American Bar Association
 
Qualified Plans Committee

ABA Section of Real Property, Trust & Estate Law

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.


 
Committee Events

    Resources for Individuals with Special Needs for their Families

    09/16/2014-09/16/2014

    Participants will develop an understanding of the unique needs, issues and concerns of families that have a member with special needs, including: · The defining characteristics of intellectual and developmental disabilities;· The prevalence of cognitive disabilities and most common diagnoses;· ...

    New IRS Offshore Voluntary Disclosure Program and Related Procedures: Compliance Options for Foreign Assets in a Transparent World

    09/23/2014-09/23/2014

    On June 18, 2014, the IRS announced substantial changes to its Offshore Voluntary Disclosure Program (OVDP). Taxpayers who have failed to report interests in foreign assets now have three different paths available to them to come into compliance: OVDP, streamlined filing, and delinquent FBAR/information ...

    October Session

    10/14/2014-10/14/2014

    The event will be held on 10/14/2014. The format is Web. The event sponsor(s) are Section of Real Property, Trust and Estate Law. The event has 1.50 CLE Credits .

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

Chairs:

Farnam, Thomas
Suhre, Karen

Vice-Chairs:

Hatchett, Bonita
Valcarce, Jose

Committee Roster  

Modified by Adam Bielawski on July 30, 2014

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