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.

Democratic Debates to Refine Overwhelming Field before Primaries

The first Democratic debate is limited to 20 candidates. Thus far 19 have qualified. Each candidate has two paths to inclusion in the upcoming debate. Any candidate who has at least 65,000 individual donors and a minimum of 200 donors across 20 States will make the cut. Alternatively, any candidate who receives one percentage point…

Ambassadors in Action – Congressman Schweikert tours MassMutual Office in Phoenix

Congressman Schweikert, who serves on the Ways and Means Committee, visited with Jeff and the team in Phoenix. Representative Schweikert’s day began with a tour of the facility, which included a history of the company and an overview of the profession’s footprint in Arizona. He saw firsthand the team that works to provide value for…

From Producer to Politician with Representative Brad Schneider (D-IL)

During the dinner, Congressman Schneider discussed a variety of topics with the group including health care, the 2020 election, and tax reform. The Congressman wants to use his new position on the House Ways and Means committee to get things done in Washington, and he intends to work with his fellow committee members to pass…

From Producer to Politician with Representative Brad Schneider (D-IL)

During the dinner, Congressman Schneider discussed a variety of topics with the group including health care, the 2020 election, and tax reform. The Congressman wants to use his new position on the House Ways and Means committee to get things done in Washington, and he intends to work with his fellow committee members to pass…

Democratic Debates to Refine Overwhelming Field before Primaries

The first Democratic debate is limited to 20 candidates. Thus far 19 have qualified. Each candidate has two paths to inclusion in the upcoming debate. Any candidate who has at least 65,000 individual donors and a minimum of 200 donors across 20 States will make the cut. Alternatively, any candidate who receives one percentage point…

Buy-Sell Basics – A Brief Introduction

Topics: Business uses of Life Insurance, Buy-Sell

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 #19-11 was written by Jennifer M. Smith, Counsel, Baker Hostetler LLP. The AALU WR Newswire and WR Marketplace are published...

IRS Ruling on ILITs, Helping Aging Clients, Trustee Duties, IRS Expands EPCRS Program, and More

Topics: COLI/BOLI, Estate planning, NQDC, Tax reform, Trusts

May 23, 2019 WRMarketplace: The IRS Expands EPCRS Self-Correction Program To Cover Plan Loan Failures and Certain Other Operational and Plan Document Failures The IRS’s recently issued 2019 Employee Plans Compliance Resolution System (EPCRS) update makes common plan failures simpler and less costly to correct. Particularly for smaller plans that may have found the new…

The IRS Expands EPCRS Self-Correction Program to Cover Plan Loan Failures and Certain Other Operational and Plan Document Failures

Topics: Qualified Plans

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 #19-09 was written by Edward J. Beckwith, Partner, and Jennifer M. Smith, Counsel, Baker Hostetler LLP. The AALU WR Newswire...