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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Retail Investor Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2016 · second_quarter · Q2
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Source: Senate LDA
Retail Investor Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Financial Services and General Government Appropriations Act, 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Puerto Rico Financial Stability and Debt Restructuring Choice Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Puerto Rico Financial Stability and Debt Restructuring Choice Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
PROMESA
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
PROMESA
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Financial Regulatory Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Regulatory Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Servicemember Student Loan Affordability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Servicemember Student Loan Affordability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Financial Services and General Government Appropriations Act, 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Services and General Government Appropriations Act, 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Puerto Rico Assistance Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Puerto Rico Assistance Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
To improve cybersecurity in the United States through enhanced sharing of information about cybersecurity threats, and for other purposes.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
To improve cybersecurity in the United States through enhanced sharing of information about cybersecurity threats, and for other purposes.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Tax Reform Act of 2014
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Tax Reform Act of 2014
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Tax Reform Act of 2014
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Tax Reform Act of 2014
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Automatic IRA Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Automatic IRA Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
SAFE Retirement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
SAFE Retirement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Coast Guard Quality of Life Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Coast Guard Quality of Life Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Retirement Security Act of 2014
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Retirement Security Act of 2014
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Retail Investor Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 245, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans (2015). S. 266, "The Retirement Security Act of 2015". S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act of 2015". H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 557, Retirement Security Act of 2015 H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1317, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4293 - Affordable Retirement Advice Protection Act H.R.4294 - SAVERS Act of 2015 FY2016 Omnibus Appropriations bill (12/2015) Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R.1550, Financial Stability Oversight Council Improvement Act of 2015. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 1841, a bill to amend Section 13 of the Bank Holding Company Act of 1956, known as the Volcker Rule, to exclude certain debt securities of collateralized loan obligations from the prohibition against acquiring or retaining an ownership interest in a hedge fund or private equity fund. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R. 1770, Data Security and Breach Notification Act of 2015. NIST framework and incentives for the adoption of the NIST framework. No bill number - a proposal related to amending the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. No bill number - a proposal related to amending the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R.1550, Financial Stability Oversight Council Improvement Act of 2015. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 1841, a bill to amend Section 13 of the Bank Holding Company Act of 1956, known as the Volcker Rule, to exclude certain debt securities of collateralized loan obligations from the prohibition against acquiring or retaining an ownership interest in a hedge fund or private equity fund. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. No bill number - a proposal related to amending the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R.1550, Financial Stability Oversight Council Improvement Act of 2015. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 1841, a bill to amend Section 13 of the Bank Holding Company Act of 1956, known as the Volcker Rule, to exclude certain debt securities of collateralized loan obligations from the prohibition against acquiring or retaining an ownership interest in a hedge fund or private equity fund. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1317, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 245, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans (2015). S. 266, "The Retirement Security Act of 2015". S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act of 2015". H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 557, Retirement Security Act of 2015 H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4293 - Affordable Retirement Advice Protection Act H.R.4294 - SAVERS Act of 2015 FY2016 Omnibus Appropriations bill (12/2015) Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Puerto Rico Financial Stability and Debt Restructuring Choice Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act
Affordable Retirement Advice Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4293 - Affordable Retirement Advice Protection Act H.R.4294 - SAVERS Act of 2015 FY2016 Omnibus Appropriations bill (12/2015) Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4293 - Affordable Retirement Advice Protection Act H.R.4294 - SAVERS Act of 2015 FY2016 Omnibus Appropriations bill (12/2015) Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Automatic IRA Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 245, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans (2015). S. 266, "The Retirement Security Act of 2015". S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act of 2015". H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 557, Retirement Security Act of 2015 H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Retirement Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 245, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans (2015). S. 266, "The Retirement Security Act of 2015". S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act of 2015". H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 557, Retirement Security Act of 2015 H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality).
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). No bill number - A Senate companion to H.R. 870, to treat Puerto Rico as a state under chapter 9.
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act
Innovation Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
Innovation Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
Innovation Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4293 - Affordable Retirement Advice Protection Act H.R.4294 - SAVERS Act of 2015 FY2016 Omnibus Appropriations bill (12/2015) Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 245, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans (2015). S. 266, "The Retirement Security Act of 2015". S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act of 2015". H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 557, Retirement Security Act of 2015 H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1317, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Financial Regulatory Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Servicemember Student Loan Affordability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Servicemember Student Loan Affordability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4293 - Affordable Retirement Advice Protection Act H.R.4294 - SAVERS Act of 2015 FY2016 Omnibus Appropriations bill (12/2015) Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Servicemember Student Loan Affordability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1317, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality).
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act
Financial Services and General Government Appropriations Act, 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Puerto Rico Assistance Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2016 · first_quarter · Q1
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 (definition of term "fiduciary", conflict of interest rule - retirement investment advice), (4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2015 · fourth_quarter · Q4
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R.4293 - Affordable Retirement Advice Protection Act H.R.4294 - SAVERS Act of 2015 FY2016 Omnibus Appropriations bill (12/2015) Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act
S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2015 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2015 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2015 · third_quarter · Q3
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to amend the Patient Protection and Affordable Care Act to prohibit State and Federal Exchanges established under such Act from imposing fee assessments on health plans not being offered through such Exchanges.
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R.1550, Financial Stability Oversight Council Improvement Act of 2015. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 1841, a bill to amend Section 13 of the Bank Holding Company Act of 1956, known as the Volcker Rule, to exclude certain debt securities of collateralized loan obligations from the prohibition against acquiring or retaining an ownership interest in a hedge fund or private equity fund. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality).
S. 245, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans (2015). S. 266, "The Retirement Security Act of 2015". S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act of 2015". H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 557, Retirement Security Act of 2015 H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee ( 2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2015 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2015 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2015 · second_quarter · Q2
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee ( 2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2015 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2015 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. No bill number - a proposal related to amending the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). No bill number - A Senate companion to H.R. 870, to treat Puerto Rico as a state under chapter 9.
S. 1317, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2015 · first_quarter · Q1
S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2014 · fourth_quarter · Q4
S.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. NIST framework and incentives for the adoption of the NIST framework. H.R. 4167, Restoring Proven Financing for American Employers Act - Amends the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). H.R. 5180, the Financial Stability Oversight Council Improvement Act of 2014 - Amends the Financial Stability Act of 2010 to subject the Financial Stability Oversight Council (Council) to the Administrative Procedure Act. FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclosure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2014 · third_quarter · Q3
See AddendumS. 676, "The Identify Theft and Tax Fraud Protection Act of 2013". S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. No Bill Number - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee. Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2014 · second_quarter · Q2
See Addendum.S. 2244, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. S. 2270, "Insurance Capital Standards Clarification Act of 2014". Provisions of H.R. 3370 Homeowner Flood Insurance Affordability Act of 2013, as it relates to National Association of Registered Agents and Brokers Reform. H.R. 4510, "Insurance Capital Standards Clarification Act of 2014". H.R. 4781, "TRIA Reform Act of 2014". H.R. 5016, "Financial Services and General Government Appropriations Act, 2015". "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)".
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2014 · first_quarter · Q1
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)".
See Addendum.S. 2244 A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. Provisions of H.R. 3370 Homeowner Flood Insurance Affordability Act of 2013, as it relates to National Association of Registered Agents and Brokers Reform. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2013 · fourth_quarter · Q4
See Addendum.S. 676, "The Identify Theft and Tax Fraud Protection Act of 2013". S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 837, "Savings for American Families' Future Act of 2013" - Amends the Internal Revenue Code to : (1) increase the rate of the tax credit for retirement savings contributions; (2) make such credit refundable; and (3) direct the Secretary of the Treasury to pay matching credit amounts into taxpayer retirement accounts. H.R. 2035, "Automatic IRA Act of 2013", - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. No Bill Number - The Universal Secure and Adaptable (USA) Retirement Fund - a proposal to increase retirement coverage. Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on partcipant statements in the form of lifetime income. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2013 · third_quarter · Q3
See Addendum.S. 606, "The Shrinking Emergency Account Loses Act of 2013 (SEAL)" - a bill to give workers, who leave their jobs, up until the time they file their federal taxes to repay outstanding loans under DC plan. S. 676, "The Identify Theft and Tax Fraud Protection Act of 2013". S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. Con. Res (62), expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 837, "Savings for American Families' Future Act of 2013" - Amends the Internal Revenue Code to : (1) increase the rate of the tax credit for retirement savings contributions; (2) make such credit refundable; and (3) direct the Secretary of the Treasury to pay matching credit amounts into taxpayer retirement accounts. H.R. 2035, "Automatic IRA Act of 2013", - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H. Con. Res. 101, expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans. No Bill Number - The Universal Secure and Adaptable (USA) Retirement Fund - a proposal to increase retirement coverage. Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on partcipant statements in the form of lifetime income.
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee ( 2013). Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). Regulatory implementation of the Bi-Partisan Budget Act of 2013 (Death Master File Provision).
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R. 1770, Data Security and Breach Notification Act of 2015. NIST framework and incentives for the adoption of the NIST framework. No bill number - a proposal related to amending the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)".
HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)".
S. 313, Achieving a Better Life Experience Act - creates a new tax favored account for qualified disability expenses. S. 1760, "The Fair Playing Field Act of 2013". H.R. 647, Achieving a Better Life Experience Act - creates a new tax favored account for qualified disability expenses. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). No Bill Number - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
S. 676, "The Identify Theft and Tax Fraud Protection Act of 2013". S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. No Bill Number - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee. Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on participant statements in the form of lifetime income.
S. 2244, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. S. 2270, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4510, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4871, "TRIA Reform Act of 2014" - Amends the Terrorism Risk Insurance Act of 2002 (TRIA) to extend the Terrorism Insurance Program through December 31, 2019, and to revise provisions governing the Program. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes. H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. As it relates to insurance capital standards and with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)".
See AddendumS. 2244, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. S. 2270, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4510, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4871, "TRIA Reform Act of 2014" - Amends the Terrorism Risk Insurance Act of 2002 (TRIA) to extend the Terrorism Insurance Program through December 31, 2019, and to revise provisions governing the Program. H.R. 5016, "Financial Services and General Government Appropriations Act, 2015". "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes. H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. As it relates to insurance capital standards and with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds.
See AddendumS.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. No Bill Number - A Senate Banking Committee proposal regarding housing finance reform based on S. 1217 - "Housing Finance Reform and Taxpayer Protection Act of 2013". NIST framework and incentives for the adoption of the NIST framework. H.R. 4167, Restoring Proven Financing for American Employers Act - Amends the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). H.R. 5180, the Financial Stability Oversight Council Improvement Act of 2014 - Amends the Financial Stability Act of 2010 to subject the Financial Stability Oversight Council (Council) to the Administrative Procedure Act. FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclosure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health Resources & Services Administration (HRSA), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. S.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. S.866, Patent Quality Improvement Act of 2013 No Bill Number - A Senate Banking Committee proposal regarding housing finance reform based on S. 1217 - "Housing Finance Reform and Taxpayer Protection Act of 2013". S.1720, Patent Transparency and Improvements Act of 2013 NIST framework and incentives for the adoption of the NIST framework. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 4167, Restoring Proven Financing for American Employers Act H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13)."The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See Addendum.S. 676, "The Identify Theft and Tax Fraud Protection Act of 2013". S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 837, "Savings for American Families' Future Act of 2013" - Amends the Internal Revenue Code to : (1) increase the rate of the tax credit for retirement savings contributions; (2) make such credit refundable; and (3) direct the Secretary of the Treasury to pay matching credit amounts into taxpayer retirement accounts. H.R. 2035, "Automatic IRA Act of 2013", - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. No Bill Number - The Universal Secure and Adaptable (USA) Retirement Fund - a proposal to increase retirement coverage. No Bill Number - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee. No Bill Number - The Security Throughout Retirement Act - a bill regarding annuitization and lifetime income options. Dept. of Commerce proposed rule amending 15CFR, Section 1110.2. Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, proposed rule amending Section 2550.408(b)(2), amendement relating to "Reasonable Contract for Arrangement - Fee Disclosure". Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on partcipant statements in the form of lifetime income. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health Resources & Services Administration (HRSA), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. S.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. S.866, Patent Quality Improvement Act of 2013 No Bill Number - A Senate Banking Committee proposal regarding housing finance reform based on S. 1217 - "Housing Finance Reform and Taxpayer Protection Act of 2013". S. 1369, To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. S.1720, Patent Transparency and Improvements Act of 2013 NIST framework and incentives for the adoption of the NIST framework. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2140, "Insurance Capital and Accounting Standards Act of 2013". H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 2767, Protecting American Taxpayers and Homeowners Act of 2013, a bill to reform the housing finance system. H.R. 4167, Restoring Proven Financing for American Employers Act H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13).Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See Addendum.S. 676, "The Identify Theft and Tax Fraud Protection Act of 2013". S. 1145, "Lifetime Income Disclosure Act". S. 1270, "SAFE Retirement Act of 2013". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 1970, "The Retirement Security Act of 2014". S. 1979, "The USA Retirement Funds Act". H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2171, "Lifetime Income Disclosure Act". H.R. 837, "Savings for American Families' Future Act of 2013" - Amends the Internal Revenue Code to : (1) increase the rate of the tax credit for retirement savings contributions; (2) make such credit refundable; and (3) direct the Secretary of the Treasury to pay matching credit amounts into taxpayer retirement accounts. H.R. 2035, "Automatic IRA Act of 2013", - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. No Bill Number - The Universal Secure and Adaptable (USA) Retirement Fund - a proposal to increase retirement coverage. No Bill Number - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee. No Bill Number - The Security Throughout Retirement Act - a bill regarding annuitization and lifetime income options. Dept. of Commerce proposed rule amending 15CFR, Section 1110.2. Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, proposed rule amending Section 2510.3-21 c, (definition of term "fiduciary"), 75 FR 65263 (10/22/10). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Dept. of Labor, proposed rule amending Section 2550.408(b)(2), amendement relating to "Reasonable Contract for Arrangement - Fee Disclosure". Dept. of Labor, "Advance Notice of Proposed Rule Making (ANPRM) on Pension Benefit Statements". The ANPRM will require an illustration of participant account balances on partcipant statements in the form of lifetime income. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health Resources & Services Administration (HRSA), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)".
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. Various proposals related to cyber and data security and privacy issues. S. 1217, "Housing Finance Reform and Taxpayer Protection Act of 2013", a bill that provides secondary mortgage market reform. S. 1369, To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. NIST framework and incentives for the adoption of the NIST framework. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2140, Insurance Capital and Accounting Standards Act of 2013. H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 2767, Protecting American Taxpayers and Homeowners Act of 2013, a bill to reform the housing finance system. H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013).Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. Various proposals related to cyber and data security and privacy issues. S. 1217, "Housing Finance Reform and Taxpayer Protection Act of 2013", a bill that provides secondary mortgage market reform. S. 1369, To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. NIST framework and incentives for the adoption of the NIST framework. H.R. 1062, "SEC Regulatory Accountability Act of 2013" - a bill to improve consideration by the SEC of the costs and benefits of its regulations and orders. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2140, Insurance Capital and Accounting Standards Act of 2013. H.R. 2308, "SEC Regulatory Accountability Act". H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 2767, Protecting American Taxpayers and Homeowners Act of 2013, a bill to reform the housing finance system. H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (June 2011).CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of