Loading…
Reported covered position: N/A
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2026 · third_quarter · Q3
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Source: Senate LDA
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Small Business Health Fairness Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
American Health Care Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Lifetime Income Disclosure Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Health Savings Account Expansion Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Automatic IRA Act of 2017
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2026 · second_quarter · Q2
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2026 · first_quarter · Q1
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · third_quarter · Q3
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2025 · first_quarter · Q1
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · fourth_quarter · Q4
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2024 · first_quarter · Q1
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2023 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · fourth_quarter · 4A
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · fourth_quarter · Q4
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · third_quarter · Q3
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · second_quarter · Q2
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2022 · first_quarter · Q1
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · fourth_quarter · 4A
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · second_quarter · Q2
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2021 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · fourth_quarter · Q4
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · second_quarter · Q2
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2020 · first_quarter · Q1
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · fourth_quarter · Q4
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2019 · first_quarter · Q1
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · third_quarter · 3A
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2018 · first_quarter · Q1
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · fourth_quarter · Q4
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758 and S. 223.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · third_quarter · Q3
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758 and S. 223.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58 and H.R. 173.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2017 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · fourth_quarter · Q4
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · third_quarter · Q3
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379, H.R. 762, H.R. 4469, S. 1653, S. 2045 and S. 2499.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · second_quarter · Q2
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505, H.R. 557, H.R. 4094, H.R. 4114, H.R. 4469, H.R. 3050 and S. 2750.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2016 · first_quarter · Q1
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506 and S. 245.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · first_quarter · 1A
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · fourth_quarter · Q4
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155 and H.R.362.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · third_quarter · Q3
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · second_quarter · Q2
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · first_quarter · Q1
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155 and H.R.362.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2015 · first_quarter · RA
Issues related to insurance, the tax code, health care and health insurance, governmental issues and issues in the financial services industry.
Issues related to insurance, the tax code, health care and health insurance, governmental issues and issues in the financial services industry.
Issues related to insurance, the tax code, health care and health insurance, governmental issues and issues in the financial services industry.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2014 · fourth_quarter · Q4
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173, S. 1926, H.R. 4871, S.2244. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797, H.R. 4510, H.R. 5461, S. 2102, S. 2270. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1926, S. 1188, H.R. 4418, H.R. 3522, S. 2808. Issues related to terrorism risk insurance; H.R. 508, H.R. 2146, H.R. 4871, S. 2244. Issues related to flood risk insurance; H.R. 3370, S. 1846, S. 1926. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships; H.R. 2374. Issues related to capital standards for insurance providers; H.R. 4510, H.R. 5461, S. 2102. S. 2270.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance; H.R. 1, H.R. 4457, H.R. 5021. Issues related to the estate tax; H.R. 2429, S. 1183. Issues related to the extension of certain tax credit and deduction provisions; H.R. 4719, H.R. 5806, H.R. 5771. Issues related to the establishment of certain tax preferred disability and dependent accounts; H.R. 5326, S. 2806, H.R. 647, S. 313, H.R. 83.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2014 · third_quarter · Q3
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003, H.R. 2117, H.R. 4719. Issues related to investment advice made in connection with retirement products; S. 2374. Issues related to retirement benefits of companies delcaring bankruptcy or minimizing operations; S. 2418, S. 2511. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance; H.R. 4457, H.R. 5021. Issues related to the estate tax; H.R. 2429, S. 1183.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2014 · second_quarter · Q2
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797, H.R. 4510, S. 2270. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1188, H.R. 4418.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146, H.R. 4871, S. 2244. Issues related to flood risk insurance; H.R. 3370, S. 1846, S. 1926. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships; H.R. 2374.
Issues related to implementation of Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797, S. 2270, H.R. 4510. Issues related to regulation of securities products and those who sell them; H.R. 2374. Issues related to regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA; H.R. 2117, S.1270. Issues related to investment advice provided by municipal advisors; H.R. 797. Issues related to consumer compensation in cases of investment fraud; H.R. 3482, S. 1725.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2014 · first_quarter · Q1
Issues relating to the process and protocol of the federal regulatory system; H.R. 2804.
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1188, H.R. 4418.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846, S. 1926. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · fourth_quarter · Q4
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003, H.R. 2117. Issues related to investment advice made in connection with retirement products; S. 2374. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · third_quarter · Q3
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003, H.R. 2117. Issues related to investment advice made in connection with retirement products; S. 2374. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797. Issues related to the regulation of securities products and those who sell them; H.R. 2374. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA; H.R. 2117, S.1270. Issues related to investment advice provided by municipal advisors; H.R. 797.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · second_quarter · Q2
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance.
Issues related to agent compensation; S. 650, H.R. 2328. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to the McCarran-Ferguson anti-trust exemption; H.R. 743.
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · second_quarter · Q2
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797, Issues related to the regulation of securities products and those who sell them; H.R. 2374. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors; H.R. 797.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · first_quarter · Q1
Issues related to agent compensation; S. 650. Issues related to the implementation of the Patient Protection and Affordable Care Act.
Issues related to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, and S. 650. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the implementation of the Patient Protection and Affordable Care Act.
Issues related to the tax treatment of financial products such as life insurance and annuities.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · fourth_quarter · Q4
Issues related to the tax treatment of financial products such as life insurance and annuities.
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · third_quarter · Q3
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · second_quarter · Q2
Issues related to insurance regulatory reform. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Issues related to health care/insurance reform; long-term care reform. Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them; issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · first_quarter · Q1
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · fourth_quarter · Q4
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them; issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA.
Issues related to the tax treatment of investment products such as life insurance and annuities.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · third_quarter · Q3
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them; issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA.
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · second_quarter · Q2
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · first_quarter · Q1
Issues related to the tax treatment of investment products such as life insurance and annuities.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · fourth_quarter · 4A
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Care Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports. HR 3590, HR 4872 - Enacts the "Patient Protection and Affordable Care Act." NAIFA opposes certain provisions.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · fourth_quarter · Q4
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Care Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports. HR 3590, HR 4872 - Enacts the "Patient Protection and Affordable Care Act." NAIFA opposes certain provisions.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · third_quarter · Q3
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Care Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports. HR 3590, HR 4872 - Enacts the "Patient Protection and Affordable Care Act." NAIFA opposes certain provisions.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · second_quarter · Q2
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Care Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports. HR 3590, HR 4872 - To enact the "Patient Protection and Affordable Care Act." NAIFA opposes certain provisions.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · first_quarter · Q1
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. HR 3590 - Provides health care for most americans, controls costs and enhances health care system quality. NAIFA remains concerned that this proposal will increase costs to families and businesses. HR 1558, S. 623, HR 1092 - Amends title I of ERISA, title XXVII of the Public Service Act & IRC of 1986 to prohibit preexisting condition exclusions in group health plans and in health coverage in the group and individual markets. NAIFA opposes. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S. 93 - A bill to provide quality affordable health insurance for small employers and individuals. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. S. 45 - A bill to improve patient access to health care services and provide improved medical care by reducing the excessive burden the liability system places on the health care delivery system. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Care Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 109 - To provide for the offering of Health Benefit Plans to individuals, to increase funding for State high risk health insurance pools, and to promote best practice protocols for State high risk pools. NAIFA supports. HR 15 - To provide a program of national health insurance, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports. HR 3590, HR 4872 - To enact the "Patient Protection and Affordable Care Act." NAIFA opposes certain provisions.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · fourth_quarter · Q4
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. HR 3590 - Provides health care for most americans, controls costs and enhances health care system quality. NAIFA remains concerned that this proposal will increase costs to families and businesses. HR 1558, S. 623, HR 1092 - Amends title I of ERISA, title XXVII of the Public Service Act & IRC of 1986 to prohibit preexisting condition exclusions in group health plans and in health coverage in the group and individual markets. NAIFA opposes. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S. 93 - A bill to provide quality affordable health insurance for small employers and individuals. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. S. 45 - A bill to improve patient access to health care services and provide improved medical care by reducing the excessive burden the liability system places on the health care delivery system. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Care Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 109 - To provide for the offering of Health Benefit Plans to individuals, to increase funding for State high risk health insurance pools, and to promote best practice protocols for State high risk pools. NAIFA supports. HR 15 - To provide a program of national health insurance, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · third_quarter · Q3
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. S. 703 - Provides health care for all americans, controls costs and enhances health care system quality. NAIFA opposes. HR 1558, S. 623, HR 1092 - Amends title I of ERISA, title XXVII of the Public Service Act & IRC of 1986 to prohibit preexisting condition exclusions in group health plans and in health coverage in the group and individual markets. NAIFA opposes. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S. 93 - A bill to provide quality affordable health insurance for small employers and individuals. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. S. 45 - A bill to improve patient access to health care services and provide improved medical care by reducing the excessive burden the liability system places on the health care delivery system. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Cre Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 109 - To provide for the offering of Health Benefit Plans to individuals, to increase funding for State high risk health insurance pools, and to promote best practice protocols for State high risk pools. NAIFA supports. HR 15 - To provide a program of national health insurance, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · second_quarter · Q2
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. S. 703 - Provides health care for all americans, controls costs and enhances health care system quality. NAIFA opposes. HR 1558, S. 623, HR 1092 - Amends title I of ERISA, title XXVII of the Public Service Act & IRC of 1986 to prohibit preexisting condition exclusions in group health plans and in health coverage in the group and individual markets. NAIFA opposes. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. HR 2096 & S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S. 93 - A bill to provide quality affordable health insurance for small employers and individuals. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. S. 45 - A bill to improve patient access to health care services and provide improved medical care by reducing the excessive burden the liability system places on the health care delivery system. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. S. 1177 - Confidence in Long Term Cre Insurance Act would instruct the Health and Human Services Department to ask the NAIC to collect data and also create a website called "LTC Insurance Compare" to help consumers research long term care insurance. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 109 - To provide for the offering of Health Benefit Plans to individuals, to increase funding for State high risk health insurance pools, and to promote best practice protocols for State high risk pools. NAIFA supports. HR 15 - To provide a program of national health insurance, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · first_quarter · Q1
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. S. 725, HR 1470 - would amend IRC of 1986 to allow self emloyed individuals to deduct health insurance costs in computing self-employment taxes. NAIFA supports. S. 703 - Provides health care for all americans, controls costs and enhances health care system quality. NAIFA opposes. HR 1558, S. 623, HR 1092 - Amends title I of ERISA, title XXVII of the Public Service Act & IRC of 1986 to prohibit preexisting condition exclusions in group health plans and in health coverage in the group and individual markets. NAIFA opposes. S 207 - Amend the IRC of 1986 to allow deduction for health insurance premiums. NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes. S. 702 - The Long-Term Care Affordability and Security Act of 2009 expands the authority under IRC Sectioin 125 that allows individuals to pay for certain benefits offered through cafeteria plans and/or flexible spending arrangement s with pre-tax dollars. AHIA & NAIFA support. HR 897 - Allows for Long Term Care insurance to be offered through cafeteria plans and/or FSA's as well as creates an above the line deduction for LTC premiums and provides a tax credit for caregivers. NAIFA & AHIA support. S. 93 - A bill to provide quality affordable health insurance for small employers and individuals. S.82 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, to limit income eligibility expansions under that program until the lowest income eligible individuals are enrolled, and for other purposes. NAIFA supports. S. 45 - A bill to improve patient access to health care services and provide improved medical care by reducing the excessive burden the liability system places on the health care delivery system. NAIFA supports. HR 1468 - To provide health care liability reform, and for other purposes. NAIFA supports. HR 1413 - To amend the Internal Revenue Code of 1986 to allow certain public employees a deductioin for distributions from governmental plans for health and long-term care insurance,and for other purposes. NAIFA supports. HR 1279 - To amend the Internal Revenue Code of 1986 to increase the contribution limits to dependent care flexible spending accounts and to provide for a carryover of unused dependent care benefits. NAIFA supports. HR 563 - To amend title XXI of the Social Security Act to require States to provide priority under the State Children's Health Insurance Program (SCHIP) to children in families with gross income below 200 percent of the Federal poverty level. NAIFA supports. HR 542 - To amend titles XIX and XXI of the Social Security Act to permit States to rely on findings from an express plan agency to conduct simplified eligibility determinations under Medicaid and the State Children's Health Insurance Program. NAIFA supports. HR 198 - To amend the Internal Revenue Code of 1986 to allow a deduction for amounts paid for health insurance and prescription drug costs of individuals. NAIFA supports. HR 194 - To amend the Social Security Act to guarantee comprehensive health care coverage for all children born after 2009, and for other purposes. NAIFA opposes. HR 109 - To provide for the offering of Health Benefit Plans to individuals, to increase funding for State high risk health insurance pools, and to promote best practice protocols for State high risk pools. NAIFA supports. HR 15 - To provide a program of national health insurance, and for other purposes. NAIFA opposes. HR 2 - To amend title XXI of the Social Security Act to extend and improve the Children's Health Insurance Program, and for other purposes. NAIFA opposes. S 94 - A bill to amend the Internal Revenue Code of 1986 to provide for a nonrefundable tax credit for long-term care insurance premiums. NAIFA supports. HR 1891 - To amend the Internal Revenue Code of 1986 to allow an above-the-line deduction for half of an individual's long-term care insruance premiums. NAIFA supports. HR 897 - To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · fourth_quarter · Q4
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. NAIFA & AHIA is working with NAIC to strengthen the provisions in S. 1995. HR 1150 & S. 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchase of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insurance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S. 288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · third_quarter · Q3
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. NAIFA & AHIA is working with NAIC to strengthen the provisions in S. 1995. HR 1150 & S. 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchase of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insurance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S. 288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · second_quarter · Q2
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. NAIFA & AHIA is working with NAIC to strengthen the provisions in S. 1995. HR 1150 & S. 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchase of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insurance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S. 288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships. HR 6331 - Would cut funding for Medicare Advantage - NAIFA opposes.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · first_quarter · Q1
HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages. NAIFA & AHIA is working with NAIC to strengthen the provisions in S. 1995. HR 1150 & S. 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchase of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insurance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S. 288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, HR 1872, HR 2063, HR 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S. 1569. NAIFA supports allowing states to establish LTC partnerships.
NAIFA & AHIA is working with NAIC to strengthen the provisions in S.1995. HR 1150 & S 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchae of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insruance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S.288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, Hr 1872, HR 2063, Hr 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S 1569. NAIFA supports allowing states to establish LTC partnerships. HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages.
These Resolutions would designate September as Life Insurance Awareness Month. NAIFA supported these resolutions for 2006 and will do the same for 2007. HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 448, HR 912.
HR 819 & S 381-would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuities - NAIFA supports. HR 3912 - Flexible Retirement Security for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & S 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. HR 2830 & S 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but supports the principles contained in the "State Modernization and Regulatory Transparency (SMART) Act that focuses on specific areas in which the state regulatory system is failing or deficient. S.2509 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. HR 107, S219, Life Insurance Employee Notification act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2251 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions.
HR 3997 & S 2169 - Financial Data Protection Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt state law.
Filing targets: Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance taxes. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues relating to the process and protocol of the federal regulatory system.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604 and H.R. 4524.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, S.J.Res.32, and S.J.Res.33. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, S.J.Res.32, and S.J.Res.33. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58 and H.R. 173.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505, H.R. 557, H.R. 4094, H.R. 4114, H.R. 4469, H.R. 3050 and S. 2750.
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379, H.R. 762, H.R. 4469, S. 1653, S. 2045 and S. 2499.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505, H.R. 557, H.R. 4094, H.R. 4114, H.R. 4469, H.R. 3050 and S. 2750.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379, H.R. 762, H.R. 4469, S. 1653, S. 2045 and S. 2499.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505 and H.R. 557.
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379 and H.R. 762.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155 and H.R.362.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues relating to the process and protocol of the federal regulatory system.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155 and H.R.362.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues relating to the process and protocol of the federal regulatory system.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155 and H.R.362.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to the process and protocol of the federal regulatory system.
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud.
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to insurance, the tax code, health care and health insurance, governmental issues and issues in the financial services industry.
Issues related to insurance, the tax code, health care and health insurance, governmental issues and issues in the financial services industry.
Issues related to insurance, the tax code, health care and health insurance, governmental issues and issues in the financial services industry.
Issues related to insurance, the tax code, health care and health insurance, governmental issues and issues in the financial services industry.
Issues related to agent compensation; ; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1188, H.R. 4418, H.R. 3522, S. 2808. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to the McCarran-Ferguson anti-trust exemption; H.R. 743.
Issues related to implementation of Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797, H.R. 5461, S. 2102, S. 2270, H.R. 4510, H.R. 2374. Issues related to regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA; H.R. 2117, S.1270. Issues related to investment advice provided by municipal advisors; H.R. 797. Issues related to consumer compensation in cases of investment fraud; H.R. 3482, S. 1725. Issues related to capital standards for insurance providers; H.R. 5461, S. 2102, S. 2270, H.R. 4510.
Issues relating to the process and protocol of the federal regulatory system; H.R. 2804. Issues related to capital standards for insurance providers; H.R. 5461, S. 2102, S. 2270, H.R. 4510.
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003, H.R. 2117, H.R. 4719, H.R. 83, S. 1970. Issues related to investment advice made in connection with retirement products; S. 2374. Issues related to retirement benefits of companies declaring bankruptcy or minimizing operations; S. 2418, S. 2511. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation; ; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1188, H.R. 4418, H.R. 3522. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to the McCarran-Ferguson anti-trust exemption; H.R. 743.
Issues relating to the process and protocol of the federal regulatory system; H.R. 2804. Issues related to capital standards for insurance providers; H.R. 5461, S. 2102, S. 2270, H.R. 4510.
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797, H.R. 4510, S. 2270. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1188, H.R. 4418, H.R. 3522.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146, H.R. 4871, S. 2244. Issues related to flood risk insurance; H.R. 3370, S. 1846, S. 1926. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships; H.R. 2374. Issues related to capital standards for insurance providers; H.R. 5461, S. 2102.
Issues related to implementation of Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797, S. 2270, H.R. 4510, H.R. 2374. Issues related to regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA; H.R. 2117, S.1270. Issues related to investment advice provided by municipal advisors; H.R. 797. Issues related to consumer compensation in cases of investment fraud; H.R. 3482, S. 1725.Issues related to capital standards for insurance providers; H.R. 5461, S. 2102, S. 2270, H.R. 4510.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation; ; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1188, H.R. 4418. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to the McCarran-Ferguson anti-trust exemption; H.R. 743.
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003, H.R. 2117. Issues related to investment advice made in connection with retirement products; S. 2374. Issues related to post-retirement benefits; S. 2418. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Issues relating to the process and protocol of the federal regulatory system; H.R. 2804.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance; H.R. 4457, H.R. 5021.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797. Issues related to the regulation of securities products and those who sell them; H.R. 2374. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA; H.R. 2117, S.1270. Issues related to investment advice provided by municipal advisors; H.R. 797. Issues related to consumer compensation in instances of investment fraud; H.R. 3482, S. 1725.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance.
Issues related to agent compensation; ; H.R. 1155, S. 534, S. 650, H.R. 2328, S. 2175, S. 2173. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995, H.R. 2575, S. 1188, H.R. 4418. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to the McCarran-Ferguson anti-trust exemption; H.R. 743.
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003, H.R. 2117. Issues related to investment advice made in connection with retirement products; S. 2374. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to agent compensation; S. 650, H.R. 2328. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to the McCarran-Ferguson anti-trust exemption; H.R. 743.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797. Issues related to the regulation of securities products and those who sell them; H.R. 2374. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA; H.R. 2117, S.1270. Issues related to investment advice provided by municipal advisors; H.R. 797. Issues related to consumer compensation in instances of investment fraud; H.R. 3482, S. 1725.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance.
Issues related to agent compensation; S. 650, H.R. 2328. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to the McCarran-Ferguson anti-trust exemption; H.R. 743.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 797. Issues related to the regulation of securities products and those who sell them; H.R. 2374. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA; H.R. 2117, S.1270. Issues related to investment advice provided by municipal advisors; H.R. 797.
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003, H.R. 2117. Issues related to investment advice made in connection with retirement products; S. 2374. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Issues related to IRA and pension reform; S. 1270, S. 953, S. 1003. Issues related to investment advice made in connection with retirement products; H.R. 2374. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, distributions, exemptions, employer and plan sponsor duties and safe harbors.
Issues related to agent compensation; S. 650, H.R. 2328. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to HSA/FSA reform; H.R. 2194, S. 1031. Issues related to McCarran-Ferguson anti-trust exemption; H.R. 743.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to individuals and businesses investing in retirement vehicles.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA. Issues related to insurance regulatory reform; H.R. 1155 and S. 534.
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them; issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them; issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA.
Issues related to the tax treatment of investment products such as life insurance and annuities.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles.
Issues related to the tax treatment of investment products such as life insurance and annuities.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; issues related to the regulation of securities products and those who sell them; issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA.
Issues related to the tax treatment of investment products such as life insurance and annuities.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Issues related to the tax treatment of investment products such as life insurance and annuities.
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Issues related to the tax treatment of investment products such as life insurance and annuities.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Securities & Exchange Commission (SEC)
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Securities & Exchange Commission (SEC)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12 b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority.
HR 205 & S 1010-Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuities - NAIFA supports. HR 3912 - Flexible Retirement Security for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & S 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. HR 2830 & S 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans.
These Resolutions would designate September as Life Insurance Awareness Month. NAIFA supported these resolutions for 2007 and will do the same for 2008. HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 448, HR 912.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but supports the principles contained in the "State Modernization and Regulatory Transparency (SMART) Act that focuses on specific areas in which the state regulatory system is failing or deficient. S.2509 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. HR 107, S219, Life Insurance Employee Notification act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2251 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime.
HR 458 & S 418 - clarifies the jurisdiction of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supports.
* bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR 2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the am ount of annual income deferrrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. President Bush's Tax Advisory Panel reported its recomendations on November 2, 2005. NAIFA opposes ideas that encourage short term savings and spending such as the Lifetime Savings Accounts pushed by President Bush and Save for Retirement Accounts suggested by the Tax Advisory Panel. HR 1161, 62, 63 & S 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411- Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" Charitable Owned Life Insurance - President Bush proposed applying a 25% excise tax on death benefits of life insurance used in complicated life insurance and annuity transactions involving charitable and educationsl institutions. NAIFA supports in principal. On Nov. 28, 2005 the Senate passed legislation (part of an omnibus tax bill) that would impose a 100% excise tax on the premiums and other sums invested in these arrangements. NAIFA supports in principal but will work on details. Estate tax - NAIFA supports immediate, fiscally sound, sustainable estate tax reform that removes the estate tax burden for 99.6% of Americans. 3 4
HR 3997 & S 2169 - Financial Data Protection Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt state law.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but supports the principles contained in the "State Modernization and Regulatory Transparency (SMART) Act that focuses on specific areas in which the state regulatory system is failing or deficient. S.2509 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. HR 107, S219, Life Insurance Employee Notification act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2251 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime.
* President Bush's Tax Advisory Panel reported its recomendations on November 2, 2005. NAIFA opposes ideas that encourage short term savings and spending such as the Lifetime Savings Accounts pushed by President Bush and Save for Retirement Accounts suggested by the Tax Advisory Panel. bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR 2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the am ount of annual income deferrrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. Charitable Owned Life Insurance - President Bush proposed applying a 25% excise tax on death benefits of life insurance used in complicated life insurance and annuity transactions involving charitable and educationsl institutions. NAIFA supports in principal. On Nov. 28, 2005 the Senate passed legislation (part of an omnibus tax bill) that would impose a 100% excise tax on the premiums and other sums invested in these arrangements. NAIFA supports in principal but will work on details. HR 1161, 62, 63 & S 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411- Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" 4 8
NAIFA & AHIA is working with NAIC to strengthen the provisions in S.1995. HR 1150 & S 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchae of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insruance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S.288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, Hr 1872, HR 2063, Hr 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S 1569. NAIFA supports allowing states to establish LTC partnerships. HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12 b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority.
HR 458 & S 418 - clarifies the jurisdiction of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supports.
HR 3997 & S 2169 - Financial Data Protection Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt state law.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
These Resolutions would designate September as Life Insurance Awareness Month. NAIFA supported these resolutions for 2006. HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 448, HR 912.
* President Bush's Tax Advisory Panel reported its recomendations on November 2, 2005. NAIFA opposes ideas that encourage short term savings and spending such as the Lifetime Savings Accounts pushed by President Bush and Save for Retirement Accounts suggested by the Tax Advisory Panel. bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. Charitable Owned Life Insurance - President Bush proposed applying a 25% excise tax on death benefits of life insurance used in complicated life insurance and annuity transactions involving charitable and educationsl institutions. NAIFA supports in principal. On Nov. 28, 2005 the Senate passed legislation (part of an omnibus tax bill) that would impose a 100% excise tax on the premiums and other sums invested in these arrangements. NAIFA supports in principal but will work on details. HR 1161, 62, 63 & S 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 8, HR 183, HR 64, S 420 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" 4 8
NAIFA & AHIA is working with NAIC to strengthen the provisions in S.1995. HR 1150 & S 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchae of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insruance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S.288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, Hr 1872, HR 2063, Hr 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S 1569. NAIFA supports allowing sttaes to establish LTC partnerships. HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages.
HR 458 & S 418 - clarifies the jurisdiction of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. HR 458 passed House. S. 418 passed the Senate and both bills will likely go to conference. NAIFA supports.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12 b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority.
HR 819 & S 381-would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuities - NAIFA supports. HR 3912 - Flexible Retirement Security for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & S 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. HR 2830 & S 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of