American Bar Association
Plan Transactions and Terminations Committee

Plan Transactions and Terminations Committee


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

We monitor regulatory and enforcement updates occurring at the PBGC and report on any changes to existing rules and policy. We also 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

Conference Call - What's on Counsel's Desk with Respect to Qualified Plans

November 10, 2017
Lany Villalobos, April Goff, and Jose Valcarce will discuss 2017's top ten qualified plan topics, as well as annuitization and cash-out of small balances, lost participants, Puerto Rico tax limitations, fiduciary duties with respect to RFPs, EPCRS VCP filings, and other qualified plan matters from retail and oil & gas perspectives.
Join us from 1:00 - 2:00 EST.

Conference Call - PBGC Update

October 6, 2017
The Plan Transactions and Terminations Committee will present its annual PBGC update, including the proposed expansion of the missing participants program and other regulatory action. Join us from 12:30 - 1:30 EDT.

ERISA Basics Part II: Working with Employers on Reporting and Compliance Requirements

August 15, 2017
Damarr Butler, April Goff, and Lacey Durham discuss ERISA's reporting and compliance requirements imposed on employers.

ERISA Basics Part I: For Employees ERISA Plans - Advising Participants and Beneficiaries About Their Rights and Responsibilities

July 18, 2017
Damarr Butler, April Goff, and Lacey Durham discuss the rights and responsibilities of plan participants and their beneficiaries.

Enrolled Actuaries Meetings - Blue Books

Sets forth questions and answers from discussions on March 2, 2017, between PBGC staff and representatives of the Enrolled Actuaries Program Committee.
Section Events

    Wine & Pot


    Wine and Pot are two unique assets that have recently become booming industries, with many individuals and companies entering the spaces or looking for opportunities to do so. Recreational marijuana is now legal in eight states, with another twenty-one having legalized its medicinal use. Even so, possession ...

    Real Property Meets Estate Planning – A Two Part Series


    Real estate lawyers often dont recognize estate issues or advise their clients on how to avoid them. Similarly, trust and estate lawyers often dont anticipate title, lender, or other real property issues that can be avoided by real property diligence and using correct forms of transfer. This series will ...

    Handling Real Property Transfers in Estate Planning and Recognizing Estate Planning Issues in Real Property Transfers.


    In Part One, the panelists will identify the estate planning goals that may involve a transfer of real property and the types of transfers that may advance these goals. Panelists will also provide advice on real property transfers that should cause a real estate lawyer to consider certain estate planning ...

LISTSERV Communication

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Ashner, Harold
Butler, Damarr


Goff, April
Smith, Shannon

Committee Roster  

Modified by Shannon Smith on November 6, 2017

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