JordenBurt LLP
Contact us
Task Force Chair:
Gary Cohen

Task Force Vice Chair(s):
Kristin Shepard

Rule 151A Task Force


Welcome to the home page of the Rule 151A Task Force. The Rule 151A Task Force's mission is to monitor and report on the following:



  • Legal challenges to Rule 151A

    • Status of Coalition of Insurers' Petition for Review of the Rule in the U.S. Court of Appeals for the D.C. Circuit

    • Whether other legal avenues may be available to challenge the Rule

  • Legislative attack on Rule 151A:

    • Status of efforts to incorporate Anti-151A legislation into pending Financial Reform Legislation

  • SEC Revisions to Rule 151A as a result of its pending analysis of the Rule's impact on efficiency, competition, and capital formation

  • Implications of Rule 151A for product registration and disclosure

  • Implications of Rule 151A insurance agents and marketing organizations

  • Implications of Rule 151A for other insurance products with index-linked returns

If you have a question or comment, please contact Gary Cohen or Kristin Shepard.

What's New

Articles

Client Alerts
151A Litigation
SEC Releases and Comments
Anti-151A Legislation
  • H.R. 2733 Fixed Indexed Annuities and Insurance Products Classification Act of 2009
  • S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009
  • Amendment to S. 1389 - amendment to the Restoring Financial Stability Act financial reform bill that would nullify Rule 151a by vesting power to regulate indexed annuities with the states
  • Amendment to H.R. 4173 - amendment to the Restoring Financial Stability Act financial reform bill that would enhance the protection of seniors and other consumers

Our Team

Gary Cohen

Kristin Shepard



Richard Choi

Ann Black

Joan Boros

Ann Furman

Marilyn Sponzo



Resources