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Guidance Released on COLI Best Practice Rules
4) is issued or “materially changed” after Aug. 17, 2006. An applicable policyholder is a person who ... rules apply only to contracts “issued” after Aug. 17, 2006, and because the notice and con- sent requirements ...- Authors: Application Administrator, Bryan W Keene, Joel Winston Mann
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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The Lingering Effects of the 2009 RMD Waiver
year following the year of the participant’s death.17 Q&A-3 of Notice 2009-82 clarifies that if the participant ... Treas. Reg. section 1.401(a)(9)-3, Q&A-4(c). 17 See Q&A-17(c)(2) of Notice 2007-7, 2007-1 C.B. 395. 18 ...- Authors: Mark E Griffin, Joel Winston Mann
- Date: May 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Public Policy