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News & Developments

The Committee provides the latest Washington information and developments on both tax and securities issues of importance to annuity issuers.

Latest News >

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 Reporting
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

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Committee Member Memoranda

Committee Members enjoy detailed and insightful reports on the latest regulatory and legislative developments on tax and securities issues. Committee memoranda cover the latest developments on Capitol Hill and at the IRS, SEC, NASD and Treasury Department. The reports also cover the Committee’s public policy efforts on tax and securities issues as they relate to annuities.

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