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U.S. Securities and Exchange Commission

Open Meeting Agenda
Wednesday, December 17, 2008

Agenda as of December 16, 2008. Note that Open Meeting agendas are subject to last-minute changes.

Item 1: Public Company Accounting Oversight Board Budget and Annual Accounting Support Fee for Calendar Year 2009
Office:  Office of the Chief Accountant; Office of the Executive Director
Staff:  Paul A. Beswick, Jeffrey J. Minton, Josh K. Jones, Melanie S. Jacobsen, Amy C. Hargrett, Bert W. Mehrer, Diego T. Ruiz, Kenneth A. Johnson
Item 2: Interactive Data to Improve Financial Reporting
Office:  Division of Corporation Finance; Office of Interactive Disclosure; Office of the Chief Accountant
Staff:  Mauri Osheroff, Mark Green, Craig Slivka, David Blaszkowsky, Jeffrey Naumann, Jeffrey Minton
Item 3: Interactive Data for Mutual Fund Risk/Return Summary
Office:  Division of Investment Management
Staff:  Brent J. Fields, Mark H. Berman, Tara R. Buckley, Deborah D. Skeens, Alberto H. Zapata
Item 4: Indexed Annuities and Certain Other Insurance Contracts
Office:  Division of Investment Management; Office of the General Counsel; Office of Economic Analysis
Staff:  Susan Nash, Keith E. Carpenter, Michael L. Kosoff, Meridith Mitchell, Cathy Ahn, Joshua S. White

Item 1: Public Company Accounting Oversight Board Budget and Annual Accounting Support Fee for Calendar Year 2009

The Commission will consider whether to approve the 2009 budget of the Public Company Accounting Oversight Board and will consider the related annual accounting support fee for the Board under Section 109 of the Sarbanes-Oxley Act of 2002.

For further information, please contact Jeffrey J. Minton, Office of the Chief Accountant, at (202) 551-5300.

Item 2: Interactive Data to Improve Financial Reporting

The Commission will consider whether to adopt amendments to provide for companies' financial statement information to be filed with the Commission in interactive data format, according to a specified phase-in schedule.

For further information, please contact Mark Green, Division of Corporation Finance, at (202) 551-3809 or Craig Slivka, Division of Corporation Finance, at 202 551-3729.

Item 3: Interactive Data for Mutual Fund Risk/Return Summary

The Commission will consider whether to adopt amendments to provide for mutual fund risk/return summary information to be filed with the Commission in interactive data format. The Commission will also consider whether to adopt amendments to permit investment companies to submit portfolio holdings information under the Commission's interactive data voluntary program without being required to submit other financial information.

For further information, please contact Alberto H. Zapata, Division of Investment Management, at (202) 551-6929.

Item 4: Indexed Annuities and Certain Other Insurance Contracts

The Commission will consider whether to adopt amendments that would define terms related to annuity contracts under the Securities Act of 1933, and whether to adopt amendments related to periodic reporting requirements under the Securities Exchange Act of 1934.

For further information, please contact Michael Kosoff, Division of Investment Management, at (202) 551-6795.

 

http://www.sec.gov/news/openmeetings/2008/agenda121708.htm
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Modified: 12/16/2008