ICI Conference Call on Periodic Benefit Statements Scheduled for February 6 at 2:00 PM Eastern

 

 

[22152]

 

January 25, 2008

TO: PENSION COMMITTEE No. 3-08
PENSION OPERATIONS ADVISORY COMMITTEE No. 3-08     RE: ICI CONFERENCE CALL ON PERIODIC BENEFIT STATEMENTS SCHEDULED FOR FEBRUARY 6 AT 2:00 PM EASTERN

 

We understand that the Department of Labor plans to issue proposed regulations on periodic benefit statements this spring.  The regulations may or may not adopt the positions DOL took in its interim guidance on benefit statements – Field Assistance Bulletins 2006-03 and 2007-03. [1]  The Institute is considering submitting a letter to DOL in advance of the issuance of the DOL’s proposal.

 

We have scheduled a call for Wednesday, February 6, 2008, at 2:00 PM Eastern Time to discuss positions in the FABs and whether members would want DOL to preserve them.  We would also like to discuss any other issues members believe the Institute might want to comment on in anticipation of the proposed regulations on periodic benefit statements.  If you would like to participate in the call, please complete the attached response form and fax or email to Brenda Turner at 202/326-5841 or bturner@ici.org by noon on Wednesday, February 6, 2008.  To participate, please dial 1-888-950-6758 and enter passcode 26111.

 

 

Anna Driggs
Assistant Counsel

 

Attachment

 

endnotes

 [1]  See Memorandums to Pension Members No. 75-06 [20718], dated December 21, 2006, and No. 58-07 [21836], dated October 15, 2007.