate on the attached response form any specific issues you would like to discuss on the calls. If you would like to participate in these calls, please complete the attached response form and fax it to Brenda Turner at (202) 326-5841 or email it to bturner@ici.org by noon Wednesday, September 6. To participate in both calls, please dial 1-800-857-1782 and enter passcode 43888. Michael L. Hadley Assistant Counsel Attachment (in .pdf format) 1 See Memorandum to Pension Members No. 48-05, Federal Legislation Members No. 5-06 and 529 Plan Members No. 13- 06 [20250], dated August 4, 2006.