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Lobbying Spend
—
Filings
7
Firms Hired
1
Active Period
2006–2010
Client-reported lobbying expenses on LDA filings
Lobbying firms retained by this client; amounts are client-reported expenses when available
Government entities explicitly identified as targets in LDA filings
Most frequently reported lobbying issues
Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
2010 · second_quarter · Firm: DEBORAH WINSTON
- HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. -HR 4173/S.3217 (Dodd-Frank Act) regarding clarifications of provisions of the "Consumer Financial Protection Act of 2009" to exclude retirement plans as intended.
Client expense: — · Firm income: $78,000
Matched citations: HR 4173
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
2010 · second_quarter · Firm: DEBORAH WINSTON
-HR 4173/S.3217 (The Dodd-Frank Act), regarding: support for inclusion of a federal insurance office; modifications required to make systemic risk and resolution authority proposals workable in the absence of a federal functional insurance regulator and to ensure appropriate coordination between US and foreign regulators with respect to extra-territorial impact of US requirements; application of a uniform federal fiduciary standard to broker-dealers and investment advisors; (continued next page) (continued from previous page) derivatives provisions relating to end users and definition of swaps.
Client expense: — · Firm income: $78,000
Matched citations: HR 4173
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
2010 · second_quarter · Firm: DEBORAH WINSTON
-HR 4173/S.3217 (Dodd-Frank Act) provisions relating to: establishment of a Federal Insurance Office in the Department of Treasury; and clarification of Consumer Financial Protection Bureau provisions to exclude insurance as intended.
Client expense: — · Firm income: $78,000
Matched citations: HR 4173
Defined Contribution Plan Fee Transparency Act of 2009
2010 · second_quarter · Firm: DEBORAH WINSTON
- HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. -HR 4173/S.3217 (Dodd-Frank Act) regarding clarifications of provisions of the "Consumer Financial Protection Act of 2009" to exclude retirement plans as intended.
Client expense: — · Firm income: $78,000
Matched citations: HR 2779
National Insurance Consumer Protection Act
2010 · first_quarter · Firm: DEBORAH WINSTON
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Client expense: — · Firm income: $110,000
Matched citations: HR 1880
Insurance Information Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Client expense: — · Firm income: $110,000
Matched citations: HR 2609
Retirement Security Needs Lifetime Pay Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", Regarding IRS Notice 2008-100 in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. - HR 3399, "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies", regarding the repeal life-nonlife consolidated return restrictions. - Potential legislation to implement the Financial Crisis Responsibility Fee ("bank tax") proposed by Administration.
Client expense: — · Firm income: $110,000
Matched citations: HR 2748
Defined Contribution Plan Fee Transparency Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Client expense: — · Firm income: $110,000
Matched citations: HR 2779
401(k) Fair Disclosure and Pension Security Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Client expense: — · Firm income: $110,000
Matched citations: HR 2989
Consumer Financial Protection Agency Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Client expense: — · Firm income: $110,000
Matched citations: HR 3126
Consumer Financial Protection Agency Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Client expense: — · Firm income: $110,000
Matched citations: HR 3126
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
2010 · first_quarter · Firm: DEBORAH WINSTON
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", Regarding IRS Notice 2008-100 in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. - HR 3399, "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies", regarding the repeal life-nonlife consolidated return restrictions. - Potential legislation to implement the Financial Crisis Responsibility Fee ("bank tax") proposed by Administration.
Client expense: — · Firm income: $110,000
Matched citations: HR 3399
To amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses.
2010 · first_quarter · Firm: DEBORAH WINSTON
-"Investor Protection Act of 2009", to apply a uniform federal standard to broker-dealers and investment advisors, and provide the SEC with additional authorities to protect investors from violations of the securities laws, regarding uniform fiduciary standards. - HR 3763 (including various discussion drafts), "Over-the Counter Derivatives Markets Act of 2009", regarding provisions related to end-user issues. - HR 4173 (including previous discussion drafts of various components of comprehensive regulatory reform), "To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes", regarding support for inclusion of a federal insurance regulator; and modifications required to make systemic risk and resolution authority proposals workable in the absence of a federal functional insurance regulator and to ensure appropriate coordination between US and foreign regulators with respect to extra-territorial impact of US requirements. -Various Senate discussion drafts of financial services regulatory reform legislation.
Client expense: — · Firm income: $110,000
Matched citations: HR 3763
Retirement Security for Life Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", Regarding IRS Notice 2008-100 in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. - HR 3399, "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies", regarding the repeal life-nonlife consolidated return restrictions. - Potential legislation to implement the Financial Crisis Responsibility Fee ("bank tax") proposed by Administration.
Client expense: — · Firm income: $110,000
Matched citations: S 1297
Defined Contribution Fee Disclosure Act of 2009
2010 · first_quarter · Firm: DEBORAH WINSTON
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Client expense: — · Firm income: $110,000
Matched citations: S 401
National Insurance Consumer Protection Act
2009 · fourth_quarter · Firm: DEBORAH WINSTON
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Client expense: — · Firm income: $80,000
Matched citations: HR 1880
Insurance Information Act of 2009
2009 · fourth_quarter · Firm: DEBORAH WINSTON
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Client expense: — · Firm income: $80,000
Matched citations: HR 2609
Retirement Security Needs Lifetime Pay Act of 2009
2009 · fourth_quarter · Firm: DEBORAH WINSTON
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", Regarding IRS Notice 2008-100 in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. - HR 3399, "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies", regarding the repeal life-nonlife consolidated return restrictions. -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".
Client expense: — · Firm income: $80,000
Matched citations: HR 2748
Defined Contribution Plan Fee Transparency Act of 2009
2009 · fourth_quarter · Firm: DEBORAH WINSTON
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Client expense: — · Firm income: $80,000
Matched citations: HR 2779
401(k) Fair Disclosure and Pension Security Act of 2009
2009 · fourth_quarter · Firm: DEBORAH WINSTON
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Client expense: — · Firm income: $80,000
Matched citations: HR 2989
Consumer Financial Protection Agency Act of 2009
2009 · fourth_quarter · Firm: DEBORAH WINSTON
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Client expense: — · Firm income: $80,000
Matched citations: HR 3126
Consumer Financial Protection Agency Act of 2009
2009 · fourth_quarter · Firm: DEBORAH WINSTON
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Client expense: — · Firm income: $80,000
Matched citations: HR 3126
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
2009 · fourth_quarter · Firm: DEBORAH WINSTON
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", Regarding IRS Notice 2008-100 in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. - HR 3399, "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies", regarding the repeal life-nonlife consolidated return restrictions. -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".
Client expense: — · Firm income: $80,000
Matched citations: HR 3399
To amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses.
2009 · fourth_quarter · Firm: DEBORAH WINSTON
-"Investor Protection Act of 2009", to apply a uniform federal standard to broker-dealers and investment advisors, and provide the SEC with additional authorities to protect investors from violations of the securities laws, regarding uniform fiduciary standards. - HR 3763 (including various discussion drafts), "Over-the Counter Derivatives Markets Act of 2009", regarding provisions related to end-user issues. - HR 4173 (including previous discussion drafts of various components of comprehensive regulatory reform), "To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes", regarding support for inclusion of a federal insurance regulator; and modifications required to make systemic risk and resolution authority proposals workable in the absence of a federal functional insurance regulator and to ensure appropriate coordination between US and foreign regulators with respect to extra-territorial impact of US requirements.
Client expense: — · Firm income: $80,000
Matched citations: HR 3763
Retirement Security for Life Act of 2009
2009 · fourth_quarter · Firm: DEBORAH WINSTON
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", Regarding IRS Notice 2008-100 in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. - HR 3399, "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies", regarding the repeal life-nonlife consolidated return restrictions. -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".
Client expense: — · Firm income: $80,000
Matched citations: S 1297
Source: Senate LDA