CAI Home > News

News & Developments

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

Latest News >

05.05.10	CAI Comment Letter on Proposed DOL Investment Advice Rule
05.03.10	Committee Comment Letter on Use of Annuities in DC Plans
03.05.10	CAI Comment Letter - RN 10-01 (Membership Application Proceedings)
03.02.10	CAI Comment Letter - RN 09-70 (Registration and Qualification Requirements)
02.22.10	CAI Comment Letter - RN 09-69 (Payments to Unregistered Persons)
12.30.09	Committee of Annuity Insurers Comment Letter - FINRA Rule 2211 (FINRA Variable Product Advertising Rule Proposal)
11.20.09	Committee of Annuity Insurers Comment Letter - RN 09-55 (Proposed New Rules Governing Communications with the Public)
10.13.09	Committee Comment Letter - Customer Confirmations
10.12.09	Summary of FINRA Rule Consolidations and Committee Actions
9.17.09	Press Release Regarding 2009 Gallup Report
9.17.09	2009 Gallup Report Fact Sheet
9.16.09	2009 Gallup Survey of Owners of Non-Qualified Annuity Contracts
8.20.09	Memorandum on Private Separate Account Reporting Filed with Treasury Department
07.10.09	2009 Update to 2008 E&Y Retirement Vulnerability Report
06.01.09	Comments on Section 403(b) Prototype Plan Program
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

more news >

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.

If you are a member, please click the button below to log-in.

If your company is not a member of the Committee, please contact us for information about joining!