SIMPLE PLAN TASK FORCE MEETING - OCTOBER 31, 1996

October 18, 1996 TO: PENSION COMMITTEE No. 46-96 PENSION OPERATIONS COMMITTEE RE: SIMPLE PLAN TASK FORCE MEETING - OCTOBER 31, 1996 ______________________________________________________________________________ A meeting to discuss SIMPLE plans has been scheduled for Thursday, October 31, 1996. The meeting will be held at 10:00 a.m. in the David Silver Conference Room at the Institute
s offices, 1401 H Street, N.W., 12th Floor, Washington, D.C. A lunch will be served following the meeting. The purpose of the meeting is to assist the Institute in developing a comment letter on issues that need to be clarified through Treasury or Internal Revenue Service guidance. As many of you know, significant issues were raised at the Institute’s September 30 Pension Simplification Workshop and at the Pension Committee and Pension Operations Committee Meetings earlier this month. We would hope to prioritize these issues and suggest solutions in the comment letter. We are soliciting items for the meeting agenda. Please feel free to call me with suggestions at 202-326-5835, or identify issues you would like to discuss on the response form. To assist us in obtaining an accurate registration of attendees, please indicate on the attached response form if you or an alternate plan to attend the meeting and luncheon. Russell G. Galer Assistant Counsel - Pension Attachment ATTENDANCE RESPONSE FORM INVESTMENT COMPANY INSTITUTE SIMPLE MEETING Thursday, October 31, 1996 Please fax this portion no later than Monday, October 28, 1996 to Theresa Brice, Investment Company Institute, 202-326-5839. YES NO ____ ____ SIMPLE Meeting - 10:00 a.m. ____ ____ LUNCH - 12:30 p.m. ______________________________________ COMMITTEE MEMBER
S NAME or _____________________________________ ALTERNATE
S NAME _________________________________________________ COMPANY NAME
Please check here if you need special services due to a disability. Please list any possible agenda items. A preliminary agenda will be sent prior to the meeting. 1. ______________________________________________________________________________ ______________________________________________________________________________ 2. ______________________________________________________________________________ ______________________________________________________________________________ 3. ______________________________________________________________________________ ______________________________________________________________________________