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Reported covered position: Counsel, Senate Special Committee on Aging
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: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 2374, Retail Investor Protection Act, all provisions. Issues related to report by Office of Financial Research on Asset Management and Financial Stability
USA Retirement Funds Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · first_quarter · Q1
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 2374, Retail Investor Protection Act, all provisions. Issues related to report by Office of Financial Research on Asset Management and Financial Stability
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S. 1979, Retirement Funds Act, all provisions.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Department of Treasury regulations on qualified longevity annuity contracts and MyRAs.
Source: Senate LDA
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S. 1979, Retirement Funds Act, all provisions.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Department of Treasury regulations on qualified longevity annuity contracts and MyRAs.
SEC Regulatory Accountability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Oversight Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisions
SEC Regulatory Accountability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionHR 2374, Retail Investor Protection Act, all provisions
SEC Regulatory Accountability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
SEC Regulatory Accountability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
SEC Regulatory Accountability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionsHR 2374, Retail Investor Protection Act, all provisions. Issues related to report by Office of Financial Research on Asset Management and Financial Stability
Retail Investor Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Retail Investor Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Municipal Advisor Oversight Improvement Act of 2013
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionsHR 2374, Retail Investor Protection Act, all provisions. Issues related to report by Office of Financial Research on Asset Management and Financial Stability
Municipal Advisor Oversight Improvement Act of 2013
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Municipal Advisor Oversight Improvement Act of 2013
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Oversight Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisions
Municipal Advisor Oversight Improvement Act of 2013
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionHR 2374, Retail Investor Protection Act, all provisions
Municipal Advisor Oversight Improvement Act of 2013
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Department of Labor regulation on definition of fiduciary in ERISA Issues related to lifetime income disclosure in retirement plan documents Issues related to the selection of an annuity provider for retirement plans S 606, Shrinking Emergency Account Losses Act of 2013, all provisionsDepartment of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure Issues related to Auto IRA proposals Department of Treasury regulations on qualified longevity annuity contracts, R bonds
Student Loan Affordability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S 953, Student Loan Affordability Act, provisions related to distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
Student Loan Affordability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor regulation on definition of fiduciary in ERISA Issues related to lifetime income disclosure in retirement plan documents Issues related to the selection of an annuity provider for retirement plans S 953, Student Loan Affordability Act, provisions related to distributions from IRAsDepartment of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure Issues related to Auto IRA proposals Department of Treasury regulations on qualified longevity annuity contracts, R bonds
Student Loan Affordability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S 953, Student Loan Affordability Act, provisions related to the distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
Student Loan Affordability Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S 953, Student Loan Affordability Act, provisions related to distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulation on definition of fiduciary in ERISA Joint project by Departments of Labor and Treasury to promote the use of lifetime income products Department of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pension Department of Treasury regulations on qualified longevity annuity contracts
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs. Department of Treasury regulations on qualified longevity annuity contract rules.
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulation on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pensions. Department of Treasury regulations on qualified longevity annuity contract rules.
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs
Victims of Agent Orange Relief Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
Victims of Agent Orange Relief Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
To amend the Securities Exchange Act of 1934 to clarify provisions relating to the regulation of municipal advisors, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
To amend the Securities Exchange Act of 1934 to clarify provisions relating to the regulation of municipal advisors, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
Automatic IRA Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs
Automatic IRA Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulation on definition of fiduciary in ERISA Joint project by Departments of Labor and Treasury to promote the use of lifetime income products Department of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pension Department of Treasury regulations on qualified longevity annuity contracts
Automatic IRA Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulation on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pensions. Department of Treasury regulations on qualified longevity annuity contract rules.
Automatic IRA Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs. Department of Treasury regulations on qualified longevity annuity contract rules.
Retirement Plan Simplification and Enhancement Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulation on definition of fiduciary in ERISA Joint project by Departments of Labor and Treasury to promote the use of lifetime income products Department of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pension Department of Treasury regulations on qualified longevity annuity contracts
Retirement Plan Simplification and Enhancement Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs. Department of Treasury regulations on qualified longevity annuity contract rules.
Retirement Plan Simplification and Enhancement Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulation on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pensions. Department of Treasury regulations on qualified longevity annuity contract rules.
Retirement Plan Simplification and Enhancement Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs
Investment Adviser Oversight Act of 2012
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 4624, Investment Adviser Oversight Act, all provisions.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulation on definition of fiduciary in ERISA Joint project by Departments of Labor and Treasury to promote the use of lifetime income products Department of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pension Department of Treasury regulations on qualified longevity annuity contracts
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulation on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pensions. Department of Treasury regulations on qualified longevity annuity contract rules.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs. Department of Treasury regulations on qualified longevity annuity contract rules.
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S. 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Issues related to the use of stable value investments in qualified savings plans.
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
SAVE Act of 2011
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Issues related to use of stable value investments in qualified savings plans.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Issues related to use of stable value investments in qualified savings plans.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings Are Vital to Everyone Act, all provisions. S. 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Issues related to the use of stable value investments in qualified savings plans.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
Carbon Capture and Sequestration Deployment Revenue Act of 2010
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to U.S. taxes on overseas income; the Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; the estate tax; the tax treatment of tax-qualified savings; and the tax treatment of insurance generally. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · third_quarter · 3A
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico.
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S 953, Student Loan Affordability Act, provisions related to the distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · fourth_quarter · Q4
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionsHR 2374, Retail Investor Protection Act, all provisions. Issues related to report by Office of Financial Research on Asset Management and Financial Stability
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to tax reform legislation in Mexico.
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S 953, Student Loan Affordability Act, provisions related to distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · third_quarter · Q3
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico
Department of Labor regulation on definition of fiduciary in ERISA. Issues related to lifetime income disclosure in retirement plan documents. Issues related to the selection of an annuity provider for retirement plans. S 953, Student Loan Affordability Act, provisions related to distributions from IRAs.Department of Labor regulations regarding fee disclosure. Department of Labor proposals relating to retirement plan coverage. Issues related to Auto IRA proposals. Department of Treasury regulations on qualified longevity annuity contracts and R bonds.
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 797, Municipal Advisers Act, all provisions. HR 1062, SEC Regulatory Accountability Act, all provisions.HR 2374, Retail Investor Protection Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · second_quarter · Q2
Department of Labor regulation on definition of fiduciary in ERISA Issues related to lifetime income disclosure in retirement plan documents Issues related to the selection of an annuity provider for retirement plans S 953, Student Loan Affordability Act, provisions related to distributions from IRAsDepartment of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure Issues related to Auto IRA proposals Department of Treasury regulations on qualified longevity annuity contracts, R bonds
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisionHR 2374, Retail Investor Protection Act, all provisions
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity insurance productsIssues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · first_quarter · Q1
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity insurance contractsIssues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves
Department of Labor regulation on definition of fiduciary in ERISA Issues related to lifetime income disclosure in retirement plan documents Issues related to the selection of an annuity provider for retirement plans S 606, Shrinking Emergency Account Losses Act of 2013, all provisionsDepartment of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure Issues related to Auto IRA proposals Department of Treasury regulations on qualified longevity annuity contracts, R bonds
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · fourth_quarter · Q4
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulation on definition of fiduciary in ERISA Joint project by Departments of Labor and Treasury to promote the use of lifetime income products Department of Labor regulations regarding fee disclosure Department of Labor initiative regarding electronic disclosure HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pension Department of Treasury regulations on qualified longevity annuity contracts
Issues related to the Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · third_quarter · Q3
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulation on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. Issues related to implementation of Pub. Law 112-141, Moving Ahead for Progress in the 21st Century Act, provisions related to pensions. Department of Treasury regulations on qualified longevity annuity contract rules.
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · second_quarter · Q2
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Department of Labor regulations regarding fee disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds. S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs. Department of Treasury regulations on qualified longevity annuity contract rules.
Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance contracts. Department of Treasury regulations on qualified longevity annuity contract rules.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · first_quarter · Q1
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure. HR 4050, Retirement Plan Simplification and Enhancement Act of 2012, all provisions. HR 4049, Auto IRA Act of 2012, provisions regarding R-bonds S 1813, Highway Investment, Job Creation and Economic Growth Act, provisions regarding inherited IRAs
Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance companies.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · fourth_quarter · Q4
HR 1534, Savings are Vital to Everyone Act, all provisions S 2832, Lifetime Income Disclosure Act, all provisions Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
Issues related to Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) Issues related to the Joint Select Committee on Deficit Reduction. Issues related to the "transfer for value" of insurance contracts.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · third_quarter · Q3
Issues related to Administration's FY2102 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147).
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · second_quarter · Q2
Issues related to reform of the government sponsored enterprises for housing; issues related to risk retention rules for mortgages.
HR 1534, Savings Are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Issues related to use of stable value investments in qualified savings plans.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · first_quarter · Q1
HR 1534, Savings Are Vital to Everyone Act, all provisions. S. 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote the use of lifetime income products. Issues related to the use of stable value investments in qualified savings plans.
Issues related to reform of the government sponsored enterprises for housing
Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. HR 1, Full Year Continuing Appropriations Act, provisions related to the Community Living Assistance Services and Support Act. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. L. 111-147)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2010 · fourth_quarter · Q4
Issues related to the implementation of the Dodd-Frank Act, particularly provisions related to derivatives and the standard of care for broker-dealers and investment advisers.
Issues related to facilitating annuitization in defined contribution plans Department of Labor regulations on definition of fiduciary in Employee Retirement Income Security Act
Issues related to U.S. taxes on overseas income; the Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; the estate tax; the tax treatment of tax-qualified savings; and the tax treatment of insurance generally. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 797, Municipal Advisers Oversight Act, all provisions HR 1062, SEC Regulatory Accountability Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers HR 2634, Investment Adviser Oversight Act, all provisions HR 2827, Municipal Advisers Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers. HR 4624, Investment Adviser Oversight Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Postal Service (USPS)
Issues related to implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Postal Service (USPS), U.S. Trade Representative (USTR)
Issues related to the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
HR 1534, Savings are Vital to Everyone Act, all provisions. S 2832, Lifetime Income Disclosure Act, all provisions. Department of Labor regulations on definition of fiduciary in ERISA. Joint project by Departments of Labor and Treasury to promote use of lifetime income products. Department of Labor initiative regarding lifetime income disclosure. Department of Labor initiative regarding electronic disclosure.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. Issues related to taxation of lifetime income products.
Issues related to the implementation of the Dodd Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
Filing targets: Commerce, Dept of (DOC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Issues related to the implementation of the Dodd Frank Wall Street Reform and Consumer Protection Act, including provisions related to derivatives, as well as the standard of care and regulatory oversight of broker-dealers and investment advisers.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)