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AALU Washington Reports

February 2006

Exchange of Life Insurance Policies by Two Grantor Trusts is Disregarded for Income Tax Purposes, Including Section 101 Specifically - 2/27/06

Satisfaction of Diversification Requirements by Funds is Not Prevented by Reason of Holding of Beneficial Interests by Certain Pension and Retirement Plans - 2/27/06

AALU, ACLI, NAIFA, and NAILBA Issue Press Release Expressing Opposition to Legislation Facilitating Speculative Uses of Life Insurance - 2/22/06

Retirement and Health Care Initiatives Included in Proposed FY2007 Budget - 2/17/06

Follow up On Washington Report No. 06-12; Possible Section 1035 Issue - 2/15/06

IRS Publishes Proposed Regulations for Roth 401(k) and 403(b) Plans - 2/13/06

President’s FY2007 Budget Resurrects Proposals for Charitable Giving Incentives, Including IRA Charitable Rollover - 2/13/06

FASB Initiates First Phase of Revised Pension Accounting Standards - 2/7/06

Administration Releases FY2007 Budget and Revenue Proposals - 2/6/06

SEC Issues Proposed Rules on Executive Compensation and Related Party Disclosure Requirements - 2/2/06