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Holiday Gifts for Retirement Plans: Year-End Guidance Under PPA

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: February 22, 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

Thursday, February 22, 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 panel will, among other topics, cover the following:

  • Changing requirements to the content and timing of benefit statements
  • Avoiding the pitfalls for beneficiary hardship distributions
  • Expanded beneficiary rollover opportunities
  • Coping with 415 limitations on lump sum distributions
  • Unlocking "cash balance jail" for determination letters
  • New hybrid plan requirements
  • Individual investment advice: a first glimpse at guidance

Moderator:

Eleanor Banister, King & Spalding LLP, Atlanta, GA

Panelists:

Marty Pippins, Manager, EP Technical Guidance and Quality Assurance, IRS, Washington, DC

Suzanne Adelman, Senior Pension Law Specialist, Office of Regulations and Interpretations,   

EBSA, US Department of Labor, Washington, DC

Fred Wong, Senior Pension Law Specialist, Division of Fiduciary Interpretations, EBSA, US Department of Labor, Washington, DC

Althea Day, Morgan, Lewis & Bockius, LLP, Washington, DC

 


   
Holiday Gifts for Retirement Plans: Year-End Guidance under PPA
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