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

    Section 2704 Regulations Planning – Defined Value Formula Clauses, Formula Clauses, and More

    09/27/2016-10/06/2016

    This is a package of two webinars. Using Defined Value and Formula Clauses - Section 2704 Regs Highlight Their Usefulness: September 27, 2016 Estate planners have used defined value and formula clauses for many years. Recent cases such as McCord and Wandry have provided guidance on how ...

    Lifetime QTIPs: Why Should They Be Ubiquitous in Estate Planning?

    10/04/2016-10/04/2016

    JOIN THE SECTION & SAVE! ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online . Find upcoming programming here . You may also email Khadijah.Kellogg@americanbar.org , or call 312-988-5260. Visit www.shopaba.org to update your preferences ...

    Section 2704 Regulations – A Further Analysis and Action Steps

    10/06/2016-10/06/2016

    The section 2704 regulations were released by the Treasury Department on August 3. The approach and breadth of the regulations surprised many estate planners. Our panelists will review the proposed regulations and the implications for past, current, and future planning. Topics they will cover ...

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-Chair:

Ashner, Harold

Committee Roster  

Modified by Adam Bielawski on January 5, 2016

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