American Bar Association
 
Section of Real Property, Trust and Estate Law: Plan Transactions and Terminations Committee

ABA Section of Real Property, Trust & Estate Law

Section of Real Property, Trust and Estate Law:
Plan Transactions and Terminations Committee

Mission

This committee deals with events and actions that are major structural changes in retirement and employee benefit plans. Special emphasis is given to employee benefit programs in corporate acquisitions and dispositions, plan terminations and plan mergers or spin-offs. The committee develops and submits comments on legislative proposals, regulations and rulings that are in the committee's area of responsibility. The committee also publishes information for Section members on these topics, and participates in or sponsors Section CLE programs.

More About Us

For 2011-2012, our committee will be involved in a range of activities relating to plan transactions and terminations. Our committee will again take a leading role in the JCEB Q&A Session with the Pension Benefit Guaranty Corporation. We also plan to increase our involvement with the PBGC regarding regulatory and enforcement issues. We regularly coordinate with the Defined Benefit Subcommittee and Merger and Acquisitions Subcommittee of the Employee Benefits Committee of the Tax Section, both for meetings and projects.

Programs, Meetings and Events

Committee Events

JCEB Q&A Session with the PBGC

May 9, 2012
2:00 pm to 4:00 p.m. If you have any questions for the PBGC, please submit them to Harold Ashner or Chuck Thulin.
 
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 ...

    Build-to-Suit Leases: A Construction Contract and

    09/24/2014-09/24/2014

    The panel will discuss the construction contract component included in a build-to-suit lease. The panel will also address the parties respective interests, risks and concerns as well as their roles and responsibilities during the construction process. The panel aims to provide practical approaches to ...

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-PLANTRANS@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

Chair:

Paliga, John

Vice-Chairs:

Ashner, Harold
Crockett, Christina
Hecht, Stanley

Committee Roster  

Modified by Adam Bielawski on July 22, 2014

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