AALU Library

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Capitol Hill Club 2019: All Attendees Webinar

Topics: TRANSFORM 2019

Join us for a webinar to prepare for an exciting day advocating for the industry as part of Capitol Hill Club (CHC) Day! We will discuss what’s happening on the Hill and AALU’s policy priorities in preparation for CHC taking place on April 30 as part of TRANSFORM 2019, April 28-30. AALU staff will give…

Capitol Hill Club 2019: First Timers’ Webinar

Topics: TRANSFORM 2019

First time attending Capitol Hill Club (CHC) Day with AALU? Tune into our First Timers’ webinar to help prepare for your trip to Washington, D.C.! Here, we provide an overview on effective advocacy and AALU’s policy priorities in preparation for CHC, taking place on April 30 as part of TRANSFORM 2019, April 28-30. We share...

Retirement bills on the move; Who in Congress worked in Life Insurance; NY Best Interest Rule; Ambassadors in Action; Exec Comp Tax

April 5, 2019 Retirement Bills on the Move Late last Friday, Ways and Means Committee Chairman Richie Neal (D-MA), Ranking Member Kevin Brady (R-TX), Rep. Ron Kind (D-WI), and Rep. Mike Kelly (R-PA), introduced the Setting Every Community Up for Retirement Enhancement Act (SECURE Act / H.R. 1994). The SECURE Act builds on legislation AALU…

A Running Start to the Year – What We’ve Accomplished:

Since the beginning of the year, AALU’s Ambassadors have worked coast to coast to advocate on behalf of the issues that matter most to the financial security profession. Covering a range of topics from the estate tax to retirement security, AALU Ambassadors stepped up to build trusted relationships, with our initial efforts focused on the…

AALU ISSUE ALERT: New York’s New Best Interest Regulation

AALU ISSUE ALERT Getting Ready for New York’s New Best Interest Regulation: What Producers Need to Know to Prepare for the August Deadline While it seems like only a short while ago that New York’s Department of Financial Services (“NYDFS”) issued the final “Best Interest” regulation creating new requirements for annuity and life insurance recommendations…

From Producer to Member of Congress!

Representative Brad Schneider (D-IL) is a former AALU member! He served as the managing principal of the life insurance firm Davis Dann Adler and Schneider from 1997 – 2003. Today, he serves on the Ways and Means Committee and represents Chicago’s northern suburbs. Representative Al Lawson (D-FL) built a successful Northwestern Mutual practice in Tallahassee,…

Retirement Bills on the Move

The SECURE Act was considered by the Ways and Means Committee on Tuesday and reported favorably by a unanimous voice vote. Chairman Grassley said on Wednesday that passage of RESA is one of his top priorities. Both of these important bills will help our membership empower more Americans with enhanced savings for retirement. You can…

A Running Start to the Year….

Since the beginning of the year, AALU’s Ambassadors have worked coast to coast to advocate on behalf of the issues that matter most to the profession. Covering a range of topics from the estate tax to retirement security, AALU Ambassadors stepped up to build trusted relationships, with our initial efforts focused on the 100 new…

RE: Excise Tax on Executive Compensation Paid by Tax- Exempt Organizations (Notice 2019-09)

Topics: IRS, Regulation, Tax treatment

April 2, 2019 The Honorable David J. Kautter Assistant Secretary for Tax Policy Department of the Treasury 1500 Pennsylvania Avenue, N.W. Washington, D.C. 20220 Mr. William M. Paul Acting Chief Counsel Internal Revenue Service 1111 Constitution Ave, N.W. Washington, D.C. 20224 RE: Excise Tax on Executive Compensation Paid by Tax- Exempt Organizations (Notice 2019-09) The…

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