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Reported covered position: N/A
How to read the money
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.
Data Security and Breach Notification Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.
Data Security and Breach Notification Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · fourth_quarter · Q4
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.
Source: Senate LDA
Consolidated Appropriations Act, 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Consolidated Appropriations Act, 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's 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. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts. Retirement Enhancement and Savings Act of 2016, provisions related to annuities and retirement plans. Retirement Improvements and Savings Enhancement Act of 2016, all provisions.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's 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. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts. Retirement Enhancement and Savings Act of 2016, provisions related to annuities and retirement plans. Savings Enhancements (RISE) Act of 2016, all provisions.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Transparent Insurance Standards Act of 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Transparent Insurance Standards Act of 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Transparent Insurance Standards Act of 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Financial CHOICE Act of 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's 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. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts. Retirement Enhancement and Savings Act of 2016, provisions related to annuities and retirement plans. Savings Enhancements (RISE) Act of 2016, all provisions.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's 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. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts. Retirement Enhancement and Savings Act of 2016, provisions related to annuities and retirement plans. Retirement Improvements and Savings Enhancement Act of 2016, all provisions.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
METH Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
METH Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
METH Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
METH Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
METH Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
METH Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.
Protecting Cyber Networks Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Protecting Cyber Networks Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. __, The Data Security and Breach Notification Act of 2015, provisions relating to Gramm Leach Bliley regulated companies.
National Cybersecurity Protection Advancement Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
National Cybersecurity Protection Advancement Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. __, The Data Security and Breach Notification Act of 2015, provisions relating to Gramm Leach Bliley regulated companies.
Data Security and Breach Notification Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. HR 22, FAST Act; Section 75001, Eliminate Privacy Notice Confusion. HR 2029, Consolidated Appropriations Act, 2016; Division N, Cybersecurity Act of 2015.
Data Security and Breach Notification Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security and Breach Notification Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Consolidated Appropriations Act, 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Consolidated Appropriations Act, 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. HR 22, FAST Act; Section 75001, Eliminate Privacy Notice Confusion. HR 2029, Consolidated Appropriations Act, 2016; Division N, Cybersecurity Act of 2015.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to federal policy regarding long term care insurance. 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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to federal policy regarding long term care insurance. 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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
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. HR 22, FAST Act; Section 75001, Eliminate Privacy Notice Confusion. HR 2029, Consolidated Appropriations Act, 2016; Division N, Cybersecurity Act of 2015.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. HR 22, FAST Act; Section 75001, Eliminate Privacy Notice Confusion. HR 2029, Consolidated Appropriations Act, 2016; Division N, Cybersecurity Act of 2015.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to federal policy regarding long term care insurance. 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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to federal policy regarding long term care insurance. 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.
Ax the Tax on Middle Class Americans' Health Plans Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Middle Class Health Benefits Tax Repeal Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
METH Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
To improve cybersecurity in the United States through enhanced sharing of information about cybersecurity threats, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. HR 22, FAST Act; Section 75001, Eliminate Privacy Notice Confusion. HR 2029, Consolidated Appropriations Act, 2016; Division N, Cybersecurity Act of 2015.
To improve cybersecurity in the United States through enhanced sharing of information about cybersecurity threats, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. __, The Data Security and Breach Notification Act of 2015, provisions relating to Gramm Leach Bliley regulated companies.
To improve cybersecurity in the United States through enhanced sharing of information about cybersecurity threats, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
To improve cybersecurity in the United States through enhanced sharing of information about cybersecurity threats, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Data Security Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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. HR 22, FAST Act; Section 75001, Eliminate Privacy Notice Confusion. HR 2029, Consolidated Appropriations Act, 2016; Division N, Cybersecurity Act of 2015.
Department of Labor's 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. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts. Retirement Enhancement and Savings Act of 2016, provisions related to annuities and retirement plans. Retirement Improvements and Savings Enhancement Act of 2016, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · second_quarter · 2A
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 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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · first_quarter · 1A
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.
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.
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 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.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · third_quarter · Q3
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 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. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts. Retirement Enhancement and Savings Act of 2016, provisions related to annuities and retirement plans. Savings Enhancements (RISE) Act of 2016, 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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · second_quarter · Q2
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 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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · first_quarter · Q1
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · fourth_quarter · Q4
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · third_quarter · Q3
Issues related to federal policy regarding long term care insurance. 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 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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · second_quarter · Q2
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · first_quarter · Q1
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · fourth_quarter · Q4
Issues related to federal policy regarding long term care insurance.
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · third_quarter · Q3
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · second_quarter · Q2
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.
S. 1706, The Fair Playing Field Act, provisions related to the employment classification of financial services representatives.
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 2374, Retail Investor Protection Act, all provisions. Issues related to report by Office of Financial Research on Asset Management and Financial Stability
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. S. 1979, Retirement Funds Act, all provisions.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Department of Treasury regulations on qualified longevity annuity contracts and MyRAs.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · third_quarter · 3A
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Issues related to federal policy regarding long term care insurance.
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.
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2013 · fourth_quarter · Q4
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionsHR 2374, Retail Investor Protection Act, all provisions. Issues related to report by Office of Financial Research on Asset Management and Financial Stability
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.
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2013 · third_quarter · Q3
Issues related to federal policy regarding long term care insurance.
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
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2013 · second_quarter · Q2
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 S 953, Student Loan Affordability Act, provisions related to distributions from IRAsDepartment of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure Issues related to Auto IRA proposals Department of Treasury regulations on qualified longevity annuity contracts, R bonds
Issues related to federal policy regarding long term care insurance
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2013 · first_quarter · Q1
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
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2012 · fourth_quarter · Q4
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulation on definition of fiduciary in ERISA Joint project by Departments of Labor and Treasury to promote the use of lifetime income products Department of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pension Department of Treasury regulations on qualified longevity annuity contracts
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
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2012 · third_quarter · Q3
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
Pub. Law 110-233, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance.
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulation on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pensions. Department of Treasury regulations on qualified longevity annuity contract rules.
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2012 · second_quarter · Q2
S 1789, 21st Century Postal Service Act of 2011, provisions affecting delivery of mail. Issues related to changes in postal rates and delivery standards.
Pub. Law 110-233, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance.
S 2105, Cybersecurity Act of 2012, Title 1, regarding regulation of critical infrastructure Issues related to assessment and regulation of critical infrastructure
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2012 · first_quarter · Q1
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 use of lifetime income Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs
Pub. Law 110-233, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance. Pub. Law 111-148, Patient Protection and Affordable Care Act, provisions affecting bona fide association health plans.
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2011 · fourth_quarter · Q4
Pub. Law 110-233, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance. Pub. Law. 111-148, Patient Protection and Affordable Care Act, provisions affecting bona fide association health plans.
HR 2309, Postal Reform Act, provisions affecting delivery of mail S 1789, 21st Century Postal Service Act of 2011, provisions affecting delivery of mail Issues related to rate increases and changes in service standards
Issues related to Insurance Act in India, provisions related to cap on foreign investment. Issues related to the taxation of life insurance in Mexico. Issues related to the Mexico Insurance and Bonding Act in Mexico, provisions related to life insurer solvency regime. Issues related to negotiation of Bilateral Investment Treaty with India.
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2011 · third_quarter · Q3
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).
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2011 · second_quarter · Q2
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 reform of the government sponsored enterprises for housing; issues related to risk retention rules for mortgages.
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 use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Issues related to use of stable value investments in qualified savings plans.
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2011 · first_quarter · Q1
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 immigration reform
Issues related to Insurance Act in India, provisions related to cap on foreign investment. Issues related to the taxation of life insurance in Mexico.
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2010 · fourth_quarter · Q4
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
Pub. Law 111-148, Patient Protection and Affordable Health Care Act, implementation of provisions related to the definition of employee. Pub. Law 110-233, Genetic Information Nondiscrimination Act, implementation of provisions related to long-term care insurance.
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2010 · third_quarter · Q3
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
Issues related to U.S.-Korea Free Trade Agreement. Issues related to potential Bilateral Investment Treaties with India and China. Issues related to U.S. trade agenda Insurance Act in India, provisions related to cap on foreign investment
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2010 · second_quarter · Q2
Issues related to U.S.-Korea Free Trade Agreement. Issues related to potential Bilateral Investment Treaties with India and China. Issues related to the U.S. trade agenda within the World Trade Organization and other multilateral settings.
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
S 702, Long Term Care Affordability and Security Act, all provisions. S 3590 (Pub. Law 111-148), Patient Protection and Affordable Health Care Act, provisions related to long-term care
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2010 · first_quarter · Q1
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.
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2009 · fourth_quarter · Q4
Issues related to U.S.-Korea Free Trade Agreement Issues related to potential Bilateral Investment Treaties with India and China Issues related to the U.S. trade agenda within the World Trade Organization and other multilateral settings.
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.
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2009 · third_quarter · Q3
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.
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2009 · second_quarter · Q2
S 702, Long Term Care Affordability and Security Act, all provisions. S 697, HR 1721 Community Living Assistance Services and Supports Act, all provisions. Affordable Health Choices Act of 2009, provisions related to long-term care, group medical insurance and risk ratings.
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.
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2009 · first_quarter · Q1
S. 702, Long Term Care Affordability and Security Act, all provisions. HR 1, American Recovery and Reinvestment Act, provisions dealing with electronic health records.
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.
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2008 · fourth_quarter · Q4
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
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2008 · third_quarter · Q3
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
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2008 · second_quarter · Q2
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
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2008 · first_quarter · Q1
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].
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2007 · year_end · YA
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.
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2007 · year_end · YA
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.
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2007 · year_end · YY
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
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2007 · mid_year · MM
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]
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2006 · year_end · YY
long term care insurance
* pension reform; annuitization incentives retirement security issues
international trade agreements
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2006 · mid_year · MA
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
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2006 · year_end · RA
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; 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.
H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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.
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. HR 22, FAST Act; Section 75001, Eliminate Privacy Notice Confusion. HR 2029, Consolidated Appropriations Act, 2016; Division N, Cybersecurity Act of 2015.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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 development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. Issues related to the negotiation of covered agreements on insurance matters.
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.
Issues related to federal policy regarding long term care insurance. 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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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. __, The Data Security and Breach Notification Act of 2015, provisions relating to Gramm Leach Bliley regulated companies.
Issues related to federal policy regarding long term care insurance.
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 development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. Issues related to the negotiation of covered agreements on insurance matters.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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.
Department of Labor regulation on definition of fiduciary in ERISA. Department of Treasury regulations on qualified longevity annuity contracts. S. 1270, Secure Annuities for Employee Retirement Act, Title I: Public pension reform.
S. 1927, Data Security Act of 2014, all provisions. S. 2588, Cybersecurity Information Sharing Act of 2014, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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.
S. 1706, The Fair Playing Field Act, provisions related to the employment classification of financial services representatives.
Issues related to federal policy regarding long term care insurance.
S. 1927, Data Security Act of 2014, all provisions. S. 2588, Cybersecurity Information Sharing Act of 2014, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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.
Issues related to federal policy regarding long term care insurance.
S. 2270, H.R. 4510, Insurance Capital Standards Clarification Act, all provisions. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Issues related to federal policy regarding long term care insurance.
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.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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.
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. S 953, Student Loan Affordability Act, provisions related to the distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of
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.
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. S 953, Student Loan Affordability Act, provisions related to distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
Issues related to federal policy regarding long term care insurance.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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. S 953, Student Loan Affordability Act, provisions related to distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
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 implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of
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 implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionHR 2374, Retail Investor Protection Act, all provisions
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
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to federal policy regarding long term care insurance
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 S 606, Shrinking Emergency Account Losses Act of 2013, all provisionsDepartment of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure Issues related to Auto IRA proposals Department of Treasury regulations on qualified longevity annuity contracts, R bonds
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Oversight Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Pub. Law 110-233, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance
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 implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
S 2015, Cybersecurity Act of 2012, Title I, regarding the regulation of critical cyber infrastructure Issues related to identification and regulation of critical infrastructure
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
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 the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
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
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
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. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs. 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 contracts. Department of Treasury regulations on qualified longevity annuity contract rules.
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 4624, Investment Adviser Oversight Act, all provisions.
Issues related to the regulation of systemically significant nonbank companies by the Federal Reserve. Issues related to the modernization of insurance regulation.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Postal Service (USPS)
Issues related to Insurance Act in India, provisions related to cap on foreign investment. Issues related to the taxation of life insurance in Mexico. Issues related to the Mexican Insurance and Bonding Act, provisions related to life insurer solvency regime.
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 implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
S 2105, Cybersecurity Act of 2012, Title I Issues related to assessment and regulation of critical infrastructure
HR 2309, Postal Reform Act, provisions affecting delivery of mail S 1789, 21st Century Postal Service Act of 2011, provisions affecting delivery of mail Issues related to rate increases and changes in service standards
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Postal Service (USPS), U.S. Trade Representative (USTR)
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 use of lifetime income products Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
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 implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Pub. Law. 110-233, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance. Pub. Law. 111-148, Patient Protection and Affordable Care Act, provisions affecting bona fide association health plans.
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
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 use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
Issues related to Insurance Act in India, provisions related to cap on foreign investment. Issues related to the taxation of life insurance in Mexico. Issues related to the Mexico Insurance and Bonding Act in Mexico, provisions related to life insurer solvency regime.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
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.
Issues related to the implementation of the Dodd Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
Issues related to Insurance Act in India, provisions related to cap on foreign investment. Issues related to the taxation of life insurance in Mexico.
Pub. Law 110-223, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance.
Issues related to immigration reform. HR 2042, Asia-Pacific Economic Cooperation Business Travel Card Act, all provisions.
Filing targets: Commerce, Dept of (DOC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Issues related to reform of the government sponsored enterprises for housing
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)
Pub. Law 110-223, Genetic Information Nondiscrimination Act, implementation of provisions affecting long-term care insurance.
Issues related to the implementation of the Dodd Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
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.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Issues related to U.S.-Korea Free Trade Agreement; issues related to potential Bilateral Investment Treaties with India and China; and issues related to U.S. trade agenda Insurance Act in India, provisions related to cap on foreign investment Issues related to taxation of life insurance in Mexico
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 Department of Labor regulations on definition of fiduciary in Employee Retirement Income Security Act
Issues related to U.S. taxes on overseas income; the Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; the estate tax; the tax treatment of tax-qualified savings; and the tax treatment of insurance generally. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
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.
S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to the definition of employee. Pub. Law 110-233, Genetic Information Nondiscrimination Act, implementation of provisions related to long-term care insurance.
HR 4173/S 3217, Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, the FDIC's Orderly Liquidation Authority, the Federal Stability Oversight Council, and the Consumer Financial Protection Bureau's grant program involving suitability standards for annuities. Issues related to the distribution of life insurance benefits through retained asset accounts.
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 5297, Pub. Law 11-240, Small Business Lending Fund Act, provisions related to partial annuitization.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
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
Issues related to incentives for annuitization. HR 4213, American Jobs and Closing Tax Loopholes Act, provisions related to 401(k) fee disclosure. S 2832, Lifetime Income Disclosure Act, all provisions. HR 4173/S 3217, Wall Street Reform and Consumer Protection Act, provisions related to annuity suitability
HR 4173, S 3217, 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 systemic risk, the Consumer Financial Protection Bureau, and suitability standards for annuities.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
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 the Subpart F exemption for active financing. Administration proposal to create a Financial Services Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. S 3590, Patient Protection and Affordable Health Care Act, provisions related to Medicare tax on investment income.
Issues related to U.S.-Korea Free Trade Agreement. Issues related to potential Bilateral Investment Treaties with India and China. Issues related to the U.S. trade agenda within the World Trade Organization and other multilateral settings.
S 3590, Patient Protection and Affordable Health Care Act, provisions related to long-term care and group medical insurance. S 702, Long Term Care Affordability and Security Act, all provisions. S 697, HR 1721, Community Living Assistance Services and Supports Act, all provisions. HR 3200, S 1679, Affordable Health Choices Act of 2009, provisions related to long-term care and group medical insurance.
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. HR 4173, 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 by the resolution authority. S 3217, Restoring American Financial Stability Act, provisions related to derivatives and the standard of care for broker-dealers and investment advisers.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)
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. HR 4173, 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 by the proposed resolution authority.
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. S 2832, Lifetime Income Disclosure Act, all provisions. HR 3551, S 906, Senior Investor Protection Act, provisions related to suitability and supervision rules for annuity products. S 1297, Retirement Security for Lifetime Pay Act, all provisions.
HR 3590, Patient Protection and Affordable Care Act (Senate health bill), provisions related to long-term care and group medical insurance. S 702, Long Term Care Affordability and Security Act, all provisions. S 697, HR 1721, Community Living Assistance Services and Supports Act, all provisions. HR 3200, S 1679; Affordable Health Choices Act of 2009, provisions related to long-term care and group medical insurance.
Filing targets: Commerce, Dept of (DOC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
S 702, Long Term Care Affordability and Security Act, all provisions. S 697, HR 1721 Community Living Assistance Services and Supports Act, all provisions. HR 3200, S 1679, and unnumbered Senate Finance health care reform bill; Affordable Health Choices Act of 2009, provisions related to long-term care, group medical and risk ratings.
Issues related to U.S.-Korea Free Trade Agreement Issues related to potential Bilateral Investment Treaties with India and China Issues related to the U.S. trade agenda within the World Trade Organization and other multilateral settings
HR 2609, Insurance Information Act, all provisions. HR 1880, National Insurance Consumer Protection Act, all provisions S 1263, HR 1571 Nonadmitted and Reinsurance Reform Act, provisions in Title II related to reinsurance reform. HR 3126, Consumer Financial Protection Agency Act, all provisions. HR 1754, S 664, Financial System Stabilization and Reform Act, all provisions. Administration proposals regarding financial services regulatory reform, including enhanced systemic risk oversight and new resolution authority.
Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insruance and the dividends-received deduction; and the tax treatment of insurance generally.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, State, Dept of (DOS), Treasury, Dept of
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.
S. 1297, Retirement Security for Life Act, all provisions. 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. Issues related to permissible qualified default investment alternatives for 401(k) plans.
Issues related to the Subpart F exemption for active financing; 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.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
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.
Issues related to mark-to-market accounting.
Issues related to incentives for annuitization, 401(k) plan fees, and qualified default investment alternatives in 401(k) plans.
HR 1106, Helping Families Save Their Homes Act, provisions dealing with bankruptcy "cramdown"
Issues related to the U.S.-Korea Free Trade Agreement
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
S2886 - Alternative Minimum Tax and Extenders Relief Act; H.R. 6049 - Renewable Energy and Job Creation Act; provisions related to tax treatment of overseas income earned by subsidiaries, renewable energy tax credits H.R. 1424 Emergency Economic Stabilization Act; provisions related to gain or loss from sale of preferred stock, provisions related to the tax treatment of executive compensation Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules for qualified retirement plans, tax treatment of life insurance generally.
S40/H.R. 3200 - National Insurance Act, regarding federal regulations of insurance; all provisions H.R. 5480 - Insurance Information Act, regarding federal office for insurance; all provisions H.R. 5611 - National Assoction of Registered Agents and Brokers Reform Act, regarding producer licensing; all provisions H.R. 1065/ S929 - Nonadmitted and Reinsurance Reform Act; all provisions H.R. 1424, Emergency Economic Stabilization Act; Secs. 104 and 125, provisions related to regulatory modernization; Sec. 134, related to recoupment of costs of the Troubled Assets Relief Program (TARP)
H.R. 5734/S2830, H Res 1092; regarding the U.S. Columbia Free Trade Agreement; all provisions Issues related to the Panama and Korea FTAs S1677 - Currency Reform and Financial Markets Access Act; all provisions H.R. 2942 - Currency Reform and Fair Trade Act; all provisions S2813 - China Currency Manipulation Act; all provisions H.R. 1229 - Nonmarket Economic Trade Remedy Act of 2007; all provisions S974 - Stopping Overseas Subsidies Act; all provisions
H.R. 3363/S2337 - Long Term Care Affordability and Security Act; all provisions
Filing targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
S 2886 - Alternative Minimum Tax and Extenders Relief Act; HR 6049 - Renewable Energy and Job Creation Act, HR 7060 - Renewable Energy and Job Creation Tax Act; provisions related to tax treatment of overseas income earned by subsidiaries and renewable energy tax credits Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules related to qualified retirement plans and annuities, tax treatment of insurance generally HR 1424, Emergency Economic Stabilization Act; Sec. 301, related to treatment of gain or loss from sale of preferred stock
HR 5734/S 2830, H Res 1092; regarding U.S. Colombia Free Trade Agreement; all provisions Issues related to Panama and Korea FTAs S 1677 - Currency Reform and Financial Markets Access Act; all provisions HR 2942 - Currency Reform for Fair Trade Act; all provisions S 2813 - China Currency Manipulation Act; all provisions HR 1229 - Nonmarket Economic Trade Remedy Act of 2007; all provisions S 974 - Stopping Overseas Subsidies 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
Filing targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, U.S. Trade Representative (USTR), White House Office
S 2886 - Alternative Minimum Tax and Extenders Tax Relief Act of 2008; HR 6049 - Renewable Energy and Job Creation Act of 2008; provisions related to tax treatment of overseas income earned by subsidiaries. Issues related to partial annuitization and exchange of annuities; tax treatment of estate assets; deferred compensation; tax treatment of insurance generally
HR 5724/S 2830 - U.S.-Colombia Free Trade Agreement; all provisions HR 3688/S 2113 - U.S.-Peru Free Trade Agreement; all provisions S 1677 - Currency Reform and Financial Markets Access Act of 2007; all provisions HR 2942 - Currency Reform for Fair Trade Act; all provisions S 2813 - China Currency Manipulation Act of 2008; all provisions HR 1229 - Nonmarket Economy Trade Remedy Act of 2007; all provisions S 364 - Strengthening America's Trade Laws Act; all provisions S 974 - Stopping Overseas Subsidies Act; all provisions S 1919 - Trade Enforcement Act of 2007; all provisions S 2813 - China Currency Manipulation Act of 2008; all provisions
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 S 2794- Senior Investor Protection Act; all provisions; & HR 1065/S 929 - Nonadmitted and Reinsurance Reform Act; all provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
tax treatment of estate assets; deferred compensation
annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
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
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, U.S. Trade Representative (USTR), UNDETERMINED
long term care insurance [HR 2582]; treatment of annuities by Medicaid program.
Regulation of insurance [S 40 & HR 3200]. Insurance underwriting for foreign travel [S 1865]
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, U.S. Trade Representative (USTR), UNDETERMINED
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
Regulation of insurance [S 40 & HR 3200]. Insurance underwriting for foreign travel [S 1865]
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, U.S. Trade Representative (USTR)
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229.
tax treatment of long term care insurance [HR 2582]; tax treatment of estate assets; tax treatment of lifetime income annuities [HR 2205 & S 1010]
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
financial records privacy
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, U.S. Trade Representative (USTR)
regulation of insurance
financial records privacy
tax treatment of long term care insurance; tax treatment of estate assets and lifetime annuities
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)