CAI News and Memoranda

06.01.09 Comments on Section 403(b) Prototype Plan Program
11.03.08 Committee of Annuity Insurers/ACLI Letter re Partial Exchanges of Annuity Contracts
07.14.08 Retirement Vulnerability: A New Study by Ernst & Young LLP
05.30.08 Letter to IRS Requesting Items for Inclusion on 2008-2009 IRS/Treasury Guidance Priority List
05.19.08 Comment Letter Filed with IRS and Treasury Department Regarding Rev. Proc. 2008-24 and Partial Exchanges of Non-Qualified Annuity Contracts
01.31.08 Comment Letter Filed with IRS Regarding Notice 2007-15 Regarding Procedures for Correcting Section 817(h) Diversification Failures
01.14.08 Copy of IRS Notice 2008-18 Regarding Annuity and Life Insurance Contract Reserve Methodologies
11.16.07 Federal Register Copy of Form 5500 Annual Report Guidance
11.16.07 Federal Register Copy of Annual Reporting and Disclosure Guidance
11.15.07 Copy of Final Regulations Defining "Salary Reduction Agreement" for Purposes of IRC Section 3121(a)(5)(D)
11.13.07 Comment Letter on DOL Proposed Regulations Regarding Fiduciary Standards for Selecting Annuity Contracts for Defined Contribution Retirement Plans
10.29.07 Comment Letter on Proposed Regulations under IRC Section 817(h)
07.26.07 Final 403(b) Regulations (Federal Register)
07.19.07 Comment Letter Filed with SEC Regarding Rule 12b-1 Under the Investment Company Act of 1940
06.12.07 Comments on IRS Notice 2007-15 Regarding Procedures for Correcting Inadvertent Failures to Comply with Section 817(h) Diversification Requirements

The Committee of Annuity Insurers

The Committee of Annuity Insurers, based in Washington, D.C., was formed in 1982 to address Federal legislative and regulatory issues relevant to the annuity industry and to participate in the development of federal tax and securities policies regarding annuities. Over the last 25 years, the Committee has played a prominent role in shaping the Federal Government’s policies with respect to annuities.  The Committee is a coalition of 30 of the largest and most prominent issuers of annuity contracts. The member companies of the Committee represent over two-thirds of the annuity business in the United States.  The Committee is represented in its work by two law firms, Davis & Harman LLP and Sutherland, Asbill & Brennan LLP.

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