American Bar Association
 
Plan Transactions and Terminations Committee

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.
 
Section Events

    Model Rules of Professional Responsibility: Adopted Model Rules - Where Do We Go from Here?

    09/26/2017-09/26/2017

    The ABA House of Delegates has approved Resolution 109 to amend Model Rule 8.4 to bring into the ABA Model Rules of Professional Conduct an anti-harassment and antidiscrimination provision. The amendment has engendered a significant amount of comment and controversy. In addition, the ABA adopted Resolution ...

    Fiduciary Litigation Series

    10/03/2017-02/06/2018

    Given the tax proposals currently circulating, many practitioners have expressed concern about a potential decline in the volume of planning and drafting work and are seeking ways to expand their practices into other areas, including estate and trust litigation. This three part CLE program will present ...

    Challenges to Wills/Trusts and Lifetime Disputes

    10/03/2017-10/03/2017

    The panel will discuss the various grounds for challenging wills and trust agreements, including undue influence, lack of capacity and fraud. The panel will also discuss disputes that arise during life, including guardianships, elder financial abuse, powers of attorney and gift

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.


more...

Leadership

Co-Chairs:

Ashner, Harold
Butler, Damarr

Vice-Chairs:

Goff, April
Smith, Shannon

Committee Roster  

Modified by Adam Bielawski on September 20, 2017

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