January 11, 1995
TO: ACCOUNTING/TREASURERS MEMBERS No. 3-95
DIRECT MARKETING COMMITTEE No. 3-95
INVESTMENT ADVISER ASSOCIATE MEMBERS No. 2-95
INVESTMENT ADVISER MEMBERS No. 3-95
MARKETING POLICY COMMITTEE No. 4-95
MEMBERS - ONE PER COMPLEX No. 4-95
MEMBERS INTERESTED IN PUBLIC INFORMATION No. 1-95
OPERATIONS MEMBERS No. 1-95
PENSION MEMBERS No. 4-95
SALES FORCE MARKETING COMMITTEE No. 3-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 3-95
TAX MEMBERS No. 3-95
TRANSFER AGENT ADVISORY COMMITTEE No. 3-95
RE: 1995 ICI PENSION CONFERENCE - FINAL BROCHURE
______________________________________________________________________________
Attached is the final brochure 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.
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. Please note that the cut-off date
for the preferred rate is January 27, 1995. For reservations call the Ritz-Carlton Hotel directly
at 904-277-1100. Be sure to identify yourself as an Investment Company Institute conference
attendee. Please register promptly as space may be limited.
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.
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
Attachment