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Reported covered position: Chief of Staff, Rep. Sensenbrenner
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2016 · second_quarter · Q2
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Source: Senate LDA
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking.
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking.
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Consolidated Appropriations Act, 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Consolidated Appropriations Act, 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Federal Law Enforcement Self-Defense and Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Federal Law Enforcement Self-Defense and Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Senior Safe Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Senior Safe Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Automatic IRA Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Automatic IRA Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Women's Pension Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Women's Pension Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Senior$afe Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Senior$afe Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Retail Investor Protection Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking.
Retail Investor Protection Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Retail Investor Protection Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Retail Investor Protection Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retail Investor Protection Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retail Investor Protection Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking.
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Security Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Retirement Savings Lost and Found Act of 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090).
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. The Retail Investor Protection Act (H.R. 1090).
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090).
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
Retail Investor Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090).
Consolidated Appropriations Act, 2016
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
Federal Law Enforcement Self-Defense and Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Retirement Security Act of 2015 (H.R. 557 and S.266).
Federal Law Enforcement Self-Defense and Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090).
Federal Law Enforcement Self-Defense and Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090).
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266).
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090).
Lifetime Income Disclosure Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Terrorism Risk Insurance Program Reauthorization Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act of 2013 (113th Cong.), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (113th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013(113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act of 2013 (113th Cong.), which allows charities and cooperative associations to avert the funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans. Insurance Capital Standards Clarification Act of 2014 (113th Cong.). Terrorism Risk Insurance Program Reauthorization Act of 2015 (H.R. 26).
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
Retirement Choice Protection Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Affordable Retirement Advice Protection Act
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
SAVERS Act of 2015
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2016 · first_quarter · Q1
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and encourage the use of private multiple employer plans. International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090, S. 2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505); DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137, S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The Affordable Retirement Advice Protection Act (H.R. 4293, S.2502), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The Consolidated Omnibus Appropriations Act (H.R. 2029), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior$afe Act (H.R. 4538, S.2216), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2015 · fourth_quarter · Q4
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The Retirement Choice Protection Act (H.R. 3922). The SAVERS Act (H.R. 4294). The SAVE Act (H.R. 4067).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090). The Retirement Choice Protection Act (H.R. 3922). The Affordable Retirement Advice Protection Act (H.R. 4293). The SAVERS Act (H.R. 4294). The Consolidated Omnibus Appropriations Act (H.R. 2029). The SAVE Act (H.R. 4067). Womens Pension Protection Act (S. 2110). The Senior$afe Act (S. 2216).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retail Investor Protection Act (H.R. 1090).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2015 · third_quarter · Q3
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Retirement Security Act of 2015 (H.R. 557 and S.266). Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266). International Insurance Standards Transparency Act (H.R. 2141). The Retail Investor Protection Act (H.R. 1090).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. The Retail Investor Protection Act (H.R. 1090).
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans and increase access to lifetime income so that workers can enhance their retirement security.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2015 · second_quarter · Q2
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Lifetime Income Disclosure Act of 2015, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (114th Cong., H.R. 2137 & S.1317). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Retirement Security Act of 2015 (H.R. 557 and S.266).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act (114th Cong., H.R. 2317 and S.1317), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2015 (114th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Terrorism Risk Insurance Program Reauthorization Act of 2015 (P.L. 114-1). Retirement Security Act of 2015 (H.R. 557 and S.266).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans and increase access to lifetime income so that workers can enhance their retirement security.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2015 · first_quarter · Q1
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans and increase access to lifetime income so that workers can enhance their retirement security. House Discussion Draft, Tax Reform Act of 2014 (113th Cong.).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act of 2013, implementation and regulatory reform. Lifetime Income Disclosure Act of 2013 (113th Cong.), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (113th Cong.), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013(113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act of 2013 (113th Cong.), which allows charities and cooperative associations to avert the funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans. Insurance Capital Standards Clarification Act of 2014 (113th Cong.). Terrorism Risk Insurance Program Reauthorization Act of 2015 (H.R. 26).
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2014 · fourth_quarter · Q4
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans; S. 2244, the Terrorism Risk Insurance Program Reauthorization Act of 2014.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Lifetime Income Disclosure Act (H.R. 2171), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (S.534 and H.R.1155), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act. (S. 1302), which allows charities and cooperative associations to avert the funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans. Insurance Capital Standards Clarification Act of 2014 (S. 2270).
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2014 · third_quarter · Q3
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans and increase access to lifetime income so that workers can enhance their retirement security. House Discussion Draft, Tax Reform Act of 2014.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2014 · second_quarter · Q2
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans and increase access to lifetime income so that workers can enhance their retirement security. Ways & Means Committee Chairman Dave Camp's tax discussion draft.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2014 · first_quarter · Q1
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2013 · fourth_quarter · Q4
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2013 · third_quarter · Q3
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans. Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (113th Cong.). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2013 (113th Cong.), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Highway and Transportation Funding Act of 2014 (113th Cong.).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans. Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (113th Cong.), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans and increase access to lifetime income so that workers can enhance their retirement security. House Discussion Draft, Tax Reform Act of 2014.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (S.1145, H.R. 2171). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2013 (H.R. 2035), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Highway and Transportation Funding Act of 2014 (H.R. 5021).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Lifetime Income Disclosure Act (H.R. 2171), legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (S.534 and H.R.1155), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act. (S. 1302), which allows charities and cooperative associations to avert the funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans. Insurance Capital Standards Clarification Act of 2014 (S. 2270).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (S.1145, H.R. 2171). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2013 (H.R. 2035), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Comment letter to Department of the Treasury on retroactivity of DOMA guidance. Highway and Transportation Funding Act of 2014 (H.R. 5021).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (S.534 and H.R.1155), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act. (S. 1302), which allows charities and cooperative associations to avert the funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans. Insurance Capital Standards Clarification Act of 2014 (S. 2270).
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2013 (H.R. 2035), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Comment letter to Department of the Treasury on retroactivity of DOMA guidance. Highway and Transportation Funding Act of 2014 (H.R. 5021).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans and increase access to lifetime income so that workers can enhance their retirement security. Ways & Means Committee Chairman Dave Camp's tax discussion draft.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Securities and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (S.534 and H.R.1155), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act. (S. 1302), which allows charities and cooperative associations to avert the funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2013 (H.R. 2035), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Comment letter to Department of the Treasury on retroactivity of DOMA guidance.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2013 (H.R. 2035), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Comment letter to Department of the Treasury on retroactivity of DOMA guidance.
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform. Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (S.534 and H.R.1155), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act. (S. 1302), which allows charities and cooperative associations to avert the funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory Reform. Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. The Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Security and Exchange Commission for a potential rulemaking on the harmonization of the standard of care for investment advisors and broker-dealers. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. National Association of Registered Agents and Brokers Reform Act of 2013 (S.534 and H.R.1155), commonly known as NARAB II, which is legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security. Cooperative and Small Employer Charity Pension Flexibility Act. (S. 1302), which allows charities and cooperative associations to the avert funding rules under the Pension Protection Act (PPA) when establishing multi-employer retirement plans.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasurys Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Obama Administration and Congressional proposals on tax reform; proposal to create Universal, Secure, and Adaptable ("USA") Retirement Funds retirement plans.Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. Proposals at the Department of Treasury for increasing Americans access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans access to guaranteed lifetime income solutions. Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2013 (H.R. 2035), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (H.R. 2117), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. The SAFE Retirement Act of 2013 (S.1270), which is legislation that includes measures to increase participation and savings in 401(k) plans, and increase access to lifetime income so that workers can enhance their retirement security.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of