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AALU Washington Reports

April 2003

IRS Cracks Down on Allegedly Sham Union VEBAs; Proposed Regulations Expected to Follow Soon - 4/21/03

AALU Annual Meeting to Address Key Washington Subjects - 4/18/03

Portman-Cardin III Introduced; Next Generation of Pension Reforms Proposed - 4/18/03

District Court Requires Insurer to Pay Damages for Agent's Mismanagement of Pension Plan Assets - 4/18/03

Senate Passes "CARE" Charitable Giving Incentives Bill With Codification of Tax Shelter "Economic Substance" Doctrine - 4/15/03

Trust Reformation to Remove Grantor's Power to Serve as Trustee Will Not Cause Estate Tax Inclusion - 4/15/03

Treasury Views on Various Life Insurance Aspects of Executive Compensation Explained at Senate Finance Committee Hearing - 4/9/03

Supreme Court Applies New ERISA Pre-emption Analysis - 4/9/03

IRS Withdraws Nondiscrimination Rules From Proposed Cash Balance Plan Regulations - 4/8/03

IRS Includes Offshore Deferred Compensation Arrangements on List of Abusive Tax Shelters - 4/8/03

Analysis of Dow Chemical's Leveraged COLI Victory - 4/7/03

Dow Chemical Pre-96 COLI Case Holds for the Taxpayer - 4/2/03

Insurer's Proposed Distribution Methods on Death of Annuity Owner Satisfy Requirements of Section 72 - 4/2/03

Pension Reform Legislation Expected to be Introduced Soon - 4/2/03