American Bar Association
 
Qualified Plans Committee

Qualified Plans Committee

Mission

The Qualified Plans Committee considers tax and other legal issues relating to tax-qualified retirement plans such as 401(k)plans, defined benefit pension plans, and employee stock ownership plans(ESOPs),including government, not-for-profit, and church programs. The Committee monitors proposed and enacted legislation and other legal developments affecting tax-qualified retirement plans. The Committee prepares technical comments on legislation and regulations, publishes information for Section members on these topics, and participates in or sponsors Section CLE programs as well as at least one group teleconference per year.

Programs, Meetings and Events

Committee Events

Conference Call--Effect of Clark v. Rameker Decision

July 10, 2015
Please join the Qualified Plans Committee for a discussion of issues concerning the future of the IRS determination letter program. IRS officials have indicated that they intend to drastically reduce the availability of determination letters for individually designed plans. Our committee expects to work on comments to the proposal when it is formally published later this summer. This is one of our informal bi-monthly calls, with audience participation encouraged. The call is scheduled for noon CDT on Friday, July 10.
Dial in number: 866/646‐6488
Participant Pass code: 725 588 7619
 
Section Events

    Same-Sex Marriage and Estate Planning: Nope, It’s Not Over Yet!

    07/07/2015-07/07/2015

    On June 26th, in Obergefell v. Hodges, the United States Supreme Court ruled that the right of same-sex couples to marry is constitutionally protected and thus available on a nationwide basis. While the ruling provides some clarity, it also raises new questions. It brings new state property rights and ...

    2015 Skills Training for Estate Planners - Advanced Topics

    07/15/2015-07/17/2015
    New York Law School
    New York

    Thank you for your interest in the ABA Section of Real Property, Trust and Estate Law Skills Training for Estate Planners CLE Course. This email confirms your acceptance into the class and acknowledges receipt of your registration.The program will be held July 15-17, 2015 at the New York Law School, ...

    Live From Skill Training: Planning for the Probate Contest

    07/15/2015-07/15/2015

    Although many estate planning arrangements are implemented without controversy, given family dynamics involved in such planning, drafting attorneys should be mindful of the possibility that family members will disagree. Those who are dissatisfied with an estate plan may resort to court proceedings. ...

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-QUALIFIEDPLANS@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

Chairs:

Farnam, Thomas
Suhre, Karen

Vice-Chairs:

Hatchett, Bonita
Valcarce, Jose

Committee Roster  

Modified by Adam Bielawski on June 26, 2015

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