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The Lingering Effects of the 2009 RMD Waiver
Issue 2 MAY 2010 TAXING TIMES | 19 U nder section 401(a)(9)(H), enacted as part of “The ... an- nuities under section 403(a), tax-sheltered annuity contracts under section 403(b), and governmental ...- 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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Guidance Released on COLI Best Practice Rules
for the transition rules governing section 101(j)’s application and for determining the insured’s status ... exchange, to base their mortality charge guarantees on the 2001 CSO mortality tables rather than the ...- 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