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AALU Washington Reports

February 2010

 

Senators Wyden (D-OR) and Gregg (R-NH) Introduce Comprehensive Income Tax Reform Bill - 02/24/2010

NY State Final Producer Compensation Regulation - 2/22/2010

TARP Special Master Rules on Compensation Packages for Second Tier of Top Executives With Firms Receiving Exceptional Assistance - 2/19/2010

DOL Finalizes Safe Harbor Contribution Rule for Small Employers - 2/16/2010

The Labor and Treasury Departments Request Information on Retirement Plan Lifetime Annuity Distributions - 2/11/2010

IRS Rules on Certain Qualified Plan Aspects of Variable Annuity Contracts That Provide Guaranteed Withdrawal and Lifetime Benefits - 2/10/2010

IRS Treats Certificate Issued to Individuals Under Group Contract As an Annuity Contract and Dividends In Related Investment Account as Capital Gain - 2/10/2010

Obama Budget Details Proposed $90 Billion Fee on Largest Financial Firms - 2/8/2010

IRS Issues Advanced Clarification on Meaning of New Code Section 2511(c) and it's Tax Treatment of Transfer in Trust - 2/4/2010

Administration's Budget Proposals Contain Changes to Taxation of Life Insurance and Estate Gift Taxes - 2/3/2010

Planning for Estate Tax Repeal and Retroactive Reenactment - 2/2/2010

Proposed Settlement by Caterpillar Regarding Qualified Retirement Plan Litigation - 2/2/2010