2006 Midyear Meeting

ABA SECTION OF TAXATION  • DATE: February 2 - 4, 2006 • LOCATION: San Diego, CA
SPONSORS: Section of Taxation

Committee Programs

Employee Benefits - Friday

Date: 2/03/2006
Start Time: 3:00 PM
End Time: 5:30 PM
Chair: James R. Raborn, Baker Botts LLP, Houston, TX
Agenda:

3:00pm   Opening Remarks by the Chair.

3:05pm   Controlling the Claims Process.  Panelists will explore actions a plan sponsor can take to better control the claims process, for example by adopting in documents a claims made limitation period, a litigation limitations period and claims arbitration. Moderator: Eleanor Banister, King & Spalding LLP, Atlanta, GA. Panelists: Martha Jo Wagner, Venable LLP, Washington, DC.; Ronald Dean, Ronald Dean A Law Corporation, Pacific Palisades, CA.

4:00pm   Recent Legislative Activity.  This panel will discuss significant recent legislative activity and proposals, including legislative initiatives relating to pension funding and the PBGC, cash balance plans, and the provision of investment advice to plan participants.  Moderator: Kurt L.P. Lawson, Pillsbury Winthrop Shaw Pittman LLP, Washington, DC. Panelists: Harlan M. Weller, Senior Actuary, Office of Tax Policy, Department of the Treasury, Washington, DC; Carolyn E. Smith, Associate Deputy Chief of Staff, Joint Committee on Taxation, Washington, DC; John L. Utz, Utz & Miller LLC, Overland Park, KS.

5:30pm   Cash Bar.


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