Federal Regulation
Get the latest news and insights on regulatory developments affecting financial advisors and the stock market and trading, including news about the SEC, DOL, IRS and the Financial Industry Regulatory Authority.
Outgoing Ala. Commissioner Heads To Swiss Re
By Jim ConnollySwiss Reinsurance Company is bringing in Alabama Insurance Commissioner Walter Bell to run Swiss Re America Holding Corp.Bell, a former president of the National Association ...
August 17, 2008
Discount Split-Dollar's Ability To Withstand IRS Scrutiny DebatedIf you're looking for a hot new technique to pitch to your affluent clientele, here's one to consider: the intergenerational private split-dollar arrangement. If it ...
August 17, 2008
Court Backs Mutual Policyholders Who Get Stock In ConversionsThe Internal Revenue Service inappropriately requires policyholders who receive stock in a mutual-to-stock conversion to pay taxes on the proceeds when the stock is sold, ...
August 17, 2008
Discount Split-Dollar's Ability To Withstand IRS Scrutiny DebatedIf you're looking for a hot new technique to pitch to your affluent clientele, here's one to consider: the intergenerational private split-dollar arrangement. If it ...
August 15, 2008
IRS Updates Plan Correction Program AdviceThe Internal Revenue Service has released new guidelines for fixing employee benefit plan problems.The new guidance, which appears in IRS Revenue Procedure 2008-50, affects plan ...
August 15, 2008
IRS Updates Plan Correction Program AdviceThe Internal Revenue Service has released new guidelines for fixing employee benefit plan problems.The new guidance, which appears in IRS Revenue Procedure 2008-50, affects plan ...
August 13, 2008
Court Backs Mutual Holders Who Get StockThe Internal Revenue Service was wrong to require a policyholder who received stock through an insurer demutualization to pay taxes on the proceeds when the ...
August 05, 2008
IRS Awards Plan Agent Tester ContractThe Internal Revenue Service has chosen a company created by the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators ...