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AALU Washington Reports

January 2004

Possible amendments for Senate Finance COLI Markup 1/30/04

Reimbursement of Annuity Contract Early Termination Charges Is Not Treated As Contribution to Retirement Plan 1/30/04

Senate Finance COLI Markup Announced for February 2nd 1/29/04

Department of Labor Addresses Whether Certain Group Annuity Contracts Constitute Guaranteed Benefit Policies Under ERISA 1/29/04

Health Insurance Policy’s Reimbursement to a VEBA Are Not Taxable to The VEBA or The Employer 1/29/04

Update Concerning Qualified Plan Issues 1/28/04

Purchase of Second-to-Die Life Insurance Policy by GST-Exempt Trust Will Not Have Gift, Estate, or Generation Skipping Tax Effects 1/28/04

Status of Senate Finance COLI Markup 1/26/04

General Estate and Gift Tax Developments: November 2003 1/21/04

ERISA Does not Pre-Empt A Waiver of Interest In Life Insurance Proceeds In A Consent Divorce Judgement 1/21/04

Supreme Court Will Not Review COLI Interest Deduction Disallowance In American Electric Power Case 1/15/04

Draft COLI Propsal Released By Senator Grassley’s Staff 1/15/04

Appeals Court Affirms Ruling That WalMart COLI Policy Violated Texas Insurable Interest Law 1/12/04

General Estate and Gift Tax Developments: October 2003 1/8/04

State Creditor Protection With Respect to Section 403(b) Annuities 1/6/04

HSA Distributions For Long-Term Care Insurance Premiums Subject to General Revenue Code Limitations 1/6/04