QLAC Working Group

This working group was formed to develop comment letters to the IRS and Treasury Department and to otherwise monitor developments involving proposed regulations under IRC section 401(a)(9) regarding “qualifying longevity annuity contracts.”  The proposed regulations would facilitate the use of certain types of annuities providing “longevity insurance” in the context of qualified retirement plans and IRAs.
To see a list of the current members of this working group, click here.
To join this working group or any other working group, click here.

Which group do you want to join?

Securities:

Advertising Working Group
Disclosure/Prospectus Working Group
E-Delivery Working Group
Fee-Based Annuity Working Group
Fund Substitution Working Group
Senior Investors Working Group
Separate Account Working Group
Standard of Conduct Working Group

Tax & ERISA:

Annuity RMD Working Group
DOL Fiduciary Working Group
Government Relations Working Group
Information Reporting and Withholding Working Group
QLAC Working Group
Section 1035 Working Group
Stretch Working Group
Tax Reform Working Group

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