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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2021 · third_quarter · 3T
Issues relating to tax reform and international and domestic tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2021 · second_quarter · Q2
Source: Senate LDA
| BRIGHTHOUSE SERVICES, LLC |
| 15 |
| 2017–2020 |
| MATRIX ADVISORS, LLC | 14 | 2015–2018 |
| LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. | 13 | 2016–2019 |
| WINE & SPIRITS WHOLESALERS OF AMERICA | 13 | 2017–2019 |
| LAZARD FRERES & CO. LLC | 11 | 2015–2018 |
| H & R BLOCK, INC. | 9 | 2015–2017 |
| IEX GROUP, INC. | 3 | 2016 |
| AMERICAN BANKERS ASSOCIATION | 1 | 2015 |
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
Retirement Enhancement and Savings Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; and HR 1007, RESA; Data Security, data breach notification and privacy; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Retirement Enhancement and Savings Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act and HR 1007, RESA; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Retirement Enhancement and Savings Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act and HR 1007, RESA; Data Security, data breach notification and privacy; long term care accounts.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; and HR 1007, RESA; Data Security, data breach notification and privacy; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; Data Security, data breach notification and privacy; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act and HR 1007, RESA; Data Security, data breach notification and privacy; long term care accounts.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act and HR 1007, RESA; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act; Data Security, data breach notification and privacy; long term care accounts.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
Retirement Enhancement and Savings Act of 2016
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
The Securities & Exchange Commission's proposed Regulation Best Interest, Form CRS Relationship Summary; Amendments to Form ADV; Required Disclosures in Retail Communications and Restrictions on the use of Certain Names or Titles; Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers. S.3471,the Retirement Enhancement and Savings Act of 2016.
Retirement Enhancement and Savings Act of 2016
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
The Securities & Exchange Commission's proposed Regulation Best Interest, Form CRS Relationship Summary; Amendments to Form ADV; Required Disclosures in Retail Communications and Restrictions on the use of Certain Names or Titles; Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers. S.3471,the Retirement Enhancement and Savings Act of 2016.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: BRIGHTHOUSE SERVICES, LLC · Firm: O'ROURKE & NAPPI, LLP
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act
Foreign Investor Visa Programs; H.R. 2131 - the SKILLS Visa Act
Issues relating to tax reform and international and domestic tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2021 · first_quarter · Q1
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2020 · fourth_quarter · Q4
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2020 · third_quarter · 3T
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
Issues related to cannabis banking.
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2020 · third_quarter · Q3
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Issues related to cannabis banking.
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2020 · third_quarter · Q3
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2020 · second_quarter · Q2
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2020 · second_quarter · Q2
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2020 · first_quarter · Q1
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2020 · first_quarter · Q1
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2019 · fourth_quarter · 4T
Issues related to gaming.
Issues related to tariffs.
Issues relating to patents and trademarks.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2019 · fourth_quarter · 4T
Issues relating to implementation of the TCJA.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2019 · fourth_quarter · 4T
Dodd-Frank implementation and oversight.
Issues relating to flood insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2019 · fourth_quarter · Q4
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2019 · fourth_quarter · Q4
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2019 · third_quarter · Q3
Retirement security, including HR 1994, the SECURE Act.
Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2019 · third_quarter · Q3
Issues relating to patents and trademarks.
Issues related to tariffs.
Issues related to gaming.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2019 · third_quarter · Q3
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2019 · third_quarter · Q3
Issues relating to implementation of the TCJA.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2019 · third_quarter · Q3
Dodd-Frank implementation and oversight.
Issues relating to flood insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2019 · third_quarter · 3T
Issues related to pass-through entities. Extenders/biofuel tax credits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2019 · third_quarter · 3T
Issues relating to data security/data breach, and privacy.
Issues relating to GSE reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2019 · third_quarter · 3T
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2019 · third_quarter · 3T
Issues relating to arbitration, data security/data breach, and privacy.
Issues relating to tax reform and international tax policy.
Issues related to regulation of credit card activities.
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Retirement security, including HR 1994, the SECURE Act; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; Data Security, data breach notification and privacy; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Dodd-Frank implementation and oversight.
Issues relating to flood insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Issues relating to GSE reform.
Issues relating to data security/data breach, and privacy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Issues related to gaming.
Issues related to tariffs.
Issues relating to patents and trademarks.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Issues relating to implementation of the TCJA.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Issues related to pass-through entities. Extenders/biofuel tax credits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2019 · second_quarter · Q2
Issues relating to arbitration, data security/data breach, and privacy.
Issues related to regulation of credit card activities.
Issues relating to robocalls.
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; and HR 1007, RESA; Data Security, data breach notification and privacy; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Retirement security, including HR 1994, the SECURE Act and HR 1007, RESA; Data Security, data breach notification and privacy; long term care accounts.
Retirement security, including HR 1994, the SECURE Act and HR 1007, RESA; long term care accounts; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Issues relating to GSE reform.
Issues relating to data security/data breach, and privacy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Issues relating to implementation of the TCJA.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Issues related to pass-through entities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Issues relating to tax reform and international tax policy.
Issues related to regulation of credit card activities.
Issues relating to arbitration, data security/data breach, and privacy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Issues relating to flood insurance.
Dodd-Frank implementation and oversight.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2019 · first_quarter · Q1
Issues relating to patents and trademarks.
Issues related to tariffs.
Issues related to gaming.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
The Securities & Exchange Commission's proposed Regulation Best Interest, Form CRS Relationship Summary; Amendments to Form ADV; Required Disclosures in Retail Communications and Restrictions on the use of Certain Names or Titles; Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers. S.3471,the Retirement Enhancement and Savings Act of 2016.
Oversight of life insurance and annuity products.
Regulation of variable annuities products, standards of conduct for investment professionals. The Securities & Exchange Commission's proposed Regulation Best Interest, Form CRS Relationship Summary; Amendments to Form ADV; Required Disclosures in Retail Communications and Restrictions on the use of Certain Names or Titles; Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers; SEC proposed rule entitled Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts.
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Issues related to pass-through entities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Issues relating to corporation taxation. Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Issues relating to GSE reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Issues relating to tax reform and international tax policy.
Proposed non-bank bank legislation. Issues related to regulation of credit card activities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Issues relating to flood insurance.
Dodd-Frank implementation and oversight.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2018 · fourth_quarter · Q4
Issues related to tariffs.
Issues relating to patents & trademarks.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Regulation of variable annuities products, standards of conduct for investment professionals. The Securities & Exchange Commission's proposed Regulation Best Interest, Form CRS Relationship Summary; Amendments to Form ADV; Required Disclosures in Retail Communications and Restrictions on the use of Certain Names or Titles; Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers.
The Securities & Exchange Commission's proposed Regulation Best Interest, Form CRS Relationship Summary; Amendments to Form ADV; Required Disclosures in Retail Communications and Restrictions on the use of Certain Names or Titles; Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers. S.3471,the Retirement Enhancement and Savings Act of 2016.
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Issues relating to flood insurance.
Dodd-Frank implementation and oversight.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Issues relating to corporation taxation. Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Issues relating to patents & trademarks.
Issues relating to tribal lands.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Issues relating to GSE reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2018 · third_quarter · Q3
Proposed non-bank bank legislation. Issues related to regulation of credit card activities.
Issues relating to tax reform and international tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Regulation of variable annuities products, standards of conduct fro investment professionals.
The Securities & Exchange Commission's proposed Regulation Best Interest, Form CRS Relationship Summary; Amendments to Form ADV; Required Disclosures in Retail Communications and Restrictions on the use of Certain Names or Titles; Proposed Commission Interpretation Regarding Standard of Conduct for Investment Advisers; Request for Comment on Enhancing Investment Adviser Regulation.
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Issues relating to flood insurance.
Dodd-Frank implementation and oversight.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Issues relating to corporation taxation. Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Issues relating to tribal lands.
Issues relating to patents & trademarks.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Issues relating to GSE reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2018 · second_quarter · Q2
Proposed non-bank bank legislation. Issues related to regulation of credit card activities.
Issues relating to tax reform and international tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
The Department of Labor Rule regarding the Definition of the term Fiduciary in ERISA, the amendment of PTE 84-24 and the Best Interest Contract Exemption.
Regulation of variable annuities products, standards of conduct fro investment professionals.
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
MATRIX ADVISORS, LLC via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Foreign Investor Visas, Skills Visa Act
Filing targets: HOUSE OF REPRESENTATIVES
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Dodd-Frank implementation and oversight.
Issues relating to flood insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Issues relating to corporation taxation. Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LAZARD FRERES & CO. LLC via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Issues relating to taxation of foreign businesses.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Issues relating to tribal lands.
Issues relating to patents & trademarks.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Issues relating to GSE reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2018 · first_quarter · Q1
Issues relating to tax reform and international tax policy.
Proposed non-bank bank legislation. Issues related to regulation of credit card activities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
The Department of Labor Rule regarding the Definition of the term Fiduciary in ERISA, the amendment of PTE 84-24 and the Best Interest Contract Exemption.
Oversight of life insurance and annuity products.
Regulation of variable annuities products
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Issues relating to flood insurance.
Dodd-Frank implementation and oversight.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Issues relating to corporation taxation. Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LAZARD FRERES & CO. LLC via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Issues relating to taxation of foreign businesses.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERNATIONAL GAME TECHNOLOGY via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Issues relating to tribal lands.
Issues relating to patents & trademarks.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FIRST AMERICAN FINANCIAL CORPORATION via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Issues relating to GSE reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADS ALLIANCE DATA SYSTEMS via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Issues relating to tax reform and international tax policy.
Proposed non-bank bank legislation. Issues related to regulation of credit card activities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MATRIX ADVISORS, LLC via O'ROURKE & NAPPI, LLP
2017 · fourth_quarter · Q4
Foreign Investor Visas, Skills Visa Act
Filing targets: HOUSE OF REPRESENTATIVES
BRIGHTHOUSE SERVICES, LLC via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Regulation of variable annuities products
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products.
The Department of Labor Rule regarding the Definition of the term Fiduciary in ERISA, the amendment of PTE 84-24 and the Best Interest Contract Exemption.
MATRIX ADVISORS, LLC via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Foreign Investor Visas, Skills Visa Act
Filing targets: HOUSE OF REPRESENTATIVES
WINE & SPIRITS WHOLESALERS OF AMERICA via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE TRAVELERS COMPANIES INC. AND SUBSIDIARIES via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Issues relating to flood insurance.
Dodd-Frank implementation and oversight.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MEDICAL DEVICE MANUFACTURERS ASSOCIATION via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Matters related to the taxation of the manufacture of medical devices.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Tax reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
L BRANDS, INC. via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Issues relating to corporation taxation. Issues relating to the depreciation of leasehold improvements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LAZARD FRERES & CO. LLC via O'ROURKE & NAPPI, LLP
2017 · third_quarter · Q3
Issues relating to taxation of foreign businesses.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Issues related to cannabis banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Issues related to cannabis banking.
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Retirement security, including HR 1994, the SECURE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Issues relating to robocalls.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement security, including HR 1994, the SECURE Act; Data Security, data breach notification and privacy; long term care accounts.
Federal regulation of variable and indexed annuities; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Issues relating to tax reform and international tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Federal regulation of variable and indexed annuities; the SEC proposed Reg BI rule proposal; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Oversight of life insurance and annuity products.
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act, implementation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Oversight of life insurance and annuity products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Oversight of life insurance and annuity products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Proposals to change the taxation of life insurance companies or the tax treatment of life insurance and annuity products. HR 1, Tax Reform Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Oversight of life insurance and annuity products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE