November 25, 1994
TO: ACCOUNTING/TREASURERS COMMITTEE No. 57-94
DIRECT MARKETING COMMITTEE No. 34-94
INVESTMENT ADVISER ASSOCIATE MEMBERS No. 47-94
INVESTMENT ADVISER MEMBERS No. 52-94
MARKETING POLICY COMMITTEE No. 50-94
OPERATIONS MEMBERS No. 37-94
PENSION MEMBERS No. 35-94
PUBLIC INFORMATION COMMITTEE No. 40-94
SALES FORCE MARKETING COMMITTEE No. 47-94
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 32-94
TAX MEMBERS No. 48-94
TRANSFER AGENT ADVISORY COMMITTEE No. 46-94
RE: 1995 ICI PENSION CONFERENCE - PRELIMINARY BROCHURE
______________________________________________________________________________
Attached is a preliminary agenda for the Institute's 1995 Pension Conference to be held
February 26-28, 1995, at the Ritz Carlton Hotel, Amelia Island, Florida. The theme of this year's
conference -- "Is the Retirement System in Crisis--Challenging the Conventional Wisdom" will
explore the role of defined contribution plans, especially 401(k) plans and other salary reduction plans, in
the retirement planning of the aging "baby boom" generation. In addition there will be a vendor sales
and services exhibition.
The 1995 Pension Conference is designed to utilize a combination of plenary, concurrent, and
breakfast sessions to provide mutual fund pension specialists with up-to-date information on the
growing retirement plan market from both a legal and marketing perspective. The conference will also
cover:
! trends in the 401(k) market and their impact on fund marketing and delivery systems;
! the small employer plan market;
! withholding and reporting issues;
! voice response systems/participant communications;
! mutual fund strategic alliances;
! section 403(b) plans; and
! current legislative and regulatory developments.
An addition this year is a panel of press representatives who will give us a Fourth Estate
perspective on the retirement system.
We expect this conference to be well attended, so please complete and return the attached
registration form as soon as possible along with a check for $425 for members, and $675 for non-
members.
A block of rooms has been reserved at the Ritz Carlton Hotel for conference attendees at the
special rate of $145 single/double. The cut-off date for that rate is January 27, 1995. For reservations
call direct to Ritz Carlton Amelia Island at 904-277-1100 or 800-241-3333 and be sure to identify
yourself as an Investment Company Institute conference attendee. Please register promptly as space
may be limited.
If you have any questions regarding registration for this conference, contact the Institute's
Conference Division at 202-326-5968. For questions concerning the conference program, please call me
at 202-326-5835.
We look forward to seeing you at the conference.
John J. Canary, Jr.
Assistant Counsel - Pension
Attachments