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Reported covered position: Senior Policy Advisor, Senator Tom Carper; Deputy Legislative Director, Rep. Ed Perlmutter; Legislative Assistant, Rep. Ellen Tauscher
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.
PAID Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
WEST REALM SHIRES SERVICES, INC. D/B/A FTX US via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation or regulation concerning the treatment of digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Source: Senate LDA
| FMR LLC |
| 9 |
| 2020–2022 |
| INSTITUTE OF INTERNATIONAL BANKERS | 9 | 2020–2022 |
| MOODY'S CORPORATION | 9 | 2020–2021 |
| SOCIAL FINANCE, INC. | 9 | 2020–2022 |
| BBVA USA BANCSHARES, INC. | 8 | 2019–2021 |
| GUARDIAN LIFE INSURANCE COMPANY | 8 | 2020–2022 |
| MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) | 8 | 2020–2022 |
| THE DEPOSITORY TRUST & CLEARING CORPORATION | 8 | 2020–2022 |
| ZURICH AMERICAN INSURANCE COMPANY | 8 | 2020–2022 |
| GUSTO | 7 | 2020–2022 |
| APPRAISAL INSTITUTE | 6 | 2020–2022 |
| FISERV INC | 6 | 2021–2022 |
| MBI, INC. | 6 | 2019–2020 |
| GENWORTH FINANCIAL, INC. | 5 | 2019–2020 |
| THE GLOBAL ATLANTIC FINANCIAL GROUP LLC | 5 | 2021–2022 |
| BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) | 4 | 2021–2022 |
| COINBASE, INC. | 4 | 2021–2022 |
| ONDECK CAPITAL INC | 4 | 2019–2020 |
| CHIME FINANCIAL INC. | 3 | 2021–2022 |
| WEST REALM SHIRES SERVICES INC. D/B/A FTX US | 3 | 2021–2022 |
| FRANKLIN SQUARE HOLDINGS, L.P. | 2 | 2021–2022 |
| LONDON STOCK EXCHANGE GROUP PLC | 2 | 2021–2022 |
| EMIGRANT BANCORP INC. | 1 | 2020 |
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) · Firm: RICH FEUER ANDERSON
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Infrastructure Investment and Jobs Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Tax treatment of digital assets, including H.R. 3684, the "Infrastructure Investment and Jobs Act."
Portal for Appraisal Licensing Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Portal for Appraisal Licensing Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Portal for Appraisal Licensing Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Retirement Parity for Student Loans Act
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Safeguarding Sanctuary Cities Act of 2017
Client: INSTITUTE OF INTERNATIONAL BANKERS · Firm: RICH FEUER ANDERSON
Legislative and regulatory issues impacting foreign banking organizations, including implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018," and of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: INSTITUTE OF INTERNATIONAL BANKERS · Firm: RICH FEUER ANDERSON
Legislative and regulatory issues impacting foreign banking organizations, including implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018," and of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
PAID Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
PAID Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
PAID Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
PAID Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
American Rescue Plan Act of 2021
Client: AMERICAN EXPRESS COMPANY · Firm: RICH FEUER ANDERSON
Prudential bank regulatory issues and implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act." Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program," and H.R.1319, the "American Rescue Plan Act of 2021."
American Rescue Plan Act of 2021
Client: AMERICAN EXPRESS COMPANY · Firm: RICH FEUER ANDERSON
Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
American Rescue Plan Act of 2021
Client: AMERICAN EXPRESS COMPANY · Firm: RICH FEUER ANDERSON
Prudential bank regulatory issues and implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act." Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
American Rescue Plan Act of 2021
Client: AMERICAN EXPRESS COMPANY · Firm: RICH FEUER ANDERSON
Legislation and regulation affecting prudential bank regulatory issues. Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
American Rescue Plan Act of 2021
Client: AMERICAN EXPRESS COMPANY · Firm: RICH FEUER ANDERSON
Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program," and H.R.1319, the "American Rescue Plan Act of 2021."
Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Real Estate Valuation Fairness and Improvement Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the Real Estate Valuation Fairness and Improvement Act of 2021.
Real Estate Valuation Fairness and Improvement Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the "Real Estate Valuation Fairness and Improvement Act of 2021."
Real Estate Valuation Fairness and Improvement Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the "Real Estate Valuation Fairness and Improvement Act of 2021."
Real Estate Valuation Fairness and Improvement Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the Real Estate Valuation Fairness and Improvement Act of 2021.
Real Estate Valuation Fairness and Improvement Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the Real Estate Valuation Fairness and Improvement Act of 2021.
Real Estate Valuation Fairness and Improvement Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the "Real Estate Valuation Fairness and Improvement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) · Firm: RICH FEUER ANDERSON
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) · Firm: RICH FEUER ANDERSON
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) · Firm: RICH FEUER ANDERSON
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Retirement Parity for Student Loans Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: SOCIAL FINANCE, INC. · Firm: RICH FEUER ANDERSON
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Infrastructure Investment and Jobs Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Tax treatment of digital assets, including H.R. 3684, the "Infrastructure Investment and Jobs Act."
Infrastructure Investment and Jobs Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Tax treatment of digital assets, including H.R. 3684, the "Infrastructure Investment and Jobs Act."
Infrastructure Investment and Jobs Act
Client: AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION · Firm: RICH FEUER ANDERSON
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Portal for Appraisal Licensing Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Portal for Appraisal Licensing Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Portal for Appraisal Licensing Act of 2021
Client: APPRAISAL INSTITUTE · Firm: RICH FEUER ANDERSON
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Prudential bank regulatory issues and implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act." Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program," and H.R.1319, the "American Rescue Plan Act of 2021."
Legislation and regulation affecting provision of life insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Prudential bank regulatory issues and implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act." Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
Legislation and regulation affecting prudential bank regulatory issues. Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans. Implementation of H.R. 748, the "Coronavirus Aid, Relief and Economic Security Act."
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans. Implementation of H.R. 748, the "Coronavirus Aid, Relief and Economic Security Act."
Legislation and regulation affecting provision of life insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Legislation and regulation affecting provision of life insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans. Implementation of H.R. 748, the "Coronavirus Aid, Relief and Economic Security Act."
Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program," and H.R.1319, the "American Rescue Plan Act of 2021."
Legislation and regulation affecting provision of life insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislation and regulation affecting post-trade services for securities markets. Legislation regarding cybersecurity requirements and incident reporting.
Legislation and regulation affecting post-trade services for futures and swaps markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LONDON STOCK EXCHANGE GROUP PLC via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Regulation of securities indices, regulation of derivative instruments, regulation and capitalization of clearinghouses, and protection of customer assets.
Regulation of securities indices, regulation of derivative instruments, regulation and capitalization of clearinghouses, and protection of customer assets.
Regulation of derivative instruments, regulation and capitalization of clearinghouses, and protection of customer assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FISERV, INC. via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Issues related to Economic Impact Payments and implementation of CARES Act and American Rescue Plan
Issues related to the implementation of the CARES Act and American Rescue Plan including Economic Impact Payments. Issues related to computer security incidents and cybersecurity impacting financial firms. Issues related to payments policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting asset management and brokerage services.
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COINBASE, INC. via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Tax treatment of digital assets, including H.R. 3684, the "Infrastructure Investment and Jobs Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CHIME FINANCIAL INC. via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulation relating to financial and fintech policy.
Legislation and regulation relating to financial and fintech policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · 1T
Earned wage access and small dollar credit issues. Small business lending issues including COVID recovery assistance. Implementation of the CARES Act and American Recovery Plan.
Small business tax issues including employee retention tax credit, payroll taxes, and other COVID response assistance.
Small business lending issues including implementation of the CARES Act and American Recovery Plan. Payroll Protection Program implementation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FREEDOM MORTGAGE CORPORATION via RICH FEUER ANDERSON
2022 · first_quarter · 1A
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Tax proposals affecting mortgage servicers, including proposals related to a minimum tax on book income.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
FREEDOM MORTGAGE CORPORATION via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Tax proposals affecting mortgage servicers, including proposals related to a minimum tax on book income.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Provisions related to the tax treatment of private equity, including proposals to alter the treatment of carried interest capital gains and interest deductibility.
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulation affecting prudential bank regulatory issues. Legislation regarding cybersecurity requirements and incident reporting.
Legislative provisions of the Build Back Better Act relating to corporate taxation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulations affecting life insurance products.
Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021."
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZURICH AMERICAN INSURANCE COMPANY via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulation affecting provision of property/casualty insurance. Legislation regarding cybersecurity requirements and incident reporting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Q1
Earned wage access and small dollar credit issues. Small business lending issues including COVID recovery assistance. Implementation of the CARES Act and American Recovery Plan.
Small business lending issues including implementation of the CARES Act and American Recovery Plan. Payroll Protection Program implementation.
Small business tax issues including employee retention tax credit, payroll taxes, and other COVID response assistance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSTITUTE OF INTERNATIONAL BANKERS via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Tax provisions applicable to foreign banking organizations in the U.S., including the Base Erosion and Anti-abuse Tax.
Legislative and regulatory issues impacting foreign banking organizations, including implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018," and of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Regulatory structure for insurance and financial services.
Research into marijuana impairment standards and relation to auto safety.
MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Legislation and regulation affecting custody banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SOCIAL FINANCE, INC. via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans.
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans.
FRANKLIN SQUARE HOLDINGS, L.P. via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Regulation of business development companies.
Regulation of business development companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
APPRAISAL INSTITUTE via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) via RICH FEUER ANDERSON
2022 · first_quarter · Q1
Regulation of asset management products and activities as systemically important. Regulation of money market funds.
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
Regulation of asset management products and activities as systemically important. Regulation of money market funds and exchange-traded funds.
COINBASE, INC. via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Tax treatment of digital assets, including H.R. 3684, the "Infrastructure Investment and Jobs Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WEST REALM SHIRES SERVICES, INC. D/B/A FTX US via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation or regulation concerning the treatment of digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021."
Legislation and regulations affecting life insurance products.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FISERV, INC. via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Issues related to Economic Impact Payments and implementation of CARES Act and American Rescue Plan
Issues related to the implementation of the CARES Act and American Rescue Plan including Economic Impact Payments. Issues related to computer security incidents and cybersecurity impacting financial firms. Issues related to payments policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulation affecting post-trade services for securities markets. Legislation regarding cybersecurity requirements and incident reporting.
Legislation and regulation affecting post-trade services for futures and swaps markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CHIME FINANCIAL INC. via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulation relating to financial and fintech policy.
Legislation and regulation relating to financial and fintech policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FREEDOM MORTGAGE CORPORATION via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
Tax proposals affecting mortgage servicers, including proposals related to a minimum tax on book income.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act." Legislative and regulatory issues related to housing finance reform and FHA program, including legislation expanding down payment assistance opportunities.
BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Regulation of asset management products and activities as systemically important. Regulation of money market funds.
Tax treatment of in-kind redemptions by registered investment companies.
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
2021 · fourth_quarter · Q4
Small business lending issues including implementation of the CARES Act and American Recovery Plan. Payroll Protection Program implementation.
Earned wage access and small dollar credit issues. Small business lending issues including COVID recovery assistance. Implementation of the CARES Act and American Recovery Plan.
Small business tax issues including employee retention tax credit, payroll taxes, and other COVID response assistance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Regulatory structure for insurance and financial services.
Research into marijuana impairment standards and relation to auto safety.
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulation affecting custody banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MOODY'S CORPORATION via RICH FEUER ANDERSON
2021 · fourth_quarter · 4T
Legislation and regulation affecting credit analysis, including ratings of debt securities.
Legislation and regulation affecting credit analysis, including ratings of debt securities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Provisions related to the tax treatment of private equity, including proposals to alter the treatment of carried interest capital gains and interest deductibility.
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSTITUTE OF INTERNATIONAL BANKERS via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislative and regulatory issues impacting foreign banking organizations, including implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018," and of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Tax provisions applicable to foreign banking organizations in the U.S., including the Base Erosion and Anti-abuse Tax.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislative provisions of the Build Back Better Act relating to corporate taxation.
Legislation and regulation affecting prudential bank regulatory issues. Legislation regarding cybersecurity requirements and incident reporting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SOCIAL FINANCE, INC. via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans.
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
LONDON STOCK EXCHANGE GROUP PLC via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Regulation of securities indices, regulation of derivative instruments, regulation and capitalization of clearinghouses, and protection of customer assets.
Regulation of securities indices, regulation of derivative instruments, regulation and capitalization of clearinghouses, and protection of customer assets.
Regulation of derivative instruments, regulation and capitalization of clearinghouses, and protection of customer assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FRANKLIN SQUARE HOLDINGS, L.P. via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Regulation of business development companies.
Regulation of business development companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
APPRAISAL INSTITUTE via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and HR 5756 the Portal for Appraisal Licensing Act of 2021.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WEST REALM SHIRES SERVICES, INC. D/B/A FTX US via RICH FEUER ANDERSON
2021 · fourth_quarter · RR
Legislation or regulation concerning the treatment of digital assets.
ZURICH AMERICAN INSURANCE COMPANY via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulation affecting provision of property/casualty insurance. Legislation regarding cybersecurity requirements and incident reporting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via RICH FEUER ANDERSON
2021 · fourth_quarter · Q4
Legislation and regulation affecting asset management and brokerage services.
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CHIME FINANCIAL INC. via RICH FEUER ANDERSON
2021 · fourth_quarter · RR
Issues related to financial and fintech policy
Issues related to financial and fintech policy
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Provisions related to the tax treatment of private equity, including proposals to alter the treatment of carried interest capital gains and interest deductibility.
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZURICH AMERICAN INSURANCE COMPANY via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting provision of property/casualty insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting post-trade services for futures and swaps markets.
Legislation and regulation affecting cyber security requirements.
Legislation and regulation affecting post-trade services for securities markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulations affecting life insurance products.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COINBASE, INC. via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting storage and trading of digital assets.
Tax treatment of digital assets, including H.R. 3684, the "Infrastructure Investment and Jobs Act."
Legislation and regulation affecting storage and trading of digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting asset management and brokerage services.
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FISERV, INC. via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Issues related to Economic Impact Payments and implementation of CARES Act and American Rescue Plan
Issues related to the implementation of the CARES Act and American Rescue Plan including Economic Impact Payments. Issues related to computer security incidents and cybersecurity impacting financial firms. Issues related to payments policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Q3
Small business lending issues including implementation of the CARES Act and American Recovery Plan. Payroll Protection Program implementation.
Earned wage access and small dollar credit issues. Small business lending issues including COVID recovery assistance. Implementation of the CARES Act and American Recovery Plan.
Small business tax issues including employee retention tax credit, payroll taxes, and other COVID response assistance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MOODY'S CORPORATION via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting credit analysis, including ratings of debt securities.
Legislation and regulation affecting credit analysis, including ratings of debt securities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSTITUTE OF INTERNATIONAL BANKERS via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislative and regulatory issues impacting foreign banking organizations, including implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018," and of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FREEDOM MORTGAGE CORPORATION via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
GUARDIAN LIFE INSURANCE COMPANY via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislation and regulation affecting provision of life insurance and disability insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Research into marijuana impairment standards and relation to auto safety.
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Regulatory structure for insurance and financial services.
JPMORGAN CHASE HOLDINGS LLC via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting custody banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SOCIAL FINANCE, INC. via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans.
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans.
APPRAISAL INSTITUTE via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the "Real Estate Valuation Fairness and Improvement Act of 2021."
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the "Real Estate Valuation Fairness and Improvement Act of 2021."
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the "Real Estate Valuation Fairness and Improvement Act of 2021."
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Legislation and regulation affecting prudential bank regulatory issues. Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) via RICH FEUER ANDERSON
2021 · third_quarter · Q3
Regulation of asset management products and activities as systemically important. Regulation of money market funds and exchange-traded funds.
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
Regulation of asset management products and activities as systemically important. Regulation of money market funds.
COINBASE, INC. via RICH FEUER ANDERSON
2021 · third_quarter · RR
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
FISERV, INC. via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Issues related to the implementation of the CARES Act and American Rescue Plan including Economic Impact Payments. Issues related to computer security incidents and cybersecurity impacting financial firms. Issues related to payments policy.
Issues related to Economic Impact Payments and implementation of CARES Act and American Rescue Plan
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Provisions related to the tax treatment of private equity, including proposals to alter the treatment of carried interest capital gains and interest deductibility.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
Prudential bank regulatory issues and implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act." Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program, and H.R.1319, the "American Rescue Plan Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
APPRAISAL INSTITUTE via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the Real Estate Valuation Fairness and Improvement Act of 2021.
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the Real Estate Valuation Fairness and Improvement Act of 2021.
Regulation of appraisers, including potential legislation to modernize the appraisal regulatory structure and H.R. 2553, the Real Estate Valuation Fairness and Improvement Act of 2021.
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulations affecting life insurance products.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MOODY'S CORPORATION via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislation and regulation affecting credit analysis, including ratings of debt securities.
Legislation and regulation affecting credit analysis, including ratings of debt securities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislation and regulation affecting provision of life insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Legislation and regulation affecting provision of life insurance, including implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZURICH AMERICAN INSURANCE COMPANY via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislation and regulation affecting provision of property/casualty insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Q2
Small business lending issues including implementation of the CARES Act and American Recovery Plan. Payroll Protection Program implementation.
Earned wage access and small dollar credit issues. Small business lending issues including COVID recovery assistance. Implementation of the CARES Act and American Recovery Plan.
Small business tax issues including employee retention tax credit, payroll taxes, and other COVID response assistance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
FREEDOM MORTGAGE CORPORATION via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Tax proposals affecting mortgage servicers, including proposals related to a minimum tax on book income.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
FMR LLC via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting asset management and brokerage services.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislation and regulation affecting post-trade services for securities markets.
Legislation and regulation affecting post-trade services for futures and swaps markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SOCIAL FINANCE, INC. via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans. Implementation of H.R. 748, the "Coronavirus Aid, Relief and Economic Security Act."
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans. Implementation of H.R. 748, the "Coronavirus Aid, Relief and Economic Security Act."
INSTITUTE OF INTERNATIONAL BANKERS via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislative and regulatory issues impacting foreign banking organizations, including implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018," and of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Regulatory structure for insurance and financial services. Automobile insurance issues, including H.R.1270, the "PAID Act." Surety bonding requirements for infrastructure projects, including HR 1641, the "Promoting Infrastructure by Protecting Our Subcontractors and Taxpayers Act," and HR 3684, the "INVEST in America Act." Legislative proposals addressing pandemic risk insurance and business interruption insurance.
Regulatory structure for insurance and financial services.
Research into marijuana impairment standards and relation to auto safety.
MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Legislation and regulation affecting custody banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) via RICH FEUER ANDERSON
2021 · second_quarter · Q2
Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BBVA USA BANCSHARES, INC. via RICH FEUER ANDERSON
2021 · second_quarter · 2T
Regulation of commercial banks and non-U.S. banking organizations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2021 · second_quarter · RR
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions. Legislation and regulations affecting financial advisors.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions. Legislation and regulations affecting financial advisors.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions. Legislation and regulations affecting financial advisors.
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2021 · first_quarter · Q1
Prudential bank regulatory issues and implementation of S.2155, the "Economic Growth, Regulatory Relief, and Consumer Protection Act." Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program," and H.R.1319, the "American Rescue Plan Act of 2021."
Implementation of H.R.748, the "Coronavirus Aid, Relief, and Economic Security Act," including the Paycheck Protection Program," and H.R.1319, the "American Rescue Plan Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
FISERV, INC. via RICH FEUER ANDERSON
2021 · first_quarter · Q1
Issues related to the implementation of the CARES Act and American Rescue Plan including Economic Impact Payments. Issues related to computer security incidents and cybersecurity impacting financial firms. Issues related to payments policy.
Issues related to Economic Impact Payments and implementation of CARES Act and American Rescue Plan
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2021 · first_quarter · Q1
Legislative and regulatory policy related to leveraged lending, private credit funds, and proposed nonbank systemic risk regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
FREEDOM MORTGAGE CORPORATION via RICH FEUER ANDERSON
2021 · first_quarter · Q1
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Legislative and regulatory issues affecting nonbank mortgage lenders, including implementation of H.R. 748, the "Coronavirus Aid, Relief, and Economic Security Act," and H.R. 8900, the "Further Continuing Appropriations Act, 2021." Legislative and regulatory issues related to housing finance reform and FHA program, including proposed regulations to amend the "ability to repay" rule and qualified mortgage rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2021 · first_quarter · Q1
Earned wage access and small dollar credit issues. Small business lending issues including COVID recovery assistance. Implementation of the CARES Act and American Recovery Plan.
Small business tax issues including employee retention tax credit, payroll taxes, and other COVID response assistance.
Small business lending issues including implementation of the CARES Act and American Recovery Plan. Payroll Protection Program implementation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2021 · first_quarter · Q1
Legislation and regulation affecting post-trade services for securities markets.
Legislation and regulation affecting post-trade services for futures and swaps markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZURICH AMERICAN INSURANCE COMPANY via RICH FEUER ANDERSON
2021 · first_quarter · Q1
Legislation and regulation affecting provision of property/casualty insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax treatment of in-kind redemptions by registered investment companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Regulation of asset management products and activities as systemically important. Regulation of money market funds and exchange-traded funds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Regulation of online lenders, including potential national charters, application of banking regulations, and securitization of student loans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax proposals affecting mortgage servicers, including proposals related to a minimum tax on book income.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax treatment of in-kind redemptions by registered investment companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Potential legislative proposals to assist student loan borrowers, including forbearance and repayment assistance, S.1443 and H.R.2917, the "Retirement Parity for Student Loans Act of 2021," and H.R.2954, the "Securing a Strong Retirement Act of 2021."
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE