ALI-ABA Program: Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers

Lou Mazawey will co-chair the 23rd annual ALI-ABA Program, "Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers."  He will also serve as a speaker on the "Issues in Defined Benefit Plans and DOL Update" panel.  David Powell will participate in two panels: the "403(b) Workshop – What We Need to Do Under the Final Regulations and By When" and the "Church Plans Update." The event will be held September 10-12, 2009, at the Renaissance M Street Hotel in Washington, D.C.  Program topics include:

• Significant changes under §403(b): Ensure that your company or client is taking the necessary steps to comply with all of the latest guidance.
• Government retirement plans: Learn the latest developments resulting from the IRS Governmental Plans Initiative and questionnaire.
• Obama administration: Get insight on the top agenda items of the new leadership at the Treasury and DOL that will affect qualified and non-qualified, deferred benefit, and welfare plans.

Since 1987, this comprehensive and sophisticated program has featured a world class faculty drawn from both government and private practice who examine recent developments affecting tax-favored retirement plans (IRC §§401, 403(a), 403(b), and eligible §457 plans), nonqualified plans (IRC §§83, 409A and 457(f )), and welfare plans. With extensive updates and insight from both government officials who make and administer the rules and leading benefits professionals experienced in working with these benefit programs, this course is a must for attorneys, accountants, actuaries, consultants, human resource professionals, and administrators responsible for understanding Internal Revenue Code, ERISA, and other Federal rules on employee plans of tax-exempt and governmental employers. The faculty reserves time throughout the program for registrants’ written questions.