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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.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2026 · third_quarter · Q3
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Source: Senate LDA
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2026 · second_quarter · Q2
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2026 · first_quarter · Q1
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · third_quarter · Q3
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · first_quarter · Q1
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · fourth_quarter · Q4
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · first_quarter · Q1
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · fourth_quarter · 4A
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · fourth_quarter · Q4
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · third_quarter · Q3
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · second_quarter · Q2
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · first_quarter · Q1
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · fourth_quarter · 4A
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · second_quarter · Q2
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · fourth_quarter · Q4
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · second_quarter · Q2
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · first_quarter · Q1
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · fourth_quarter · Q4
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · first_quarter · Q1
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · third_quarter · 3A
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · first_quarter · Q1
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · fourth_quarter · Q4
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758 and S. 223.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758 and S. 223.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58 and H.R. 173.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · fourth_quarter · Q4
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · third_quarter · Q3
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379, H.R. 762, H.R. 4469, S. 1653, S. 2045 and S. 2499.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · second_quarter · Q2
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505, H.R. 557, H.R. 4094, H.R. 4114, H.R. 4469, H.R. 3050 and S. 2750.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · first_quarter · Q1
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506 and S. 245.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · fourth_quarter · Q4
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155 and H.R.362.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues relating to the process and protocol of the federal regulatory system.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604 and H.R. 4524.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, S.J.Res.32, and S.J.Res.33. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, S.J.Res.32, and S.J.Res.33. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58 and H.R. 173.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505, H.R. 557, H.R. 4094, H.R. 4114, H.R. 4469, H.R. 3050 and S. 2750.
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379, H.R. 762, H.R. 4469, S. 1653, S. 2045 and S. 2499.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505, H.R. 557, H.R. 4094, H.R. 4114, H.R. 4469, H.R. 3050 and S. 2750.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379, H.R. 762, H.R. 4469, S. 1653, S. 2045 and S. 2499.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505 and H.R. 557.
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379 and H.R. 762.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155 and H.R.362.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues relating to the process and protocol of the federal regulatory system.
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), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of