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

    Lifetime QTIPs: Why Should They Be Ubiquitous in Estate Planning?

    10/04/2016-10/04/2016

    JOIN THE SECTION & SAVE! ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online . Find upcoming programming here . You may also email Khadijah.Kellogg@americanbar.org , or call 312-988-5260. Visit www.shopaba.org to update your preferences ...

    Section 2704 Regulations – A Further Analysis and Action Steps

    10/06/2016-10/06/2016

    The section 2704 regulations were released by the Treasury Department on August 3. The approach and breadth of the regulations surprised many estate planners. Our panelists will review the proposed regulations and the implications for past, current, and future planning. Topics they will cover ...

    Ethics and Conflicts in the Life Cycle of a Representation - Part I

    10/13/2016-10/13/2016

    Identifying, evaluating, and resolving conflicts is a regular part of the practice of law it is impossible to avoid them, or for that matter, ignore them. The manner in which conflicts are dealt with and resolved can vary, but two essentials are constant: the client must come first, and the conflicts ...

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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