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2009 News

07.10.09	2009 Update to 2008 E&Y Retirement Vulnerability Report
06.01.09	Comments on Section 403(b) Prototype Plan Program

2008 News

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

2007 News

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
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
05.30.07	Letter to IRS Requesting Inclusion of Partial Annuitization on 2007-2008 Guidance Priority List
05.24.07	Comments Filed with SEC on Interpretive and Practical Compliance Issues Relating to Amendment 4 to Proposed Rule 2821
04.09.07	Letter Requesting SEC to Seek Comment on Amendment 4 to Proposed Rule 2821
04.09.07	Comments Filed with NASD Regarding Proposed Amendments to Rules 3010(g) and 2711 in connection with Rule Harmonization Project with the NYSE
02.21.07	Letter to IRS Regarding Need for Published Guidance on Partial Annuitizations of Nonqualified Deferred Annuities
01.10.07	Letter to IRS and Treasury Regarding Effective Date of Final 403(b) Regulations

2006 News

11.13.06	Comments on Proposed DOL Regulations Regarding Default Investment Alternatives Under Participant-Directed Individual Account Plans
09.19.06	Comments on Proposed Revisions to Form 5500 Annual Return/Report
09.06.06	IRS Announces Delay in Effective Date of Final 403(b) Regulations
06.30.06	CRS Report on LSAs-RSAs
06.06.06	Comments on Effective Date of Final Regulations under Section 403(b)
4.26.06	Comments on Proposed Regulations Under IRC Section 402A

2005 News

11.21.05	Comments on Proposed & Temporary Regulations under IRC Section 408A
10.28.05	Letter from Senator Chuck Grassley, Chairman of the Senate Finance Committee, to John Snow, Secretary of the Treasury, regarding partial annuitization
10.06.05	Comments Regarding the Need for Additional Guidance on the Treatment of Roth 403(b) and 401(k) Annuities
6.10.05	Letter to the President’s Advisory Panel on Federal Tax Reform (from an ad hoc group of organizations including the Committee)
4.25.05	Letter to the President’s Advisory Panel on Federal Tax Reform
3.17.05	Letter to the President’s Advisory Panel on Federal Tax Reform
1.25.05	Comments on New Proposed & Temporary Regulations under IRC Section 403(b)

2003 News

10.28.03	Comments on Proposed Amendments to Regulations under IRC Section 817(h)
5.27.03	Comments on Section 403(b) Regulation Project

2002 News

12.03.02	Comments on Revenue Ruling 2002-62 Regarding Substantially Equal Periodic Payments
7.16.02	Comments on New Proposed & Temporary Regulations Regarding Required Minimum Distributions under Section 401(a)(9)

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