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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.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2012 · first_quarter · Q1
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 1813, Surface Transportation Bill (the Highway Investment, Job Creation and Economic Growth Act of 2012), legislation to authorize transportation funding, specifically provisions that would amend the Internal Revenue Code to alter the tax treatment of inherited Individual Retirement Accounts. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code. Tax issues relating to annuities and life insurance before the Joint Select Committee on Deficit Reduction.
Source: Senate LDA
To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including the Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
Automatic IRA Act of 2012
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 1813, Surface Transportation Bill (the Highway Investment, Job Creation and Economic Growth Act of 2012), legislation to authorize transportation funding, specifically provisions that would amend the Internal Revenue Code to alter the tax treatment of inherited Individual Retirement Accounts. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. S. 1557, the Automatic IRA Act of 2011, legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. HR 4049, Automatic IRA Act of 2012, Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement). House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
Retirement Plan Simplification and Enhancement Act of 2012
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 1813, Surface Transportation Bill (the Highway Investment, Job Creation and Economic Growth Act of 2012), legislation to authorize transportation funding, specifically provisions that would amend the Internal Revenue Code to alter the tax treatment of inherited Individual Retirement Accounts. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. S. 1557, the Automatic IRA Act of 2011, legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. HR 4049, Automatic IRA Act of 2012, Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement). House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
Retirement Plan Simplification and Enhancement Act of 2012
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals with the Security and Exchange Commission for a study and potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S. 1297-Retirement Security for Life Act, legislation to provide tax incentives for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the harmonization of the standard of care for broker-dealers and investment advisors.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Fixed Indexed Annuities and Insurance Products Classification Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
Fixed Indexed Annuities and Insurance Products Classification Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S. 1297-Retirement Security for Life Act, legislation to provide tax incentives for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the harmonization of the standard of care for broker-dealers and investment advisors.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings related to the tax treatment of annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Discussion of proposals at the Department of Treasury to amend the tax code in order to increase American's access to guaranteed lifetime income solutions.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals with the Security and Exchange Commission for a study and potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Secruity for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S. 1297-Retirement Security for Life Act, legislation to provide tax incentives for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Proposals with the Security and Exchange Commission for a study and potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S. 1297-Retirement Security for Life Act, legislation to provide tax incentives for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the harmonization of the standard of care for broker-dealers and investment advisors.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Secruity for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Automatic IRA Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
Automatic IRA Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Secruity for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S. 1297-Retirement Security for Life Act, legislation to provide tax incentives for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the harmonization of the standard of care for broker-dealers and investment advisors.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings related to the tax treatment of annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Discussion of proposals at the Department of Treasury to amend the tax code in order to increase American's access to guaranteed lifetime income solutions.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals with the Security and Exchange Commission for a study and potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Secruity for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including the Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 1813, Surface Transportation Bill (the Highway Investment, Job Creation and Economic Growth Act of 2012), legislation to authorize transportation funding, specifically provisions that would amend the Internal Revenue Code to alter the tax treatment of inherited Individual Retirement Accounts. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. S. 1557, the Automatic IRA Act of 2011, legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. HR 4050, the Retirement Plan Simplification and Enhancement Act of 2012, legislation to improve the rules governing lifetime income products and other retirement savings vehicles. HR 4049, Automatic IRA Act of 2012, Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement). House Bill number not yet assigned; Labor, Health and Human Services, Education and Related Agencies Appropirations bill for Fiscal Year 2013.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2011 · fourth_quarter · Q4
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. S. 1557, the Automatic IRA Act of 2011, legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Including tax reform issues before the Joint Committee on Deficit Reduction, the Senate finance committee and the House Ways and Means Committee.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2011 · third_quarter · Q3
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. S. 1557, the Automatic IRA Act of 2011, legislation that Amends the Internal Revenue Code to require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Including such issues as the Joint Committee on Deficit Reduction, the President's FY 2012 budget proposal, the House budget proposal, and the President's Job Creation legislation.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2011 · second_quarter · Q2
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. HR 1573: A bill to facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. Including issues such as the President's FY 2012 Budget proposal and the House and Senate FY 2012 budget proposals.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2011 · first_quarter · Q1
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. HR 1112, National Association of Registered Agents and Brokers Reform Act of 2011, commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. Public Law 111-203, HR 4173-Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and Regulatory Reform. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. Including issues such as the President's FY 2012 Budget proposal, Treasury Greenbook and upcoming House and Senate Budget proposals.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · first_quarter · 1A
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · fourth_quarter · Q4
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S. 1297-Retirement Security for Life Act, legislation to provide tax incentives for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Proposals with the Security and Exchange Commission for a study and potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · third_quarter · Q3
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · second_quarter · Q2
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · first_quarter · 1A
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · first_quarter · Q1
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · first_quarter · Q1
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemakings related to the tax treatment of annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Discussion of proposals at the Department of Treasury to amend the tax code in order to increase American's access to guaranteed lifetime income solutions.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals with the Security and Exchange Commission for a study and potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Secruity for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 4742-legislation to simplify Simple IRAs and provides for voluntary Auto-IRAs. S.3760/HR 6099-Automatic IRA Act of 2010, legislation that provides for mandatory IRAs for workers without pension coverage. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemakings affecting annuities, variable life products, and retirement savings. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S. 1297-Retirement Security for Life Act, legislation to provide tax incentives for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 5297-Small Business Lending Fund Act, provisions relating to partial annuitization and Roth conversions of 401(k) savings. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the harmonization of the standard of care for broker-dealers and investment advisors.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial regulatory reform. S. 1297-"Retirement Security for Life Act", legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 2733/S. 1389-Fixed Indexed Annuities and Insurance Products Classification Act of 2009, legislation related to SEC Rule 151A and the regulation of index annuities by the SEC. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S. 3217-legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. HR 4173-The Wall Street Reform and Consumer Protection Act of 2010, legislation to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail, to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Discussion of proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Discussion of proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security For Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for the rulesmaking to provide for the acceptance of a summary prospectus for variable annuities. S. 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the Naitonal Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Discussion of Treasury Department proposals for increasing Americans access to guaranteed lifetime income solutions. HR 4742, SAVE Act, legislation to simplify Simple IRA's and provides for voluntary Auto-IRA's. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of