To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan.

H.R. 4067, A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan. Foreign relations with Bulgaria, Kazakhstan and Vietnam Foreign relations, generally.

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

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)

H.R. 4067: To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan; all provisions General Discussions Related to TRD (no specific Bill #): Buy American Hire American; understanding requirements Foreign Investment Protection Free Trade Zones Generalized System of Preferences Investor State Dispute Settlement (ISDS) Kazakhstan Permanent Normal Trade Relations North American Free Trade Agreement; provisions related to the energy sector Steel Tariffs and Quotas United States-Mexico-Canada Agreement; provisions related to the energy sector

Client expense: $1,940,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 351, Freedom to Travel to Cuba Act of 2017 H.R. 442/S. 472, Cuba Trade Act of 2017 H.R. 525, Cuba Agricultural Exports Act H.R. 3776, Cyber Diplomacy Act of 2017 H.R. 4067, To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan H.R. 4170/S. 2309, Disclosing Foreign Influence Act H.R. 4265/S. 2086, Sugar Policy Modernization Act of 2017 H.R. 4311/S. 2098, Foreign Investment Risk Review Modernization Act of 2017 H.R. 4318/S. 2108, Miscellaneous Tariff Bill Act of 2017 H.R. 4979, To extend the Generalized System of Preferences and to make technical changes to the competitive need limitations provision of the program H.R. 5105/S. 2463, Better Utilization of Investments Leading to Development (BUILD) Act of 2018 H.R. 5515/S. 2987, John S. McCain National Defense Authorization Act for Fiscal Year 2019, including issues related to reform of the Committee on Foreign Investment in the United States and sanctions related to the government of India H.R. 5904, No Oil Producing and Exporting Cartels (NOPEC) Act of 2018 H.R. 6337/S. 3013, To amend the Trade Expansion Act of 1962 to require Congressional approval before the President adjusts imports that are determined to threaten to impair national security H.R. 6923, Promoting Responsible and Free Trade Act S. 1983, United States Foreign Investment Review Act of 2017 S. 2482, Foreign Agents Registration Amendments Act of 2018 S. 2736, Asia Reassurance Initiative Act of 2018 S. 2826, Fair Trade with China Enforcement Act S. 2987, John S. McCain National Defense Authorization Act for Fiscal Year 2019, including provisions related to the Corker/Toomey amendment to strengthen Congressional authority over tariffs, issues related to reform of the Committee on Foreign Investment in the United States, and sanctions related to the government of India S. 3013, A bill to amend the Trade Expansion Act of 1962 to require Congressional approval before the President adjusts imports that are determined to threaten to impair national security S. 3329, Trade Security Act of 2018 S. 3470, Mongolia Third Neighbor Trade Act H. Res. 60, Expressing continued support for the special relationship between the United States and the United Kingdom and urging commencement of negotiations for the development of a North Atlantic Trade and Investment Partnership (NATIP) between the United States and the United Kingdom Nomination of Kimberly Reed to be a Member Board of Directors of the Export-Import Bank of the United States Nomination of Claudia Slacik to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Judith Delzoppo Pryor to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Spencer Bachus to be a Member of the Board of Directors of the Export-Import Bank of the United States Various issues relating to international trade agreements; Trans-Pacific Partnership (TPP) Agreement; Transatlantic Trade and Investment Partnership (TTIP) negotiations; North American Free Trade Agreement (NAFTA) renegotiation; U. S.- Mexico-Canada (USMCA) trade agreement; U.S.-Korea Free Trade Agreement (KORUS); Generalized System of Preferences (GSP); the expanded use of software asset management by the Federal Government and its contractors; Trade in Services Agreement (TISA) negotiations; U.S.-Central Asia Trade and Investment Framework Agreement (TIFA); ratification of the Assignment of Receivables in International Trade Convention; reforms to Foreign Agents Registration Act (FARA) (P.L. 75-583); reforms to Lobbying Disclosure Act (LDA) (P.L. 104-65); implementation of the American Manufacturing Competitiveness Act of 2016 (P.L.114-159); implementation of the Trade Facilitation and Trade Enforcement Act of 2015 (P.L. 114-125); implementation of the Foreign Investment Risk Review Modernization Act of 2017 (P.L. 115-232, Title XVII); implementation of Section 182 of the Trade Act of 1974 (P.L. 93-618), as amended by the Omnibus Trade and Competitiveness Act of 1988 and the Uruguay Round Agreements Act (the "Special 301 Report"); implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act (P.L. 111-203), G-20 obligations on Financial Service Reforms; section 232 of the Trade Expansion Act of 1962 (P.L. 87-794); International Telecommunications Union; World Health Organization (WHO); World Intellectual Property Organization (WIPO); World Trade Organization (WTO) negotiations; implementation of World Trade Organizations Trade Facilitation Agreement (TFA); e-commerce issues pertaining to the World Customs Organization; Office of the Intellectual Property Enforcement Coordinator and the National Intellectual Property Rights Coordination Center; patent linkage and regulatory data protection; USPTO IP Attache Program; China's intellectual property regime industrial policies and cybersecurity issues; IP issues relating to internet counterfeiting and piracy; IP issues relating to trade secret theft; IP issues relating to the United Nations high-level panel on access to medicines; IP issues relating to Australia, Brazil, Canada, China, India, Japan, Mexico, and Europe; IP issues relating to the U.S.-Mexico-Canada Agreement (USMCA); U.S.-Argentina economic and commercial relations; U.S.-Bangladesh economic and commercial relations; U.S.-Brazil economic and commercial relations; U.S.-Canada economic and commercial relations; U.S.-China economic and commercial relations; U.S.-Cuba economic and commercial relations; U.S.-Egypt economic and commercial relations; U.S.-India economic and commercial relations; U.S.-Israel economic and commercial relations; U.S.-Japan economic and commercial relations; U.S.-Korea economic and commercial relations; U.S.-Mexico economic and commercial relations; U.S.-Pakistan economic and commercial relations; U.S.-Russia economic and commercial relations; U.S.-Turkey economic and commercial relations; U.S.-U.K. economic and commercial relations; U.S. trade relations with the Middle East and North Africa; U.S. sanctions on Russia; U.S. sanctions on Turkey; U.S.-EU privacy shield; U.S.-U.K. trade agreement; U.S.-EU trade agreement; U.S.-Japan trade agreement; U.S.-EU energy relations; EU tax policy including digital tax proposals; Ukraine related sanctions; modernizing the Committee on Foreign Investment in the United States (CFIUS); Permanent Normal Trade Relations (PNTR) for Kazakhstan; Overseas Private Investment Corporation (OPIC); Export-Import Bank; global food security strategy; trade embargo with Cuba; trade policy consideration with regard to cross-border data flows and issues of forced localization; bilateral investment treaty negotiations with China; bilateral investment treaty negotiations with India; tax treaties with Hungary, Poland, Chile, Switzerland, Luxembourg, Spain and Japan; International Monetary Fund (IMF) quota reform; funding for the Multilateral Development Banks (MDBs), including the World Bank, the African Development Bank (AfDB), the Asian Development Bank (ADB), the Inter-American Development Bank (IDB), the European Bank for Reconstruction and Development (EBRD) and the International Monetary Fund (IMF); international affairs budget; transatlantic investment, trade and regulatory cooperation; international concerns in the areas of antitrust, standards and investment; international trade and regulatory practices impacting digital goods and services; advancing international regulatory cooperation; Internet Corporation for Assigned Names and Numbers (ICANN); trade policy; steel and aluminum tariffs, including on China; customs and duties on electronic transmissions, particularly a proposal considered by the World Customs Organization (WCO); honey shipments from the nation of India held by CBP officials at ports of entry; trade negotiations and trade priorities between the U.S. and the European Union; trade negotiations and trade priorities between the U.S. United Kingdom; trade negotiations and trade priorities between the U.S. Japan; universal postal union; privacy and civil liberties oversight board; suspension of Title III of the Cuban Liberty and Democracy Solidarity Act of 1996 (P.L. 104-114)

H.R. 4067, A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan. Foreign relations, generally.

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

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Vice President of the United States, SENATE, State, Dept of (DOS), White House Office

H.R. 4067: To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan; all provisions General Discussions Related to TRD (no specific Bill #): Buy American Hire American; understanding requirements Foreign Investment Protection Free Trade Zones Generalized System of Preferences Investor State Dispute Settlement (ISDS) Kazakhstan Permanent Normal Trade Relations North American Free Trade Agreement; provisions related to the energy sector Steel Tariffs

Client expense: $2,020,000 · Firm income: Not reported

H.R. 351, Freedom to Travel to Cuba Act of 2017 H.R. 442, Cuba Trade Act of 2017 H.R. 525, Cuba Agricultural Exports Act H.R. 2520, Balancing the Rights Of Web Surfers Equally and Responsibly (BROWSER) Act of 2017 H.R. 3776, Cyber Diplomacy Act of 2017 H.R. 4067, To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan H.R. 4170/S. 2309, Disclosing Foreign Influence Act H.R. 4265/S. 2086, Sugar Policy Modernization Act of 2017 H.R. 4311/S. 2098, Foreign Investment Risk Review Modernization Act of 2017 H.R. 4318/S. 2108, Miscellaneous Tariff Bill Act of 2017 H.R. 4943/S. 2383, Clarifying Lawful Overseas Use of Data (CLOUD) Act H.R. 4979, To extend the Generalized System of Preferences and to make technical changes to the competitive need limitations provision of the program H.R. 5105/S. 2463, Better Utilization of Investments Leading to Development (BUILD) Act of 2018 H.R. 5515/S. 2987, John S. McCain National Defense Authorization Act for Fiscal Year 2019 H.R. 5904, No Oil Producing and Exporting Cartels (NOPEC) Act of 2018 H.R. 6337/S. 3013, To amend the Trade Expansion Act of 1962 to require Congressional approval before the President adjusts imports that are determined to threaten to impair national security S. 472, Cuba Trade Act of 2017 S. 1983, United States Foreign Investment Review Act of 2017 S. 2482, Foreign Agents Registration Amendments Act of 2018 S. 2826, Fair Trade with China Enforcement Act S. 3329, Trade Security Act of 2018 H. Res. 60, Expressing continued support for the special relationship between the United States and the United Kingdom and urging commencement of negotiations for the development of a North Atlantic Trade and Investment Partnership (NATIP) between the United States and the United Kingdom Nomination of Kimberly Reed to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Claudia Slacik to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Judith Delzoppo Pryor to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Spencer Bachus to be a Member of the Board of Directors of the Export-Import Bank of the United States Various issues relating to international trade agreements; Trans-Pacific Partnership (TPP) Agreement; Transatlantic Trade and Investment Partnership (TTIP) negotiations; North American Free Trade Agreement (NAFTA) renegotiation; global supply chain priorities; U.S.-Korea Free Trade Agreement (KORUS); Generalized System of Preferences (GSP); the expanded use of software asset management by the Federal Government and its contractors; Trade in Services Agreement (TISA) negotiations; U.S.-Central Asia Trade and Investment Framework Agreement (TIFA); ratification of the Assignment of Receivables in International Trade Convention; reforms to Foreign Agents Registration Act (FARA) (P.L. 75-583); reforms to Lobbying Disclosure Act (LDA) (P.L. 104-65); implementation of the American Manufacturing Competitiveness Act of 2016 (P.L.114-159); implementation of the Trade Facilitation and Trade Enforcement Act of 2015 (P.L. 114-125); implementation of Section 182 of the Trade Act of 1974 (P.L. 93-618), as amended by the Omnibus Trade and Competitiveness Act of 1988 and the Uruguay Round Agreements Act (the "Special 301 Report"); implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act (P.L. 111-203), G-20 obligations on Financial Service Reforms; section 232 of the Trade Expansion Act of 1962 (P.L. 87-794); International Telecommunications Union; World Health Organization (WHO); World Intellectual Property Organization (WIPO); World Trade Organization (WTO) negotiations; implementation of World Trade Organizations Trade Facilitation Agreement (TFA); drafting of World Customs Organizations E-Commerce Framework Standards; Office of the Intellectual Property Enforcement Coordinator and the National Intellectual Property Rights Coordination Center; patent linkage and regulatory data protection; plain packaging; USPTO IP Attache Program; China's intellectual property regime, industrial policies and cyber security; IP issues relating to internet counterfeiting and piracy; IP issues relating to trade secret theft; IP issues relating to the United Nations high-level panel on access to medicines; IP issues relating to Australia, Brazil, Canada, China, India, Japan, Mexico, and Europe; IP issues relating to the North American Free Trade Agreement (NAFTA); U.S.-Argentina economic and commercial relations; U.S.-Bangladesh economic and commercial relations; U.S.-Brazil economic and commercial relations; U.S. Canada economic and commercial relations; U.S.-China economic and commercial relations; U.S.-Cuba economic and commercial relations; U.S.-Egypt economic and commercial relations; U.S.-India economic and commercial relations; U.S.-Israel economic and commercial relations; U.S.-Japan economic and commercial relations; U.S.-Korea economic and commercial relations; U.S.-Mexico economic and commercial relations; U.S.-Pakistan economic and commercial relations; U.S.-Russia economic and commercial relations; U.S.-Turkey economic and commercial relations; U.S.-U.K. economic and commercial relations; U.S. trade relations with the Middle East and North Africa; U.S. sanctions on Russia; U.S.-EU privacy shield; U.S.-EU energy relations; EU tax policy; Ukraine related sanctions; modernizing the Committee on Foreign Investment in the United States (CFIUS); Permanent Normal Trade Relations (PNTR) for Kazakhstan; Overseas Private Investment Corporation (OPIC); Export-Import Bank; global food security strategy; trade embargo with Cuba; trade policy consideration with regard to cross-border data flows and issues of forced localization; bilateral investment treaty negotiations with China; bilateral investment treaty negotiations with India; tax treaties with Hungary, Poland, Chile, Switzerland, Luxembourg, Spain and Japan; International Monetary Fund (IMF) quota reform; funding for the Multilateral Development Banks (MDBs), including the World Bank, the African Development Bank (AfDB), the Asian Development Bank (ADB), the Inter-American Development Bank (IDB), the European Bank for Reconstruction and Development (EBRD) and the International Monetary Fund (IMF); international affairs budget; transatlantic investment, trade and regulatory cooperation; international concerns in the areas of antitrust, standards and investment; international trade and regulatory practices impacting digital goods and services; advancing international regulatory cooperation; Internet Corporation for Assigned Names and Numbers (ICANN); trade policy; steel and aluminum tariffs, including on China

H.R. 4067, A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan. Foreign relations, generally.

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

Government targets: Commerce, Dept of (DOC), Energy, Dept of, HOUSE OF REPRESENTATIVES, Natl Security Council (NSC), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR), White House Office

H.R. 4067: To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan; all provisions General Discussions Related to TRD (no specific Bill #): Buy American Hire American; understanding requirements Foreign Investment Protection Free Trade Zones Generalized System of Preferences Investor State Dispute Settlement (ISDS) Kazakhstan Permanent Normal Trade Relations North American Free Trade Agreement; provisions related to the energy sector Steel Tariffs

Client expense: $2,550,000 · Firm income: Not reported

H.R. 4067: To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan; all provisions General Discussions Related to TRD (no specific Bill #): Buy American Hire American; understanding requirements Foreign Investment Protection Free Trade Zones Generalized System of Preferences Investor State Dispute Settlement (ISDS) Kazakhstan Permanent Normal Trade Relations North American Free Trade Agreement; provisions related to the energy sector Steel Tariffs

Client expense: $3,090,000 · Firm income: Not reported

H.R. 351, Freedom to Travel to Cuba Act of 2017 H.R. 442, Cuba Trade Act of 2017 H.R. 525, Cuba Agricultural Exports Act H.R. 2520, Balancing the Rights Of Web Surfers Equally and Responsibly (BROWSER) Act of 2017 H.R. 3776, Cyber Diplomacy Act of 2017 H.R. 4067, To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan H.R. 4170/S. 2309, Disclosing Foreign Influence Act H.R. 4265/S. 2086, Sugar Policy Modernization Act of 2017 H.R. 4311/S. 2098, Foreign Investment Risk Review Modernization Act of 2017 H.R. 4318/S. 2108, Miscellaneous Tariff Bill Act of 2017 H.R. 4943/S. 2383, Clarifying Lawful Overseas Use of Data (CLOUD) Act H.R. 4979, To extend the Generalized System of Preferences and to make technical changes to the competitive need limitations provision of the program H.R. 5105/S. 2463, Better Utilization of Investments Leading to Development (BUILD) Act of 2018 H.R. 5515/S. 2987, John S. McCain National Defense Authorization Act for Fiscal Year 2019 S. 472, Cuba Trade Act of 2017 S. 1983, United States Foreign Investment Review Act of 2017 S. 2482, Foreign Agents Registration Amendments Act of 2018 S. 2826, Fair Trade with China Enforcement Act S. 3013, A bill to amend the Trade Expansion Act of 1962 to require Congressional approval before the President adjusts imports that are determined to threaten to impair national security H. Res. 60, Expressing continued support for the special relationship between the United States and the United Kingdom and urging commencement of negotiations for the development of a North Atlantic Trade and Investment Partnership (NATIP) between the United States and the United Kingdom Nomination of Kimberly Reed to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Claudia Slacik to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Judith Delzoppo Pryor to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Spencer Bachus to be a Member of the Board of Directors of the Export-Import Bank of the United States Various issues relating to international trade agreements; Trans-Pacific Partnership (TPP) Agreement; Transatlantic Trade and Investment Partnership (TTIP) negotiations; North American Free Trade Agreement (NAFTA); global supply chain priorities; U.S.-Korea Free Trade Agreement (KORUS); Generalized System of Preferences (GSP); the expanded use of software asset management by the Federal Government and its contractors; Trade in Services Agreement (TISA) negotiations; U.S.-Central Asia Trade and Investment Framework Agreement (TIFA); ratification of the Assignment of Receivables in International Trade Convention; reforms to Foreign Agents Registration Act (FARA) (P.L. 75-583); reforms to Lobbying Disclosure Act (LDA) (P.L. 104-65); implementation of the American Manufacturing Competitiveness Act of 2016 (P.L.114-159); implementation of the Trade Facilitation and Trade Enforcement Act of 2015 (P.L. 114-125); implementation of Section 182 of the Trade Act of 1974 (P.L. 93-618), as amended by the Omnibus Trade and Competitiveness Act of 1988 and the Uruguay Round Agreements Act (the "Special 301 Report"); implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act (P.L. 111-203), G-20 obligations on Financial Service Reforms; International Telecommunications Union; World Health Organization (WHO); World Intellectual Property Organization (WIPO); World Trade Organization (WTO) negotiations; World Trade Organizations Trade Facilitation Agreement (TFA), including implementation work with agencies; drafting of World Customs Organizations E-Commerce Framework Standards; Office of the Intellectual Property Enforcement Coordinator and the National Intellectual Property Rights Coordination Center; patent linkage and regulatory data protection; plain packaging; USPTO IP Attache Program; China's IPR, industrial policies and cybersecurity issues; Anti-Counterfeiting Trade Agreement; IP issues relating to internet counterfeiting and piracy; IP issues relating to trade secret theft; IP issues relating to the United Nations high-level panel on access to medicines; IP issues relating to Australia, Brazil, Canada, China, India, Japan, Mexico, and Europe; IP issues relating to the North American Free Trade Agreement (NAFTA); U.S.-Argentina economic and commercial relations; U.S.-Bangladesh economic and commercial relations; U.S.-Brazil economic and commercial relations; U.S.-China economic and commercial relations; U.S.-Cuba economic and commercial relations; U.S.-Egypt economic and commercial relations; U.S.-India economic and commercial relations; U.S.-Israel economic and commercial relations; U.S.-Japan economic and commercial relations; U.S.-Korea economic and commercial relations; U.S.-Mexico economic and commercial relations; U.S.-Pakistan economic and commercial relations; U.S.-Russia economic and commercial relations; U.S.-Turkey economic and commercial relations; U.S.-U.K. economic and commercial relations; U.S.-Canada Regulatory Cooperation Council (RCC); U.S. trade relations with the Middle East and North Africa; U.S. sanctions on Russia; U.S.-EU privacy shield; U.S.-EU energy relations; EU tax policy; Ukraine related sanctions; modernizing the Committee on Foreign Investment in the United States (CFIUS); Permanent Normal Trade Relations (PNTR) for Kazakhstan; Overseas Private Investment Corporation (OPIC); Export-Import Bank; global food security strategy; trade embargo with Cuba; trade policy consideration with regard to cross-border data flows and issues of forced localization; bilateral investment treaty negotiations with China; bilateral investment treaty negotiations with India; tax treaties with Hungary, Poland, Chile, Switzerland, Luxembourg, Spain and Japan; International Monetary Fund (IMF) quota reform; funding for the Multilateral Development Banks (MDBs), including the World Bank, the African Development Bank (AfDB), the Asian Development Bank (ADB), the Inter-American Development Bank (IDB), the European Bank for Reconstruction and Development (EBRD) and the International Monetary Fund (IMF); international affairs budget; transatlantic investment, trade and regulatory cooperation; international concerns in the areas of antitrust, standards and investment; international trade and regulatory practices impacting digital goods and services; advancing international regulatory cooperation; Internet Corporation for Assigned Names and Numbers (ICANN); trade policy; steel and aluminum tariffs

H.R. 4067, A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan. Foreign relations, generally.

Client expense: $370,000 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Security Council (NSC), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR), White House Office

H.R. 4067: To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan; all provisions General Discussions Related to TRD (no specific Bill #): Buy American Hire American; understanding requirements Foreign Investment Protection Free Trade Zones Generalized System of Preferences Investor State Dispute Settlement (ISDS) Kazakhstan Permanent Normal Trade Relations North American Free Trade Agreement; provisions related to the energy sector Steel Tariffs

Client expense: $3,090,000 · Firm income: Not reported

H.R. 351, Freedom to Travel to Cuba Act of 2017 H.R. 442, Cuba Trade Act of 2017 H.R. 525, Cuba Agricultural Exports Act H.R. 2520, Balancing the Rights Of Web Surfers Equally and Responsibly (BROWSER) Act of 2017 H.R. 3718, International Communications Privacy Act H.R. 3776, Cyber Diplomacy Act of 2017 H.R. 3989, USA Liberty Act of 2017 H.R. 4067, To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan H.R. 4311/S. 2098, Foreign Investment Risk Review Modernization Act of 2017 H.R. 4318/S. 2108, Miscellaneous Tariff Bill Act of 2017 H.R. 4478, FISA Amendments Reauthorization Act of 2017 H.R. 4943/S. 2383, Clarifying Lawful Overseas Use of Data (CLOUD) Act H.R. 4979, To extend the Generalized System of Preferences and to make technical changes to the competitive need limitations provision of the program S. 472, Cuba Trade Act of 2017 S. 2463, Better Utilization of Investments Leading to Development (BUILD) Act of 2018 H. Res. 60, Expressing continued support for the special relationship between the United States and the United Kingdom and urging commencement of negotiations for the development of a North Atlantic Trade and Investment Partnership (NATIP) between the United States and the United Kingdom Draft legislation titled Global Gateways Trade Capacity Act of 2017 Nomination of Kimberly Reed to be a Member Board of Directors of the Export-Import Bank of the United States Nomination of Claudia Slacik to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Judith Delzoppo Pryor to be a Member of the Board of Directors of the Export-Import Bank of the United States Nomination of Spencer Bachus to be a Member of the Board of Directors of the Export-Import Bank of the United States Various issues relating to international trade agreements; Trans-Pacific Partnership (TPP) Agreement; Transatlantic Trade and Investment Partnership (TTIP) negotiations; North American Free Trade Agreement (NAFTA); U.S.-Korea Free Trade Agreement (KORUS); Generalized System of Preferences (GSP); the expanded use of software asset management by the Federal Government and its contractors; Trade in Services Agreement (TISA) negotiations; U.S.-Central Asia Trade and Investment Framework Agreement (TIFA); ratification of the Assignment of Receivables in International Trade Convention; implementation of the American Manufacturing Competitiveness Act of 2016 (P.L.114-159); implementation of the Trade Facilitation and Trade Enforcement Act of 2015 (P.L. 114-125); implementation of Section 182 of the Trade Act of 1974 (P.L. 93-618), as amended by the Omnibus Trade and Competitiveness Act of 1988 and the Uruguay Round Agreements Act (the "Special 301 Report"); implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act (P.L. 111-203), G-20 obligations on Financial Service Reforms; International Telecommunications Union; World Health Organization (WHO); World Intellectual Property Organization (WIPO); World Trade Organization (WTO) negotiations; World Trade Organizations Trade Facilitation Agreement (TFA), including implementation work with federal agencies; Office of the Intellectual Property Enforcement Coordinator and the National Intellectual Property Rights Coordination Center; patent linkage and regulatory data protection; plain packaging; USPTO IP Attache Program; China's IPR, industrial policies and cybersecurity issues; Anti-Counterfeiting Trade Agreement; IP issues relating to internet counterfeiting and piracy; IP issues relating to trade secret theft; IP issues relating to the United Nations high-level panel on access to medicines; IP issues relating to Australia, Brazil, Canada, China, India, Japan, Mexico, and Europe; IP issues relating to the North American Free Trade Agreement (NAFTA); U.S.-Argentina economic relations; U.S.-Bangladesh economic relations; U.S.-Brazil economic relations; U.S.-China economic relations; U.S.-Egypt economic and commercial relations; U.S.-India economic and commercial relations; U.S.-Japan economic relations; U.S.-Jordan economic and commercial relations; U.S.-Korea economic relations; U.S.-Mexico economic relations; U.S.-Pakistan economic relations; U.S.-Russia economic relations; U.S.-Canada Regulatory Cooperation Council (RCC); U.S. trade relations with the Middle East and North Africa; U.S. sanctions on Burma; U.S. sanctions on Russia; U.S.-EU privacy shield agreement; U.S.-EU energy relations; U.S.-U.K. trade and investment relations and Brexit; Ukraine related sanctions; potential reforms to the Committee on Foreign Investment in the United States (CFIUS); Permanent Normal Trade Relations (PNTR) for Kazakhstan; Overseas Private Investment Corporation (OPIC); Export-Import Bank; global food security strategy; trade embargo with Cuba; trade policy consideration with regard to cross-border data flows and issues of forced localization; bilateral investment treaty negotiations with China; bilateral investment treaty negotiations with India; tax treaties with Hungary, Poland, Chile, Switzerland, Luxembourg, Spain and Japan; International Monetary Fund (IMF) quota reform; international capital standards for insurance and US-EU regulatory cooperation for insurance; funding for the Multilateral Development Banks (MDBs), including the World Bank, the African Development Bank (AfDB), the Asian Development Bank (ADB), the Inter-American Development Bank (IDB), the European Bank for Reconstruction and Development (EBRD) and the International Monetary Fund (IMF); international affairs budget; promoting transatlantic investment, trade and regulatory cooperation; international concerns in the areas of antitrust, standards and investment; advancing international regulatory cooperation; agricultural trade and regulatory issues; internet governance and Internet Assigned Numbers Authority (IANA) transition; trade policy; United Nations Convention on the Assignment of Receivables in International Trade; steel and aluminum tariffs; Foreign Agents Registration Act (FARA) (PL 75-583); reforms to the Committee on Foreign Investment in the United States (CFIUS)

H.R. 4067: To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan; all provisions General Discussions Related to TRD (no specific Bill #): Foreign Investment Protection Free Trade Zones Generalized System of Preferences Kazakhstan Permanent Normal Trade Relations North American Free Trade Agreement; provisions related to the energy sector

Client expense: $2,100,000 · Firm income: Not reported

H.R. 351, Freedom to Travel to Cuba Act of 2017 H.R. 442, Cuba Trade Act of 2017 H.R. 525, Cuba Agricultural Exports Act H.R. 2213, Anti-Border Corruption Reauthorization Act of 2017 H.R. 2520, Balancing the Rights Of Web Surfers Equally and Responsibly (BROWSER) Act of 2017 H.R. 3551, C-TPAT Reauthorization Act of 2017 H.R. 3718, International Communications Privacy Act H.R. 3989, USA Liberty Act of 2017 H.R. 4067, To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan H.R. 4311/S. 2098, Foreign Investment Risk Review Modernization Act of 2017 H.R. 4318/S.2108, Miscellaneous Tariff Bill Act of 2017 H.R. 4478, FISA Amendments Reauthorization Act of 2017 S. 472, Cuba Trade Act of 2017 S. 2986, International Communications Privacy Act H. Res. 60, Expressing continued support for the special relationship between the United States and the United Kingdom and urging commencement of negotiations for the development of a North Atlantic Trade and Investment Partnership (NATIP) between the United States and the United Kingdom Draft legislation titled Global Gateways Trade Capacity Act of 2017 Nomination of members of the Board of Directors of the Export-Import Bank of the United States Various issues relating to international trade agreements; Trans-Pacific Partnership (TPP) Agreement; Transatlantic Trade and Investment Partnership (TTIP) negotiations; North American Free Trade Agreement (NAFTA); U.S.-Korea Free Trade Agreement (KORUS); Generalized System of Preferences (GSP); the expanded use of software asset management by the Federal Government and its contractors; Trade in Services Agreement (TISA) negotiations; U.S.-Central Asia Trade and Investment Framework Agreement (TIFA); United Nations High-Level Panel on Access to Medicines; ratification of the Assignment of Receivables in International Trade Convention; implementation of the American Manufacturing Competitiveness Act of 2016 (P.L.114-159); implementation of the Trade Facilitation and Trade Enforcement Act of 2015 (P.L. 114-125); implementation of Section 182 of the Trade Act of 1974 (P.L. 93-618), as amended by the Omnibus Trade and Competitiveness Act of 1988 and the Uruguay Round Agreements Act (the "Special 301 Report"); implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act (P.L. 111-203), G-20 obligations on Financial Service Reforms; International Telecommunications Union; World Health Organization (WHO); World Intellectual Property Organization (WIPO); World Trade Organization (WTO) negotiations; World Trade Organizations Trade Facilitation Agreement (TFA), including implementation work with U.S. Customs and the U.S. Trade Representative; Office of the Intellectual Property Enforcement Coordinator and the National Intellectual Property Rights Coordination Center; patent linkage and regulatory data protection; plain packaging; USPTO IP Attache Program; China's IPR, industrial policies and cybersecurity issues; Anti-Counterfeiting Trade Agreement; IP issues relating to internet counterfeiting and piracy; IP issues relating to trade secret theft; IP issues relating to the Asia-Pacific Economic Cooperation (APEC); IP issues relating to the United Nations Framework Convention on Climate Change (UNFCCC); IP issues relating to Australia, Brazil, Canada, China, India, Japan, Mexico, and Europe; IP issues relating to the North American Free Trade Agreement (NAFTA); U.S.-Argentina economic relations; U.S.-Bangladesh economic relations; U.S.-Brazil economic relations; U.S.-China economic relations; U.S.-Egypt economic and commercial relations; U.S.-India economic and commercial relations; U.S.-Japan economic relations; U.S.-Jordan economic and commercial relations; U.S.-Korea economic relations; U.S.-Mexico economic relations; U.S.-Pakistan economic relations; U.S.-Russia economic relations; U.S.-Canada Regulatory Cooperation Council (RCC); U.S. trade relations with the Middle East and North Africa; U.S. sanctions on Burma; U.S. sanctions on Russia; U.S.-EU privacy shield; U.S.-EU energy relations; U.S.-U.K. trade and investment relations and Brexit; Ukraine related sanctions; potential reforms to the Committee on Foreign Investment in the United States (CFIUS); Permanent Normal Trade Relations (PNTR) for Kazakhstan; Overseas Private Investment Corporation (OPIC); Export-Import Bank; global food security strategy; trade embargo with Cuba; trade policy consideration with regard to cross-border data flows and issues of forced localization; bilateral investment treaty negotiations with China; bilateral investment treaty negotiations with India; tax treaties with Hungary, Poland, Chile, Switzerland, Luxembourg, Spain and Japan; International Monetary Fund (IMF) quota reform; international capital standards for insurance and US-EU regulatory cooperation for insurance; funding for the Multilateral Development Banks (MDBs), including the World Bank, the African Development Bank (AfDB), the Asian Development Bank (ADB), the Inter-American Development Bank (IDB), the European Bank for Reconstruction and Development (EBRD) and the International Monetary Fund (IMF); international affairs budget; promoting transatlantic investment, trade and regulatory cooperation; international concerns in the areas of antitrust, standards and investment; advancing international regulatory cooperation; agricultural trade and regulatory issues; Air Cargo Advance Screening pilot and proposed regulation; internet governance and Internet Assigned Numbers Authority (IANA) transition; trade policy; Executive Order 13659, Trade Facilitation and the International Trade Data System, implementation of the U.S. single window; United Nations Convention on the Assignment of Receivables in International Trade

H.R. 4067, A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan. Foreign relations, generally.

Client expense: $100,000 · Firm income: Not reported

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Natl Security Council (NSC), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR), White House Office

S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule 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, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.

Client expense: $1,590,000 · Firm income: Not reported

Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs. Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030). The FY 2018 House Budget Resolution (H.R. Con. Res. 71). The FY 2018 Senate Budget Resolution.

Client expense: $140,000 · Firm income: Not reported

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), 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 Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), 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. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Financial CHOICE Act of 2017 (H.R. 10). Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S. 1321). The Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857). The Make America Secure and Prosperous Appropriations Act (H.R. 3354). The FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). 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 rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), 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. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2017 (H.R. 10). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs. Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S. 1321). The PROSPERS Act (S.1035/H.R. 2523). Lifetime Income Disclosure Act (LIDA) (H.R. 2055/S. 868). Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030). The Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857). The Make America Secure and Prosperous Appropriations Act (H.R. 3354). The FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358). The FY 2018 House Budget Resolution (H.R. Con. Res. 71). The FY 2018 Senate Budget Resolution.

S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule 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, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.

Client expense: $820,000 · Firm income: Not reported

Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs. Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030).

Client expense: $110,000 · Firm income: Not reported

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). 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 rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), 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. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2017 (H.R. 10). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs. Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S. 1321). The PROSPERS Act (S.1035/H.R. 2523). House Labor-HHS-Education and Related Agencies FY 2018 Appropriations Bill. Lifetime Income Disclosure Act (LIDA) (H.R. 2055/S. 868). Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), 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 Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), 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. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Financial CHOICE Act of 2017 (H.R. 10). Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S. 1321).

S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule 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, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.

Client expense: $1,130,000 · Firm income: Not reported

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), 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 Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), 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. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Financial CHOICE Act of 2016 (H.R. 5983).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). 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 rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Department of Labor rule - Savings Arrangements Established by Qualified State Political Subdivisions for Non-Governmental Employees (29 CFR Part 2510 - RIN 1210-AB76). Department of Labor rule - Savings Arrangements Established by States for Non-Governmental Employees (29 CFR Part 2510 - RIN 1210-AB71). Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. H.J. Res. 66 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Automatic IRA Act of 2015 (114th Cong., H.R. 506), 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. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2016 (H.R. 5983). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs.

Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs.

Client expense: $100,000 · Firm income: Not reported