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 Letter re Committee of Annuity Insurers Guidance Request Under SECURE 1.0 and 2.0 10/06/2025
CAI Letter re Box 8 and Code Y on 2025 Form 1099R 09/18/2025
CAI and ACLI letter re Harris Trust Transition Policies 07/29/2025
PGP letter 2025 05/30/2025
CAI and ACLI letter re Code Y on 1099R 04/22/2025
CAI and ACLI letter on Notice 2024-65 re Savers Match 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 08/23/2023
Supplemental 2.0 Guidance Letter 07/21/2023
Committee of Annuity Insurers 2023-2024 PGP Comment Letter 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
2022 RMD Comment Letter 05/25/2022
Joint Trades Letter on SECURE Act Deadlines 03/25/2022
Committee Letter to Treasury Department on draft 2022 Forms W-4P and W-4R 07/29/2021
Committee Comment Letter on Rev Rul 2020-24 05/14/2021
Committee Comment Letter of Support for SSRA 2021 05/03/2021
Committee Comment Letter to Treasury re Forms W-4P and W-4R 04/26/2021
Committee Comment Letter on RIN 1210-AB20 (11.17.20) 11/17/2020
Committee Comment Letter on Form W-4P 08/28/2020
Committee Comment Letter to Treasury Department and IRS re LRMs 08/12/2020
Committee Comment Letter re Fiduciary Rule (8.6.20) 08/06/2020
Comment Comment Letter on the Proposed Regulations under Code Section 3405 07/27/2020
Committee Comment Letter on 3405 Pension Withholding Regs 07/27/2020
Committee Comment Letter on IRS/Treasury 2020-21 Priority Guidance 07/22/2020
Committee Comment Letter on RMD Table Hearing 03/27/2020
Committee Comment Letter on NPRM updating RMD mortality tables 01/07/2020
Committee Comment Letter re SECURE Act Implementation 12/31/2019
Committee Letter on IRS/Treasury 2019-20 Priority Guidance 06/07/2019
CAI - Comment Letter 3-1-19 03/11/2019
Committee Comment Letter - CAI Form CRS Comment Letter - S7-08-18 11/19/2018
Committee Comment Letter on NYDFS Reg 187 Proposal 06/19/2018
Committee Comment Letter Filed re FINRA Proposed Rule on OBAs 05/07/2018
Committee Comment Letter Filed-- FINRA Regulatory Notice 18-05 /Government Securities Initiative 04/18/2018
Committee Comment Letter Filed/ SEC Standard of Conduct 10/24/2017
Committee Comment Letter - Proposed Extension of Fiduciary Transition Rule 09/15/2017
Committee Comment Letter - Fiduciary Rule RFI 08/07/2017
Committee Comment Letter - DOL RFI 07/24/2017
Letter to Chairman Clayton on behalf of the Committee of Annuity Insurers 07/11/2017
Committee Comment Letter re FINRA Regulatory Notice 17-15 Corporate Financing 07/07/2017
Committee Comment Letter re FINRA Retrospective Rule Review Outside Business Activities and Private Securities Transactions 06/29/2017
Committee Comment Letter re NYDFS-Reg-210 06/23/2017
Committee Comment Letter re FINRA Special Notice Engagement Initiative 06/19/2017
Committee Recommendations for 2017-2018 Priority Guidance Plan 05/31/2017
Committee Comment Letter re SR FINRA 2017-007 05/01/2017
Committee Comment Letter on Notice 2017-09 04/24/2017
Committee Comment Letter on Fiduciary Rule Reconsideration 04/17/2017
Committee Comment Letter re FINRA RN 17-06 03/27/2017
Committee Comment Letter on Fiduciary Rule Delay 03/16/2017
Committee Comment Letter re the DOL’s Proposed Best Interest Contract Exemption for Insurance Intermediaries 02/21/2017
Committee Comment Letter re NYDFS Reg 210 01/17/2017
Committee Comment Letter on Wyden Retirement Proposals 12/07/2016
Committee Recommendations for 2016-2017 Priority Guidance Plan Items 05/16/2016