American Bar Association
Employee Benefit Plans and Other Compensation Arrangements Group

Employee Benefit Plans and Other Compensation Arrangements Group

Who We Are

Welcome to our web page. We are a group of lawyers who help businesses, their workers and other individuals understand and solve issues that arise in the operation of employee benefit plans and compensation arrangements. Our clients' plans are central to the economic wealth and well-being of their employees. The plans also are an important part of our clients' efforts to recruit, retain and motivate employees. The plans are often involved in real estate and other common business transactions and create legal risks for businesses and others involved in them.

Our Group provides great value to members by helping them to stay current on the many and changing legal rules that apply to their clients' plans, especially ones relating to qualified plans, medical and other welfare plans and nonqualified deferred compensation plans. Some of our Group members also focus on fiduciary responsibilities related to the operation of plans. Others focus on the formation and termination, and litigation involving this area of practice. The Group is a past Diversity Award Recipient from RPTE and has a strong committment to diversity.

The Committees in this Group are as follows:

Programs, Meetings and Events

Committee Events

Schedule of Group Conference Calls In 2018

January 1, 2018 - July 31, 2018
Our Group holds bi-monthly conference calls open to all interested members of the RPTE section, as well as special "Study Group" calls to discuss current/breaking issues of interest. The calls generally are held at 1:00 pm ET on a Friday during selected months. Please join us!

Here is the list of the Calls for 2018:

January 26, 2018—Fiduciary Committee

March 30, 2018—IRAs and Plan Distributions Committee

May 18, 2018—Non-Qualified Plans Committee (Date TBD)

June 22, 2018—Health and Welfare Plans


The Group hosted similar calls during 2016-2017 bar year.

Group Conference Call on January 26, 2018

January 26, 2018
Please join us on January 26, 2018 at 1 PM (Eastern), Noon (Central), 11 AM (Mountain), and 10 AM (Pacific) for our next Group Conference Call. The Fiduciary Responsibility, Administration and Litigation Committee leadership will lead our discussion of the DOL Claims Regulations and Other Developments Affecting Plan Fiduciaries. We expect an informal discussion of the claims regulations under ERISA, with a focus on the new disability claims regulation. The group will discuss how these rules and other developments in federal law and regulations affect plan fiduciaries and the manner in which they perform their responsibilities. Other topics of interest may also be explored.

Dial in number:   866-646-6488
Participant Code: 725-588-7619

Group Conference Call on November 10, 2017

November 10, 2017
The RPTE Employee Benefit Plans and Other Compensation Arrangements Group held a free conference call led by the Qualified Plans Committee on November 10, 2017, at 1 PM (Eastern), Noon (Central), 11 AM (Mountain), and 10 AM (Pacific) to discuss What is on Counsel’s Desk with respect to Qualified Plans.

Lany Villalobos provided a top ten qualified plan topics list for 2017.

April Goff discussed what is on retail counsel’s desk, including:
· Review and analysis of annuitization and cash-out of small balances (pension)
· Best practices regarding lost participant searches (pension and 401(k))
· Finding participants for 70 ½ distributions
· Puerto Rico tax limitations
· Fiduciary duties with respect to RFP/bidding

The Group also discussed:
·       Lost participants best practices for both DC and DB plans (DB – deferred vested attaining NRA and/or MRD);
·       Uncashed checks;
·       VCP filings under EPCRS; and
·       Disaster Relief Efforts including provisions from Disaster Tax Relief and Airport and Airway Extension Act of 2017.

Group Conference Call on September 29, 2017

September 29, 2017
The Termination and Transactions subcommittee presented its annual PBGC update, including the proposed expansion of the Missing Participants Program and other regulatory action. The discussion was led by Harold Ashner, Damarr Butler, and Shannon Smith.
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LISTSERV Communication

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Paliga, John
Suhre, Karen

Council Representative:

Talavera, Henry


Leight, Elizabeth

Committee Roster  

Modified by John Paliga on January 21, 2018

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