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Qualified Plan Amendments: What To Do Before Year End

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: November 9, 2010
SPONSORS: The Sections of Business Law; Health Law; Labor and Employment Law; Real Property, Trust and Estate Law; Taxation; Tort Trial and Insurance Practice; and the American College of Employee Benefits Counsel

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Untitled Document

A 90-minute TeleConference
TUESDAY, NOVEMBER 9, 2010

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

Moderator: Lisa A. Tavares, Venable LLP, Washington, DC
Panelists: Joyce Kahn, Acting Manager, EP Technical Guidance & Quality Assurance, Internal Revenue Service, Washington, DC; Ingrid Grinde, Tax Law Specialist, EP Technical Guidance & Quality Assurance, Internal Revenue Service, Washington, DC;
Michael Spaid, Actuary, Employee Plans, Tax Exempt and Government Entities Division, Internal Revenue Service, Washington, DC; Carol Myers, Williams Parker Harrison Dietz & Getzen, Sarasota, FL and Henry Talavera, Hunton & Williams LLP, Dallas, TX

The following qualified plan amendments topics will be discussed:

  • What amendments are due by year end?
  • What special rules apply to the Cycle E deadline?
  • What must be included in the 436 amendment?
  • Are there any 204(h) issues?
  • Are any WRERA amendments due this year?
  • What provisions must the plan contain to satisfy 401(a)(35)?
  • What provisions are required for HEART & the Emergency Economic Stabilization Act?
  • Will any additional guidance be issued this year?

IF PAYING BY CHECK: Make checks payable to ABA-JCEB and mail to 740 15th Street, N.W., Washington, DC 20005


   
Qualified Plan Amendments: What To Do Before Year End
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