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

    Issues for Foreign Investors Seeking US Real Estate

    02/01/2017-02/01/2017

    Become an expert on inbound tax, regulatory and other issues facing non-US investors who have their eye on US real estate Understand culture and customs that may be different over here from over there Spot issues that might not affect US investors but that could ...

    Dividing Retirement Assets in Divorce & Trusts as IRA Beneficiaries: A Two-Part Series

    02/02/2017-04/18/2017
    Fairmont Banff Springs
    Banff

    This is a package of two webinars. Dividing Retirement Assets Upon Death or Divorce - March 7 , 2017 Who gets the retirement funds when there is a death or divorce? The confluence of ERISA and estate planning considerations can be bewildering. The panel will explore: Critical differences ...

    Disclaimers

    02/07/2017-02/07/2017

    With the uncertainty about the future of the estate tax, building flexibility into clients estate planning has taken on increased importance. Planning for the potential use of disclaimers can help provide that flexibility. Effective use of disclaimers requires more than just satisfying the bare requirements ...

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

Vice-Chair:

Ashner, Harold

Committee Roster  

Modified by Adam Bielawski on January 5, 2016

Back to Top