Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers


Thursday, September 15, 2011 - Friday, September 16, 2011


Greta E. Cowart, Haynes & Boone, LLP; Carrie Simons, Office of Benefits Tax Counsel, U.S. Dept of Treasury


Washington Plaza Hotel
Ten Thomas Circle
Washington, DC
United States




day one 8 am-5:45 pm, day two 8 am-5:15 pm

CLE Credits:

16.8 hrs

On Thursday and Friday, September 15 and 16, American Law Institute-American Bar Association presents Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Government Employers. The event is at the Washington Plaza Hotel, Ten Thomas Circle, Washington, DC. Day one begins at 8:00 a.m. and ends at 5:45 p.m. Day two begins at 8:00 a.m. and ends at 5:15 p.m.

This annual course will cover employee benefits issues for tax-exempt and governmental employers. The seminar will offer participants practical solutions to problems under the Internal Revenue Code, ERISA and other federal laws. The courses are designed for attorneys, accountants, actuaries, human resource professionals, plan administrators and will feature 14 current government officials who make and administer the rules.

Participants will examine recent developments affecting tax-favored retirement plans (IRC §§401, 403(a), 403(b), and eligible §457 plans), nonqualified plans (IRC §§83, 409(a), and 457(f)), and welfare plans. The faculty will review the near-term and long-term effects of health care reform on employer-sponsored heath plans and the prognosis and challenges of the massive health care law. There will also be a discussion of the changes that are being made to governmental plans in the face of political and budget pressures and what the possible outcomes may mean to employers and employees alike.

Among the faculty are David L. Raish, Ropes & Gray LLP; Louis T. Mazawey, Groom Law Group; Rachel Leiser Levy, legislation counsel, Joint Committee on Taxation, U.S. Congress; and Susan E. Rees, pension law specialist, Office of Regulations and Interpretations, Employee Benefits Security Administration, U.S. Department of Labor.

To register for this conference visit or call 1(800) 253-6397.