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Pensions Life Insurance

Hogan Lovells

Actualités Législatives et Réglementaires – Novembre 2023

Hogan Lovells on

Le bureau Parisien de Hogan Lovells a le plaisir de vous adresser sa lettre d'information mensuelle qui vous présente les Actualités législatives et réglementaires du mois de novembre 2023. Ces Actualités législatives et...more

Skadden, Arps, Slate, Meagher & Flom LLP

What the UK PRA’s Scrutiny of Funded Reinsurance for UK Bulk Purchase Annuity Market Could Mean for Deals

The bulk purchase annuity (BPA) market — whereby UK defined-benefit pension schemes offload liabilities and assets to specialised life insurance carriers — continues to expand. Industry estimates predict that the UK life...more

Keating Muething & Klekamp PLL

Benefits Monthly Minute - January 2023

The Senate ushered in the New Year with a bang by passing SECURE 2.0 on December 22, 2022. SECURE 2.0 includes many updates to the sweeping changes brought about under 2019’s original SECURE Act legislation. The following are...more

Saul Ewing LLP

The Friday Five: Five Current ERISA Litigation Highlights – October 2021

Saul Ewing LLP on

This month’s Friday Five covers cases relating to implied terms in disability definitions, retrieving mistakenly paid pension payments, claims from former beneficiaries who were allegedly and improperly excluded from...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part IV Using Post-Retirement Medical Plans to Raise AUM and Sell Life Insurance

Gerry discusses 401(h) post-retirement medical plans. These are ancillary benefits that snap onto defined benefit or money purchase plans. This is a powerful benefit you should be discussing with your clients!...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY ON DEATH AND TAXES EPISODE 35 USING POST-RETIREMENT MEDICAL PLANS TO RAISE AUM

In episode #35 of Nowotny On Death and Taxes - Nowotny Knows Squat! Using Post-Retirement Medical Plans to Raise Assets Under Management and Sell Life Insurance; this podcast focuses on the 401(h) plan. This strategy provides...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part 4 – Using Post-Retirement Medical Plans to Raise AUM and Sell Life Insurance

This segment is Part IV in a series directed to life insurance agents and advisors regarding valued added strategies that are niche and powerful strategies to increase assets under management (AUM) or to sell more life...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part 3 Using Malta Pension Plans to Raise AUM and Sell More Life Insurance

Nowotny Knows Squat! Part 3 of the series focuses on value added planning ideas that financial advisors and life insurance agents should introduce to their clients. #financialadvisors #insurance #maltapensionplans ...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Part 3 Using Malta Pension Plans to Raise AUM and Sell More Life Insurance

Nowotny On Death and Taxes episode #34 podcast, titled Nowotny Knows Squat Part 3 - Using Malta Pension Plans to Raise Assets Under Management and Sell More Life Insurance, focuses on value added planning ideas that financial...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management Part 3 – Using Malta Pension Plans to Raise...

This is the third installment in the series Nowotny Knows Squat. This series focuses on value added planning ideas that financial advisors and life insurance agents should introduce to their clients. In case, you haven't...more

Gerald Nowotny - Law Office of Gerald R....

INTRODUCING MALTA SPLIT DOLLAR

Learn how to convert tax deferred dollars into tax-free dollars using Malta Split Dollar....more

Gerald Nowotny - Law Office of Gerald R....

WHERE EAGLES DARE-INTRODUCING MALTA SPLIT DOLLAR

Nowotny On Death and Taxes episode #31 Malta Split Dollar speaks to using Split Dollar to convert tax deferred dollars into tax-free dollars. ...more

Gerald Nowotny - Law Office of Gerald R....

Where Eagles Dare- Introducing Malta Split Dollar

This article addresses the combination of a Malta Pension Plan and the loan method split dollar arrangement. Some readers might say, what do these two strategies have to do with each other? Malta Split dollar is the tax...more

Gerald Nowotny - Law Office of Gerald R....

THE WONDER YEARS WEBINAR

Loan Regime Method of Split Dollar Life Insurance - This webinar covers: What is Split Dollar? Loan Method versus Economic Benefit. Leverage Split Dollar Rollout. Planning examples using Split Dollar....more

Carlton Fields

Supreme Court Shuts Door on Defined-Benefit Plan Participants’ ERISA Suits

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In a recent 5–4 decision, the U.S. Supreme Court shut the door on defined-benefit plan participants’ standing to sue under the Employee Retirement Income Security Act of 1974 (ERISA)....more

Cozen O'Connor

Pension Factoring Continues to Create Problems

Cozen O'Connor on

Pension factoring continues to leave investors looking for remedies beyond filing suit against defunct pension factoring companies, as witnessed by a recent filing in Johnson County, Kan., titled Michele R. Lenderman v. Emil...more

A&O Shearman

Asset managers, life insurance companies and pension funds: engage or explain

A&O Shearman on

On 1 August 2019, the Luxembourg legislator implemented the second shareholder right directive (SRD II) by amending the law of 24 May 2011 relating to the exercise of certain shareholder rights at general meetings of listed...more

Spilman Thomas & Battle, PLLC

What's Happening at the West Virginia Legislature - Issue 2

The shortest week of the 60-day regular session of the West Virginia Legislature ended last Friday with the Senate introducing 284 bills, while the House of Delegates introduced 332 bills....more

Hogan Lovells

Corporate Insurance Newsletter – March 2018

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The Hogan Lovells’ Corporate Insurance Newsletter for March has been published. This provides a round-up of UK, EU and international regulatory developments relevant to UK based insurance market participants. ...more

Carlton Fields

Are You Prepared for Disruption? New regulations, new challenges and opportunities [Expect Focus – Vol. II, July 2016]

Carlton Fields on

- Fed Takes First Steps Toward Setting Capital Requirements for Some Insurers - New Wave of COI Rate Increase Lawsuits Hits the Industry - STOLI Policies Cancelled, Insurers Retain Premium -...more

McDermott Will & Emery

New Legislation Extends Future Form 5500 and 990 Deadlines, Affects Veterans Health Benefits and Extends Excess Pension Asset...

McDermott Will & Emery on

On July 31, 2015, President Obama signed the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, temporarily extending the Highway Trust Fund to provide continued funding for federal transportation...more

Eversheds Sutherland (US) LLP

CFTC Interprets “Swap” Definition In the Context of Longevity Risk Transfer

The Commodity Futures Trading Commission’s (CFTC) Division of Swap Dealer and Intermediary Oversight (Division) recently addressed for the first time the CFTC’s definition of a “swap” as it applies to a specific insurance...more

Goodwin

Covered Funds Aspects of the Volcker Rule – Frequently Asked Questions

Goodwin on

The Federal Reserve Board, the Federal Deposit Insurance Corporation, the Office of the Comptroller of the Currency, and the Securities and Exchange Commission (the "SEC") issued a final rule, and the Commodity Futures...more

Eversheds Sutherland (US) LLP

Legal Alert: 2013 Outlook for Insurance Regulation

We end the first month of the year with a report on major insurance topics that we will be watching in 2013. Many of these developments can be traced to discrete events or market or political forces. This year, those...more

Ervin Cohen & Jessup LLP

A Common Estate Planning Mistake: Neglecting Beneficiary Designations

We all have hopefully made explicit designations of beneficiaries for our life insurance policies, retirement accounts and even some investment accounts which provide for payment upon death without a court order. It’s...more

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