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AALU Washington Reports

March 2005

Estate Tax Reform: Recent Developments, Budgetary Context and Legislative Scenarios - 3/31/05

Federal Appellate Court Analyzes State Anti-Subrogation Statute Under ERISA Preemption Provision - 3/29/05

Appellate Court Holds Insurance Company is Not an ERISA Fiduciary When Selling Split-Dollar Life Insurance - 3/25/05

SEC Re-Opens Comment Period on Disclosure Rules Governing Sales of Variable Insurance Products - 3/23/05

IRS Issues Guidance on Expanded Use of Roth 401(k)s - 3/18/05

DOL Clarifies the Insurance Commissions and Fees That Must Be Disclosed on Form 5500s - 3/14/05

Sen. Santorum (R-PA) Reintroduces "CARE" Act Provisions - 3/14/05

IRS Issues Final Regs. Deleting "Nonregistered Partnership" Exception From "Look-Through" Rules - 3/2/05

OCC Issues Bulletin Addressing Bank-Owned Life Insurance - 3/2/05

General Estate and Gift Tax Developments: December 2004 - 3/1/05

Supreme Court Lets Stand Decisions Disallowing Deductions for Payments Under Charitable Split Dollar Arrangements - 3/1/05

Insurance Agents Termination Payments Are Ordinary Income - 3/1/05

Treasury and IRS Provide Informal Guidance Under Code Section 409A While Formal Guidance Is Being Developed - 3/1/05