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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.
To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions.
To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm:
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2017 · third_quarter · Q3
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. S. 1005 Modernization of Derivatives Tax Act of 2017. ISSUE: tax characterization of bonds
Source: Senate LDA
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers.
To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. S. 1005 Modernization of Derivatives Tax Act of 2017. ISSUE: tax characterization of bonds
Insurance Company Tax Modernization and Parity Act of 2017
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers.
Insurance Company Tax Modernization and Parity Act of 2017
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. S. 1005 Modernization of Derivatives Tax Act of 2017. ISSUE: tax characterization of bonds
Modernization of Derivatives Tax Act of 2017
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. S. 1005 Modernization of Derivatives Tax Act of 2017. ISSUE: tax characterization of bonds
GRIDD Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; ISSUE: Updating Social Security Disability Insurance medical vocational guidelines.
GRIDD Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; Issue: Updating Social Security Disability Insurance medical vocational guidelines.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. S.3471, Retirement Enhancement and Savings Act of 2016. ISSUE: Lifetime income illustration and annuity accessibility.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVE Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
SAVE Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. S.3471, Retirement Enhancement and Savings Act of 2016. ISSUE: Lifetime income illustration and annuity accessibility.
SAVE Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090 and S. 2497: the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. S.3471, Retirement Enhancement and Savings Act of 2016. ISSUE: Lifetime income illustration and annuity accessibility.
SAVERS Act of 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090 and S. 2497: the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Retirement Enhancement and Savings Act of 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. S.3471, Retirement Enhancement and Savings Act of 2016. ISSUE: Lifetime income illustration and annuity accessibility.
Consolidated Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
Consolidated Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Issue: Department of Labor proposed regulation on the definition of fiduciary in ERISA. H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Issue: Department of Labor proposed regulation on the definition of fiduciary in ERISA. H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
Insurance Capital and Accounting Standards Act of 2013
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014
Insurance Capital and Accounting Standards Act of 2013
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
Social Security Death Master File Privacy Act of 2013
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 466 Social Security Death Master File Privacy Act and H.J. Res 59 (Public Law 113-67) Bipartisan Budget Act of 2013, issues related to restricted access to the Social Security Death Master File.
Implementation issues related to the Department of Labor rule affecting disability insurance claims handling and the proposed rule to extend the applicability dates of the final rule. ISSUE: Disability Insurance. Disability income insurance options for employers and employees. ISSUE: Disability income insurance. Social Security Disability Income hearing backlog Implementation issues related to the Department of Labors final rule regarding the definition of fiduciary and the Department of Labors proposed rule to extend the applicability dates of the final rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2017 · second_quarter · Q2
Draft legislation to initiate Congressional Review Act process to repeal the Department of Labor's Claims Procedure for Plans Providing Disability Benefits final rule. ISSUE: Disability insurance. Implementation issues related to the Department of Labor rule affecting disability insurance claims process. ISSUE: Disability Insurance. Disability income insurance options for employers and employees. ISSUE: Disability income insurance. Funding to address the Social Security Disability Insurance (SSDI) hearing backlog. ISSUE: disability insurance Implementation issues related to the Department of Labor's final rule regarding the definition of fiduciary and the Department of Labor's proposed rule to extend the applicability dates of the final rule by 60 days.
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers.
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2017 · first_quarter · Q1
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions.
Draft legislation to initiate Congressional Review Act process to repeal the Department of Labor's Claims Procedure for Plans Providing Disability Benefits final rule. Issue: Disability insurance. Implementation issues related to the Department of Labor's final rule regarding the definition of fiduciary and the Department of Labor's proposed rule to extend the applicability dates of the final rule by 60 days.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2016 · fourth_quarter · Q4
Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of life insurers and insurance products, taxation of life insurance related to corporate integration tax proposals. Proposed regulations issued by the Department of Treasury to address the treatment of certain interests in corporations as stock or indebtedness. ISSUE: Life/non-life consolidated returns under IRC Sections 1503 and 1504.
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. S.3471, Retirement Enhancement and Savings Act of 2016. ISSUE: Lifetime income illustration and annuity accessibility.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2016 · third_quarter · Q3
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation); ISSUE: Premium tax credit calculation related to dental benefits. Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of life insurers and insurance products, taxation of life insurance related to corporate integration tax proposals. Proposed regulations issued by the Department of Treasury to address the treatment of certain interests in corporations as stock or indebtedness. ISSUE: Life/non-life consolidated returns under IRC Sections 1503 and 1504.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2016 · second_quarter · Q2
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation); ISSUE: Premium tax credit calculation related to dental benefits. Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of life insurers and insurance products, taxation of life insurance related to corporate integration tax proposals. Proposed regulations issued by the Department of Treasury to address the treatment of certain interests in corporations as stock or indebtedness. ISSUE: Life/non-life consolidated returns under IRC Sections 1503 and 1504. Tax matters proposed in President's FY2017 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2016 · first_quarter · Q1
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; Issue: Updating Social Security Disability Insurance medical vocational guidelines.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2015 · fourth_quarter · Q4
Tax matters proposed in President's FY2016 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2015 · third_quarter · Q3
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
Issue: Department of Labor proposed regulation on the definition of fiduciary in ERISA. H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2015 · second_quarter · Q2
Tax matters proposed in President's FY2016 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
Department of Labor regulation on definition of fiduciary in ERISA.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2015 · first_quarter · Q1
Tax matters proposed in President's FY2016 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2014 · fourth_quarter · Q4
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
Tax matters proposed in President's FY2015 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; limitations on retirement plan accruals. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by Chairman Camp of the House Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2014 · third_quarter · Q3
Legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision, including: H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. (provisions specific to insurance capital standards)
Tax matters proposed in President's FY2015 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; limitations on retirement plan accruals. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by Chairman Camp of the House Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2014 · second_quarter · Q2
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 S. 2270 - Insurance Capital Standards Clarification Act of 2014
Tax matters proposed in President's FY2015 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance;Tax matters proposed in President's FY2015 Budget Proposal and draft tax legislation related to (continued): expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; limitations on retirement plan accruals. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by Chairman Camp of the House Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2014 · first_quarter · Q1
Tax matters proposed in President's FY2015 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance;Tax matters proposed in President's FY2015 Budget Proposal and draft tax legislation related to (continued): expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; limitations on retirement plan accruals; tax treatment of life insurance reserves; tax treatment of deferred acquisition costs.
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation) H.R. 4872 (111th Congress) - Health Care Education Reconciliation Act (Implementation) Issues related to dental insurance
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2013 · fourth_quarter · Q4
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation) H.R. 4872 (111th Congress) - Health Care Education Reconciliation Act (Implementation) Issues related to dental insurance
H.R. 4173 (111th Congress) - Dodd-Frank Wall Street Reform and Consumer Protection Act (implementation), issues relating to the regulatory oversight of investment advisors
H.R. 466 Social Security Death Master File Privacy Act and H.J. Res 59 (Public Law 113-67) Bipartisan Budget Act of 2013, issues related to restricted access to the Social Security Death Master File.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2013 · third_quarter · Q3
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation) H.R. 4872 (111th Congress) - Health Care Education Reconciliation Act (Implementation) Issues related to dental insurance
General tax issues related to life insurance and retirement products; Tax matters proprosed in President's FY2014 Budget Proposal related to: modification of dividends received reduction "DRD" for life insurance seperate accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; and limitations on retirement plan accruals.
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; ISSUE: Updating Social Security Disability Insurance medical vocational guidelines.
H.R. 1090 and S. 2497: the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Tax matters proposed in President's FY2017 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance. Taxation of life insurance related to corporate integration tax proposals.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax matters proposed in President's FY2016 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation) H.R. 4872 (111th Congress) - Health Care Education Reconciliation Act (Implementation) Issues related to dental insurance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S. 1369 - A bill to provide additional flexibility to the board of governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 2140 - Insurance Capital and Accounting Standards Act of 2013S.2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General tax issues related to life insurance and retirement products; Tax matters proprosed in President's FY2014 Budget Proposal related to: modification of dividends received reduction "DRD" for life insurance seperate accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; and limitations on retirement plan accruals.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 4173 (111th Congress) - Dodd-Frank Wall Street Reform and Consumer Protection Act (implementation), issues relating to the regulatory oversight of investment advisors
Filing targets: HOUSE OF REPRESENTATIVES, SENATE