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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Insurance issues including insurance-like federal programs and comments on S. 2155, theEconomic Growth, Regulatory Relief, and Consumer Protection Act.
Financial CHOICE Act of 2017
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Flood Insurance issues, including Hill visits and Hill briefing; Hill visits on Financial Choice Act (H.R. 10).
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2018 · second_quarter · 2T
Multiemployer pension plans, multiemployer loan programs, and theJoint Select Committee on Solvency of Multiemployer Pension Plans; lifetime income issues; Social Security's long-term financial health.
Health care issues including Medicare's long-term financial health and drivers of health insurance premium changes, and comments on proposed legislation to add a long-term care benefit to the Medicare program.
Source: Senate LDA
Financial Stability Oversight Council Insurance Member Continuity Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Reauthorization and reform of the National Flood Insurance Program; comments on S. 1360 the International Insurance Capital Standards Accountability Act of 2017; comments on S.1463/HR 3110 the Financial Stability Oversight Council Insurance Member Continuity Act; and comments on tax reform proposals.
International Insurance Capital Standards Accountability Act of 2017
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Reauthorization and reform of the National Flood Insurance Program; comments on S. 1360 the International Insurance Capital Standards Accountability Act of 2017; comments on S.1463/HR 3110 the Financial Stability Oversight Council Insurance Member Continuity Act; and comments on tax reform proposals.
Financial Stability Oversight Council Insurance Member Continuity Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Reauthorization and reform of the National Flood Insurance Program; comments on S. 1360 the International Insurance Capital Standards Accountability Act of 2017; comments on S.1463/HR 3110 the Financial Stability Oversight Council Insurance Member Continuity Act; and comments on tax reform proposals.
Flood Insurance Market Parity and Modernization Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Comment letter on the Flood Insurance Market Parity and Modernization Act (HR 2901); flood insurance and extreme natural disasters.
Insurance Capital Standards Clarification Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
S. 2270/H.R. 4510 - the Insurance Capital Standards Act of 2014 supporting passage of Insurance Capital Standards Clarification Act of 2014 re federal authority to differentiate between banks and insurers re: cap requirements; and regulatory capital requirements for life insurers in the US.
Insurance Capital Standards Clarification Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Support of S. 2270.H.R. 5461/H.R. 4510, Insurance Capital Standards Clarification Act of 2014; discussion on study on global capital standards with GAO; impact of international regulatory standards on the competitiveness of US Insurers.
TRIA Reform Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
HR 4871 Terrorism Risk Insurance Act reauthorization and issues related to TRIA program; Federal Crop Insurance
TRIA Reform Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
S.2244 and H.R. 4871, Terrorism Risk Insurance Act Reauthorization Bill and program extension; White House initiatives on climate change; Federal Insurance Office issues re: monitoring availability and affordability of auto insurance; and casualty insurance and the aging.
Highway and Transportation Funding Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Aging issues; Social Security long-term solvency and financing; lifetime income issues; multiple employer pension plans; issues related to raising revenues by changing private sector pension law to offset unrelated spending increases--Highway and Transportation Funding Act of 2014 (Public Law 113-159; HR 5021)
To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes.
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Support of S. 2270.H.R. 5461/H.R. 4510, Insurance Capital Standards Clarification Act of 2014; discussion on study on global capital standards with GAO; impact of international regulatory standards on the competitiveness of US Insurers.
Fair Employment Opportunity Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Retirement USA bill (S. 1972) regarding mortality experience; GAAP and pension funding rules in Moving Ahead for Progress in the 21st Century Act; multiemployer pension programs under the Pension Protection Act of 2006 sunset provisions; comments on IRS Notice 2014-5; cash balance plans and lifetime income, hybrid pension plan regulations, and related pension actuarial issues; and military retirement plan reforms.
Terrorism Risk Insurance Program Reauthorization Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
S.2244 and H.R. 4871, Terrorism Risk Insurance Act Reauthorization Bill and program extension; White House initiatives on climate change; Federal Insurance Office issues re: monitoring availability and affordability of auto insurance; and casualty insurance and the aging.
Insurance Capital Standards Clarification Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
S. 2270/H.R. 4510 - the Insurance Capital Standards Act of 2014 supporting passage of Insurance Capital Standards Clarification Act of 2014 re federal authority to differentiate between banks and insurers re: cap requirements; and regulatory capital requirements for life insurers in the US.
Insurance Capital Standards Clarification Act of 2014
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Support of S. 2270.H.R. 5461/H.R. 4510, Insurance Capital Standards Clarification Act of 2014; discussion on study on global capital standards with GAO; impact of international regulatory standards on the competitiveness of US Insurers.
To require a study of voluntary community-based flood insurance options and how such options could be incorporated into the national flood insurance program, and for other purposes.
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
letter to Federal Insurance Office re: current state of market for natural catastrophe insurance; and H.R. 1035 bill directing FEMA to study options, methods, and strategies to make voluntary, community-based flood insurance policies available through National Flood Insurance Program.
Public Employee Pension Transparency Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
HR 1628, Public Employee Pension Transparency Act issues; Military Compensation and Retirement Modernization Commission; lifetime income issues; social security testimony re: actuarial issues; entitlement reform issues; PBGC reportable events regulation under ERISA Section 4043; multiemployer pension issues including issues related to PIMS modeling; smoothing of pension contributions, and interest rates for student loans.
Energy Efficient Government Technology Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
FIO Federal Advisory Committee on Insurance - discussions on "superstorm" Sandy insurance matters; affordability and accessibility of non-health insurance products to traditionally under served communities; and HR 540 - Homeowner Catastrophe Protect Act 2013 status inquiry.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Issue re: GAAP consistency with pension funding rules in the Moving Ahead for Progress in the 21st Century Act (MAP-21); measuring pension obligations of defined-benefit pension plans using solvency value and/or budget value; Multiemployer pension programs; lifetime income; social security, and pension funding rules; PPA of 2006 sunset rules; Cooperative and Small Employer Charity Pension Flexibility of 2013 (S. 1302); and hybrid plans.
Public Employee Pension Transparency Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Raising normal retirement age in private sector DB plans; HR 567 Public Employment Pension Transparency Act bill; USA pension proposal; multiemployer pension issues; response to President's State of the Union Address; administrative issues; IRS Notice 2012-46 under Section 101(j) of ERISA for funding-related benefit limitations in single-employer defined benefit plans.
Disaster Loan Fairness Act of 2011
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
H.R. 3042 Disaster Loan Fairness Act of 2011; and H.R. 5 re: reform medical professional liability system and repeal Independent Payment Advisory Board of ACA.
Guaranteed Access to Health Insurance Act of 2012
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Long term healthcare issues; Accountable Care Organizations under the Affordable Care Act (ACA); technical analysis of Cadillac plan tax under ACA; actuarial value and premium support proposals under ACA; and issues re: HR 6283, Guaranteed Access to Health Insurance Act of 2012.
College Student Relief Act of 2007
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
H.R. 3042 Disaster Loan Fairness Act of 2011; and H.R. 5 re: reform medical professional liability system and repeal Independent Payment Advisory Board of ACA.
College Student Relief Act of 2007
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Proposed changes to Medicare's fee-for-services plan; premium support options; and H.R. 5 including provision to repeal Medicare's Independent Payment Advisory Board as part of ACA.
Public Employee Pension Transparency Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
2011 Social Security Trustees Report; SEC Release No. 34-63576 - Registration of Municipal Advisors; regulatory guidance on definition under IRC Section 430(b); S. 1213, Defend and Save Social Security Act; H.R. 567, Public Employee Pension Transparency Act; measurement of assets and liabilities for pension funding ratios; and pension risk issues.
A bill to amend the National Flood Insurance Act of 1968 to include a system for indeterminate loss insurance claims, and for other purposes.
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
H.R. 1309, S. 1091, Flood Insurance Reform Bill and H.R. 2017; and National Flood Insurance Program
A bill to amend the National Flood Insurance Act of 1968 to include a system for indeterminate loss insurance claims, and for other purposes.
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Reauthorization of the National Flood Insurance Program; H.R. 1309, S. 1091, Flood Insurance Reform Bill.
Health Insurance Industry Fair Competition Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Proposed H.R. 4626 (Health Insurance Industry Fair Competition Act) - bill to repeal antitrust exemption for health and medical professional liability insurance within proposed health care reform.
Fiscal Responsibility and Retirement Security Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Affordable Care Act (ACA) including, definition of "unreasonable" rate increases, medical loss ratio requirements, temporary reinsurance program, and Section 2794; first-dollar coverage of preventive services; HR 5853 (Fiscal Responsibility and Retirement Act), S. 3829 (Long-Term Care Bailout Prevention Act); and health care reform implementation issues.
Big Oil Bailout Prevention Unlimited Liability Act of 2010
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Proposed oil company liability caps and S. 3305.
Long-Term Care Bailout Prevention Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Affordable Care Act (ACA) including, definition of "unreasonable" rate increases, medical loss ratio requirements, temporary reinsurance program, and Section 2794; first-dollar coverage of preventive services; HR 5853 (Fiscal Responsibility and Retirement Act), S. 3829 (Long-Term Care Bailout Prevention Act); and health care reform implementation issues.
American Middle Class Tax (AMT) Relief Act of 2007
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Health care reform bills, H.R. 3962 (Affordable Health Care for America Act) and H.R. 3590 (Patient Protection and Affordable Care Act); impact of tax on Cadillac health care plans under reform; reconciliation between House and Senate health care bills; implementation of medical loss ratio requirements under reform; impact of repeal of tax deduction for retiree drug subsidies under reform; and premium setting in individual markets.
Superfund Polluter Pays Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Health care reform bills, H.R. 3962 (Affordable Health Care for America Act) and H.R. 3590 (Patient Protection and Affordable Care Act); impact of tax on Cadillac health care plans under reform; reconciliation between House and Senate health care bills; implementation of medical loss ratio requirements under reform; impact of repeal of tax deduction for retiree drug subsidies under reform; and premium setting in individual markets.
Insurance Information Act of 2009
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Creation of Office of Chief Actuary in HR 2609, HR 2611, and HR 4173; and issues concerning OTC derivatives reform and addressing systemic risk.
To amend the Homeland Security Act of 2002 to authorize the Securing the Cities Initiative of the Department of Homeland Security, and for other purposes.
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Creation of Office of Chief Actuary in HR 2609, HR 2611, and HR 4173; and issues concerning OTC derivatives reform and addressing systemic risk.
Retirement Security Needs Lifetime Pay Act of 2009
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Proposed regs issued by the Joint Board for the Enrollment of Actuaries; the Retirement Security Needs Lifetime Payment Act of 2009 (HR 2748); relief funding legislation under the Preserve Benefits and Jobs Act of 2009 (HR 3936); PBGC process when sponsor declares bankruptcy; pension issues and IRS such as automatic approvals for funding method changes, COLAs, and general guidance timing; PBGC issues such as partitions, nonforfeitable benefits, PBGC rate changes; and Schedule SB electronic signatures.
Health Insurance Industry Antitrust Enforcement Act of 2009
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Antitrust provisions of the Affordable Health Care for America Act (HR 3962); and the Health Insurance Industry Antitrust Enforcement Act of 2009 (HR 3596).
Preserve Benefits and Jobs Act of 2009
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Proposed regs issued by the Joint Board for the Enrollment of Actuaries; the Retirement Security Needs Lifetime Payment Act of 2009 (HR 2748); relief funding legislation under the Preserve Benefits and Jobs Act of 2009 (HR 3936); PBGC process when sponsor declares bankruptcy; pension issues and IRS such as automatic approvals for funding method changes, COLAs, and general guidance timing; PBGC issues such as partitions, nonforfeitable benefits, PBGC rate changes; and Schedule SB electronic signatures.
American Middle Class Tax (AMT) Relief Act of 2007
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Actuarial issues re: Patient Protection and Affordable Care Act (HR 3590) and Affordable Health Care for America Act (HR 3962); issues re: potential impact on premiums from adverse selection and age rating restrictions; issues re: individual mandate coverage and strengthening same; state-level impact and healthcare reform; issues related to impact on small businesses; issues re: start-up costs for health care co-ops and a public plan option; and CLASS Act (long term care).
Superfund Polluter Pays Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Actuarial issues re: Patient Protection and Affordable Care Act (HR 3590) and Affordable Health Care for America Act (HR 3962); issues re: potential impact on premiums from adverse selection and age rating restrictions; issues re: individual mandate coverage and strengthening same; state-level impact and healthcare reform; issues related to impact on small businesses; issues re: start-up costs for health care co-ops and a public plan option; and CLASS Act (long term care).
Superfund Polluter Pays Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Antitrust provisions of the Affordable Health Care for America Act (HR 3962); and the Health Insurance Industry Antitrust Enforcement Act of 2009 (HR 3596).
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
Creation of Office of Chief Actuary in HR 2609, HR 2611, and HR 4173; and issues concerning OTC derivatives reform and addressing systemic risk.
No Discrimination in Health Insurance Act of 2008
Client: AMERICAN ACADEMY OF ACTUARIES · Firm: AMERICAN ACADEMY OF ACTUARIES
risk pooling; small business health plans; H.R. 5449; health care cost drivers; uninsureds; disease management; reinsurance; individual health insurance markets; health insurance benefit designs; employer mandated coverage; SCHIP; mental health parity; genetic non-discrimination; CDHP emerging data; health cost growth; and actuarial equivalence and health insurance
Insurance issues including insurance-like federal programs and comments on S. 2155, theEconomic Growth, Regulatory Relief, and Consumer Protection Act.
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, SENATE
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2018 · first_quarter · Q1
Prescription drug issues including drivers of growth, benefits versus costs for new treatments, impact of high and increasing prescription drug costs on payers, and options to address spending; Affordable Care Act (ACA) issues including proposed rules on the definition of "employer" under association health plans and small business health plans, and the Department of Health and Human Services' (HHS) request for information on promoting healthcare cost and competition; High Performance Networks (HPNs) issues; and visits with Congressional offices and federal agencies on general health care issues.
Insurance issues including international capital standards and the regulation of global insurance.
Multiemployer pension plans and the establishment of theJoint Select Committee on Solvency of Multiemployer Pension Plans.
Filing targets: Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Library of Congress (LOC), SENATE
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2017 · fourth_quarter · Q4
Reauthorization and reform of the National Flood Insurance Program; paper on select tax treatments of pensions and insurance protections.
Affordable Care Act (ACA) issues and the effect of the elimination of the individual mandate; stabilization of individual health insurance market and implications of potential changes; discussion of association health plans, short-term duration policies, and health reimbursement arrangements.
Develop position statement on initiatives to increase retirement income options within employer-sponsored defined contribution plans; review of the role of US tax policy on retirement security.
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2017 · third_quarter · Q3
Comments on strengthening the financial condition of Medicare.
Reauthorization and reform of the National Flood Insurance Program; comments on S. 1360 the International Insurance Capital Standards Accountability Act of 2017; comments on S.1463/HR 3110 the Financial Stability Oversight Council Insurance Member Continuity Act; and comments on tax reform proposals.
Affordable Care Act (ACA) issues and its potential repeal and replacement by the Graham Cassidy Heller Johnson legislation; stabilization of individual health insurance market and implications of potential changes; implications of removing the ACA's individual mandate; brief on cost-sharing reduction reimbursements; how risk pooling works in the individual market and the differences between single and separate risk pools; issue brief on drivers of 2018 health insurance premium changes.
Hill visits on multiemployer plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2017 · second_quarter · Q2
Flood Insurance issues, including Hill visits and Hill briefing; Hill visits on Financial Choice Act (H.R. 10).
How changes to Medicare fee-for-service cost-sharing would impact supplemental coverage; comments on strengthening the financial condition of Medicare.
Affordable Care Act issues and its potential repeal and replacement by the American Health Care Act and/or Better Care Reconciliation Act; impact on Medicaid of potential repeal of Affordable Care Act; report on individual health insurance market and implications of potential changes; sustainability of individual market under Affordable Care Act; report on premium drivers for 2018 in the individual health insurance market; implications of changes to the Affordable Care Act on risk adjustment; reinsurance; and high risk pools.
Lifetime income issues; applications by multiemployer pension plans in critical and declining status to suspend benefits; MPRA applications; report on Social Security benefits; comments on pension related revenue offsets; cash balance plans; Hill briefing on multiemployer plans.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2017 · first_quarter · Q1
Affordable Care Act issues and its potential repeal and replacement by the American Health Care Act; Medicare/Medicaid and long term care effects of potential repeal of Affordable Care Act; report on individual health insurance market and implications of potential changes; letter regarding proposed rule on market stabilization; sustainability of individual market under Affordable Care Act; preparation and participation in hill visits with Academy Health Practice Council; reinsurance, high risk pools, and selling insurance across state lines.
Flood Insurance issues, including review of a monograph; issues regarding auto insurance, federal catastrophe insurance programs, and commercial space launch liability; hill visits regarding flood insurance.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2016 · fourth_quarter · Q4
Development of Public Policy Toolkit.
Development of Public Policy Toolkit; longevity risk in annuity and life insurance presentation to Financial Stability Oversight Council (FSOC); letter regarding international capital standards.
Affordable Care Act issues and its potential repeal and replacement; long term care issues, premium increases, and reform proposals; health insurance market and potential changes; letter regarding potential legislation to weaken Affordable Care Act's individual mandate; comment letter regarding proposed rule for 2018 benefit and payment parameters; development of Public Policy toolkit; sustainability of individual market under ACA.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2016 · third_quarter · Q3
Long term care issues and reform proposals; sustainability of individual market under ACA; health insurance premiums; ACA marketplaces and 2017 premiums; cost sharing subsidies issues; health care cost/quality on high performance networks; prescription drug reform; issues related to Federal Employees Health Benefits Program; letters regarding potential legislation to weaken Affordable Care Act's individual mandate.
Congressional pension/retirement initiatives; qualified longevity annuity contracts; social security issues; defined benefit QLAC options; various intersector meetings; multiemployer composite plans; attend Census Governments Conference; review of comments and review of comment letter on multiemployer plan issues; review of comment letter concerning proposals for increasing retiree income options and additional safe harbors; review of comment letter regarding limits to pension actuaries' potential interactions with Internal Revenue Service actuaries and other employee-benefits personnel; review of issue brief on risk transfers by defined benefit pension plans.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2016 · second_quarter · Q2
Outreach for American Academy of Actuaries Annual Meeting and Capital Forum webinar series.
Issue brief summarizing 2016 Medicare trustees report; comment letter to CMS on discussion paper "HHS-Operated Risk Adjustment Methodology;" Medicaid reforms options paper; issue brief on Medicare's financial condition.
Social Security trustees report issue brief; 2017 Applicable Mortality Tables; comment letter on Late Premium Payment Relief; comment letter on nondiscrimination relief; USA Retirement Plan; comment letter on Personal Discount Rates; public sector pension plans; presentation for National Retirement Savings Week.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2016 · first_quarter · Q1
ACA reinsurance and risk adjustment; ACA exchange issues; refundable tax credits/HSAs; proposed accountable care orgainzation rules; long term care issues; premium rate filings under the ACA; drivers of health insurance premium increases; health care cost drivers - transparency issues, disease management, prescription drugs, comparative effectiveness, and network adequacy.
Medicare sustainability, Medicare benefit coverage and beneficiary characteristics; Medicaid managed care.
SAFE Retirement Act, AGES Assessment issues; Public Pension Plan Transparency Act issues; Multiemployer pension reform issues; Social Security sustainability and PBGC solvency; Central States Application to Treasury on Suspension of Benefits issues.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2015 · fourth_quarter · Q4
Federal Reserve Board regarding proposed financial reporting forms and instructions; and Financial Stability Oversight Council Insurance Committee Meetings.
Multiemployer pension reform issues; Social Security sustainability; and final regulations concerning Qualified Longevity Annuity Contracts (QLACs).
Medicare sustainability, Medicare benefit coverage and beneficiary characteristics; Medicare Advantage plan characteristics; Medicaid managed care; Medicaid and CHIP quality strategies.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2015 · third_quarter · Q3
GAO forum on climate changes; Federal Insurance Office on Terrorism Risk Insurance premium pricing data; Federal Insurance Office regarding price optimization, data analytics, and emerging trends in personal auto and homeowners pricing and underwriting; GAO on FEMA compensation of write your own companies under National Flood Insurance Program; and FIO on proposed methods to monitor affordability of auto insurance
Small group expansion under ACA; long term care issues; premium rate filings under the ACA; drivers of health insurance premium increases; health care cost drivers - transparency issues, disease management, prescription drugs, comparative effectiveness, and network adequacy; and ACA excise tax on high-cost employer plans.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2015 · second_quarter · Q2
Multiemployer Plan Benefit Suspensions under the Multiemployer Pension Reform Act of 2014 (MPRA); Multiemployer Plan Partitions and Facilitate Mergers under MPRA; and ERISA Advisory Council hearing on model notices and disclosure to help defined benefit plan participants understand their options when offered lump-sum distributions in a pension risk transfer transaction
Terrorism Risk Insurance certification process for terrorism events; Federal Insurance Office regarding price optimization, data analytics, and emerging trends in personal auto and homeowners pricing and underwriting; general aviation insurance; and PBR and captive insurance arrangements; stress testing of U.S. life insurers.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2015 · first_quarter · Q1
Public plans and actuarial standards of practice; aging and bridging the gap on retirement; late retirement actuarial equivalence; qualified longevity annuity contracts in defined benefit plans; social security and women; improvements in the operation of IRC Section 436 while protecting funded status of pension plans; and mortality tables to calculate pension funding after 2015 (Section 430(h)(3) & Section 417(e)).
International and domestic insurance capital requirements/standards; and financial stability oversight council re: impact of insurance asset management products.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2014 · fourth_quarter · Q4
Support of S. 2270.H.R. 5461/H.R. 4510, Insurance Capital Standards Clarification Act of 2014; discussion on study on global capital standards with GAO; impact of international regulatory standards on the competitiveness of US Insurers.
Long-term care portability; LTC product design and costs; ACA small group definition change; and potential issue with MV calculator.
Social security and women; USA Retirement fund legislation; traditional defined benefit plans under current system and safe harbor defined contribution plan under current system; 2014 Social Security Trustees Report; qualified longevity annuity contracts; multiple employer pension plans; and various federal retirement issues.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2014 · third_quarter · Q3
HR 4871 Terrorism Risk Insurance Act reauthorization and issues related to TRIA program; Federal Crop Insurance
Medicare premium support, Medicare reform options and impacts on cost, access, and quality; ACA's HIP fee and how it affects Medicaid; actuarial issues re: long-term care product design and pricing flexibility, and policy portability; actuarial issues re: MV calculator, risk-based Medicate capitation rates for BTD; aging issues
Aging issues; Social Security long-term solvency and financing; lifetime income issues; multiple employer pension plans; issues related to raising revenues by changing private sector pension law to offset unrelated spending increases--Highway and Transportation Funding Act of 2014 (Public Law 113-159; HR 5021)
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2014 · second_quarter · Q2
Affordable Care Act and issues such as factors underlying premium rate settings, health care cost drivers, risk-sharing mechanisms, factors impacting 2015 premium changes, medical loss ratios under ACA, and treatment of health savings accounting and deductibles; actuarial issues re: long-term care product design and pricing flexibility; and healthcare and aging issues.
S. 2270/H.R. 4510 - the Insurance Capital Standards Act of 2014 supporting passage of Insurance Capital Standards Clarification Act of 2014 re federal authority to differentiate between banks and insurers re: cap requirements; and regulatory capital requirements for life insurers in the US.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2014 · first_quarter · Q1
Federal Insurance Office and recommendation of adding actuary to Federal Advisory Committee on Insurance; comments re: modernizing insurance regulations; and capital regulations for insurers.
Homeowner Flood Insurance Affordability Act S. 1846 and S. 1926 (bill to delay implementation of certain provisions of the Biggert-Waters Flood Insurance Reform Act of 2012), and H.R. 3370, Homeowner Flood Insurance Affordability Act of 2014 re: actuarial considerations; and National Flood Insurance Plan premium rate issues; .
Retirement USA bill (S. 1972) regarding mortality experience; GAAP and pension funding rules in Moving Ahead for Progress in the 21st Century Act; multiemployer pension programs under the Pension Protection Act of 2006 sunset provisions; comments on IRS Notice 2014-5; cash balance plans and lifetime income, hybrid pension plan regulations, and related pension actuarial issues; and military retirement plan reforms.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · fourth_quarter · Q4
Terrorism Risk Insurance Act study
Issue re: GAAP consistency with pension funding rules in the Moving Ahead for Progress in the 21st Century Act (MAP-21); measuring pension obligations of defined-benefit pension plans using solvency value and/or budget value; Multiemployer pension programs; lifetime income; social security, and pension funding rules; PPA of 2006 sunset rules; Cooperative and Small Employer Charity Pension Flexibility of 2013 (S. 1302); and hybrid plans.
Implications of delaying individual mandate, open enrollment, and changing rules re: insurance cancellations of Affordable Care Act (ACA); ACA risk-sharing mechanisms, temporary risk corridors, and transitional reinsurance programs; proposed changes to actuarial value calculator and methodology; proposed changes to Unified Rate Review Template for quarterly 2014 and annual 2015 filings and related actuarial memorandum instructions; issues around premium-stabilization programs, and new taxes and fees.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · third_quarter · Q3
Terrorism Risk Insurance Program and reauthorization, related issues of long term availability and affordability; and National Flood Insurance Program; outreach to Federal Insurance Office.
Social security and retirement age; Internal Revenue Service regulations and technical issues; PBGC premium structure, single-employer deficit issues; ERISA actuarial issues; PIMS review under MAP-21; retirement and tax reforms; IRS Form 5500 and Schedules SB and MB changes; and adding lifetime income data to pension benefit systems.
Affordable Care Act and actuarial issues; models of care delivery; payment reform; health care costs; federal entitlement spending; and long-term care services and support.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · second_quarter · Q2
Affordable Care Act implementation and Medicare; 2013 Medicare Trustees Report; CMS proposed rule implementing medical loss ratio requirements for Medicare Advantage and Medicare prescription drug (Part D).
HR 1628, Public Employee Pension Transparency Act issues; Military Compensation and Retirement Modernization Commission; lifetime income issues; social security testimony re: actuarial issues; entitlement reform issues; PBGC reportable events regulation under ERISA Section 4043; multiemployer pension issues including issues related to PIMS modeling; smoothing of pension contributions, and interest rates for student loans.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2013 · first_quarter · Q1
FIO Federal Advisory Committee on Insurance - discussions on "superstorm" Sandy insurance matters; affordability and accessibility of non-health insurance products to traditionally under served communities; and HR 540 - Homeowner Catastrophe Protect Act 2013 status inquiry.
ACA rate review template discussed with CCIIO; qualifications for chief actuary position at CMS; calculation on health insurance premiums and potential premiums under Affordable Care Act; appointment of actuary to Commission on Long-Term Care; review of prevention and disease management issues; response to President's State of the Union address; and medical loss ratio calculation issues re: proposed rule requiring insurers to offer new type of individual health insurance covering contraceptive benefits.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · fourth_quarter · Q4
Multiemployer pension issues regarding sunset of Pension Protection Act in 2014; comments on notice requirements under Section 101(j) of ERISA for funding-related benefit limitations in single-employer defined benefit pension plans; and actuarial status and assumptions on social security.
Enterprise Risk Management issues and Own Risk and Solvency Assessment issues.
Voter Guide on Medicare Premium Support; proposed rule establishing standards for actuarial value determinations under the Affordable Care Act; proposed rule regarding health insurance market reforms including modifications to the final rule on rate review and disclosure requirements to CMS; proposed rule on Benefit and Payment Parameters for 2014 re: medical loss ratios, data collection for risk adjustment, reinsurance, and Medicare and Medicaid delivery and design reform.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · third_quarter · Q3
Proposed regulations on prohibited payment options under single-employer defined benefit plans when sponsor is bankrupt (Reg - 113738-12); implementation of publication of rates in the Moving Ahead for Progress in the 21st Century (MAP-21) Act, H.R. 4348, Public Law No.: 112-141; and Senator Hatch report on State and Local Government Defined Benefit Pension Plans: The Pension Debt Crisis That Threatens America.
Implications of states' decisions on whether to expand Medicaid under the Affordable Care Act.
Federal Insurance Office re: reinsurance issues including effect of domestic and international regulation on reinsurance in the United States and coordination of reinsurance supervisions; and insurance risk issues pertaining to enterprise risk management and Own Risk Assessment.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · second_quarter · Q2
2012 Medicare Trustees Report; and Medicare free for services benefit design changes.
Federal Insurance office discussinos; federal reserve proposed rule regarding prudential standards and early remediation requirements; and communications with Financial Research Advisory Committee.
H.R. 4348 - Bill to reform and extend National Flood Insurance Program
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2012 · first_quarter · Q1
Implementation of Affordable Care Act including actuarial value definition, risk adjustment, medical loss ratios, rate revenue, implementation of exchanges, and essential health benefits; MLR annual reporting form issues; longevity and long term care issues; and individual and small group health markets.
Internal Revenue Code Section 415(b) limitations; increased flexibility for elections to reduce funding balances; revenue ruling encouraging use of lifetime income and annuities; regulations on longevity annuity contracts; small employer pension plans; funding stabilization bill S. 1813; and campaign guide on social security reforms.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2011 · fourth_quarter · Q4
Proposed regulations establishing health insurance exchanges and qualified health plans under the Affordable Care Act; and proposed regulation regarding extension of Genetic Information Nondiscrimination Act to long term care.
Medicare Part B and D proposed premium increases; issues related to Medigap re: ACA; and potential changes to Medicare's fee-for-service plan design.
Proposal on credit based PBGC premiums; rising contribution costs facing defined benefit pension plans; issues related to retirement age and entitlement programs; use of pension assets for non-traditional purposes; potential errors in Form 5500 instructions on reporting premium payments from qualified defined benefit plan assets; technical corrections to Pension Protection Act; and 2012 election guide on social security reform and issues such as long-term solvency and sustainability of social security.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2011 · third_quarter · Q3
Qualification of actuaries re Federal Advisory Committee on Insurance; and gaps in regulation of insurance sector.
H.R. 1309, S. 1091, Flood Insurance Reform Bill and H.R. 2017; and National Flood Insurance Program
Medicare reform options including premium support options, provider payment reform, changes in fee-for-service plan design, and raising the Medicare eligiblity age; and Medicare long-term solvency and sustainability reform in light of federal Joint Select Committee on Deficit Reduction.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2011 · second_quarter · Q2
Affordable Care Act, including risk savings mechanisms, actuarial value, and accountable care organizations; and health care reform options.
Recommend that Federal Advisory Committee on Insurance include persons with actuarial expertise; and communications with Financial Stability Oversight Council regarding gaps in regulation of insurance sector and systemic risk metrics.
Reauthorization of the National Flood Insurance Program; H.R. 1309, S. 1091, Flood Insurance Reform Bill.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2011 · first_quarter · Q1
Regulation of hybrid retirement plans; public pension plans; and S. 267 Lifetime Income Disclosure Act.
Affordable Care Act and the following matters: premiums, rate reviews, medical loss ratio requirements, actuarial values, individual mandates, and risk adjustment provisions of ACA; and CLASS Act.
FSOC proposed rule re: Authority to Require Supervision and Regulation of Certain Non-Bank Financial Companies; Federal Insurance Office.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2010 · fourth_quarter · Q4
Section 2794 of the Affordable Care Act (ACA) including issues regarding "unreasonable" standard, accountable care organizations, and actuarial value provisions of ACA; minimum loss ratio regulations of health care reform act; alternatives to individual mandates; and CLASS Act.
Proposed Federal Insurance Office and actuaries.
Pension Relief Act of 2010; IRS Guidance Notice for multiemployer pension plans; public pension plan issues; and proposed regulation on hybrid plans.
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2010 · third_quarter · Q3
2011 Schedule SB and MB to Form 5500 and instructions; raising Social security retirement age; lifetime income options for retirement; and Cost Accounting Standards 412 and 413.
Affordable Care Act (ACA) including, definition of "unreasonable" rate increases, medical loss ratio requirements, temporary reinsurance program, and Section 2794; first-dollar coverage of preventive services; HR 5853 (Fiscal Responsibility and Retirement Act), S. 3829 (Long-Term Care Bailout Prevention Act); and health care reform implementation issues.
Dodd-Frank Wall Street Reform and Consumer Protection Act; Role of the Actuary in federal positions.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2010 · second_quarter · Q2
Patient Protection and Affordable Care Act (PPACA), including provisions related to medical loss ratio, premium review, temporary high risk pools, new benefit and eligibility requirements, reinsurance for early retirees, extension of dependent coverage to 26, grandfather clause in PPACA, and elimination of RDS tax deduction; and Community Living Assistance Services and Supports Act.
Retirement security issues including providing guaranteed lifetime income through defined contribution plans; lifetime income option for participants and beneficiaries in retirement plans; Internal Revenue Code Section 430 and related regulations; issues regarding obstacles to deeply deferred annuities posed by minimum required distributions; variable rate premium election issues; and plan termination audit issues.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2010 · first_quarter · Q1
Health care reform bills, H.R. 3962 (Affordable Health Care for America Act) and H.R. 3590 (Patient Protection and Affordable Care Act); impact of tax on Cadillac health care plans under reform; reconciliation between House and Senate health care bills; implementation of medical loss ratio requirements under reform; impact of repeal of tax deduction for retiree drug subsidies under reform; and premium setting in individual markets.
Proposed H.R. 4626 (Health Insurance Industry Fair Competition Act) - bill to repeal antitrust exemption for health and medical professional liability insurance within proposed health care reform.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2009 · fourth_quarter · Q4
Medicare Advantage payment reform; and Medicare buy-in proposal in connection with healthcare reform.
Creation of Office of Chief Actuary in HR 2609, HR 2611, and HR 4173; and issues concerning OTC derivatives reform and addressing systemic risk.
Antitrust provisions of the Affordable Health Care for America Act (HR 3962); and the Health Insurance Industry Antitrust Enforcement Act of 2009 (HR 3596).
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2009 · third_quarter · Q3
Systemic risk; and causes of financial crisis.
Healthcare reform, including health insurance cooperatives, administrative expenses, individual and small group markets, transition rules, and impact from adverse selection; HIPPA restrictions; risk pooling; minimum loss ratios; actuarial equivalence; CLASS Act; medicare advantage payment reform; and state mandated coverage.
IRS surplus assets - matching contribution issues; defined benefit funding relief; PBGC's Pension Insurance Modeling System (PIMS) actuarial research.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2009 · second_quarter · Q2
2009 Medicare Trustees Report; Retiree Drug Subsidy Program enrollment and certification issues; Medicare financial condition issues; Medicare Advantage program payment reform
Systemic risk financial reform issues
2009 OASDI Trustees Repor (Social Security Report); Pension Protection Act and related technical amendment issues; pension regulatory issues; timing of filing actuarial certifications of funded status; retirement and financial crisis issues.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2009 · first_quarter · Q1
Financial systematic risk risk regulation issues; credit default swaps
Healthcare reform initiatives; risk pooling, selection, and classification (including gender); uninsured healthcare reform; actuarial equivalence; health insurance underwriting practices related to Genetic Information Nondiscrimination Act; Consumer Drive Health Plans; and individual and small group health insurance markets.
Captal market solutions to longevity risk; PPA technical corrections; state of definted benefit retirement plans; social security reform; and accounting for social insurance
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2008 · fourth_quarter · 4A
uninsured coverage; SCHIP eligibility; actuarial equivalence issues; CDHP emerging data issues; general healthcare reform; risk classification and risk adjustments; health of private insurance markets and individual medical market issues; gender difference in health insurance premiums; and tax reform implications for employee healthcare benefits.
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2008 · fourth_quarter · Q4
uninsured coverage; SCHIP eligibility; actuarial equivalence issues; CDHP emerging data issues; general healthcare reform; risk classification and risk adjustments; health of private insurance markets and individual medical market issues; gender difference in health insurance premiums, and tax reform implications for employee healthcare benefits.
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2008 · third_quarter · Q3
Office of Insurance Information Act (federal regulation of insurance); TRIA and related terrorism risk insurance legislation; and SEC Proposed Rule 151-A Indexed annuities and certain other insurance contracts.
Health care cost drivers; actuarial equivalence; regional health alliances, individual health insurance markets; small business health plan proposals; CDHP emerging data for consumer driven health plans; SCHIP/Medicaid legislation; health care quality and comparatiave effectiveness; risk pooling and risk adjustment; and dental insurance benefits.
Social security insurance reform and public statement advocating increasing retirement age; enhancing retirement for small businesses including IRAs, 401 (k)s, SIMPLE and SEP plans; auto-enrollment feature of PPA; PBGC rules governing premium determinations, 4010 filings, and plan terminations.
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2008 · second_quarter · Q2
Small Business Health Option Program Act and small group insurance; general risk pooling; individual uninsureds and health insurance benefit design; individual health insurance markets; health care quality; actuarial equivalence and health insurance reform; CDHP emerging data issues; and tax reform issues impacting health care.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2008 · first_quarter · Q1
risk pooling; small business health plans; H.R. 5449; health care cost drivers; uninsureds; disease management; reinsurance; individual health insurance markets; health insurance benefit designs; employer mandated coverage; SCHIP; mental health parity; genetic non-discrimination; CDHP emerging data; health cost growth; and actuarial equivalence and health insurance
Terrorism Risk Insurance
Medicare buy-in program; medicare solvency issues
Filing targets: Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2007 · mid_year · MM
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Library of Congress (LOC), SENATE, White House Office
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2006 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2005 · year_end · YY
Filing targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2005 · mid_year · MM
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), White House Office
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2004 · year_end · YY
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2003 · year_end · YY
Filing targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN ACADEMY OF ACTUARIES via AMERICAN ACADEMY OF ACTUARIES
2003 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Lifetime income issues; applications by multiemployer pension plans in critical and declining status to suspend benefits; MPRA applications; financial wellness project of Consumer Financial Protection Bureau; participate in Federal Accounting Standards Advisory Board roundtable on MD&A for the federal budget.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Development of Public Policy Toolkit; issue brief on PBGC's multiemployer pension program; issue brief on risk transfers by defined benefit pension plans; defined benefit QLAC options; multiemployer composite plans; Congressional pension/retirement initiatives.
Filing targets: Congressional Budget Office (CBO), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Outreach for American Academy of Actuaries Annual Meeting and Capital Forum webinar series; international insurance legislation; comment on proposed rule on Capital Requirements for Systemically Important Financial Institutions; comment on proposed rule on Enhanced Prudential Standards for Systemically Important Insurance Companies; review of New Risk Regulators and Regulations Essential Elements report; review comment letter on the Securities & Exchange Commission's concept release on modernization of certain disclosure requirements in Regulation S-K.
Filing targets: Bureau of the Census, Congressional Budget Office (CBO), Consumer Financial Protection Bureau (CFPB), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Comment letter on the Flood Insurance Market Parity and Modernization Act (HR 2901); flood insurance and extreme natural disasters.
Long term care issues; premium changes and market sustainability under the ACA; drivers of health insurance premium increases; health care cost drivers - prescription drugs and network adequacy.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Federal Emergency Management Agency (FEMA), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
GAO regarding issuance of GAO-16-126SP, Highlights of a Forum: Preparing for Climate-Related Risks:Lessons from the Private Sector; GAO on FEMA compensation of write your own companies under National Flood Insurance Program; and FIO on proposed methods to monitor affordability of auto insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Medicare sustainability, Medicare benefit coverage and beneficiary characteristics; Medicare Advantage plan characteristics; Medicaid managed care; Medicaid and CHIP quality strategies.
Multiemployer Plan Benefit Suspensions under the Multiemployer Pension Reform Act of 2014 (MPRA); Multiemployer Plan Partitions and Facilitate Mergers under MPRA; Social Security sustainability; Social Security disability insurance; timing for release of mortality tables; DOL on defining fiduciaries and conflict of interest; and plan design and PBGC related fees
Public Company Accounting Oversight Board on auditors' use of the work of specialists; recent domestic and international efforts to regulate insurers' capital and solvency in order to promote financial stability; Federal Reserve Board on margin over current estimate for international capital standards; SEC on implementation issues with FASB short duration contract disclosures; and higher loss absorbency for globally systemically important insurers
Filing targets: Centers For Medicare and Medicaid Services (CMS), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Small group expansion under ACA; long term care issues; potential adverse consequences on health insurance premium rate filings and premium subsidies re: King v. Burwell case; and ACA excise tax on high-cost employer plans.
Health case costs under Medicare; Medicare sustainability, Medicare benefit coverage and beneficiary characteristics.
FSOC Annual Report and the need to include an actuarial guidelines section in the 2016 report; recent domestic and international efforts to regulate insurers' capital and solvency in order to promote financial stability; U.S. GAAP loss recognition testing and insurance Core Principle 14 current estimates.
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Small group expansion under ACA; long term care issues; potential adverse consequences on health insurance premium rate filings re: King v. Burwell case; risk sharing mechanisms under ACA; payment reform models; and ACA excise tax on high-cost employer plans.
Terrorism Risk Insurance - FIO - certification process for terrorism events; reinsurance funding options and international models for terrorism coverage; and PBR and captive insurance arrangements.
Health case costs under Medicare; Medicare sustainability, Medicare benefit coverage and beneficiary characteristics.
Filing targets: Congressional Budget Office (CBO), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Cyber Insurance under federal insurance office; reauthorization of Terrorism Risk Insurance Act.
Medicare sustainability, benefit coverage, benefit characteristics, and cost.
Filing targets: Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
S.2244 and H.R. 4871, Terrorism Risk Insurance Act Reauthorization Bill and program extension; White House initiatives on climate change; Federal Insurance Office issues re: monitoring availability and affordability of auto insurance; and casualty insurance and the aging.
Actuarial issues re: multi-employer pension guarantees; ERISA Section 4062 amendments; actuarial issues re MAP-21 pension funding stabilization; and actuarial issues on retirement and the aging.
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Models of health care delivery; risk corridor provisions of the Affordable Care Act (ACA); issues around ACA implementation; long-term care health financing; rate reviews and proposed list of changes to Unified Rate Review Template.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Treasury, Dept of
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Pension Benefit Guaranty Corporation (PBGC), SENATE
Filing targets: Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Implementation of Affordable Care Act, including health insurance premium calculations and other actuarial matters; and models of care delivery.
letter to Federal Insurance Office re: current state of market for natural catastrophe insurance; and H.R. 1035 bill directing FEMA to study options, methods, and strategies to make voluntary, community-based flood insurance policies available through National Flood Insurance Program.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Treasury, Dept of
Medicare Steering Committee discussions on Medicare-related projects such as Medicare Benefit Design and traditional fee-for services benefit design.
FIO - Federal Advisory Committee on Insurance dialogue - international work streams including work with the International Association of Insurance Supervisors and EU - US insurance dialogue
Raising normal retirement age in private sector DB plans; HR 567 Public Employment Pension Transparency Act bill; USA pension proposal; multiemployer pension issues; response to President's State of the Union Address; administrative issues; IRS Notice 2012-46 under Section 101(j) of ERISA for funding-related benefit limitations in single-employer defined benefit plans.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Treasury, Dept of, White House Office
Implementation of risk corridor program under Affordable Care Act; proposed rule "Standards Related to Essential Health Benefits, Actuarial Value, and Accreditation"; long term care proposals; payment reforms; new models of care delivery; accountable care organization issues; issue re: whether any actuarial value related data collection elements will be consistent with those data elements in AV calculator.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Long term healthcare issues; Accountable Care Organizations under the Affordable Care Act (ACA); technical analysis of Cadillac plan tax under ACA; actuarial value and premium support proposals under ACA; and issues re: HR 6283, Guaranteed Access to Health Insurance Act of 2012.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Affordable Care Act issues including risk adjustment, reinsurance, cost corridors, CCIIO, cost sharing reductions, accountable care organizations under ACA, and individual mandate issues; MLR annual reporting form comments; and IPAB issues.
State and local government pension plan issues; longevity annuity contracts and partial annuity distribution proposals; Funding Stabilization Bill S. 1813; tax expenditures on retirement programs; Reg 115809-11 testimony; technical questions to PPA implementation; federal regulations for defined benefit plans; and social security assumptions and issues.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Proposed changes to Medicare's fee-for-services plan; premium support options; and H.R. 5 including provision to repeal Medicare's Independent Payment Advisory Board as part of ACA.
H.R. 3042 Disaster Loan Fairness Act of 2011; and H.R. 5 re: reform medical professional liability system and repeal Independent Payment Advisory Board of ACA.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Proposed rule relating to systemically important financial institutions; and issues re: Federal Insurance Office and modernizing insurance regulation.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Calculating actuarial value under the Affordable Care Act; and alternatives to individual mandate.
Social Security solvency and deficit reduction issues; "at risk" pension plans and calculation of unfunded vested liabilities; implications of the Pension Protection Act (PPA) for multiemployer pension plans, and technical corrections to PPA; and hybrid plan regulations.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
2011 Social Security Trustees Report; SEC Release No. 34-63576 - Registration of Municipal Advisors; regulatory guidance on definition under IRC Section 430(b); S. 1213, Defend and Save Social Security Act; H.R. 567, Public Employee Pension Transparency Act; measurement of assets and liabilities for pension funding ratios; and pension risk issues.
Medicaid Capitation Process; Medicare Shared Savings Program under ACA and Accountable Care Organizations; Medicare reform options; and 2011 Medicare Trustees Report.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Medicare sustainability; and CMS' Medicaid Rate-Setting Checklist.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Filing targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
Proposed systemic risk regulations.
Proposed oil company liability caps and S. 3305.
Filing targets: Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Joint Board for the Enrollment of Actuaries proposed revised regulations; proposed legislation modifying anti-discrimination rules for pension plans; issues re: final regulations on pension funding and benefit restrictions under IRC Sections 430 and 436; and proposed regulations relating to reportable events under ERISA Section 4043 and purchase of irrevocable commitments prior to initiating a standard plan termination under ERISA Section 4041.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Proposed regs issued by the Joint Board for the Enrollment of Actuaries; the Retirement Security Needs Lifetime Payment Act of 2009 (HR 2748); relief funding legislation under the Preserve Benefits and Jobs Act of 2009 (HR 3936); PBGC process when sponsor declares bankruptcy; pension issues and IRS such as automatic approvals for funding method changes, COLAs, and general guidance timing; PBGC issues such as partitions, nonforfeitable benefits, PBGC rate changes; and Schedule SB electronic signatures.
Actuarial issues re: Patient Protection and Affordable Care Act (HR 3590) and Affordable Health Care for America Act (HR 3962); issues re: potential impact on premiums from adverse selection and age rating restrictions; issues re: individual mandate coverage and strengthening same; state-level impact and healthcare reform; issues related to impact on small businesses; issues re: start-up costs for health care co-ops and a public plan option; and CLASS Act (long term care).
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT)
Filing targets: Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE
Health insurance market reform issues; consumer driven health plans (CDHPs) and emerging data; value-based health insuarnce design (VBID); coverage for high-risk individuals; Community Living Assistant Services and Support Act (CLASS Act) for long-term care; Genetic Information Nondiscrimination Act; TriCommittee Health Reform Bill; material-health risk adjustments; proposed cap on premium tax exclusion for employer-sponsored coverage; health cooperatives; and issues related to the following: actuarial equivalence; individual mandate; market reform principles; public plan option; premium differences by gender; merging individual and small group markets; minimum loss ratio requiremens; and risk pooling.
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Federal Accounting Standards Advisory Board (FASAB), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Library of Congress (LOC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Filing targets: Congressional Budget Office (CBO), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Treasury, Dept of