August 19, 1991
TO: PENSION MEMBERS NO. 32-91
OPERATIONS MEMBERS NO. 21-91
INVESTMENT ADVISER MEMBERS NO. 34-91
INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 33-91
TAX MEMBERS NO. 34-91
ACCOUNTING/TREASURERS MEMBERS NO. 23-91
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 14-91
MEMBERS - ONE PER COMPLEX NO. 37-91
MARKETING COMMITTEE NO. 33-91
SALES FORCE MARKETING COMMITTEE NO. 29-91
DIRECT MARKETING COMMITTEE NO. 28-91
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 24-91
TRANSFER AGENT ADVISORY COMMITTEE NO. 38-91
RE: PENSION CONFERENCE NOVEMBER 6-7, 1991
__________________________________________________________
As we previously informed you, the Investment Company
Institute is sponsoring its first mutual fund Pension Conference
on November 6-7, 1991 at the Grand Hyatt Hotel in Washington, DC.
This first Pension Conference will provide a unique
opportunity for those in the mutual fund industry who are
currently active or wish to become active in the retirement plan
market. As indicated in the attached preliminary agenda, the
Conference will consist of eight panels which will address
current and potential pension opportunities arising out of recent
legislative developments, new technology, current market trends,
401(k) plans, small employer plans, pension investments, IRAs and
403(b) plans, and fiduciary responsibility under ERISA.
Panelists from government and industry will speak on these
diverse topics. Conference attendees also receive a notebook of
written material from each of the sessions, which will prove to
be a valuable source of information to mutual fund personnel
interested in retirement matters.
Throughout the Conference, a vendor exhibition will feature
products and services which are available to assist pension
operations and administration.
We urge you to complete the registration form included in
the Conference brochure and return it to the Institute as soon as
possible. Hotel reservations should be made by calling the Grand
Hyatt directly at 202/582-1234. The hotel is located at 1000 H
Street, N.W. (near Metro Center). When making your reservation,
be sure to indicate that you are attending the Institute's
Pension Conference. You may also want to take advantage of the
special air fares the Institute has arranged for Conference
attendees. Please refer to the attached flyer for information on
discounted fares.
For more information on the program, call me at 202/955-
3516. For additional information on registration, call Geoffrey
Burke at 202/955-3508.
We look forward to seeing you in November.
W. Richard Mason
Assistant Counsel - Pension
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