WRMarketplace

AALU’s traditional (gold-standard) professional development piece, the Washington Report Marketplace provides members with vital business insights and best practices in a diverse set of life insurance markets to help strengthen and grow their businesses. This report offers actionable advice for producers—from advanced markets to basic life insurance sales—providing essential knowledge to help our members serve clients better and identify additional opportunities for life insurance sales and professional advice.

Legacy and Retirement Planning Considerations After the SECURE Act

Topics: SECURE Act

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 #20-02 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate, Baker & Hostetler LLP. The AALU WR…

Year-End Planning Considerations

This WRMarketplace was 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 #19-21 was written by Lindsay R. DeMoss D’Andrea, Staff Attorney, and Jennifer M. Smith, Counsel. The AALU WR Newswire and...

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...

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…

Post-Mortem Liquidity Planning: A Fiduciary’s (Limited) Toolbox. 

This WR Marketplace was created exclusively 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 #19-18 was written by Jonathan A. Schwartz, Associate, and Jennifer M. Smith, Counsel, BakerHostetler The AALU WR Newswire and WR Marketplace are...

Do Your 401(k) and Deferred Compensation Plan Dispute Resolution Provisions Protect Your Company to Their Fullest? Four Questions to Ask in Light of Recent Legal Developments

This WR Marketplace was created exclusively by experts at Troutman Sanders and the AALU staff. WR Marketplace #19-17 was written by Jim Earle and Lydia Parker. 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 knowledge for...

The §6166 Estate Tax Deferral for Closely Held Business: Q&As.

This WR Marketplace was 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 #19-16 was written by Jennifer M. Smith, Counsel, Baker Hostetler LLP. The AALU WR Newswire and WR Marketplace are...

The DOL Finalizes Rules for Association Retirement Plans

This WRMarketplace was created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WR Marketplace #19-15 was written by James E. 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…

Supreme Court – Beneficiary Residency Alone Is Insufficient Basis for State Trust Taxation.

Topics: Estate planning, Grantor trusts, Trusts

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 #19-13 was written by Jonathan A. Schwartz, Associate, and Jennifer M. Smith, Counsel, Baker & Hostetler LLP. The AALU…

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...

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 K+L Gates and the AALU staff. WR Marketplace #19-10 was written by Jim Earle. 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 knowledge for AALU...