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

    Integrating Supported Decision Making into Advance Care Planning

    07/25/2017-07/25/2017

    Supported decision-making is a person-centered planning process and a person-driven decision-making process that protects the fundamental human and Constitutional rights of the Person by always including the Person in the decision-making project. This session will explore integrating SDM principles ...

    Basic Will and Trust Drafting

    07/27/2017-07/27/2017

    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 ...

    Protecting Assets, Supporting our Elders, and More on Fiduciary Litigation

    07/27/2017-07/27/2017

    While estate planning is generally a constructive practice with various parties working towards common goals, this session will explore some of the more contentious issues faced by estate planners. Concepts to be discussed include issues associated with representing elderly and disabled clients, asset ...

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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