Menu

2014


Trick or Treat? Halloween Meeting of NAIC's Contingent Deferred Annuity Working Group

Trick or Treat? Halloween Meeting of NAIC's Contingent Deferred Annuity Working Group

November 3, 2014

The NAIC’s Contingent Deferred Annuity (CDA) Working Group resumes discussion on whether CDAs should contain nonforfeiture or cancellation benefits.

2 New Cases Temper Post-Halliburton Expectations

2 New Cases Temper Post-Halliburton Expectations

October 29, 2014

Two recent cases interpreting Halliburton Co. v. Erica P. John Fund, one from the U.S. Court of Appeals for the 11th Circuit in August and one from the U.S. District Court for the Southern District of Florida in September, and in turn explains how Halliburton is being interpreted in the lower federal courts.

Treasury Department and IRS Allow Lifetime Annuity Contracts as Investments by Target Date Funds

Treasury Department and IRS Allow Lifetime Annuity Contracts as Investments by Target Date Funds

October 27, 2014

Defined contribution plans may now give participants a lifetime annuity income option.

Q&A With Carlton Fields' Jim Walker

Q&A With Carlton Fields' Jim Walker

October 22, 2014

In its Capital Markets Q&A series, Law360 featured Carlton Fields Shareholder Jim Walker, who shares his thoughts on his most challenging issue he has worked on within his capital markets practice, what pressing concerns are for his clients, what he anticipates the biggest challenge in his practice will be in the coming year, and more.

National Union Prevails on $40 Million Coblentz Enforcement Action in D&O Case

National Union Prevails on $40 Million Coblentz Enforcement Action in D&O Case

October 19, 2014

A recent case from the U.S. District Court for the Middle District of Florida held that plaintiff sureties’ negligent misrepresentation claim was excluded under a D&O policy’s unambiguous contract liability exclusion.

Florida Modifies Its Annuity Suitability Rule

Florida Modifies Its Annuity Suitability Rule

October 7, 2014

The modified Rule and Forms became effective October 21, 2014, with no delayed effective date for use of the new forms.

In Alabama, Non-Competes Must be Executed On or After an Employee’s Start Date

In Alabama, Non-Competes Must be Executed On or After an Employee’s Start Date

October 3, 2014

Employers in other states may also want to take note.

Disclaimer

The information on this website is presented as a service for our clients and Internet users and is not intended to be legal advice, nor should you consider it as such. Although we welcome your inquiries, please keep in mind that merely contacting us will not establish an attorney-client relationship between us. Consequently, you should not convey any confidential information to us until a formal attorney-client relationship has been established. Please remember that electronic correspondence on the internet is not secure and that you should not include sensitive or confidential information in messages. With that in mind, we look forward to hearing from you.