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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.
Defined Contribution Plan Fee Transparency Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
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
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)
Source: Senate LDA
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.
Senior Investment Protection Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Senior Investment Protection Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
To amend the Small Business Act to provide for an increase in the amount of awards under the first and second phases of the Small Business Innovation Research program.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
To suspend temporarily the duty on certain tirebuilding machines used in the manufacture of extra-wide pneumatic truck and automobile tires, and parts and accessories thereof.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Financial Product Safety Commission Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Financial System Stabilization and Reform Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
National Insurance Consumer Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Retirement Security Needs Lifetime Pay Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Retirement Security Needs Lifetime Pay Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Retirement Security Needs Lifetime Pay Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Defined Contribution Plan Fee Transparency Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Defined Contribution Plan Fee Transparency Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Defined Contribution Plan Fee Transparency Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Senior Investment Protection Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Senior Investment Protection Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Certain Estate Tax Relief Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Retirement Security for Life Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Retirement Security for Life Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Financial Product Safety Commission Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Financial System Stabilization and Reform Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Long-Term Care Affordability and Security Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S. 702, Long Term Care Affordability and Security Act, all provisions. HR 1, American Recovery and Reinvestment Act, provisions dealing with electronic health records.
Senior Investment Protection Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Senior Investment Protection Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Nonadmitted and Reinsurance Reform Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 3363/S 2337 - Long-Term Care Affordability and Security Act; all provisions HR 2582 - Qualified Long-Term Care Fairness Act; all provisions
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
National Insurance Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
National Insurance Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Regulation of insurance [S 40 & HR 3200].
Long-Term Care Affordability and Security Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 3363/S 2337 - Long-Term Care Affordability and Security Act; all provisions HR 2582 - Qualified Long-Term Care Fairness Act; all provisions
Defined Contribution Plan Fee Transparency Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Defined Contribution Plan Fee Transparency Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Defined Contribution Plan Fee Transparency Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Homeland Security Open Source Information Enhancement Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Homeland Security Open Source Information Enhancement Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Homeland Security Open Source Information Enhancement Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Medicare Funding Warning Response Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
National Association of Registered Agents and Brokers Reform Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Renewable Energy and Job Creation Tax Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Long-Term Care Affordability and Security Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 3363/S 2337 - Long-Term Care Affordability and Security Act; all provisions HR 2582 - Qualified Long-Term Care Fairness Act; all provisions
Senior Investor Protection Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Alternative Minimum Tax and Extenders Tax Relief Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
Alternative Minimum Tax and Extenders Tax Relief Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Alternative Minimum Tax and Extenders Tax Relief Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
National Insurance Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Regulation of insurance [S 40 & HR 3200].
National Insurance Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Nonadmitted and Reinsurance Reform Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
American Samoa Possession Tax Credit Act of 2003
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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.
American Samoa Possession Tax Credit Act of 2003
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Trade Promotion Authority Extension and Enhancement Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international tarde agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113
Trade Promotion Authority Extension and Enhancement Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229.
Trade Promotion Authority Extension and Enhancement Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.
Trade Promotion Authority Extension and Enhancement Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.
Nonmarket Economy Trade Remedy Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.
Nonmarket Economy Trade Remedy Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international tarde agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113
Nonmarket Economy Trade Remedy Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229.
Nonmarket Economy Trade Remedy Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
tax treatment of long term care insurance [HR 2582]; tax treatment of estate assets; tax treatment of lifetime income annuities [HR 2205 & S 1010]
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
To amend title 49, United States Code, to exempt certain local restrictions from review under the airport noise and access restriction review program.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Airport curfews [HR 2328 & S 1866]
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
long term care insurance [HR 2582]; treatment of annuities by Medicaid program.
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
long term care insurance [HR 2582]; treatment of annuities by Medicaid program.
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
long term care insurance [HR 2582]; treatment of annuities by Medicaid program.
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
tax treatment of long term care insurance [HR 2582]; tax treatment of estate assets; tax treatment of lifetime income annuities [HR 2205 & S 1010]
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
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
Qualified Long-term Care Fairness Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
long term care insurance [HR 2582]; treatment of annuities by Medicaid program.
Currency Reform for Fair Trade Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229.
Currency Reform for Fair Trade Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.
Currency Reform for Fair Trade Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international trade agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113.
Currency Reform for Fair Trade Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
international tarde agreements. HR 1042; S 364; S 1607; HR 2942; HR 782; HR 1229; S 1677; HR 3801; HR 3688; S 2113
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
pension reform; annuitization incentives [S 1010 & HR 2205]; retirement security issues [HR 3185]
2010 · second_quarter · Q2
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
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2010 · first_quarter · Q1
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.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2009 · fourth_quarter · Q4
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.
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)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2009 · third_quarter · Q3
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.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, State, Dept of (DOS), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2009 · second_quarter · Q2
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)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2008 · fourth_quarter · Q4
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
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.
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
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2008 · third_quarter · Q3
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 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
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2008 · second_quarter · Q2
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
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
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2008 · first_quarter · Q1
Regulation of insurance [S 40 & HR 3200].
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)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
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.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
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]
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2006 · year_end · YY
long term care insurance
* pension reform; annuitization incentives retirement security issues
international trade agreements
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2006 · mid_year · MA
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2005 · year_end · YY
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2005 · mid_year · MM
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2005 · mid_year · RA
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 incentives for annuitization, 401(k) plan fees, and qualified default investment alternatives in 401(k) plans.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
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)
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)