The Committee of Annuity Insurers > News & Memoranda

News & Memoranda

News & Memoranda

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


Latest

CAI and ACLI letter re Harris Trust Transition Policies 7.29.25 07/29/2025
PGP letter 2025 (FINAL 5.30.25) 05/30/2025
CAI and ACLI letter re Code Y on 1099R 4.22.25 04/22/2025
CAI and ACLI letter on Notice 2024-65 re Savers Match 11.4.24 11/04/2024
CAI 2024 RMD Hearing Letter 10/18/2024
CAI Notice 2024-55 Letter 10/07/2024
CAI 2024 RMD Comment Letter 09/17/2024
CAI comments on DOL fiduciary rule proposal 2023 01/02/2024
CAI Comments on Notice 2023-43 08/23/2023
News Release on 2022 Survey of Owners of Individual Annuity Contracts 8.23.23 08/23/2023
Supplemental 2.0 Guidance Letter 07/21/2023
Committee of Annuity Insurers 2023-2024 PGP Comment Letter (06-09-23) 06/09/2023
Joint Trades Letter to FIO 03/08/2023
CAI letter re SECURE 2.0 Act implementation 01/31/2023
Joint Trades Letter re Form W-4P/W-4R 08/22/2022