Legislative, Regulatory, Judicial and Accounting Developments

January 2022

  • TAX DEVELOPMENTS
    • IRS Final Guidance on Transition from LIBOR to Other Reference Rates
    • IRS Notice 2022-06 – Determination of Substantially Equal Periodic Payments
  • REGULATORY DEVELOPMENTS
    • SEC Reopens Comment Period on Executive Compensation Proposal
  • JUDICIAL DEVELOPMENTS
    • Court Provides Preliminary Approval of Class Action Settlement in John Hancock COI Litigation
  • OTHER DEVELOPMENTS
    • Society of Actuaries Release U.S. Population Mortality Observations
    • Columbian Mutual Life Settlement with NY DFS for Failing to Pay Unclaimed Proceeds
    • FRB Invites Public Comment on Proposed Guidance for Supervision of Certain Insurance Organizations Overseen by the Board

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February 2022

  • REGULATORY DEVELOPMENTS
    • SEC Proposes Cybersecurity Rules for Investment Advisers
  • OTHER DEVELOPMENTS
    • Russian Economic Sanctions Imposed

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March 2022

  • TAX DEVELOPMENTS
    • Biden Administration Releases Fiscal Year 2023 Budget Proposal
  • JUDICIAL DEVELOPMENTS
    • Leonard v. John Hancock – Attorneys’ Fees Awarded in COI Litigation
  • LEGISLATIVE DEVELOPMENTS
    • Utah Passes Consumer Privacy Law

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April 2022

  • JUDICIAL DEVELOPMENTS
    • Athene v. American General, et al. – COLI SVP Product Dispute
  • REGULATORY DEVELOPMENTS
    • Financial Industry Associations Request Review of SA-CCR
  • TAX DEVELOPMENTS
    • Treasury Greenbook Released

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May 2022

  • ACCOUNTING DEVELOPMENT
    • Mortality Tables for Determining Present Value Under Defined Benefit Pension Plans

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