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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 ... procedures for purposes of administering the IRAs and plans in accordance with the RMD required minimum ...

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    • Authors: Mark E Griffin, Joel Winston Mann
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Public Policy
  • Guidance Released on COLI Best Practice Rules
    overview of the rules for corporate owned life insurance in section 101j and then summarizes the guidance ... guidance contained in the IRS notice. Death benefits;Internal Revenue Service=IRS;Life insurance;Premiums;Taxes=Taxation; ...

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    • 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