November 16, 1995
TO: MEMBERS - ONE PER COMPLEX No. 100-95
ACCOUNTING/TREASURERS COMMITTEE No. 50-95
DIRECT MARKETING COMMITTEE No. 51-95
INVESTMENT ADVISER MEMBERS No. 53-95
MARKETING POLICY COMMITTEE No. 58-95
PUBLIC INFORMATION COMMITTEE No. 43-95
SALES FORCE MARKETING COMMITTEE No. 55-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 43-95
TRANSFER AGENT ADVISORY COMMITTEE No. 57-95
OPERATIONS MEMBERS No. 46-95
PENSION MEMBERS No. 45-95
TAX MEMBERS No. 49-95
INVESTMENT ADVISER ASSOCIATE MEMBERS No. 48-95
RE: 1996 ICI PENSION CONFERENCE - PRELIMINARY BROCHURE
______________________________________________________________________________
Attached is a preliminary agenda for the Institute’s 1996 Pension Conference and Vendor
Exhibition to be held February 25-27 at the Doral Golf Resort and Spa in Miami, Florida. The theme of
this year’s conference is "On the Threshold of Change - Reforming How America Saves for Retirement."
In plenary, concurrent and breakfast sessions, conference panels will explore a broad array of topics
relevant to legal, marketing and operations professionals working in the ever-changing retirement plan
marketplace.
The 1996 conference is designed to provide up-to-date information on legislative and other legal
developments and marketing and operational trends relevant to mutual fund pension specialists. We will
also explore the most recent proposals for Social Security reform with leading experts in the field and
reform’s relevance for the retirement market and mutual fund industry. Another panel will discuss issues
confronting the industry as it attempts to educate "baby-boomers" planning for their retirement. Finally,
separate panels will discuss issues relevant to the large and small employer retirement plan markets, 457
plans, and the developing nonqualified plan marketplace.
We expect this conference will 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. Hotel and other information are further described in the attached brochure.
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 this year’s conference.
Russell G. Galer
Assistant Counsel - Pension
Attachment