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

    Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability.

    12/06/2016-12/06/2016

    This session will discuss the most effective and efficient methods of planning and drafting for the married couple in an era of large and increasing applicable exclusion amounts and the unlimited marital deduction. The emphasis will be on developing and implementing easy to understand and administer ...

    Diagnosing GST Trusts

    01/17/2017-01/17/2017

    Your client has a GST exempt trust. How do you know it really is GST exempt? How do you confirm the trust's inclusion ratio? And what are your options if you discover potential issues or past errors or taxable events? Join us for a practical look at how to diagnose an existing GST exempt

    Negotiating Commercial Loan Documents – How to Get What You Really Need

    03/08/2017-03/08/2017

    The panelists will discuss legal issues, negotiation strategies and practice tips in loan document negotiation for the commercial real estate projects. Topics will include: Negotiating the Term Sheet Negotiation of due diligence items Key negotiating points in loan documents ...

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

Co-Chairs:

Stamer, Cynthia
Towarnicky, John

Vice-Chair:

Valcarce, Jose

Committee Roster  

Modified by Karen Suhre on July 9, 2015

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