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Member Sections: 

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

Catching Up with the
New 401(k) Regulations

A 90-minute Teleconference / Audio Webcast

Tuesday, September 23, 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. #JCEBT030923CUWA


This program will be an interactive dialogue with Treasury Department officials on recent final and proposed regulations that may cause you and your clients to take a fresh look at how your 401(k) plans are structured, including the new final catch-up contribution regulations. The program will examine more significant aspects of these regulations, including

  • Elimination of "bottom-up" QNECs
     
  • Prefunding of contributions
     
  • New testing rules for ESOPs
  • Application of "Universal availability" rule
     
  • Employer-imposed Limits
     
  • Determination of "catch-up" status

Moderator
David A. Mustone, Hunton & Williams, McLean, VA

Speakers
William Sweetnam, Benefits Tax Counsel, U.S. Department of the Treasury, Washington, DC
W. Thomas Reeder, Associate Benefits Tax Counsel, U.S. Department of Treasury, Washington, DC
Harlan M. Weller, Government Actuary, U.S. Department of Treasury, Washington, DC
Rosemary Pearce, Towers Perrin, Valhalla, NY
Leonard S. Hirsh, Ernst & Young LLP, New York, NY

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