American Bar Association
 
Fiduciary Responsibility, Administration, and Litigation Committee

ABA Section of Real Property, Trust & Estate Law

Fiduciary Responsibility, Administration, and Litigation Committee

Mission

This Committee focuses upon responsibility of fiduciaries under ERISA and also reviews issues relating to the administration of employee benefit plans under the Internal Revenue Code and ERISA. The Committee monitors and provides comments to the IRS, DOL, and PBGC with respect to the administration of the employee benefits laws by these agencies, and, as appropriate, prepares reports for publications on matters of interest to practitioners in this area. The Committee also monitors litigation in the employee benefit area and meets periodically to discuss matters of practical significance to its members. The Committee also publishes information for Section members on these topics, and participates in or sponsors CLE programs.

Programs, Meetings and Events

Committee Events

Company Stock Funds and Fiduciary Issues after Fifth Third v. Dudenhoeffer

August 26, 2016 - August 26, 2014
The U.S. Supreme Court recently ruled in Fifth Third v. Dudenhoeffer that the Moench presumption of prudence is dead and that fiduciary decisions relating to company stock funds will be subject to the same standard of review as all other fiduciary decisions. The decision calls for review and revision of fiduciary procedures relating to company stock funds.

Our discussion will be led by:

Lisa Van Fleet, Partner with Bryan Cave LLP

 
Committee Events

    Resources for Individuals with Special Needs for their Families

    09/16/2014-09/16/2014

    Participants will develop an understanding of the unique needs, issues and concerns of families that have a member with special needs, including: · The defining characteristics of intellectual and developmental disabilities;· The prevalence of cognitive disabilities and most common diagnoses;· ...

    New IRS Offshore Voluntary Disclosure Program and Related Procedures: Compliance Options for Foreign Assets in a Transparent World

    09/23/2014-09/23/2014

    On June 18, 2014, the IRS announced substantial changes to its Offshore Voluntary Disclosure Program (OVDP). Taxpayers who have failed to report interests in foreign assets now have three different paths available to them to come into compliance: OVDP, streamlined filing, and delinquent FBAR/information ...

    October Session

    10/14/2014-10/14/2014

    The event will be held on 10/14/2014. The format is Web. The event sponsor(s) are Section of Real Property, Trust and Estate Law. The event has 1.50 CLE Credits .

Newsletters & Publications

LISTSERV Communication

In order to send a message to the listserve, send the message as an email to the address below. You must be a member of the Committee to use the listserve.

RPTE-FIDUCIARY@mail.americanbar.org

In order to access the listserve archive, please click here. Please note that you will need to create a new password, separate from your regular ABA password, in order to use this archive.


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Leadership

Co-Chairs:

Thulin, Charles
Van Fleet, Lisa

Vice-Chair:

Oliphant, Lori

Committee Roster  

Modified by Charles Thulin on August 26, 2014

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