Memo #
26395

Initial 408(b)(2) Summary Guide Working Group Conference Call Scheduled for August 23, 2012 at 3:00 PM ET

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[26395]

August 14, 2012

TO: PENSION COMMITTEE No. 26-12
PENSION OPERATIONS ADVISORY COMMITTEE No. 24-12 RE: INITIAL 408(b)(2) SUMMARY GUIDE WORKING GROUP CONFERENCE CALL SCHEDULED FOR AUGUST 23, 2012 AT 3:00 PM ET

 

Given the positive response the Institute received regarding the implementation of a working group to discuss the 408(b)(2) disclosure rule summary or guide, we have scheduled an initial working group conference call for Thursday, August 23, 2012 at 3:00 p.m. Eastern time.  The purpose of the initial call is to discuss the overall summary or guide concept and outline a planning agenda for future working group calls.  For your convenience, we have attached the Department of Labor’s “sample guide” that was included as a appendix to the final 408(b)(2) rule.

If you would like to participate in the call, please send an email to Brenda Turner (bturner@ici.org) by noon on Wednesday, August 22, 2012. To participate, please dial 800-369-2065 and enter passcode 48175.

 

Howard Bard
Associate Counsel

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