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PLR 201120011 Highlights the Need for SEPP Guidance on Annuities
PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts ... qualified retirement plans, and annuity issuers are left without any published guidance on when annuity ...- Authors: Mark E Griffin
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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How the Supreme Court Decision on DOMA in U.S. v. Windsor Affects Life Insurance Products
How the Supreme Court Decision on DOMA in U.S. v. Windsor Affects Life Insurance Products On June 26 ... 2013, the Supreme Court released its decision in the case of United States v. Windsor, Executor of the ...- Authors: Mark E Griffin
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: Taxing Times
- Topics: Life Insurance>Term life; Public Policy
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The Lingering Effects of the 2009 RMD Waiver
The Lingering Effects of the 2009 RMD Waiver A discussion of how issuers and providers of IRAs and employer-provided ... employer-provided qualified retirement plans need to consider all situations and possibly modify their ...- Authors: Mark E Griffin, Joel Winston Mann
- Date: May 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Public Policy
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IRS Updates Guidance on SEPP Exception to 10% Additional Tax
Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided ... prior guidance on whether distributions from an individual account under a qualified retirement plan satisfy ...- Authors: Mark E Griffin, Prasanthi Paritala
- Date: Sep 2022
- Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
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Possible Opportunities for Product Design: the IRS Advises on a Notice That Does Not Apply to Non-Qualified Annuities
Possible Opportunities for Product Design: the IRS Advises on a Notice That Does Not Apply to Non-Qualified ... Non-Qualified Annuities Examines Notice 2016-39 on phased retirement payments from defined benefit plans and ...- Authors: John Adney, Mark E Griffin
- Date: Oct 2016
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Payout annuities
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The Temporary And Limited Waiver Of The RMD Rules For 2009
The Temporary And Limited Waiver Of The RMD Rules For 2009 This article discusses the temporary waiver ... waiver and how it provides only limited relief from the section 401a9 minimum distribution requirements.- Authors: Mark E Griffin
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Pensions & Retirement; Public Policy
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Building a Nervous System for Insurance Products
Building a Nervous System for ... Article from: The Actuary Magazine December 2014 / January 2015 – ... 2014 | THE ACTUARY | 29 By Mark Griffi n and Kelvin Cheng DECEMBER 2014/JANUARY 2015 | THE ACTUARY ...- Authors: Mark E Griffin
- Date: Dec 2014
- Publication Name: The Actuary Magazine
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Taxing Times, September 2005, Volume 1, Issue No. 2
Taxing Times, September 2005, Volume 1, Issue No. 2 Full version of Taxing Times, September 2005, ... September 2005, Volume 1, Issue No. 2 Full version of Taxing Times, September 2005, Volume 1, Issue No ...- Authors: Application Administrator, Edward Robbins, Steven C Chamberlin, Brian King, Kory Olsen, Mark E Griffin, Craig R Springfield, Donald Saxon, David H Phillips, Joseph F McKeever
- Date: Sep 2005
- Publication Name: Taxing Times
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The IRS Considers Modifications to SEPPs
The IRS Considers Modifications to SEPPs A discussion of substantially equal periodic payments, SEPPs ... SEPPs, and the penalty tax that is associated with SEPPs, the Recapture Rule. Computation methods are also ...- Authors: Mark E Griffin
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities
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T3: TAXING TIMES Tidbits
T3: TAXING TIMES Tidbits Discussions on CIGNA, SEPP failure, investor control, tacking rule, and split-dollar ...- Authors: Peter Winslow, Mark E Griffin, Susan Hotine, Lori Jones, Erinn Madden, Deborah Walker
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting