JULIE HERWIG

Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions.

Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.

Issues related to data privacy.

Issues related to the tax treatment of life insurance products and company taxation in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21).

Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.

Issues related to data privacy.

Issues related to the tax treatment of life insurance and life insurance companies. Issues related to Subchapter L of the IRS Code.

Issues related to retirement policy.

Issues related to the EU Corporate Sustainability Due Diligence Directive.

Issues related to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues related to HR 5707 and S 4740, The Secure Families Future Act, all provisions.

Issues related to definition of HIPAA excepted benefits. Issues related to paid family and medical leave.

Issues related to HR 10467, the Retirement Simplification and Clarity Act, all provisions. Issues related to technical changes to SECURE 2.0, Pub. L. 117-328.

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues related to HR 5707, The Secure Families Future Act, all provisions.

Issues related to the Basel III Endgame proposal impacting mutual life insurers.

Issues related to data privacy standards, including the American Privacy Rights Act (HR 8818), all provisions.

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues related to HR 5707, The Secure Families Future Act, all provisions.

Issues related to the Department of Labors proposed retirement security regulation.

Issues related to data privacy standards, including the Privacy Act of 2023 (HR 1165), all provisions; and the American Privacy Rights Act (HR 8818), all provisions.

Issues related to cybersecurity, breach notification. Issues related to data privacy standards, including the Privacy Act of 2023 (HR 1165), all provisions and the American Data Privacy and Protection Act (HR 8152), all provisions.

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code.

Issues related to the Basel III Endgame proposal impacting mutual life insurers.

Issues related to paid family medical leave and disability insurance. Issues related to requirements for the application of the Employee Retirement Income Security Act of 1974 (ERISA) to general account policies that receive contributions from employee benefit plans.

Issues related to SECURE 2.0 (Pub. Law No. 117-328) Issues related to the Department of Labors proposed retirement security regulation

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues pertaining to The Secure Families Future Act (HR 5707).

Issues related to SECURE 2.0 (Pub. Law No. 117-328)

Issues related to paid family medical leave and disability insurance. Issues related to requirements for the application of the Employee Retirement Income Security Act of 1974 (ERISA) to general account policies that receive contributions from employee benefit plans.

Issues related to cybersecurity, breach notification. Issues related to data privacy standards, including HR 1165, Privacy Act of 2023, all provisions and HR 8152, American Data Privacy and Protection Act, all provisions.

Issues related to cybersecurity, breach notification Issues related to data privacy standards, including HR 1165, Privacy Act of 2023, all provisions.

Issues related to SECURE 2.0 (Pub. Law No. 117-328)

Issues related to paid family medical leave and disability insurance. Issues related to requirements for the application of the Employee Retirement Income Security Act of 1974 (ERISA) to general account policies that receive contributions from employee benefit plans.

Issues related to insurers' use of derivatives and block sizes.

Issues related to paid family medical leave and disability insurance. Issues related to requirements for the application of the Employee Retirement Income Security Act of 1974 (ERISA) to general account policies that receive contributions from employee benefit plans.

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code.

Issues related to the application of Exchange Act Rule 15c2-11 to fixed income markets. Issues related to insurers' use of derivatives and block sizes.

Issues related to cybersecurity, breach notification, and data privacy standards.

Issues related to paid family medical leave and disability insurance. Issues related to financial institutions' historical policies. Issues relating to diversity, equity, and inclusion. Issues related to requirements for the application of the Employee Retirement Income Security Act of 1974 (ERISA) to general account policies that receive contributions from employee benefit plans.

Issues related to cybersecurity, breach notification, and data privacy standards.

H.R. 5376, the Build Back Better Act, issues related to the tax treatment of life insurance reserves, deferred acquisition costs (DAC), the corporate minimum tax and wash sales rules.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, S. 1770, the Retirement Security and Savings Act, and S. 4808, the Enhancing American Retirement Now Act.

H.R. 5376, the Build Back Better Act, issues related to the tax treatment of life insurance reserves, deferred acquisition costs (DAC), the corporate minimum tax and wash sales rules.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, and S. 1770, the Retirement Security and Savings Act.

Issues related to cybersecurity, breach notification, and data privacy standards.

Issues related to cybersecurity, breach notification, and data privacy standards.

H.R. 2471 - The Consolidated Appropriations Act of 2022, provisions related to Adjustable Interest Rate (LIBOR) Act.

H.R. 5376, the Build Back Better Act, issues related to the tax treatment of life insurance reserves, deferred acquisition costs (DAC), the corporate minimum tax and wash sales rules.

H.R. 842 and S. 420, Protecting the Right to Organize Act of 2021; provisions related to the definition of employee. H.R. 4616 - The Adjustable Interest Rate (LIBOR) Act, Issues related to the LIBOR transition.

Issues related to cybersecurity, breach notification, and data privacy standards.

H.R. 5376, the Build Back Better Act, issues related to the tax treatment of life insurance reserves, deferred acquisition costs (DAC), the corporate minimum tax and wash sales rules.

H.R. 5376, the Build Back Better Act, issues related to infrastructure and direct payment bonds.

Issues related to the tax treatment of life insurance reserves and deferred acquisition costs (DAC).

Issues related to cybersecurity, breach notification, and data privacy standards.

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021 and S. 1770, the Retirement Security and Savings Act.

Issues related to paid family medical leave and disability insurance. Issues related to the creation of a federal government program to provide long term care insurance.

H.R. 842 and S. 420, Protecting the Right to Organize Act of 2021; provisions related to the definition of employee. Issues related to the definition of employee.

Issues related to paid family medical leave and disability insurance. Issues related to government incentives for the purchase of long term care insurance.

Issues related to infrastructure.

Issues related to the tax treatment of life insurance reserves and deferred acquisition costs (DAC).

Issues related to diversity and inclusion. Issues related to paid family medical leave and disability insurance.

Issues related to data security and data privacy standards.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. H.R. 6800, The HEROES Act, issues related to Section 7702 of the IRC.

Issues related to diversity and inclusion.

H.R 2474, Protecting the Right to Organize Act of 2019, provisions related to the definition of employee. CFTCs rulemaking on real-time public reporting requirements for swap transaction data.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. H.R. 6800, The HEROES Act, issues related to Section 7702 of the IRC.

Issues related to data security and data privacy standards.

Issues related to diversity and inclusion.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. H.R. 6800, The HEROES Act, issues related to Section 7702 of the IRC.

Issues related to data security and data privacy standards.

H.R. 2474, the Protecting the Rights to Organize Act, all provisions.

Issues related to section 7702 of the Internal Revenue Code; and the tax treatment of life insurance products, qualified savings and life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-197, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies. H.R. 748, The Middle Class Health Benefits Tax Repeal Act, all provisions.

H.R. 2474, the Protecting the Rights to Organize Act, all provisions.

Issues related to international insurance standards, insurance underwriting, and diversity and inclusion. H.R. 1595 - the Secure and Fair Enforcement (SAFE) Banking Act, provisions related to insurance. S. 2201 - the Clarifying Law Around Insurance of Marijuana (CLAIM) Act, all provisions. H.R. 3614 - the Restricting Credit Checks in Employment Decisions Act, all provisions.

Issues related to the tax treatment of long term care insurance. Issues related to Department of Labor fiduciary regulation and prohibited transaction exemptions. H.R. 1994, The Setting Every Community Up for Retirement Enhancement Act of 2019, all provisions. S. 972, The Retirement Enhancement and Savings Act, all provisions. S. 1431, The Retirement Security and Savings Act, all provisions.

Issues related to federal involvement in insurance regulation, international insurance standards, insurance underwriting, and diversity and inclusion. H.R. 1832 - Insurance Fairness for First Responders Act of 2019, all provisions. H.R. 1595 - the Secure and Fair Enforcement (SAFE) Banking Act, provisions related to insurance. S. 2201 - the Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 3614 - the Restricting Credit Checks in Employment Decisions Act, all provisions.

Issues related to harmonization of cyber security regulations, national data breach security and notification standards, and national data privacy standards.

Issues related to infrastructure investment.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-197, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies. H.R. 748, The Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to the tax treatment of long term care insurance. Issues related to Department of Labor fiduciary regulation and prohibited transaction exemptions. H.R. 1994, The Setting Every Community Up for Retirement Enhancement Act of 2019, all provisions. S972, The Retirement Enhancement and Savings Act, all provisions. S1431, The Retirement Security and Savings Act, all provisions.

Issues related to harmonization of cyber security regulations, national data breach security and notification standards, and national data privacy standards.

Issues related to federal involvement in insurance regulation. H.R. 1832 - Insurance Fairness for First Responders Act of 2019, all provisions. Issues related to International Insurance Standards.

Issues related to the tax treatment of long term care insurance. H.R. 1994, The Secure Act, all provisions. S972, The Retirement Enhancement and Savings Act, all provisions.

Issues related to infrastructure investment.

Issues related to regulation of insurance companies by the federal government. H.R. 3762, International Insurance Standards Act of 2017, all provisions. H.R. 4537, International Insurance Standards Act of 2017, all provisions. H.R. 3861, Federal Insurance Office Reform Act of 2017, all provisions. S. 1360, International Insurance Capital Standards Accountability Act of 2017, all provisions. Pub. L. 115-174, the Economic Growth, Regulatory Relief and Consumer Protection Act, provisions related to insurance. S. 488, Jobs and Investor Confidence Act of 2018, provisions related to insurance.

H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.

Issues related to regulation of insurance companies by the Federal Reserve. H.R. 3762, International Insurance Standards Act of 2017, all provisions. H.R. 4537, International Insurance Standards Act of 2017, all provisions. H.R. 3861, Federal Insurance Office Reform Act of 2017, all provisions. S. 1360, International Insurance Capital Standards Accountability Act of 2017, all provisions. Pub. L. 115-174, the Economic Growth, Regulatory Relief and Consumer Protection Act, provisions related to insurance. S. 488, Jobs and Investor Confidence Act of 2018, provisions related to insurance.

Issues related to regulation of insurance companies by the Federal Reserve. H.R. 3762, International Insurance Standards Act of 2017, all provisions. H.R. 4537, International Insurance Standards Act of 2017, all provisions. H.R. 3861, Federal Insurance Office Reform Act of 2017, all provisions. S. 1360, International Insurance Capital Standards Accountability Act of 2017, all provisions. Pub. L. 115-174, the Economic Growth, Regulatory Relief and Consumer Protection Act, provisions related to insurance.

Issues related to harmonization of cybersecurity regulations. Issues related to national data breach security and notification standards.

H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to housing finance reform.

H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.

Issues related to harmonization of cybersecurity regulations. Issues related to national data breach security and notification standards.

Issues related to housing finance reform.

Issues related to regulation of insurance companies by the Federal Reserve. H.R. 3762, International Insurance Standards Act of 2017, all provisions. H.R. 4537, International Insurance Standards Act of 2017, all provisions. H.R. 3861, Federal Insurance Office Reform Act of 2017, all provisions. S. 1360, International Insurance Capital Standards Accountability Act of 2017, all provisions. S. 2155, the Economic Growth, Regulatory Relief and Consumer Protection Act, provisions related to insurance.

Issues related to harmonization of cybersecurity regulations. Issues related to national data breach security and notification standards.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

H.R. 10, Financial Choice Act, provisions related to insurance. Issues related to regulation of insurance companies by the Federal Reserve. Issues related to Treasury's review of insurance regulation. S. 1463 and H.R. 3110, Financial Stability Oversight Council Insurance Member Continuity Act, all provisions.

Issues related to harmonization of cybersecurity regulations

H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

H.R. 10, Financial Choice Act, provisions related to insurance. Issues related to regulation of insurance companies by the Federal Reserve. S. 1463 and H.R. 3110, Financial Stability Oversight Council Insurance Member Continuity Act, all provisions.

H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.

Issues related to harmonization of cybersecurity regulations

Issues related to the activities of the International Association of Insurance Supervisors. Issues related to the development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. H.R. 5143, Transparent Insurance Standards Act of 2016, all provisions. H.R. 5983, Financial CHOICE Act, provisions related to insurance.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Issues related to federal policy regarding long term care insurance. H.R. 2050/S.2045, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Issues related to the activities of the International Association of Insurance Supervisors. Issues related to the development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. H.R. 5143, Transparent Insurance Standards Act of 2016, all provisions. H.R. 5983, Financial CHOICE Act, provisions related to insurance.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.

H.R. 5278, S. 2328, PROMESA, all provisions

Issues related to the activities of the International Association of Insurance Supervisors. Issues related to the development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. H.R. 5143, Transparent Insurance Standards Act of 2016, all provisions.

H.R. 870, Puerto Rico Chapter 9 Uniformity Act of 2015, all provisions.

Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and global systemically important insurers. Issues related to the development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. H.R. 2141, International Insurance Standards Transparency and Policyholder Protection Act of 2015, all provisions.

Issues related to federal policy regarding long term care insurance. H.R. 2050/S.2045, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and global systemically important insurers. Issues related to the development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. H.R. 2141, International Insurance Standards Transparency and Policyholder Protection Act of 2015, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.

S. 754, Cybersecurity Information Sharing Act of 2015 (CISA), all provisions. H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

Department of Labor's proposed regulation on definition of fiduciary in ERISA. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.

S. 754, Cybersecurity Information Sharing Act of 2015 (CISA), all provisions. H.R. 1560, Protecting Cyber Networks Act, all provisions. H.R. 1731, National Cybersecurity Protection Advancement Act of 2015, all provisions. H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

Department of Labor regulation on definition of fiduciary in ERISA. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.

Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.

Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

Department of Labor regulation on definition of fiduciary in ERISA. Issues related to increasing retirement plan coverage. Department of Treasury regulations on qualified longevity annuity contracts.

Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including the standard of care and regulatory oversight of broker-dealers and investment advisors.

Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. Issues related to increasing retirement plan coverage.Department of Treasury regulations on qualified longevity annuity contracts.

Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.

S. 1369 and S. 2012, legislation related to the tailoring of capital standards by the Federal Reserve to reflect insurers' business model, all provisions. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers.

Issues related to the regulation of systemically important nonbank financial institutions and savings and loan holding companies by the Federal Reserve. Issues related to the improvement and modernization of insurance regulation and the activities of the International Association of Insurance Supervisors in relation to ComFrame and global systemically important insurers.S 676, Identity Theft and Tax Fraud Prevention Act, provisions related to insurance companies' use of the Social Security Death Master File. HR 2720, Alexis Agin Identity Theft Protection Act, provisions related to insurance companies' use of the Social Security Death Master File.

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico.

Issues related to the regulation of systemically important nonbank financial institutions and savings and loan holding companies by the Federal Reserve. Issues related to the improvement and modernization of insurance regulation and the activities of the International Association of Insurance Supervisors in relation to ComFrame and global systemically important insurers.S 676, Identity Theft and Tax Fraud Protection Act; HR 2720, Alexis Agin Identity Theft Protection Act; and Pub. L. 113-67, Bipartisan Budget Act, provisions related to insurance companies' use of the Social Security Death Master File.

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to tax reform legislation in Mexico.

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico

Issues related to the regulation of systemically important nonbank financial institutions and savings and loan holding companies by the Federal Reserve. Issues related to the improvement and modernization of insurance regulation and the activities of the International Association of Insurance Supervisors in relation to ComFrame and global systemically important insurersS 676, Identity Theft and Tax Fraud Prevention Act, provisions related to insurance companies' use of the Social Security Death Master File. HR 2720, Alexis Agin Identity Theft Protection Act, provisions related to insurance companies' use of the Social Security Death Master File.

Issues related to the regulation of systemically important nonbank financial institutions and savings and loan holding companies by the Federal Reserve Issues related to the improvement and modernization of insurance regulation and the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity insurance productsIssues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity insurance contractsIssues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

Issues related to the regulation of systemically important nonbank financial institutions and savings and loan holding companies by the Federal Reserve Issues related to the improvement and modernization of insurance regulation and activities of the International Association of Insurance Supervisors in relation to ComFrame and global systemically important insurers

Issues related to the Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

Issues related to the regulation of systemically important nonbank financial institutions and savings and loan holding companies by the Federal Reserve Issues related to the modernization of insurance regulation

Issues related to the regulation of systemically important nonbank financial institutions and savings and loan holding companies by the Federal Reserve Issues related to the modernization of insurance regulation

S 2105, Cybersecurity Act of 2012, Title 1, regarding regulation of critical infrastructure Issues related to assessment and regulation of critical infrastructure

Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves

S 1789, 21st Century Postal Service Act of 2011, provisions affecting delivery of mail. Issues related to changes in postal rates and delivery standards.

S 2105, Cybersecurity Act of 2012, Title 1, regarding regulation of critical infrastructure Issues related to assessment and regulation of critical infrastructure

Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance contracts. Department of Treasury regulations on qualified longevity annuity contract rules.

Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance companies.

Issues related to designation of nonbank financial companies by the Federal Stability Oversight Council. Issues related to regulation of insurers versus banks. Issues related to the modernization of insurance regulation. Issues related to impact of low interest rates on individuals, insurers and the economy.

Issues related to Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) Issues related to the Joint Select Committee on Deficit Reduction. Issues related to the "transfer for value" of insurance contracts.

Issues related to the designation of non-bank financial companies by the Financial Stability Oversight Council. Issues related to the modernization of insurance regulation. Issues related to exclusion of insurers from Orderly Liquidation Authority. Issues related to impact of low interest rates on individuals, insurers and the economy.

Issues related to the designation of non-bank financial companies by the Financial Stability Oversight Council. Issues related to the application of section 619 of the Dodd-Frank Wall Street Reform and Consumer Protection Act to life insurance policies owned by banks.

Issues related to Administration's FY2102 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147).

Issues related to the designation of non-bank financial companies by the Financial Stability Oversight Council. Issues related to the application of section 619 of the Dodd-Frank Wall Street Reform and Consumer Protection Act to life insurance policies owned by banks.

Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. Issues related to taxation of lifetime income products.

HR 1534, Savings Are Vital to Everyone Act, all provisions. S. 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Issues related to the use of stable value investments in qualified savings plans.

Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. HR 1, Full Year Continuing Appropriations Act, provisions related to the Community Living Assistance Services and Support Act. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. L. 111-147)

Issues related to the role of, and activities of, the Financial Stability Oversight Council Issues related to the role of, and activities of, the Office of Financial Research Issues related to the role of, and activities of, the Federal Insurance Office HR 5993, S 3718, Securing America's Veterans Insurance Needs and Goals Act, all provisions

Issues related to the implementation of the Dodd-Frank Act, particularly provisions related to derivatives and the standard of care for broker-dealers and investment advisers.

Issues related to proposal by Internet Corporation for Assigned Names and Numbers (ICANN) to allow unlimited number of generic top-level domains

Issues related to facilitating annuitization in defined contribution plans. S 2832, Lifetime Income Disclosure Act, all provisions. HR 4173/S 3217, Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, provisions relating to grant program involving annuity suitability standards. HR 5297, Pub. Law 111-240, Small Business Lending Fund Act, provisions related to partial annuitization

HR 4173/S 3217, Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, provisions related to derivatives, the standard of care for broker-dealers and investment advisers, and the property rights of secured creditors of companies resolved through the FDIC's Orderly Liquidation Authority.

HR 4173, S 3217, Wall Street Reform and Consumer Protection Act, provisions related to derivatives, the standard of care for broker-dealers and investment advisers, and the property rights of secured creditors of companies resolved through the FDIC's orderly liquidation authority

Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590 (Pub. Law 111-148), Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies

HR 4173, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Agency, and suitability standards for annuities. S 3217, Restoring American Financial Stability Act, provisions related to Office of National Insurance, a new resolution authority for non-non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Bureau, and suitability standards for annuities.

Issues related to incentives for annuitization. HR 2989, 401(k) Fee Fair Disclosure and Pension Security Act, provisions related to fee disclosure and investment advice. HR 2779, Defined Contribution Plan Fee Transparency Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. HR 3551, S 906, Senior Investment Protection Act; and S 3217, Restoring American Financial Stability Act, provisions related to suitability rules for annuity products.

Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.

HR 4173, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Agency, and suitability standards for annuities. HR 1880, National Insurance Consumer Protection Act, all provisions.

S 376, Real Estate Mortgage Investment Conduit Improvement Act, all provisions. HR 3300, Derivative Trading Accountability and Disclosure Act, all provisions. HR 3795, Over-the-Counter Derivatives Market Act, all provisions. Proposals related to credit rating agency reforms, and the standard of care for broker-dealers and investment advisers.

HR 2748, Retirement Security Needs Lifetime Pay Act, all provisions. Issues related to incentives for annuitization in defined contribution plans. HR 2989, 401(k) Fee Fair Disclosure and Pension Security Act, provisions related to fee disclosure and investment advice. HR 2779, Defined Contribution Plan Fee Transparency Act, all provisions. HR 3551, S 906, Senior Investor Protection Act, provisions related to suitability and supervision rules for annuity products.

S 376, Real Estate Mortgage Investment Conduit Improvement Act, all provisions. HR 1106, Helping Families Save Their Homes Act, provisions dealing with bankruptcy "cramdown." Administration proposals regarding financial services reform, including duty of broker-dealers. Issues related to regulation of derivatives.

HR 2609, Insurance Information Act, all provisions. HR 1880, National Consumer Protection Act, all provisions. S 1263, HR 1571, Nonadmitted and Reinsurance Reform Act, provisions in Title II related to reinsurance reform. HR 1754, S 664, Financial System Stabilization and Reform Act, all provisions. HR 1705, S 566 Financial Product Safety Commission Act Administration proposals regarding financial services regulatory reform, including proposals to create an Office of National Insurance, Consumer Financial Protection Agency, enhanced systemic risk oversight and new resolution authority for bank holding companies and other financial institutions.

Issues related to financial services regulatory reforms that may affect the insurance industry and agents, such as systemic risk regulation, creation of a new national resolution authority, federal regulation of insurance, and other changes to the regulatary structure for financial services industries. HR 1880, National Insurance Consumer Protection Act; all provisions. HR 1754/S 664, Financial System Stabilization and Reform Act, all provisions. HR 1705/S 566, Financial Product Safety Commission Act, all provisions.

HR 1, American Recovery and Investment Act, provisions dealing with net operating loss carryback. HR 436, Certain Estate Tax Relief Act, all provisions. Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; deferred compensation, tax treatment of estate assets; tax treatment of insurance generally.

H.R. 1424, Emergency Economic Stablization Act, section 132 regarding mark-to-market accounting

H.R. 2205/S1010- Retirement Security for Life Act, regarding incentives for annuitization; all provisions H.R. 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions H.R. 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions

H.R. 3221, Housing and Economic Recovery Act, Section 2122 related to reverse mortgages

H.R. 1424, Emergency Economic Stabilization Act, section 132 regarding mark-to-market accounting

HR 3221, Housing and Economic Recovery Act, Section 2122 related to reverse mortgages

S 40/HR 3200 - National Insurance Act, regarding federal regulation of insurance; all provisions HR 5480 - Insurance Information Act, regarding federal office for insurance; all provisions HR 5611 - National Association of Registered Agents and Brokers Reform Act, regarding producer licensing; all provisions HR 1065/S 929 - Nonadmitted and Reinsurance Reform Act; all provisions HR 1424, Emergency Economic Stabilization Act; Secs. 104 and 125, provisions related to regulatory modernization; Sec. 134, related to recoupment of costs of Troubled Assets Relief Program

HR 3221 - American Housing Rescue and Foreclosure Prevention Act of 2008; provisions in Sec. 2122 related to origination of reverse mortgages S 2490/HR 5758 - Reverse Mortgage Proceeds Protection Act; all provisions

HR 3363/S 2337 - Long-Term Care Affordability and Security Act; all provisions HR 2582 - Qualified Long-Term Care Fairness Act; all provisions

HR 2205/S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions

international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.

Regulation of insurance [S 40 & HR 3200].

long term care insurance [HR 2582].

Regulation of insurance [S 40 & HR 3200]. Insurance underwriting for foreign travel [S 1865]

pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]

international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.

pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]

tax treatment of long term care insurance [HR 2582]; tax treatment of estate assets; tax treatment of lifetime income annuities [HR 2205 & S 1010]; deferred compensation

international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.

international tarde agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113

long term care insurance [HR 2582]; treatment of annuities by Medicaid program.

tax treatment of long term care insurance [HR 2582]; tax treatment of estate assets; tax treatment of lifetime income annuities [HR 2205 & S 1010]; deferred compensation

Regulation of insurance [S 40 & HR 3200]. Insurance underwriting for foreign travel [S 1865].

long term care insurance [HR 2582]; treatment of annuities by Medicaid program.

Airport curfews [HR 2328 & S 1866]

long term care insurance

* pension reform; annuitization incentives retirement security issues

international trade agreements