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Employer Stock Issues

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: February 13, 2007
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Probate and Trust Law, Taxation, and Tort Trial and Insurance Practice; And the American College of Employee Benefits Counsel

General Information

Employer Stock Issues:  New Requirements under the PPA and More

Tuesday, February 13, 2007

A 90-minute TeleConference/Live Audio Webcast

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

The new Pension Protection Act of 2006 contains new vesting and diversification requirements for plans holding employer stock, including ESOPs.  These will be discussed by our expert panel as well as the following topics:

  • Final regulations issued under IRC section 409(p)
  • Special ESOP effective date for new vesting requirements under the Pension Protection Act of 2006
  • Significant recent court decisions affecting ESOPs
  • New diversification requirements for employer stock under the Pension Protection Act of 2006

Moderator:    Gregory K. Brown, Katten Muchin Rosenman LLP, Chicago, IL

Panelists:        Jared Kaplan, McDermott Will & Emery, Chicago, IL; Helen Morrison, Deloitte Tax LLP, Chicago, IL

 

**Make checks payable to ABA-JCEB and mail to 740 15th Street, N.W., Washington, DC 20005


   
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