SYMETRA LIFE INSURANCE COMPANY

INVEST Act (HR3383, Rep. Wagner), which includes the following supported provisions: The Retirement Fairness for Charities and Educational Institutions Act (H.R.1013, Rep. Lucas), which allows 403(b) retirement plan participants access to the same investment options available to other employer sponsored retirement plan participants, which will better serve teachers, hospital workers, clergy, and nonprofits; The Improving Disclosure for Investors Act (H.R.2441, Rep. Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving the ability of individual investors to receive information by paper, if preferred.

Client expense: — · Firm income: —

Matched citations: H.R.1013

INVEST Act (HR3383, Rep. Wagner), which includes the following supported provisions: The Retirement Fairness for Charities and Educational Institutions Act (H.R.1013, Rep. Lucas), which allows 403(b) retirement plan participants access to the same investment options available to other employer sponsored retirement plan participants, which will better serve teachers, hospital workers, clergy, and nonprofits; The Improving Disclosure for Investors Act (H.R.2441, Rep. Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving the ability of individual investors to receive information by paper, if preferred.

Client expense: — · Firm income: —

Matched citations: H.R.2441

INVEST Act (HR3383, Rep. Wagner), which includes the following supported provisions: The Retirement Fairness for Charities and Educational Institutions Act (H.R.1013, Rep. Lucas), which allows 403(b) retirement plan participants access to the same investment options available to other employer sponsored retirement plan participants, which will better serve teachers, hospital workers, clergy, and nonprofits; The Improving Disclosure for Investors Act (H.R.2441, Rep. Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving the ability of individual investors to receive information by paper, if preferred.

Client expense: — · Firm income: —

Matched citations: HR3383

One Big Beautiful Bill Act (H.R. 1, Representative Arrington), lobbied in support of 2025 tax reform.

Client expense: $10,000 · Firm income: —

Matched citations: H.R. 1

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.

Client expense: $10,000 · Firm income: —

Matched citations: H.R. 1013

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.

Client expense: $10,000 · Firm income: —

Matched citations: H.R. 2441

The Secure Family Futures Act (HR 2547, Representative Feenstra), lobbied in support of providing ordinary tax treatment for life insurance investments and strengthening financial returns for Americans.

Client expense: $10,000 · Firm income: —

Matched citations: HR 2547

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.

Client expense: $10,000 · Firm income: —

Matched citations: HR 3383

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.

Client expense: $10,000 · Firm income: —

Matched citations: H.R. 6722

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Client expense: — · Firm income: —

Matched citations: HR 1

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Client expense: — · Firm income: —

Matched citations: HR 1

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Client expense: — · Firm income: —

Matched citations: HR 1

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Client expense: — · Firm income: —

Matched citations: HR2547

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Client expense: — · Firm income: —

Matched citations: HR2547

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Client expense: — · Firm income: —

Matched citations: HR2547

HR 1 One Big Beautiful Bill Act (Rep. J. Arrington TX19) - Federal tax reform bill with provisions addressing corporate taxes, federal program budgets and statutory debt limit.

Client expense: $10,000 · Firm income: —

Matched citations: HR 1

H.J.Res. 142 (Congressional Review Act). Outreach on the proposed vote on the Congressional Review Act resolution to disapprove the US Department of Labor Fiduciary Rule; urging Congress to review and then disapprove of the rule. Judicial Stay of Effective Rule date. Outreach on the decision to issue a stay halting the DOL Fiduciary Rule by the US District Court for the Northern District of Texas.

Client expense: — · Firm income: —

Matched citations: H.J.Res. 142

Jobs Act S.161 and Workforce Pell H.R.793. Support for establishing Pell Grant eligibility for short-term programs. Increase Pell maximum award amount in FY budget requests. SNAP E&T Enlacement Act H.R.5362. Support for streamlining applications and increasing SNAP benefit access by college students via the Farm Bill.

Client expense: — · Firm income: —

Matched citations: H.R.5362

Jobs Act S.161 and Workforce Pell H.R.793. Support for establishing Pell Grant eligibility for short-term programs. Increase Pell maximum award amount in FY budget requests. SNAP E&T Enlacement Act H.R.5362. Support for streamlining applications and increasing SNAP benefit access by college students via the Farm Bill.

Client expense: — · Firm income: —

Matched citations: H.R.793

Jobs Act S.161 and Workforce Pell H.R.793. Support for establishing Pell Grant eligibility for short-term programs. Increase Pell maximum award amount in FY budget requests. SNAP E&T Enlacement Act H.R.5362. Support for streamlining applications and increasing SNAP benefit access by college students via the Farm Bill.

Client expense: — · Firm income: —

Matched citations: S.161

H.R. 2617, Consolidated Appropriations Act, 2023 [Rep. Gerald Connolly (D-VA)]. Specifically, thanking MoC for their support of the bill and two provisions that were included; SECURE 2.0 (enhancing retirement options and access for more workers), and RILA (directing the SEC to devise a new form for annuity issuers to use when filing registered index-linked annuities).

Client expense: — · Firm income: —

Matched citations: H.R. 2617