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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.
GRIDD Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; ISSUE: Updating Social Security Disability Insurance medical vocational guidelines.
GRIDD Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; Issue: Updating Social Security Disability Insurance medical vocational guidelines.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2016 · third_quarter · Q3
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation); ISSUE: Premium tax credit calculation related to dental benefits. Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of life insurers and insurance products, taxation of life insurance related to corporate integration tax proposals. Proposed regulations issued by the Department of Treasury to address the treatment of certain interests in corporations as stock or indebtedness. ISSUE: Life/non-life consolidated returns under IRC Sections 1503 and 1504.
Source: Senate LDA
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVE Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
SAVE Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090 and S. 2497: the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. Senate Finance Committee draft legislation, Retirement Enhancement and Savings Act of 2016 (no bill number. ISSUE: Lifetime income illustration and annuity accessibility.
Lifetime Income Disclosure Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1090 and S. 2497: the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Consolidated Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Consolidated Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
SAVERS Act of 2015
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Insurance Capital Standards Clarification Act of 2014
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2016 · second_quarter · Q2
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation); ISSUE: Premium tax credit calculation related to dental benefits. Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of life insurers and insurance products, taxation of life insurance related to corporate integration tax proposals. Proposed regulations issued by the Department of Treasury to address the treatment of certain interests in corporations as stock or indebtedness. ISSUE: Life/non-life consolidated returns under IRC Sections 1503 and 1504. Tax matters proposed in President's FY2017 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance.
H.R. 2317 and S. 1317: Lifetime Income Disclosure Act. ISSUE: lifetime income illustration H.R. 4067, the Small Businesses Add Value for Employees (SAVE) Act of 2015. ISSUE: Lifetime income illustration and annuity accessibility. H.R. 1090 and S.2497, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; ISSUE: Updating Social Security Disability Insurance medical vocational guidelines.
H.R. 1090 and S. 2497: the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293 and S. 2502: the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294 and S. 2505: the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2016 · first_quarter · Q1
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
H.R. 1800 - Guiding Responsible and Improved Disability Decisions Act of 2015; Issue: Updating Social Security Disability Insurance medical vocational guidelines.
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Tax matters proposed in President's FY2017 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance. Taxation of life insurance related to corporate integration tax proposals.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2015 · fourth_quarter · Q4
Tax matters proposed in President's FY2016 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance. Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards. Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule. H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary. H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes. H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, and for other purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE