CUNA Regulatory Comment Call


June 16, 2005

2006 National Summit on Retirement Savings Agenda

EXECUTIVE SUMMARY

BACKGROUND

TOPICS TO CONSIDER IN THE REQUEST FOR INFORMATION
(The Department of Labor specifically requests comment on the following issues)

  1. Suggested topics for discussing the current state of retirement savings education in America and its effect on the national retirement savings rate.
















  2. Ideas about programs and activities that would effectively reach the general public and, more specifically, low-income workers, women, small business owners, minorities, youth, and older workers.
















  3. Success stories and model programs that have used effective communication techniques to educate low-income workers, women, minority groups, youth, and older workers about the need to save and steps that should be taken to save for retirement.
















  4. Measurement techniques used to assess the effectiveness of public outreach and media efforts regarding retirement savings.
















  5. Ideas for creating new partnerships among public and private sector organizations to enhance existing programs for encouraging retirement savings.
















  6. Other comments?
















Eric Richard • General Counsel • (202) 508-6742 • erichard@cuna.com
Mary Mitchell Dunn • SVP & Associate General Counsel • (202) 508-6736 • mdunn@cuna.com
Jeffrey Bloch • Assistant General Counsel • (202) 508-6732 • jbloch@cuna.com
Lilly Thomas • Assistant General Counsel • (202) 508-6733 • lthomas@cuna.com
Catherine Orr • Senior Regulatory Counsel • (202) 508-6743 • corr@cuna.com