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

    Understanding the Implications of Abuse Claims and insurance – Lessons From the Sandusky Case

    04/26/2017-04/26/2017

    The presentation will address issues arising from claims of sexual abuse, including what operators of senior and assisted living facilities can do to prevent sexual abuse by their employees and volunteers and to make sure that incidents are investigated and reported; the importance of having appropriate ...

    Fundamentals of Post-Mortem Administration

    04/27/2017-04/27/2017

    This session will discuss common issues associated with the probate process and estate administration, including administration of revocable trusts after the grantors death. Topics will include: · A brief introduction to post-mortem planning · Appointment ...

    Installment Sales to Grantor Trusts: When to use this Strategy and How Best to Structure It

    05/02/2017-05/02/2017

    For many years, the installment sale to grantor trust strategy has been used by estate planners to shift appreciation downstream to younger generations. This technique can be preferable to a GRAT because it can result in greater leverage of the generation-skipping transfer tax exemption. However, there ...

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

Vice-Chair:

Ashner, Harold

Committee Roster  

Modified by Adam Bielawski on January 5, 2016

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