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--Future of the IRS Determination Letter Program

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

    Legal Opinions.

    05/25/2016-05/25/2016

    This session will focus on the fundamental issues involved in giving third party legal opinions in real estate secured loan transactions Topics will include: The nuts and bolts of a legal opinion; Opinion practice what is, and what is not, appropriate; Opinion issues related ...

    Pre-Immigration Planning—The Intersection of Immigration and Tax Law.

    06/07/2016-06/07/2016

    Clients considering a move to the U.S. face a host of complex legal issues. From the immigration perspective they may be considering a visa, green card or even eventual citizenship. From the tax perspective, both pitfalls and opportunities await, including the creation of pre-immigration trusts for transfer ...

    Fiduciary Issues and Ethics.

    06/08/2016-06/08/2016

    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 ...

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

Co-Chairs:

Hatchett, Bonita
Stamer, Cynthia

Vice-Chairs:

Kelly, Peter
Valcarce, Jose

Committee Roster  

Modified by Karen Suhre on July 9, 2015

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