← Treasury Federal Register rules

Value of Life Insurance Contracts When Distributed From a Qualified Retirement Plan

tax-irs · IRS · Rule · Published 2005-08-29 · Effective 2005-08-29 · 70 FR 50967

Document

Document number
05-17046
Federal Register citation
70 FR 50967
CFR reference
26 CFR 1
Type
Rule
Action
Final regulations.
Category
tax-irs
Sub-agency
IRS
Publication date
2005-08-29
Effective date
2005-08-29
Treasury docket
TD 9223

Abstract

This document contains final regulations under section 402(a) of the Internal Revenue Code regarding the amount includible in a distributee's income when life insurance contracts are distributed by a qualified retirement plan and regarding the treatment of property sold by a qualified retirement plan to a plan participant or beneficiary for less than fair market value. This document also contains final regulations under sections 79 and 83 of the Internal Revenue Code regarding the amounts includible in income when an employee is provided permanent benefits in combination with group-term life insurance or when a life insurance contract is transferred in connection with the performance of services. These regulations will affect administrators of, participants in, and beneficiaries of qualified retirement plans. These regulations will also affect employers who provide permanent benefits in combination with group-term life insurance for their employees and employees who receive those permanent benefits, as well as service recipients who transfer life insurance contracts to service providers in connection with the performance of services, and service providers to whom those life insurance contracts are transferred.

Source

Authoritative
Federal Register document
Machine
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