AALU Library

The AALU Library gives you access to all your premium content. With all the best information organized in one place and searchable, it has never been easier to find the information to help you maximize your business. From deeper dives into diverse topics with our Washington Report Marketplaces to issue one-pagers and webinars featuring industry leaders with decades of experience, the AALU Library is your one-stop-shop for policy and professional updates.

409A Failure Leads to Employee Lawsuit Against Employer: Lessons Learned

This WRMarketplace was created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WR Marketplace #19-20 was written by Jim Earle and Harrison Taylor. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace...

CEO Letter – SECURE Act 11.5.19

November 5, 2019 The Honorable Mitch McConnell Majority Leader United States Senate S-230, The Capitol Washington, D.C. 20510 The Honorable Chuck Schumer Minority Leader United States Senate S-221, The Capitol Washington, D.C. 20510 Dear Majority Leader McConnell and Minority Leader Schumer, We, the undersigned presidents, chief executive officers and chairs urge you to take quick…

AALU Urges the Senate to Pass the SECURE ACT

Topics: Press Release

WASHINGTON, D.C.—AALU President and CEO Marc Cadin today sent a letter along with 90 other CEOs and presidents urging the Senate to pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The bill would help to ensure the financial and retirement security of millions of Americans.

What is a Blockchain and Why Should You Care?

By Matt Derrick November 2, 2019 There are few industries that fall in and out of love with the latest fad faster than the tech world. WeWork’s tailspin is the latest in a long line of examples. In some people’s minds, blockchain technology fits this same pattern. There are a gazillion news stories talking about…

Navigating the 199A Tax Deduction

Tune in to hear Jim Hebets from NFP, tax expert Ken Kies, and AALU’s Armstrong Robinson discuss how you could save thousands of dollars—possibly more—by taking advantage of the 199A tax deduction that AALU helped to enact. Click here to download the slide deck. The team at AALU has created a simple guide to help...

Treasury Department Releases Final Transfer for Value Regulations

October 28, 2019 WRN 19.10.28 Treasury Department Releases Final Transfer for Value Regulations Late Friday, the Treasury Department issued final regulations regarding reportable policy sales stemming from changes in the Tax Cuts and Jobs Act (TCJA). We are still reviewing the final regulations, however, it is clear that Treasury was responsive to AALU feedback about…

Bipartisan INSIGHTS, AALU Board on Capitol Hill, A First for PACTOBER

October 25, 2019 AALU Board of Directors on Capitol Hill During their fall meeting, the AALU Board took to Capitol Hill, just like TRANSFORM participants did during Capitol Hill Club. They shared stories with lawmakers about the important work that you do for your clients every day to help secure their retirement (pun intended), construct…

Legacy Management: A Fresh Look at an Age-Old Business.

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #19-19 was written by Jonathan M. Forster, Partner, John F. DeStefano, Associate, and Jennifer M. Smith, Counsel, BakerHostetler. The AALU…