American Bar Association
 
Qualified Plans Committee

Qualified Plans Committee

Mission

The Committee considers tax and other legal issues relating to retirement plans and other employee benefits, with special emphasis on tax-qualified retirement plans (including employee stock ownership plans or ESOPs), individual retirement accounts, and executive compensation and other arrangements, including government, not-for-profit, and church programs. The Committee monitors proposed and enacted legislation affecting tax-qualified retirement plans and other employee benefits. 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.

Programs, Meetings and Events

Committee Events

Conference Call--Effect of Clark v. Rameker Decision

July 25, 2014
Please join the Qualified Plans Committee on Friday, July 25 at 12:00-1:00 p.m. CDT for a teleconference discussion of Clark v. Rameker.
On June 12, the U.S. Supreme Court unanimously ruled that an inherited IRA is not exempt from claims of creditors under the Bankruptcy Code provision that generally exempts "retirement funds" in certain tax exempt accounts from creditors. The text of the opinion is linked in the "Resources" section below, along with a brief outline by Alson R. Martin reviewing the case.
Call-in number: 866-646-6488 Participant Passcode: 538 070 02591


A more complete review of Clark v Rameker will occur as an eCLE at 1:00pm CDT on August 5, 2014. Register today by clicking here. If you prefer to FAX or register as a group, you can download the REGISTRATION FORM here.


Conference Call--Controlled Groups

July 10, 2015
Please join the Qualified Plans Committee for a discussion of issues concerning controlled groups and affiliated service groups, led by Bonita Hatchett. This is one of our bi-monthly calls, with audience participation encouraged. The call is tentatively scheduled for noon CDT on Friday, July 10. Call-in number and more details will follow.
 
Section Events

    Commercial Real Estate Zoning and Land Use

    05/27/2015-05/27/2015

    The panelists will discuss and explain the most common zoning tools jurisdictions use to regulate land use in their respective communities and how lawyers can work with those tools to achieve clients' goals. Topics will include: * Foundation of zoning and land use policy* A review of the common zoning ...

    The IRS T&E Attack List and How to Defend Against It

    06/02/2015-06/02/2015

    Gift and estate tax returns continue to be closely examined by the IRS. What topics are the IRS most commonly raising in audit? Find an overview of these important issues in this program. Topics our panelists will cover include: Indirect gifts Step transactions Annual ...

    Real Estate Purchase and Sale Agreements – Don’t Forget to Cover These Points!

    06/03/2015-06/03/2015

    Certain issues in the negotiation of commercial real estate purchase and sale agreements tend to be overlooked. Although not gotcha issues, they merit careful review and focus. This program, for both new and seasoned practitioners, will review selected issues that repeatedly arise in the purchase 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.


more...

Leadership

Chairs:

Farnam, Thomas
Suhre, Karen

Vice-Chairs:

Hatchett, Bonita
Valcarce, Jose

Committee Roster  

Modified by Karen Suhre on May 12, 2015

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