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

    Understanding the Implications of Abuse Claims and insurance – Lessons From the Sandusky Case

    04/26/2017-04/26/2017

    The presentation will address issues arising from claims of sexual abuse, including what operators of senior and assisted living facilities can do to prevent sexual abuse by their employees and volunteers and to make sure that incidents are investigated and reported; the importance of having appropriate ...

    Fundamentals of Post-Mortem Administration

    04/27/2017-04/27/2017

    This session will discuss common issues associated with the probate process and estate administration, including administration of revocable trusts after the grantors death. Topics will include: · A brief introduction to post-mortem planning · Appointment ...

    Installment Sales to Grantor Trusts: When to use this Strategy and How Best to Structure It

    05/02/2017-05/02/2017

    For many years, the installment sale to grantor trust strategy has been used by estate planners to shift appreciation downstream to younger generations. This technique can be preferable to a GRAT because it can result in greater leverage of the generation-skipping transfer tax exemption. However, there ...

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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