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

    Tax Traps for the Unwary in Annuity Planning

    08/22/2017-08/22/2017

    Annuities are often part of clients portfolios. They can be very complex products or very simple. The tax treatment of annuities can vary depending on the type of annuity and whether it is owned in an IRA or qualified plan. Not understanding annuities or how an annuity will be taxed can lead to disastrous ...

    Navigating Title Insurance and Survey Issues in Purchase and Sale Agreements

    08/23/2017-08/23/2017

    During this program our experts will cover a variety of issues pertaining to title insurance and surveys. They include: Fundamental issues importance of title insurance and survey to the transaction, mechanics and time frames for title objections, conditions to closing, and closing documentations ...

    Model Rules of Professional Responsibility: Adopted Model Rules - Where Do We Go from Here?

    09/26/2017-09/26/2017

    The ABA House of Delegates has approved Resolution 109 to amend Model Rule 8.4 to bring into the ABA Model Rules of Professional Conduct an anti-harassment and antidiscrimination provision. The amendment has engendered a significant amount of comment and controversy. In addition, the ABA adopted Resolution ...

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:

Stamer, Cynthia
Towarnicky, John

Vice-Chair:

Valcarce, Jose

Committee Roster  

Modified by Karen Suhre on July 9, 2015

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