4050 -- Retirement Plan Simplification and Enhancement Act of 2012

4050 -- Retirement Plan Simplification and Enhancement Act of 2012 | Poliscope

FORD MOTOR COMPANYclient→FORD MOTOR COMPANY

2014 · fourth_quarter · Labor Issues/Antitrust/Workplace

Cited source text, amounts, lobbyists, and targets

PBGC Premium Increases Pension Non-Discrimination, H.R. 4050 (112th): Retirement Plan Simplification and Enhancement Act of 2012

Client expense: $1,033,681 · Firm income: Not reported

H.R. 4050

CURT MAGLEBY GERALD ROUSSEL JAMES CARROLL JT YOUNG PETER ARAPIS ZIAD OJAKLI

Government targets: Commodity Futures Trading Commission (CFTC), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

FORD MOTOR COMPANYclient→FORD MOTOR COMPANY

2014 · fourth_quarter · Retirement

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Cited source text, amounts, lobbyists, and targets

PBGC premium increase proposal in POTUS FY 2014 Budget PBGC premium increases and pension stabilization provision in Highway Reauthorization Bill - PL 112-141 Pension Non-Discrimination Issue, H.R. 4050 (112th): Retirement Plan Simplification and Enhancement Act of 2012

Client expense: $1,033,681 · Firm income: Not reported

H.R. 4050

CURT MAGLEBY JT YOUNG PETER ARAPIS ZIAD OJAKLI

FORD MOTOR COMPANYclient→FORD MOTOR COMPANY

2014 · third_quarter · Retirement

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Cited source text, amounts, lobbyists, and targets

PBGC premium increase proposal in POTUS FY 2014 Budget PBGC premium increases and pension stabilization provision in Highway Reauthorization Bill - PL 112-141 Pension Non-Discrimination Issue, H.R. 4050 (112th): Retirement Plan Simplification and Enhancement Act of 2012

Client expense: $1,092,665 · Firm income: Not reported

H.R. 4050

CURT MAGLEBY JT YOUNG PETER ARAPIS ZIAD OJAKLI

FORD MOTOR COMPANYclient→FORD MOTOR COMPANY

2014 · third_quarter · Labor Issues/Antitrust/Workplace

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Cited source text, amounts, lobbyists, and targets

PBGC Premium Increases Pension Non-Discrimination, H.R. 4050 (112th): Retirement Plan Simplification and Enhancement Act of 2012

Client expense: $1,092,665 · Firm income: Not reported

H.R. 4050

CURT MAGLEBY GERALD ROUSSEL JAMES CARROLL JT YOUNG PETER ARAPIS ZIAD OJAKLI

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FORD MOTOR COMPANYclient→FORD MOTOR COMPANY

2014 · second_quarter · Labor Issues/Antitrust/Workplace

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Cited source text, amounts, lobbyists, and targets

PBGC Premium Increases Pension Non-Discrimination, H.R. 4050 (112th): Retirement Plan Simplification and Enhancement Act of 2012

Client expense: $1,231,362 · Firm income: Not reported

H.R. 4050

CURT MAGLEBY GERALD ROUSSEL JAMES CARROLL JT YOUNG PETER ARAPIS ZIAD OJAKLI

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYclient→MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

2013 · first_quarter · Retirement

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Cited source text, amounts, lobbyists, and targets

See Addendum.S. 267, "Lifetime Income Disclosure Act". S. 1557, "Automatic IRA Act of 2011" - a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. Con. Res (62), expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans. H.R. 677, "Lifetime Income Disclosure Act". H.R. 4049, "Automatic IRA Act of 2012", - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 4050, "Retirement Plan Simplification and Enhancement Act of 2012". H. Con. Res. 101, expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans. No Bill Number - a proposal for e-disclosure for all required ERISA/IRSC notices. No Bill Number - The Shrinking Emergency Account Loses Act of 2013 (SEAL) - a bill to give workers, who leave their jobs, up until the time they file their federal taxes to repay outstanding loans under DC plan. No Bill Number - The Universal Secure and Adaptable (USA) Retirement Fund - a proposal to increase retirement coverage. Dept. of Labor, final rul adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.

Client expense: $1,020,000 · Firm income: Not reported

H.R. 4050

ALISON WEISS CAMILLE DONALD

Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

FINSECAclient→FINSECA

2013 · first_quarter · Taxation/Internal Revenue Code

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Cited source text, amounts, lobbyists, and targets

H.R. 123, "A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax" H.R. 25, "The Fair Tax Act" H.R. 86, "End Tax Uncertainty Act of 2011" H.R. 99, "Fair and Simple Tax Act of 2011"H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death H.R. 390, Family Farm Preservation and Conservation Estate Tax Act H.R. 696 Tax Relief Uncertainty Act H.R. 1259, Death Tax Repeal Permanency Act of 2011 H.R. 130, Life Insurance Employee Notification Act Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011 S. 7, Comprehensive and Fair Tax Reform Act S. 3, Fiscal Responsibility and Spending Control Act S. 13, Fair Tax Act of 2011 S. 336, Tax Relief Certainty Act of 2011 H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010 H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011 H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Issues related to S. 1660, The American Jobs Act of 2011 Issues related to S. 627, The Budget Control Act of 2011 S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month H.R. 3467, Sensible Estate Tax Act of 2011 Issues related to S. 2230, The Paying a Fair Share Act S ___, The Middle Class Tax Cut Act of 2012 H.R. 4348, MAP-21 H.R. 4050, The Retirement Plan Simplification and Enhancement Act of 2012 H.R. 16, The Sensible Estate Tax Relief Act of 2012 Issues related to S. 3393, The Middle Class Tax Cut Act S. 3420, A bill to extend estate and gift tax rules for one year S. 2242, Death Tax Repeal Permanency Act of 2012 H.R. 8, The American Tax Relief Act of 2012

Client expense: $507,675 · Firm income: Not reported

H.R. 4050

DAVID STERTZER JON RAGLANI JUSTIN BROWN TOM KORB mr CHRISTOPHER MORTON mr MARC CADIN

Government targets: HOUSE OF REPRESENTATIVES, SENATE

AARPclient→AARP

2012 · fourth_quarter · Retirement

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Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill) H.R.4050, Retirement Plan Simplication & Enhancement Act of 2012 - Discussed concerns regarding expansion of electronic disclosures of pension documents and notices. AARP Opposed adoption of "Chained CPI" as part of Fiscal Cliff debt. (no bill) H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. S. 1557/H.R. 4049, the Automatic IRA Act of 2011 - Lobbied on legislation to create automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. Discussed S. 1558, the Keeping Our Social Security Promises Act, legislation to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. Provided an informational briefing on Social Security. S. 1876, Consumer Price Index for Elderly Consumers Act - Supported legislation to change the index used to calculate annual Social Security COLA's from the CPI-W to the CPI-E. H. R. 539, Preserving Our Promise to Seniors Act - Discussed legislation to make changes pertaining to Social Security, including the use of a new CPI-E index for COLA's, and to provide $250 relief payments to beneficiaries. S. 2252, the Rebuild America Act - Discussed the Social Security and Pensions portions of this wide-ranging legislation designed to "rebuild the American middle class by creating jobs, investing in our future, building opportunity for working families, and restoring balance to the tax code." Discussed the Department of Labor's proposed new fiduciary duty regulation with key staff of the Department of Labor's Employee Benefits Security Administration (no bill number). Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill) Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans. H.R. 8, the American Taxpayer Relief Act of 2012 - Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any end-of-the-session budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs, Low Income Home Energy Assistance, Weatherization, Elderly Housing and Transit/Transportation, Legal and Taxpayer Assistance, Consumer and Worker Protections and Postal Services. Discussed the current and future challenges faced by Social Security's Representative Payee program. Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill) H.R. 4609, the Social Security Equality Act - Discussed bill which would authorize the treatment of permanent partnerships between individuals of the same gender as marriage for purposes of determining entitlement to OASDI benefits. Letter sent to Congress expressing AARP's opposition to additional extensions of the temporary payroll tax holiday. (no bill) Discussed pending DOL regulations on the electronic disclosure of ERISA-covered pension plan documents and related potential or current legislation H.R. 4050, the Retirement Plan Simplification and Enhancement Act. Discussed potential legislation regarding the Social Security Administration's process for closing field offices. (no bill) H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 - Discussed concerns with Congressional staff regarding provisions to expand electronic disclosures of pension documents and notices. Sent letter to DOL urging caution on any expansion of electronic disclosures of pension documents and notices. S.3295, the Labor-HHS Appropriations bill for FY 2013 - Lobbied to protect/increase funding for the Social Security Administration, Older Americans Act nutrition, family caregiver & supportive services programs, low income home energy assistance (LIHEAP), and to protect funding for program authorized under the Affordable Care Act, including CMS State Health insurance exchanges, state survey and demonstrations and preventive health. Discussed with key staff of the Department of Labor's Employee Benefits Security Administration and the GAO issue of electronic disclosure of ERISA-covered pension plan documents. (no bill) Discussed with key staff of Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill) Lobbied Congress to prevent the inclusion of Chained CPI and extension of the temporary payroll tax holiday in any lame duck year end budget deal. (no bill) Shared results of AARP public survey on electronic disclosure with Congressional staff and agency staff at DOL/EBSA, Treasury, OMB, CFPB and GAO. Discussed with IRS staff concerns regarding recent guidance on deferred vested benefit notices to participants. Discussed concerns with GAO staff regarding Form 5500. Discussed with Congressional staff recent pension plan "derisking" activities.

Client expense: $2,490,000 · Firm income: Not reported

H.R. 4050

H.R.4050

BEVERLY GILYARD BLAKE KELLY CRISTINA MARTIN FIRVIDA DAVID CERTNER DAWIT KAHSAI DEBORAH CHALFIE DENISE DEMICHELE-BAILIN JOHN HISHTA JOYCE ROGERS KEVIN DONNELLAN MARY MATHEIS MICHELE KIMBALL NANCY LEAMOND NINA WEILER-HARWELL PETER JEFFRIES RHONDA RICHARDS THOMAS NICHOLLS TIMOTHY GEARAN

Government targets: Administration on Aging, Agriculture, Dept of (USDA), Bureau of the Census, Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Medicare Payment Advisory Commission (MedPAC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, White House Office

CHAMBER OF COMMERCE OF THE U.S.A.client→CHAMBER OF COMMERCE OF THE U.S.A.

2012 · fourth_quarter · Retirement

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Cited source text, amounts, lobbyists, and targets

H.R. 3287, The Savings Enhancement by Alleviating Leakage in 401(k) Savings (SEAL) Act H.R. 4049, Automatic IRA Act of 2012 H.R. 4050, Retirement Plan Simplification and Enhancement Act of 2012 Various issues relating to PBGC Premiums (changes to the structure and amount of premiums that defined benefit plan sponsors must pay to the Pension Benefit Guaranty Corporation); reform to tax incentives pertaining to private retirement plans; reform to multiemployer defined benefit pension funding; regulatory activity relating to electronic disclosure of benefits; regulatory activity relating to the provision of annuities in DC plans; regulatory activity relating to plan fee disclosure requirements; regulatory activity relating to money market funds; regulatory activity relating to Moving Ahead for Progress in the 21st Century Act (P. L. 112-141)

Client expense: $29,510,000 · Firm income: Not reported

H.R. 4050

ALIYA WONG R JOSTEN ROLF LUNDBERG THOMAS DONOHUE mr RANDEL JOHNSON

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

FINSECAclient→FINSECA

2012 · fourth_quarter · Taxation/Internal Revenue Code

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Cited source text, amounts, lobbyists, and targets

H.R. 123, "A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax", H.R. 25, "The Fair Tax Act", H.R. 86, "End Tax Uncertainty Act of 2011", H.R. 99, "Fair and Simple Tax Act of 2011", H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death, H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty Act, H.R. 1259, Death Tax Repeal Permanency Act of 2011 H.R. 130, Life Insurance Employee Notification Act Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011 S. 7, Comprehensive and Fair Tax Reform Act S. 3, Fiscal Responsibility and Spending Control Act S. 13, Fair Tax Act of 2011 S. 336, Tax Relief Certainty Act of 2011 H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010 H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011 H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Issues related to S. 1660, The American Jobs Act of 2011 Issues related to S. 627, The Budget Control Act of 2011 S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month H.R. 3467, Sensible Estate Tax Act of 2011 Issues related to S. 2230, The Paying a Fair Share Act S ___, The Middle Class Tax Cut Act of 2012 H.R. 4348, MAP-21 H.R. 4050, The Retirement Plan Simplification and Enhancement Act of 2012 H.R. 16, The Sensible Estate Tax Relief Act of 2012 Issues related to S. 3393, The Middle Class Tax Cut Act S. 3420, A bill to extend estate and gift tax rules for one year S. 2242, Death Tax Repeal Permanency Act of 2012 H.R. 8, The American Tax Relief Act of 2012

Client expense: $516,139 · Firm income: Not reported

H.R. 4050

DAVID STERTZER JON RAGLANI JUSTIN BROWN TOM KORB mr CHRISTOPHER MORTON mr MARC CADIN

Government targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN BENEFITS COUNCILclient→DAVIS & HARMAN LLP

2012 · fourth_quarter · Retirement

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Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including S. 1121/H.R. 3287, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums, including those contained in the FY 2013 Obama Administration Budget proposal. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. H.R. 3561, Small Business Pension Promotion Act. S. 1813/H.R. 4348, Moving Ahead for progress in the 21st Century, H.R. 4050, Retirement Plan Simplification and Enhancement Act. FASB pension accounting. USA Retirement proposal. Issues related to use of brokerage windows in defined contribution plans.

Client expense: Not reported · Firm income: $80,000

H.R. 4050

DEREK DORN KENT MASON RANDOLF HARDOCK THOMAS DAVIS ms BARBARA PATE

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

INSURED RETIREMENT INSTITUTEclient→INSURED RETIREMENT INSTITUTE

2012 · fourth_quarter · Retirement

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Cited source text, amounts, lobbyists, and targets

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. S. 1557, the Automatic IRA Act of 2011, legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. HR 4049, Automatic IRA Act of 2012, Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement).

Client expense: $70,000 · Firm income: Not reported

HR 4050

JOHN LITTLE LEE COVINGTON

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

INSURED RETIREMENT INSTITUTEclient→INSURED RETIREMENT INSTITUTE

2012 · fourth_quarter · Insurance

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Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory Reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112/S.2342, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.

Client expense: $70,000 · Firm income: Not reported

HR 4050

JOHN LITTLE LEE COVINGTON

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Retirement Plan Simplification and Enhancement Act of 2012

Summary

Lobbying filings that explicitly cite this bill (50)

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