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

    Gifting Part I

    02/11/2016-02/11/2016

    This session will start with the basics of gifting -- why, when, to whom and how much. We will contrast the pros and cons of gifts in trusts versus outright gifts and discuss best gifting strategies to minimize taxes. We will also review the mechanics of Crummey

    2016 eLearning Program: Full Series Registration

    02/11/2016-11/10/2016

    The eLearning Program is a training series focused on the needs of new lawyers and paralegals working in the areas of trust and estate law. The ABA Section of Real Property, Trust and Estate Law is proud to continue our training series focused on new lawyers, paralegals, and others working in the areas ...

    Basic Will & Trust Drafting

    02/16/2016-02/16/2016

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and ...

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

Chair:

Palmieri, Francis

Vice-Chairs:

Ashner, Harold
Butler, Damarr

Committee Roster  

Modified by Adam Bielawski on January 5, 2016

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