Washington Report

The Washington Report Marketplace provides Finseca members with vital business insights and best practices in a diverse set of life insurance markets to help accelerate your business. Capitalize on actionable advice for producers—from advanced markets to basic life insurance sales—providing essential knowledge to help you serve your clients better and identify additional opportunities for life insurance sales and professional advice.

Takeaways from the DOL’s Final Rule on Selecting ESG-Focused Plan Investments

Topics: Compliance, Employee benefits

This WR Marketplace was created exclusively for Finseca members by experts at Troutman Pepper Hamilton Sanders LLP and the Finseca staff. WR Marketplace#20-22 was written by Jim Earle and Christopher Stock. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the trusted source of actionable technical...

Zooming into a new age of trust situs

Topics: Estate planning

This WR Marketplace was created exclusively for Finseca Members by experts at Baker & Hostetler LLP and the Finseca staff. WR Marketplace #20-21 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the trusted…

The IRS Provides Much Needed Clarity to the SECURE Act and Miners Act Retirement Plan and IRA Rules

Topics: Employee benefits, SECURE Act, Standards of conduct

a Finseca washington report The WR Marketplace is created exclusively for Finseca members by experts at Troutman Pepper Hamilton Sanders LLP and the Finseca staff. WR Marketplace #20-20 was written by Jim Earle and Christopher Stock. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the…

Recent Settlement Highlights Risks Associated with Top Hat Plans

Topics: COLI/BOLI, NQDC

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Troutman Pepper Hamilton Sanders LLP and the AALU/GAMA staff. WR Marketplace #20-16 was written by Jim Earle and Christopher Stock. The AALU/GAMA WR Newswire and WR Marketplace are published by AALU/GAMA as part of the Essential Wisdom Series, the trusted source of actionable technical…

Planning for the Pandemic: Focus on Incapacity

Topics: Estate planning

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker & Hostetler LLP and AALU/GAMA staff. WR Marketplace #20-15 was written by Michael P. Vito, Counsel, and Lindsay R. DeMoss D’Andrea, Staff Attorney, Baker & Hostetler LLP. AALU/GAMA WR Newswire and WR Marketplace are published by AALU/GAMA as part of the Essential Wisdom...

Defined Benefit Pension Plans Face Less ERISA Fiduciary Risk Under Recent Supreme Court Decision

Topics: DOL, ERISA, Fiduciary, Qualified Plans

The WRMarketplace is created exclusively for Finseca members by experts at Troutman Sanders and the Finseca staff. WR Marketplace #20-14 was written by Jim Earle and Christopher Stock. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace knowledge…