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AALU Washington Reports

August 2009

Court Again Grants Motions to Dismiss By Consultant/Agent and Insurance Company Involved In the Promotion and Sale of a 412(i) Plan - 8/24/09

Language in Will Held Insufficient to Prevent Apportionment of Estate Taxes Against Elective Share, Homestead and Life Insurance Proceeds - 8/21/09

Labor Department Informally Expands Reporting Relief for Section 403(b) Plans - 8/20/09

Most Employer Plans Except from FTC Red-Flags Rule - 8/13/09

CBO Releases Budget Document That Includes Taxation of Inside Build up as Revenue Option - 8/12/09

House Passes Bill to Gibe Shareholders Advisory Vote on Executive Compensation - 8/12/09

District Court Certifies Class in Action Alleging Fiduciary Breach of Excessive Fee’s and Revenue-Sharing - 8/7/09

General Estate and Gift Tax Developments: June 2009 - 8/7/09

Labor Department Provides Reporting Relief for Section 403(b) Plans - 8/3/09