Memo #
21118

May 16 Conference Call to Discuss Retirement Security Recommendations for Treasury 2007-2008 Guidance Priority List

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[21118]

 

May 7, 2007

TO: PENSION COMMITTEE No. 13-07
PENSION OPERATIONS ADVISORY COMMITTEE No. 13-07     RE: MAY 16 CONFERENCE CALL TO DISCUSS RETIREMENT SECURITY RECOMMENDATIONS FOR TREASURY 2007-2008 GUIDANCE PRIORITY LIST

 

Notice 2007-41 (attached) invites public comment on recommendations for Treasury’s 2007-2008 Guidance Priority List.  The Institute plans to submit a letter recommending tax and pension items to be included on the list by the Notice’s deadline of May 31, 2007.

 

A conference call has been scheduled for Wednesday, May 16, 2007 at 2:00 p.m. Eastern Time to discuss recommendations that the Institute should make relating to retirement security issues. [1]  If you would like to participate in this conference call, please complete the attached response form and fax or e-mail it to Brenda Turner at 202-326-5841 or bturner@ici.org by noon on Wednesday, May 16.  To participate in the call, please dial 1-888-996-4917 and enter pass-code number 25919.

 

Elena Barone
Assistant Counsel

Attachment

endnotes

 [1] See Memorandum to 529 Plan Members No.7-06, Accounting/Treasurers Members No. 10-06, International Members No. 9-06, Pension Members No. 37-06, Tax Members No. 16-06, and Transfer Agent Advisory Committee No. 33-06 [20046], dated May 15, 2006 to see items that the Institute requested to be included on the 2006-2007 Guidance Priority List.  See Memorandum to 529 Plan Members No.15-06, Accounting/Treasurers Members No. 17-06, International Members No. 20-06, Pension Members No. 50-06, Tax Members No. 29-06, Transfer Agent Advisory Committee No. 55-06, and Unit Investment Trust Members No. 22-06 [20294], dated August 16, 2006 to see items that the IRS included on the 2006-2007 Guidance Priority List.