Retirement >> Hybrid Plans


Legislative — proposals, bills and analysis from 2006-present

Regulatory — administrative rules and information from U.S. offices and agencies

Judicial — current and past court cases and amicus briefs

Archive — Click to access archived items for this issue

Press Releases — Council statements and advisories to the news media

See Also — for related information

Related Links — for related links



(Items in italic are available only to Council members.)

Council Materials

June 1, 2016 — Council Highlights from May 2016 Regulatory Agendas

December 18, 2015 — Highlights from the Obama Administration’s October 2015 Regulatory Agendas and IRS Priority Guidance Plan

December 18, 2014 — Council Letter to IRS Regarding Proposed Hybrid Plan Regulations (with Coalition to Preserve the Defined Benefit System)

December 3, 2014 — Benefits Briefing Webinar Presentation Slides: Hybrid Pension Plan Regulations

March 21, 2014 — Benefits Law Briefing Webinar Notice: DOL’s Retirement Policy Agenda

December 31, 2012 — Council Letter to Treasury Regarding Hybrid Plan Regulatory Issues (with Coalition to Preserve Defined Benefit Plans & ERIC)

December 3, 2012 — Council Letter to Treasury Regarding Hybrid Plan Regulatory Issues (with Coalition to Preserve Defined Benefit Plans & ERIC)

December 3, 2012 — Council Answers to Treasury Questions Regarding Hybrid Plan Regulatory Issues (with Coalition to Preserve Defined Benefit Plans & ERIC)

August 29, 2012 — Benefits Briefing Presentation Slides: Hybrid Plan Issues & Questions

August 22, 2012 — Treasury/IRS Meeting Summary: Hybrid Plan Regulations

September 7, 2011 — Group Submission to Treasury/IRS Regarding Critical Issues for Hybrid Plan Regulations

January 12, 2011 — Council letter regarding IRS Rules on Hybrid Plans

September 6, 2007 — Draft Senate Letter to Treasury Regarding Hybrid Rules

February 2, 2004 — SUMMARY OF February 2, 2004 TREASURY BRIEFING ON BUSH ADMINISTRATION LEGISLATIVE RECOMMENDATIONS REGARDING HYBRID PENSION PLANS

November 10, 2016 — Council President James A. Klein’s memo to members: policy priorities will need to overcome partisan conflict
September 23, 2014 — American Benefits Council sets course for Year 2020 with strategic plan for health, retirement policy
September 23, 2014 — American Benefits Council sets course for Year 2020 with strategic plan for health, retirement policy
September 18, 2014 — American Benefits Council to unveil long-term strategic plan at Press Club media briefing, Will set forth vision for health, retirement benefits policy in year 2020
January 31, 2013 — Senate HELP hearing a good opportunity to examine improving retirement policy
January 26, 2011 — Council testimony: complete, flexible hybrid plan rules essential for sustaining defined benefit pension system