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

    Diagnosing GST Trusts

    01/17/2017-01/17/2017

    Your client has a GST exempt trust. How do you know it really is GST exempt? How do you confirm the trust's inclusion ratio? And what are your options if you discover potential issues or past errors or taxable events? Join us for a practical look at how to diagnose an existing GST exempt

    Debt Markets — Dead, Delayed or Dynamic?: I Got Money, Lots of Money....

    01/18/2017-01/18/2017

    · Explore the current trends and differences between CMBS, portfolio and PE financing · Examine underwriting issues and trends in loan spreads, loan-to-cost, loan-to-value and other loan metrics · Discuss hot topics in the ever-changing debt markets and the impact of recent regulatory developments ...

    Negotiating Commercial Loan Documents – How to Get What You Really Need

    03/08/2017-03/08/2017

    The panelists will discuss legal issues, negotiation strategies and practice tips in loan document negotiation for the commercial real estate projects. Topics will include: Negotiating the Term Sheet Negotiation of due diligence items Key negotiating points in loan documents ...

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

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