Section 1035 Working Group

This working group was formed to examine various income tax issues associated with section 1035 exchanges involving non-qualified annuity contracts.  The working group holds periodic calls to discuss the issues the group has identified.  The working group also prepares draft resource papers on the issues that will be circulated to the entire Committee of Annuity Insurers.  The papers will identify the relevant authorities and discuss the pros and cons of alternative interpretations that might be taken with respect to the issues.

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.


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Advertising Working Group
Disclosure/Prospectus Working Group
E-Delivery Working Group
Fee-Based Annuity Working Group
Fund Substitution Working Group
Hard Close Working Group
RILA Working Group
Senior Investors 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

Contact Information:

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