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.
IRS Releases Annuity-LTC Exchange Guidance
By Allison BellThe Internal Revenue Service has come out with a document, IRS Notice 2011-68, that discusses the tax rules that apply to annuity-long term care benefits hybrids and exchanges of annuity cash surrender value for qualified LTC insurance.
August 11, 2011
IRS Completes Actuarial Table RegsThe Internal Revenue Service has replaced temporary life and annuity actuarial table regulations with final regulations.
August 11, 2011
FSOC Official: We'll Flesh Out the SIFI Designation PrinciplesThe Financial Stability Oversight Council will re-propose a draft version of the principles it plans to use to determine whether nonbank financial companies are systemically significant, an FSOC official says.
August 11, 2011
Feds Draft Insurance Tax Credit, Small Business Exchange RegsThe Internal Revenue Service has started giving more details about the help individuals are supposed to get when they buy minimum essential health coverage in 2014.
August 10, 2011
IRS Completes Actuarial Table RegsThe Internal Revenue Service has replaced temporary life and annuity actuarial table regulations with final regulations.
August 10, 2011
FSOC Official: We'll Flesh Out the SIFI Designation PrinciplesThe Financial Stability Oversight Council will re-propose a draft version of the principles it plans to use to determine whether nonbank financial companies are systemically significant, an FSOC official says.
August 08, 2011
IRS Streamlines Partial Exchanges of AnnuitiesThe IRS has issued new guidance that streamlines partial exchanges of annuity contracts.
August 08, 2011
When Good Logic Goes Bad: 403(b) Seems to Equal 401(k) --BUT NOT REALLYA few years ago, the idea of eliminating the differences between 403(b) plans and 401(k) plans seemed to make obvious sense.