News & Resources

WRMarketplace: New Basis Consistency Reporting Legislation – 6 Things to Know

The WRMarketplace is created exclusively for...

Treasury Department Releases Final Transfer for Value Regulations

View the full text of the final...

Implications of the Treasury Department’s Final Regulations on Reportable Policy Sales for 1035 Exchanges Made by Businesses

On October 31, the Treasury Department released...

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FINANCIAL ACCOUNTING RESOURCES

The Financial Accounting Standards Board (FASB) Accounting Standards Codification™ is now the single source of authoritative nongovernmental U.S. Generally Accepted Accounting Principles (GAAP). All existing accounting standard documents are superseded. All other...

BANKING INDUSTRY REGULATORY GUIDANCE

FDIC:FIL-127-2004OCC:OCC 2004-56Federal Reserve:SR 04-19

409A

(included in American Jobs Creation Act) Overview AALU Washington Reports “AALU Washington Reports are the property of the Association for Advanced Life Underwriting and are included for informational purposes only. Applicable copyright laws apply.” Bulletin...

COLI BEST PRACTICES

(included as§101(j) of the Pension Protection Act of 2006) Overview AALU Washington Reports“AALU Washington Reports are the property of the Association for Advanced Life Underwriting and are included for informational purposes only. Applicable copyright laws apply.”...