Lou Mazawey is the co-planning Chair of the ALI-ABA sponsored seminar, “Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers.” The seminar will take place in Washington, DC on September 13-14, 2010. David Powell will lead a 403(b) workshop. Participants will learn all the 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. Topics to be covered include:

  • What are the likely near-term and long-term effects of health care reform on employer-sponsored health plans? What steps/options should you consider taking now to prepare?
  • What are the next wave of IRS and DOL issues affecting 403(b) programs, including the implications of recent DOL guidance on non-ERISA status and form 5500 reporting and audits?
  • What new guidance does the IRS have in store for church and governmental plans?
  • How todeal with governmental plan IRS determination letters ¯ Pension Protection Act amendments, filing tips, and responding to IRS reviewers
  • How should 403(b) and other plan sponsors cope with new investment advice and fee disclosure rules?
  • How does the new 409A correction guidance apply to 457(f) and other nonqualified plans?
  • What changes are likely for nonqualified plans in view of expected IRS guidance on substantial risks of forfeiture?
  • How will cash balance and other hybrid plans cope with expected IRS regulatory guidance on interest rates and other critical issues?

Latest Resources


April 20, 2023

Groom Event


March 23, 2023

George Washington University Law School