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National Association for Variable Annuities 2005 Compliance & Regulatory Affairs Conference

June 26 - 28, 2005

Sutherland partners Fred Bellamy, Ann Cammack, and Tom Conner will speak at the NAVA 2005 Compliance & Regulatory Affairs Conference, "Living in the New Regulatory World."

Fred Bellamy will be a panelist on the Broker Compensation and Revenue Sharing session, which will discuss developing issues surrounding revenue sharing practices.  The panel will consider the difficulties of operating under differing regulatory schemes, expected future guidance and recommendations for next steps.

Ann Cammack will be a panelist for the Tax Developments – What Congress, the Treasury Department and the IRS Are Doing (And Thinking of Doing) session.  This panel will discuss current tax developments relevant to retirement planning, with a focus on annuities.

Tom Conner will moderate for the Recent SEC Rulemaking and Other Regulatory Developments Affecting Variable Contracts and Underlying Funds session.  This panel will explain how insurers and underlying funds can develop coordinated and cost-effective procedures for implementing the SEC's new rules.  The panelists will also explore other recent SEC regulatory developments impacting variable contracts and underlying funds.

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