• A Bi-monthly Electronic Publication for Section Members
  • August 2008

Group and Committee News


Employee Benefit Plans and Other Compensation Arrangements Group

The RPTE Employee Benefit Plans and Other Compensation Arrangements Group is hosting and co-hosting several programs at the RPTE/Tax Section Joint Fall CLE Meeting to be held in San Francisco September 11-13.

Programs include:

• PBGC, Underfunded Plans & Distressed Companies: A Practical Guide at 10:30 a.m. on September 12
• Health Plan Design and Compliance Issues at 2:00 p.m. on September 13
• Reporting & Disclosure of Fees for 401(k) and Other Plans - Coping with the New Regime at 3:30 p.m. on September 13

The Group also invites members and other interested individuals to participate in its next quarterly conference call focusing on welfare plan matters on October 14, beginning at 1:00 p.m. Eastern (call-in number: 1-800-504-8071; passcode: 9885683#). The Group hosts conference calls each quarter as a free benefit to Group members. The calls generally feature a brief presentation of a timely topic followed by an open discussion among participants about the topic area. The July conference call featured a discussion, lead by the Fiduciary Responsibility, Administration and Litigation Committee, about the standard of review of claims decisions when a fiduciary has a conflict of interest after the Glenn decision. In addition to its regularly scheduled quarterly conference calls, the Group hosted a series of supplemental conference calls during which Group members discussed special challenges associated with assisting clients to comply with Internal Revenue Code Section 409A. For 2009, the quarterly conference calls presently are scheduled to occur at 1:00 p.m. Eastern on the third Wednesday in January, April, July and October.

About the Group:

Employee benefits and compensation are critical components of the economic wealth, well-being and welfare of employees and their families. Concurrently, compensation and benefit matters also play a vital role in the ability of businesses to recruit, retain and motivate employees, to structure and execute real estate and other common business transactions and create legal risks for businesses and others involved in employee benefit plan sponsorship and administration. This group focuses on all aspects of employee benefit plans and other compensation arrangements, including issues relating to qualified plans, medical and other welfare plans and nonqualified deferred compensation plans, the fiduciary responsibilities of plan trustees, plan administrators and other plan fiduciaries, plan administration, plan transactions, plan terminations, and litigation involving this area of practice.
The Group invites persons interested in joining or other involvement opportunities to contact Chair Mike Macris (mmacris@cahill.com) or Vice Chair Cynthia Marcotte Stamer (cstamer@gpm-law.com).



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