April 3, 1995
TO: INDUSTRY STATISTICS COMMITTEE No. 7-95
PENSION COMMITTEE No. 6-95
RESEARCH COMMITTEE No. 14-95
RE: TASK FORCE ON INSTITUTE'S 1995 401(K) STUDY
______________________________________________________________________________
We have scheduled a meeting on Tuesday, April 25, 1995, 10:00 a.m., at the Institute's offices
located at 1401 H Street, N.W., for members of the Industry Statistics, Pension and Research Committees
interested in serving on a Task Force in connection with the Institute's 1995 401(k) Study. The Institute
proposes to collect annual information on the characteristics of 401(k) plans. This information will be
obtained through use of a written survey sent to mutual fund companies providing investment
management and recordkeeping services to 401(k) plans. The objective is to build a database on 401(k)
plans for which mutual fund companies provide recordkeeping and investment management services.
This project is part of our ongoing analysis of retirement plan developments of significance to the mutual
fund industry. A general description of the study is attached for your information. The role of the Task
Force will be to comment and give guidance at critical stages of the study.
Lunch will be served following the meeting. Please RSVP on the attached telecopy sheet at (202)
326-5841.
Kathy Rabon-Summers
Director - Industry Studies
John J. Canary, Jr.
Assistant Counsel - Pension
Attachment
INVESTMENT COMPANY INSTITUTE
401 (K) Study Task Force Meeting
CONFIRMATION OF ATTENDANCE FORM
Please fax this portion to Lisa Rand, Investment Company Institute, (202) 326-5841.
Meeting of the 401(k) Study Task Force
10:00 a.m., Tuesday, April 25, 1995
David Silver Conference Room
Investment Company Institute
1401 H Street, N.W.
12th Floor
Washington, DC 20005
COMMITTEE MEMBER NAME
COMPANY NAME
G I will be attending the meeting.
G I will not be attending the meeting.
If you have any questions, please call John Canary at 202-326-5835, or Kathy Rabon-Summers at 202-
326-5917.