Vol. VI, Issue 3

August 22, 2008

Plan Sponsor Conference Calls—Agenda and Supporting Materials

The next plan sponsor conference calls focusing on the replacement of the Basic Protection Plan (BPP) will take place:

During these calls, we will:

As indicated in the materials and discussed during the July calls, adoption agreements must be completed, approved and submitted to the General Board no later than September 15, 2008.

Both plan sponsor calls will cover the same information, so choose the one that best suits your schedule. The calls will be recorded, and replay IDs will be sent in a separate On Board Express following the calls.

Below is the agenda for the calls. You can view supporting documents by clicking on the hyperlinks below. Please review these documents prior to the call in preparation for the discussion. To participate, call 1-866-205-5235. When prompted, enter the access code 9325862, followed by the pound sign (#). The calls will be recorded, and replay IDs will be sent in a separate On Board Express following the calls.

If you have any questions, call Terry Shoemaker at 1-800-269-2244, ext. 4628.

Agenda

  1. Introduction to Call
  2. Basic Protection Plan (BPP) Replacement
    1. Draft Adoption Agreement Kit
      1. Cover Letter
      2. Adoption Agreement
        1. Lay Long-Term Disability and Life Insurance Plan
      3. Instructions for Completing Adoption Agreement
        1. Lay Long-Term Disability and Life Insurance Plan
      4. Plan Highlights Sheets and Premium Rate Charts
        1. Plan Highlights Sheets
          1. Lay Long-Term Disability and Life Insurance—
            Long-Term Disability Plan Highlights
          2. Lay Long-Term Disability and Life Insurance—Life Insurance Plan Highlights
          3. Optional Life Insurance Plan Highlights
        2. Premium Rate Charts
          1. Lay Long-Term Disability Premium Rates
          2. Lay Life Insurance Plan Premium Rates
          3. Optional Life Insurance Plan Premium Rates
    2. Key Implementation Activities Timeline
Next Steps Group Discussion

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