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JCEB TELECONFERENCE

ABA Joint Committee on Employee Benefits
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 Present

A Second Look at the
Cash Balance Proposed Regulations:
What Do They Really Mean?

A 90-minute Teleconference / Live Audio Webcast

Thursday, March 13, 2003
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

This program has already taken place.
Audiotapes are available for $150.
For ordering information, contact Nancy Matthews at matthewsn@staff.abanet.org or (202) 662-8640.
Ref. #JCEBT030311CBA


In December 2002, long awaited guidance for cash balance plans was issued in the form of proposed regulations addressing age discrimination and other nondiscrimination rules.

The proposed regulations regarding age discrimination, however, are broadly applicable to pension and profit sharing plans, raising both plan design and current and future litigation issues. The panel will discuss these and other issues.

Topics Include:
  • Future cash balance plan design
     
  • The viability of cash balance conversions or whither the wearaway
     
  • Implications for other plan designs
  • Litigation Issues—big and small
     
  • Will the proposed regulations have an impact on pending litigation?
     
  • What, if anything, should employers do now?

Moderator
Taina Edlund, Deloitte & Touche LLP, Washington, DC

Speakers
Michael Doran, Deputy Benefits Tax Counsel, Department of Treasury, Washington, DC (invited)
Mary Ellen Signorille, AARP Foundation Litigation, Washington, D.C.
Steven D. Spencer, Morgan, Lewis & Bockius LLP, Philadelphia, PA
John H. Wendeln, Thompson Hine LLP, Cincinnati, OH

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