REX WACKERLE

Paid Family Leave Annuity Tax Treatment Adjustments Ordinary tax treatment of bonds Proposals in American Jobs Plan (international tax changes, corporate rate change, wash sales) Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

SEC Best Interest Standard Issues relating to the Dodd-Frank Act implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight International Insurance Capital Standards SAFE Banking Act of 2021 All legislation related for Russia business prohibitions for the financial services industry Improving Corporate Governance through Diversity Act of 2021 Federal Home Loan Bank System Comprehensive Review; membership American Infrastructure Bonds Act of 2021 LIFT Act Dec. 2021 SEC No-Action Letter: Amended Rule 15c2-11 in Relation to Fixed Income Securities Capital Markets efficiency

Paid Family Leave Annuity Tax Treatment Adjustments Ordinary tax treatment of bonds Proposals in American Jobs Plan (international tax changes, corporate rate change, wash sales) Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

Data Security, Privacy and Breach Legislation

Data Security, Privacy and Breach Legislation

Data Security, Privacy and Breach Legislation

Paid Family Leave Annuity Tax Treatment Adjustments Ordinary tax treatment of bonds Proposals in American Jobs Plan (international tax changes, corporate rate change, wash sales) Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

Data Security, Privacy and Breach Legislation

Paid Family Leave Annuity Tax Treatment Adjustments Ordinary tax treatment of bonds Proposals in American Jobs Plan (international tax changes, corporate rate change, wash sales) Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

Paid Family Leave Annuity Tax Treatment Adjustments Ordinary tax treatment of bonds Proposals in American Jobs Plan (international tax changes, corporate rate change, wash sales) Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

Paid Family Leave Annuity Tax Treatment Adjustments Ordinary tax treatment of bonds Proposals in American Jobs Plan (international tax changes, corporate rate change, wash sales) Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

AssociationRetirement Plans Lifetime Income Disclosure & Regulatory Issues - all provisions Automatic Retirement Plan Act Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act Qualified Professional Asset Manager (OPAM) Exception Amendment ERISA Clarifications for Securitizes Originated or Underwritten by Inter-Affiliates Qualified Default Investment Allocation for Annuities Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

Data Security, Privacy and Breach Legislation

Federal Agency Regulatory Changes Associated with COVID-19 Relief SEC Best Interest Standard Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight International Insurance Capital Standards SAFE Banking Act of 2019 Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) and subsequent reports on banking (June 6, 2017), capital markets (October 20, 2017), and insurance and asset management (November 17, 2017) and Fintech report (July 31, 2018). GSE and FHA Housing Finance Reform LIBOR Transition Federal Safe Harbor Draft Legislation Support Federal agency efforts to allow for greater electronic efficiencies, including e-delivery and e-signature, with customers Improving Corporate Governance through Diversity Act of 2019 Diversity in Corporate Leadership Act of 2019 "SEC Division of Investment Management Staff Statement on Investment Company Cross Trading, March 11, 2021 Division of Investment Management Staff Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

Paid Family Leave Annuity Tax Treatment Adjustments Ordinary tax treatment of bonds Proposals in American Jobs Plan (international tax changes, corporate rate change) Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

Data Security, Privacy and Breach Legislation

Data Security, Privacy and Breach Legislation

AssociationRetirement Plans Lifetime Income Disclosure & Regulatory Issues - all provisions Automatic Retirement Plan Act Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act Qualified Professional Asset Manager (OPAM) Exception Amendment ERISA Clarifications for Securitizes Originated or Underwritten by Inter-Affiliates Qualified Default Investment Allocation for Annuities Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021

Retirement Security Act of 2019 AssociationRetirement Plans Lifetime Income Disclosure & Regulatory Issues - all provisions Automatic Retirement Plan Act Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act General Account Legislative Fix Qualified Professional Asset Manager (OPAM) Exception Amendment ERISA Clarifications for Securitizies Originated or Underwritten by Inter-Affiliates Qualified Default Investment Allocation Section 420 Legislative Fix CARES Act Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

Data Security, Privacy and Breach Legislation

Data Security, Privacy and Breach Legislation

Retirement Security Act of 2019 AssociationRetirement Plans Lifetime Income Disclosure & Regulatory Issues - all provisions Automatic Retirement Plan Act Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act General Account Legislative Fix Qualified Professional Asset Manager (OPAM) Exception Amendment ERISA Clarifications for Securitizies Originated or Underwritten by Inter-Affiliates Qualified Default Investment Allocation Section 420 Legislative Fix CARES Act Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix

H.R. 6201 - Families First Coronavirus Response Act S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act No Bill # - Ordinary Tax Treatment of Bonds H.R. 748 - CARES Act H.R. 133 Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

No Bill # - Data Security, Privacy and Breach Legislation

No Bill # - Data Security, Privacy and Breach Legislation

S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Investment in Opportunity Funds (Opportunity Zones) Rulemaking N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act H.R. 748 - CARES Act

No Bill # - Federal Agency Regulatory Changes Associated with COVID-19 Relief No Bill # - SEC Best Interest Standard S.603, H.R. 3561 - Financial Stability Oversight Council Improvement Act of 2019 S.603, H.R. 1862 - Issues relating to Dodd Frank Implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non bank SIFI designation, insurance regulation and oversight No Bill # - International Insurance Capital Standards H.R.1595, S. 1152 - SAFE Banking Act of 2019 No Bill # - Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) and subsequent reports on banking (June 6, 2017), capital markets (October 20, 2017), and insurance and asset management (November 17, 2017) and Fintech report (July 31, 2018). No Bill # - GSE and FHA Housing Finance Reform; Trump Administration Housing Finance Reform Plan No Bill # - LIBOR Transition Federal Safe Harbor Draft Legislation No Bill # - Exemption from Derivatives Clearing Organization Registration (RIN 3038-AE65); Registration with Alternative Compliance for Non-U.S. Derivatives Clearing Organizations (RIN 3038-AE87) No Bill # - Support Federal agency efforts to allow for greater electronic efficiencies, including e-delivery and e-signature, with customers H.R. 1018 - Improving Corporate Governance through Diversity Act of 2019 H.R. 3279 - Diversity in Corporate Leadership Act of 2019 No Bill # - Tailored Shareholder Reports, Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements File No. S7-09-20, August 5, 2020

No Bill # - Federal Agency Regulatory Changes Associated with COVID-19 Relief No Bill # - SEC Best Interest Standard S.603, H.R. 3561 - Financial Stability Oversight Council Improvement Act of 2019 S.603, H.R. 1862 - Issues relating to Dodd Frank Implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non bank SIFI designation, insurance regulation and oversight No Bill # - International Insurance Capital Standards H.R.1595, S. 1152 - SAFE Banking Act of 2019 No Bill # - Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) and subsequent reports on banking (June 6, 2017), capital markets (October 20, 2017), and insurance and asset management (November 17, 2017) and Fintech report (July 31, 2018). No Bill # - GSE and FHA Housing Finance Reform; Trump Administration Housing Finance Reform Plan No Bill # - LIBOR Transition Federal Safe Harbor Draft Legislation No Bill # - Exemption from Derivatives Clearing Organization Registration (RIN 3038-AE65); Registration with Alternative Compliance for Non-U.S. Derivatives Clearing Organizations (RIN 3038-AE87) No Bill # - Support Federal agency efforts to allow for greater electronic efficiencies, including e-delivery and e-signature, with customers H.R. 1018 - Improving Corporate Governance through Diversity Act of 2019 H.R. 3279 - Diversity in Corporate Leadership Act of 2019 No Bill # - Tailored Shareholder Reports, Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements File No. S7-09-20, August 5, 2020

S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix

No Bill # - Data Security, Privacy and Breach Legislation

H.R. 6201 - Families First Coronavirus Response Act S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act No Bill # - Ordinary Tax Treatment of Bonds H.R. 748 - CARES Act H.R. 133 Consolidated Appropriations Act, 2021; related COVID-19 relief and recovery provisions

S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix

No Bill # - FRB's Market Liquidity Programs: CPPF, SMCCF, PMCCF, and TALF; support adding CMBS and CLOs to TALF and new credit program for mortgage servicers No Bill # - Federal Agency Regulatory Changes Associated with COVID-19 Relief No Bill # - SEC Best Interest Standard S.603, H.R. 3561 - Financial Stability Oversight Council Improvement Act of 2019 S.603, H.R. 1862 - Issues relating to Dodd Frank Implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non bank SIFI designation, insurance regulation and oversight No Bill # - International Insurance Capital Standards H.R.1595, S. 1152 - SAFE Banking Act of 2019 No Bill # - Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) and subsequent reports on banking (June 6, 2017), capital markets (October 20, 2017), and insurance and asset management (November 17, 2017) and Fintech report (July 31, 2018). No Bill # - FED Notes "Nontraditional Life Insurance Liabilities" No Bill # - FED Notes "Capturing the Illiquid Premium" No Bill # - GSE and FHA Housing Finance Reform; Trump Administration Housing Finance Reform Plan No Bill # - Authority to require supervision and regulation of certain nonbank financial companies; final interpretive guidance H.R. 1018 - Improving Corporate Governance through Diversity Act of 2019 H.R. 3279 - Diversity in Corporate Leadership Act of 2019 No Bill # - Regulatory Capital Rules: Risk based capital requirements for depository institution holding companies signficantly engaged in insurance activities

No Bill # - Data Security, Privacy and Breach Legislation

S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Investment in Opportunity Funds (Opportunity Zones) Rulemaking N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act H.R. 748 - CARES Act

S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Investment in Opportunity Funds (Opportunity Zones) Rulemaking N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act

H.R. 1007, S.972 - Retirement Enhancement and Savings Act S.321 - Retirement Security Act of 2019 H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation

No Bill # - Data Security, Privacy and Breach Legislation

H.R. 1007, S.972 - Retirement Enhancement and Savings Act S.321 - Retirement Security Act of 2019 H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation

H.R. 1007, S.972 - Retirement Enhancement and Savings Act S.321 - Retirement Security Act of 2019 H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation

No Bill # - Data Security, Privacy and Breach Legislation

H.R. 1007, S.972 - Retirement Enhancement and Savings Act S.321 - Retirement Security Act of 2019 H.R. 1084 - Family Savings Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 No bill# - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No bill# - Automatic Retirement Plan Act No bill# - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No bill# - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No bill# - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation

S. 463, H.R. 1185, S.920, H.R. 1940 - Paid Family Leave N/A - Investment in Opportunity Funds (Opportunity Zones) Rulemaking N/A - Annuity Tax Treatment Adjustments N/A - Tax Extenders - CFC Look Through Rule Public Law No. 115-97 - Issues related to the implementation of H.R. 1, the Tax Cuts and Jobs Act No bill# - Tax Proposals related to Infrastructure Investments

S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs No Bill # - Association Retirement Plans S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable No Bill # - GMWB Interpretive Issues in terms of possible guidance H.R. 4610, S. 3795 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4610, S. 3795 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor S. 3781 - Retirement Security and Savings Act H.R. 355 - Protecting American Families' Retirement Advice Act H.R. 7278 - General Account Legislative Fix No Bill # - Portable Retirement Accounts Legislation No Bill # - Qualified Professional Asset Manager (OPAM) Exception Amendment H.R. 6757 - Family Savings Act No Bill # - ERISA Clarifications for Securitizes Originated or Underwritten by Inter-Affiliates

H.R. 10, H.R. 4061, S. 2155, H.R. 3861 - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight. S. 3577 - Financial Stability Oversight Council Improvement Act of 2018 No Bill # - Issues relating to U.S. - EU Covered Agreement H.R. 4537 - International Insurance Standards Act of 2017 S. 1360 - International Insurance Capital Standards Accountability Act of 2017 No Bill # - Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) and subsequent reports on banking (June 6, 2017), capital markets (October 20, 2017), and insurance and asset management (November 17, 2017)and Fintech report (July 31, 2018). H.R. 2954 - Home Mortgage Disclosure Adjustment Act No Bill # - GSE and FHA Housing Finance Reform H.R. 3861 - Federal Insurance Reform Act H.R. 4061 - Financial Stability Oversight Council Improvement Act No Bill # - Capital Requirements for Supervised Institutions Significantly Engaged in Insurance Activities (RIN 7100 AE 53, June 14, 2016) H.R. 5666, S. 3177 - Primary Regulators of Insurance Voting Act of 2018 No Bill # - Presidential Memorandum on FSOC Reform (April 21, 2017) and Treasury Report (November 2017) No Bill # - CFPB v. National Collegiate Student Loan Trusts Settlement Concerns No Bill # - Bipartisan Housing Finance Reform Act of 2018 S. 3628 - National Flood Insurance Program Extension Act of 2018

S.536 - Cybersecurity Disclosure Act H.R. - Consumer Information Notification Requirement Act

No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance S. 540, H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017 - all provisions No Bill # - Issues relating to expanding IRC Section 420 Transfer Authority No Bill # - Tax Extenders - CFC Look Through Rule No Bill # - Annuity Tax Treatment Adjustments H.R. 1 - Issues related to the implementation of the Tax Cuts and Jobs Act

H.R. 10, H.R. 4061, S. 2155, H.R. 3861 - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight. No Bill # - Issues relating to U.S. - EU Covered Agreement H.R. 4537 - International Insurance Standards Act of 2017 S. 1360 - International Insurance Capital Standards Accountability Act of 20177 No Bill # - Financial Stability Oversight Council Reform No Bill # - Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) and subsequent reports on banking (June 6, 2017), capital markets (October 20, 2017), and insurance and asset management (November 17, 2017)and Fintech report (July 31, 2018). H.R. 2954 - Home Mortgage Disclosure Adjustment Act No Bill # - GSE and FHA Housing Finance Reform H.R. 3861 - Federal Insurance Reform Act H.R. 4061 - Financial Stability Oversight Council Improvement Act No Bill # - Capital Requirements for Supervised Institutions Significantly Engaged in Insurance Activities (RIN 7100 AE 53, June 14, 2016) H.R. 5666, S. 3177 - Primary Regulators of Insurance Voting Act of 2018 No Bill # - Presidential Memorandum on FSOC Reform (April 21, 2017) and Treasury Report (November 2017) No Bill # - CFPB v. National Collegiate Student Loan Trusts Settlement Concerns No Bill # - Bipartisan Housing Finance Reform Act of 2018 S. 1182 - National Flood Insurance Program Extension Act of 2018

No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance S. 540, H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017 - all provisions No Bill # - Issues relating to expanding IRC Section 420 Transfer Authority No Bill # - Tax Extenders - Active Finance Exception to Subpart F No Bill # - Tax Extenders - CFC Look Through Rule No Bill # - Annuity Tax Treatment Adjustments H.R. 1 - Issues related to the implementation of the Tax Cuts and Jobs Act

S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable No Bill # - GMWB Interpretive Issues in terms of possible guidance H.R. 4610 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act No Bill # - General Account Legislative Fix No Bill # - Portable Retirement Accounts Legislation No Bill # - Qualified Professional Asset Manager (OPAM) Exception Amendment

S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable N/A - GMWB Interpretive Issues in terms of possible guidance H.R. 4610 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act

No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance S. 540, H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F

H.R. 4225, S. 2241 - DC Healthcare Exchange Fees

No Bill# - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 540 - Mobile Workforce State Income Tax Simplication Act of 2017 - all provisions H.R. 1393 - Mobile Workforce State Income Tax Simplication Act of 2017 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F No Bill # - Issues relating to International Tax Reform No Bill # - Issues relating to the use of captive insurance companies

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight, including the CFPB's rulemaking on the Home Mortgage Disclosure Act. No Bill # - Insurance Capital Standards No Bill # - IAIS development of international supervisory and capital standards for global systemically important insurers and internationally active insurers. N/A - Presidential Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) N/A - Issues related to housing finance reform for government sponsored entities and the Federal Housing Administration

S. 223 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 854 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs No Bill # - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act

S.536 - Cybersecurity Disclosure Act

H.R. 10, H.R. 4061 - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight. No Bill # - Issues relating to U.S. - EU Covered Agreement H.R. 4537 - International Insurance Standards Act of 2017 S. 1360 - International Insurance Capital Standards Accountability Act of 2017 S. 1463 - Financial Stability Oversight Council Insurance Member Continuity Act H.R. 3110 - Financial Stability Oversight Council Insurance Member Continuity Act H.R. 5485 - Financial Services and General Government Appropriation Act 2017 No Bill # - Financial Stability Oversight Council Reform No Bill # - Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) and subsequent reports on banking (June 6, 2017), capital markets (October 20, 2017), and insurance and asset management (November 17, 2017). H.R. 10 - The Choice Act S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act H.R. 2954 - Home Mortgage Disclosure Adjustment Act No Bill # - Presidential Memorandum on FSOC (April 21, 2017) and subsequent report from Treasury (November 17, 2017) No Bill # - "Request for Information relating to Production of Rates" (Docket Number OP-1573, August 24, 2017) No Bill # - "Proposed Guidance on Supervisory Expectations for Boards of Directors (Docket Number OP-1570, August 9. 2017) No Bill # - Large Financial Institution Rating System; Regulations K and LL (Docket Number R-1569; August 17, 2017) No Bill # - KISS regulatory review request H.J. Res. 123 - Continuing Resolution, December 8, 2017; NFIP extension No Bill # - GSE and FHA Housing Finance Reform

H.R. 4225, S. 2241 - DC Healthcare Exchange Fees

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight. No Bill # - Issues relating to U.S. - EU Covered Agreement S. 1463 - Financial Stability Oversight Council Insurance Member Continuity Act H.R. 3110 - Financial Stability Oversight Council Insurance Member Continuity Act H.R. 5485 - Financial Services and General Government Appropriation Act 2017 H.R. 10 - Financial Choice Act of 2017 No Bill # - Amend the Financial Stability Act of 2010 to modify the term of the independent member of the Financial Stability Oversight Council. H.R. 2874 - 21st Century Flood Reform Act; commercial property exemption No Bill # - Senate Banking Committee Request on Economic Opportunities Legislation No Bill # - Housing Finance Reform, including GSE and FHA No Bill # - Financial Stability Oversight Council Reform No Bill # - IAS development of international supervisory and capital standards for global systemically important insurers and internationally active insurers.

No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 540 - Mobile Workforce State Income Tax Simplification Act of 2017 - all provisions H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F No Bill # - Issues relating to International Tax Reform

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight. No Bill # - Issues relating to U.S. - EU Covered Agreement S. 1463 - Financial Stability Oversight Council Insurance Member Continuity Act H.R. 3110 - Financial Stability Oversight Council Insurance Member Continuity Act H.R. 5485 - Financial Services and General Government Appropriation Act 2017 H.R. 10 - Financial Choice Act of 2017 No Bill # - Amend the Financial Stability Act of 2010 to modify the term of the independent member of the Financial Stability Oversight Council. H.R. 2874 - 21st Century Flood Reform Act; commercial property exemption No Bill # - Senate Banking Committee Request on Economic Opportunities Legislation No Bill # - Housing Finance Reform, including GSE and FHA No Bill # - IAS development of international supervisory and capital standards for global systemically important insurers and internationally active insurers.

No Bill# - DC Healthcare Exchange Fees

S. 223 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 2823 - Affordable Retirement Advice for Savers Act N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act

S.536 - Cybersecurity Disclosure Act

No Bill# - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 540 - Mobile Workforce State Income Tax Simplication Act of 2017 - all provisions H.R. 1393 - Mobile Workforce State Income Tax Simplication Act of 2017 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F No Bill # - Issues relating to International Tax Reform No Bill # - Issues relating to the use of captive insurance companies

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight, including the CFPB's rulemaking on the Home Mortgage Disclosure Act. No Bill # - Insurance Capital Standards No Bill # - IAIS development of international supervisory and capital standards for global systemically important insurers and internationally active insurers. N/A - Presidential Executive Order on Core Principles for Regulating the United States Financial System (February 3, 2017) N/A - Issues related to housing finance reform for government sponsored entities and the Federal Housing Administration

S.536 - Cybersecurity Disclosure Act

H. Res. 566 - Protecting Americans from Tax Hikes Act of 2015 No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 386 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions H.R. 2315 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F N/A - Issues relating to hedge fund reinsurance practices No Bill # - Issues relating to Highway Trust Fund/International Tax Reform No Bill # - Issues relating to the use of captive insurance companies

H.R. 9 - Innovation Act S. 1137 - Patent Act

S. 2410 - Cyber Security Disclosure Act S. 961 - Data Security Act of 2015 H.R 2205 - Data Security Act of 2015

No Bill # - Trans Pacific Partnership N/A - Issues relations to Transparency and market access issues generally related to international insurance and investment operations N/A - Issues relating to US-China Strategic and Economic Dialogue and Insurance Regulatory Dialogue N/A - Issues relating to India financial services market access and equity ownership issues N/A - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues N/A - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets N/A - Issues related to the International Services Agreement N/A - Issues relating to an insurance-covered agreement with European Union.

H.R. 5143 - Transparent Insurance Standards Act of 2016 No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight S. 1484 - Financial Regulatory Improvement Act of 2015 No Bill # - Insurance Capital Standards H.R. 4248 - FSOC Designation Review Act No Bill # - IAIS development of international capital standards for global systemically important insurers and internationally active insurers H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015 S. 1086 - International Insurance Capital Standards Accountability Act of 2015 H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act of 2015. N/A - Basel Committee on Banking Supervision's Fundamental Review of the Trading Book (Pre-rulemaking stages) N/A - RIN 3064-AE33 "Recordkeeping for Timely Deposit Insurance Determination"

H. Res. 566 - Protecting Americans from Tax Hikes Act of 2015 No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 386 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions H.R. 2315 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F N/A - Issues relating to hedge fund reinsurance practices No Bill # - Issues relating to Highway Trust Fund/International Tax Reform No Bill # - Issues relating to the use of captive insurance companies

No Bill # - DC Healthcare Exchange Fees

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs H.R. 2317, S. 1317 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor N/A - Issues relating to target date funds N/A - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Non Cash Compensation on annuity sales

H.R. 9 - Innovation Act S. 1137 - Patent Act

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight S. 1484 - Financial Regulatory Improvement Act of 2015 No Bill # - Insurance Capital Standards H.R. 4248 - FSOC Designation Review Act No Bill # - IAIS development of international capital standards for global systemically important insurers and internationally active insurers H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015 S. 1086 - International Insurance Capital Standards Accountability Act of 2015 H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act of 2015. N/A - Basel Committee on Banking Supervision's Fundamental Review of the Trading Book (Pre-rulemaking stages) N/A - RIN 3064-AE33 "Recordkeeping for Timely Deposit Insurance Determination"

S. 2410 - Cyber Security Disclosure Act S. 961 - Data Security Act of 2015 H.R 2205 - Data Security Act of 2015

No Bill # - Trans Pacific Partnership N/A - Issues relations to Transparency and market access issues generally related to international insurance and investment operations N/A - Issues relating to US-China Strategic and Economic Dialogue and Insurance Regulatory Dialogue N/A - Issues relating to India financial services market access and equity ownership issues N/A - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues N/A - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets N/A - Issues related to the International Services Agreement H.R. 1314, H.R. 1890, S. 995, H.R. 2146 - Issues relating to Trade Promotion Authority (Fast Track) H.R. 2029 - Consolidated Appropriations Act 2016 N/A - Issues relating to an insurance-covered agreement with European Union.

H.R. 9 - Innovation Act S. 1137 - Patent Act

No Bill # - DC Healthcare Exchange Fees

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs H.R. 2317, S. 1317 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor N/A - Issues relating to target date funds N/A - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Non Cash Compensation on annuity sales

No Bill # - Trans Pacific Partnership N/A - Issues relating to Japan insurance regulatory reform N/A - Issues relations to Transparency and market access issues generally related to international insurance and investment operations N/A - Issues relating to US-China Strategic and Economic Dialogue and Insurance Regulatory Dialogue N/A - Issues relating to India financial services market access and equity ownership issues N/A - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues N/A - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets N/A - Issues related to the International Services Agreement H.R. 1314, H.R. 1890, S. 995, H.R. 2146 - Issues relating to Trade Promotion Authority (Fast Track) H.R. 2029 - Consolidated Appropriations Act 2016

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight S. 1484 - Financial Regulatory Improvement Act of 2015 No Bill # - Insurance Capital Standards H.R. 4248 - FSOC Designation Review Act No Bill # - IAIS development of international capital standards for global systemically important insurers and internationally active insurers H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015 S. 1086 - International Insurance Capital Standards Accountability Act of 2015 H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act of 2015. N/A - SR-FINRA-2015-036 - Proposed rule change to amend FINRA Rule 4210 (Margin Requirements) to establish Margin Requirements for the TBA Market. N/A - SR-FINRA-2015-036 - Self Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Order instituting proceedings to determine whether to approve or disapprove proposed rule change to amend FINRA Rule 4210 (Margin Requirements) to establish Margin Requirements for the TBA Market, as modified by Partial Amendment No.1.

H.R. 9 - Innovation Act S. 1137 - Patent Act

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight S. 1484 - Financial Regulatory Improvement Act of 2015 No Bill # - Insurance Capital Standards No Bill # - IAIS development of international capital standards for global systemically important insurers and internationally active insurers H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015 S. 1086 - International Insurance Capital Standards Accountability Act of 2015 H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act of 2015.

No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 386 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions H.R. 2315 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F N/A - Issues relating to hedge fund reinsurance practices No Bill # - Issues relating to Highway Trust Fund/ International Tax Reform No Bill # - Issues relating to the use of captive insurance companies

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs H.R. 2317, S. 1317 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor N/A - Issues relating to target date funds N/A - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Non Cash Compensation on annuity sales

No Bill # - Trans Pacific Partnership N/A - Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) N/A - Issues relating to Japan insurance regulatory reform N/A - Issues relations to Transparency and market access issues generally related to international insurance and investment operations N/A - Issues relating to US-China Strategic and Economic Dialogue N/A - Issues relating to India financial services market access and equity ownership issues N/A - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues N/A - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets N/A - Issues related to the International Services Agreement H.R. 1314, H.R. 1890, S. 995, H.R. 2146 - Issues relating to Trade Promotion Authority (Fast Track)

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs H.R. 2317; S. 1317 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor N/A - Issues relating to target date funds N/A - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Non Cash Compensation on annuity sales

No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 386 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F N/A - Issues relating to hedge fund reinsurance practices No Bill # - Issues relating to the use of captive insurance companies

No Bill # - DC Healthcare Exchange Fees

S. 754 - Cybersecurity Information Sharing Act of 2015 H. 1560 - Protecting Cyber Networks Act S. 961 - Data Security Act of 2015 H.R 2205 - Data Security Act of 2015

H.R. 9 - Innovation Act S. 1137 - Patent Act

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight S. 1484 - Financial Regulatory Improvement Act of 2015 No Bill # - Insurance Capital Standards H.R. 4248 - FSOC Designation Review Act No Bill # - IAIS development of international capital standards for global systemically important insurers and internationally active insurers H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015 S. 1086 - International Insurance Capital Standards Accountability Act of 2015 H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act of 2015.

No Bill # - Trans Pacific Partnership N/A - Issues relating to Japan insurance regulatory reform N/A - Issues relations to Transparency and market access issues generally related to international insurance and investment operations N/A - Issues relating to US-China Strategic and Economic Dialogue and Insurance Regulatory Dialogue N/A - Issues relating to India financial services market access and equity ownership issues N/A - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues N/A - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets N/A - Issues related to the International Services Agreement H.R. 1314, H.R. 1890, S. 995, H.R. 2146 - Issues relating to Trade Promotion Authority (Fast Track) H.R. 2029 - Consolidated Appropriations Act 2016

S. 754 - Cybersecurity Information Sharing Act of 2015 H. 1560 - Protecting Cyber Networks Act S. 961 - Data Security Act of 2015 H.R 2205 - Data Security Act of 2015

No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight S. 1484 - Financial Regulatory Improvement Act of 2015 No Bill # - Insurance Capital Standards No Bill # - IAIS development of international capital standards for global systemically important insurers and internationally active insurers H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015 S. 1086 - International Insurance Capital Standards Accountability Act of 2015 H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act of 2015.

H.R. 9 - Innovation Act S. 1137 - Patent Act

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs H.R. 2317, S. 1317 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor N/A - Issues relating to target date funds N/A - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Non Cash Compensation on annuity sales

No Bill # - DC Healthcare Exchange Fees

H.R. 9 - Innovation Act S. 1137 - Patent Act

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs H.R. 2317; S. 1317 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor N/A - Issues relating to target date funds N/A - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Non Cash Compensation on annuity sales

S. 754 - Cybersecurity Information Sharing Act of 2015 H. 1560 - Protecting Cyber Networks Act S. 961 - Data Security Act of 2015 H.R 2205 - Data Security Act of 2015

No Bill # - DC Healthcare Exchange Fees

No Bill # - Federal Disability Insurance Program Solvency No Bill # - "Opt-out" Enrollment Disability Insurance No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues S. 386 - Mobile Workforce State Income Tax Simplication Act of 2015 - all provisions N/A - Issues relating to expanding IRC Section 420 Transfer Authority N/A - Tax Extenders - Active Finance Exception to Subpart F N/A - Issues relating to hedge fund reinsurance practices No Bill # - Issues relating to the use of captive insurance companies

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs No Bill # - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions No Bill # - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor No Bill # - Issues relating to target date funds disclosures No Bill # - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Issues relating to pension de-risking transactions

H.R. 9 - Innovation Act

No Bill # - Trans Pacific Partnership - Japan entry No Bill # - Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) No Bill # - Issues relating to Japan insurance regulatory reform No Bill # - Issues relations to Transparency and market access issues generally related to international insurance and investment operations No Bill # - Issues relating to US-China Strategic and Economic Dialogue No Bill # - Issues relating to India financial services market access and equity ownership issues No Bill # - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues No Bill # - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets No Bill # - Issues related to the International Services Agreement No Bill # - Issues relating to Trade Promotion Authority (Fast Track)

No Bill # - Trans Pacific Partnership - Japan entry No Bill # - Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) No Bill # - Issues relating to Japan insurance regulatory reform No Bill # - Issues relations to Transparency and market access issues generally related to international insurance and investment operations No Bill # - Issues relating to US-China Strategic and Economic Dialogue No Bill # - Issues relating to India financial services market access and equity ownership issues No Bill # - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues No Bill # - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets No Bill # - Issues related to the International Services Agreement No Bill # - Issues relating to Trade Promotion Authority (Fast Track)

H.R. 9 - Innovation Act

No Bill # - Issues relating to GSE/Housing Finance Reform - focus on multi-family housing policy No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight No Bill # - Insurance Capital Standards No Bill # - IAIS development of international capital standards for globally active insurers H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015

S.754 - Cybersecurity Information Sharing Act of 2015 H.R. 1560 - Protecting Cyber Networks Act No Bill # - Data Security Act of 2015

No Bill # - Trans Pacific Partnership - Japan entry No Bill # - Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) No Bill # - Issues relating to Japan insurance regulatory reform No Bill # - Issues relations to Transparency and market access issues generally related to international insurance and investment operations No Bill # - Issues relating to US-China Strategic and Economic Dialogue No Bill # - Issues relating to India financial services market access and equity ownership issues No Bill # - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues No Bill # - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets No Bill # - Issues related to the International Services Agreement No Bill # - Issues relating to Trade Promotion Authority (Fast Track)

H.R. 506, S. 245, S. 266, H.R. 557 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs No Bill # - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 506 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions No Bill # - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Issues relating to DOL Safe Harbor for Selection of Annuity Providers No Bill # - Issues relating to Annuity Selection Safe Harbor No Bill # - Issues relating to target date funds disclosures No Bill # - Issues relating to guide/index for ERISA 408b-2 fee disclosures No Bill # - Issues relating to pension de-risking transactions

S.754 - Cybersecurity Information Sharing Act of 2015 H.R. 1560 - Protecting Cyber Networks Act No Bill # - Data Security Act of 2015

H.R. 624 - Cyber Intelligence Sharing and Protection Act - all provisions

S. 1270, S. 1970, S. 1979 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 1979 - Lifetime Income Disclosure & Regulatory Issues - all provisions S. 1970 - Retirement Security Act of 2014 HR 2035 - Automatic IRA - all Provisions No Bill # - Proposed DOL Fiduciary Regulations - all provisions No Bill # - Dodd-Frank issues at CFTC and SEC surrounding swap-related regulations including inter-affiliate swaps work No Bill # - GMWB Interpretive Issues in terms of possible guidance S.1270 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Department of Labor Guidance on Self-Directed Brokerage / FAB 2012-02 Q&A 30 - issues relating to the use of self-directed brokerage by employee benefit plans No Bill # - Issues relating to DOL Safe Harbor for Selection of Annuity Providers S. 1979 - Issues relating to Annuity Selection Safe Harbor No Bill # - Issues relating to target date funds disclosures S.1979 - USA Retirement Plans - all provisions

No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues H.R. 1129/S. 1645 - Mobile Workforce State Income Tax Simplification Act of 2013 - all provisions No Bill # - Issues relating to expanding IRC Section 420 Transfer Authority No Bill # - Issues relating to providing tax incentives for the purchase of annuities HR 2870 - Real Estate Investment and Jobs Act of 2013 HR 1 - Tax Reform Act of 2014 No Bill # - Tax Extenders - Active Finance Exception to Subpart F No Bill # - Issues relating to hedge fund reinsurance practices No Bill # - Issues relating to the tax treatment of insurance reserves

S.1013 - Patent Abuse Reduction Act of 2013 H.R. 3309 - Innovation Act S. 1720 - Patent Transparency and Improvement Act of 2013

No Bill # - Trans Pacific Partnership - Japan entry No Bill # - Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) No Bill # - Issues relating to Japan insurance regulatory reform No Bill # - Issues relations to Transparency and market access issues generally related to international insurance and investment operations No Bill # - Issues relating to US-China Strategic and Economic Dialogue No Bill # - Issues relating to India financial services market access and equity ownership issues No Bill # - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues No Bill # - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets No Bill # - Issues related to the International Services Agreement No Bill # - Issues relating to Trade Promotion Authority (Fast Track)

No Bill # - Issues relating to GSE/Housing Finance Reform - focus on multi-family housing policy No Bill # - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight S. 1217 - Housing Finance Reform and Taxpayer Protection Act of 2013 - All provisions S. 534 - National Association of Registered Agents and Brokers Reform Act of 2013; All Provisions S. 563 - Jumpstart GSE Reform Act; Multifamily Provisions H.R. 2767 - Protecting American Taxpayers and Homeowners (PATH) Act - All provisions S. 1376 - The FHA Solvency Act of 2013 - all provisions H.R. 2720 - Alexis Agin Identity Theft Protection Act of 2013 H.R. 1155 - National Association of Registered Agents and Brokers Reform Act of 2013 S. 676 - Identity Theft and Tax Fraud Prevention Act of 2013 No Bill # - Bipartisan Budget Act of 2013 No Bill # - Universal Child Savings Accounts S. 2270; H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes S.2244 - Terrorism Risk Reinsurance Authorization Act of 2014

S.1013 - Patent Abuse Reduction Act of 2013 H.R. 3309 - Innovation Act S. 1720 - Patent Transparency and Improvement Act of 2013

No Bill # - Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues H.R. 1129/S. 1645 - Mobile Workforce State Income Tax Simplification Act of 2013 - all provisions No Bill # - Issues relating to expanding IRC Section 420 Transfer Authority No Bill # - Issues relating to providing tax incentives for the purchase of annuities HR 2870 - Real Estate Investment and Jobs Act of 2013 HR 1 - Tax Reform Act of 2014 No Bill # - Tax Extenders - Active Finance Exception to Subpart F No Bill # - Issues relating to hedge fund reinsurance practices No Bill # - Issues relating to the tax treatment of insurance reserves

H.J. Res. 59 - Continuing Appropriations Resolution of 2014 (Restrict Access to the Social Security Death Master File)

No Bill # - Trans Pacific Partnership - Japan entry No Bill # - Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) No Bill # - Issues relating to Japan insurance regulatory reform No Bill # - Issues relations to Transparency and market access issues generally related to international insurance and investment operations No Bill # - Issues relating to US-China Strategic and Economic Dialogue No Bill # - Issues relating to India financial services market access and equity ownership issues No Bill # - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues No Bill # - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets No Bill # - Issues related to the International Services Agreement No Bill # - Issues relating to Trade Promotion Authority (Fast Track)

S. 1270 / S. 1970 / S. 1979 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 1979 - Lifetime Income Disclosure & Regulatory Issues - all provisions S. 1970 - Retirement Security Act of 2014 H.R. 2035 - Automatic IRA - all provisionsNo Bill# - Proposed DOL Fiduciary Regulations - all provisions No Bill# - Dodd-Frank issues at CFTC and SEC surrounding swap-related regulations including inter-affiliate swaps work No Bill# - GMWB Interpretive Issues in terms of possible guidance S. 1270 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill# - Department of Labor Guidance on Self-Directed Brokerage / FAB 2012-02 Q&A 30 - issues relating to the use of self-directed brokerage by employee benefit plans No Bill# - Issues relating to DOL Safe Harbor for Selection of Annuity Providers S. 1979 - Issues relating to Annuity Selection Safe Harbor No Bill# - Issues relating to target date funds disclosures S. 1979 - USA Retirement Plans - all provisions No Bill# - Issues relating to guide/index for ERISA 408b-2 fee disclosures

No Bill# - Issues relating to GSE/Housing Finance Reform - focus on multi-family housing policy No Bill# - Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standard, non-bank SIFI designation, insurance regulation, and oversight H.R. 1217 - Housing Finance Reform and Taxpayer Protection Act of 2013 - All provisionsH.J. Res. 59 - Continuing Appropriations Resolution of 2014 (Restrict Access to the Social Security Death Master File) S. 534 - National Association of Registered Agents and Brokers Reform Act of 2013 - all provisions S. 563 - Jumpstart GSE Reform Act - multi-family provisions H.R. 2767 - Protecting American Taxpayers and Homeowners (PATH) Act - all provisions S. 1369 - To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance and for other purposes S. 1376 - The FHA Solvency Act of 2013 - all provisions H.R. 2140 - The Insurance Capital and Accounting Standards Act of 2013 - all provisions H.R. 2720 - Alexis Agin Identity Theft Protection Act of 2013 H.R. 1155 - National Association of Registered Agents and Brokers Reform Act of 2013 S. 676 - Identity Theft and Tax Fraud Prevention Act of 2013 No Bill# - Bipartisan Budget Act of 2013 No Bill# - Universal Child Savings Accounts S. 2102 - A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act S. 2270 / H.R. 4510 - Insurance Capital Standards Clarification Act of 2014 H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes

H.R. 624 - Cyber Intelligence Sharing and Protection Act - all provisions

H.R. 624, Cyber Intelligence Sharing and Protection Act - all provisions

S. 1270 / S. 1970 / S. 1979 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 1979 - Lifetime Income Disclosure & Regulatory Issues - all provisions S. 1970 - Retirement Security Act of 2014 H.R. 2035 - Automatic IRA - all provisionsN/A - Proposed DOL Fiduciary Regulations - all provisions N/A - Dodd-Frank issues at CFTC and SEC surrounding swap-related regulations including inter-affiliate swaps work N/A - GMWB Interpretive Issues in terms of possible guidance S. 1270 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Department of Labor Guidance on Self-Directed Brokerage / FAB 2012-02 Q&A 30 - issues relating to the use of self-directed brokerage by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers S. 1979 - Issues relating to Annuity Selection Safe Harbor N/A - Issues relating to target date funds disclosures S. 1979 - USA Retirement Plans - all provisions N/A - Issues relating to guide/index for ERISA 408b-2 fee disclosures

No Bill # - Trans Pacific Partnership - Japan entry N/A - Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) N/A - Issues relating to Japan insurance regulatory reform N/A - Issues relating to Transparency and market access issues generally related to international insurance and investment operationsN/A - Issues relating to US-China Strategic and Economic Dialogue N/A - Issues relating to India financial services market access and equity ownership issues N/A - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues N/A - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets N/A - Issues related to the International Services Agreement N/A - Issues relating to Trade Promotion Authority (Fast Track) N/A - Issues relating to free movement of data in South Korea Free Trade Agreement

S. 1013 - Patent Abuse Reduction Act of 2013 H.R. 3309 - Innovation Act S. 1720 - Patent Transparency and Improvement Act of 2013

S. 1486 - Postal Reform Act of 2013 H.R. 2748 - Postal Reform Act of 2013

No Bill #, Trans Pacific Partnership - Japan entry No Bill #, Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO); All provisions No Bill #, Issues relating to Japan insurance regulatory reform; All provisions No Bill #, Issues relating to US-China Strategic and Economic Dialogue; All provisionsNo Bill #, Issues relations to Transparency and market access issues generallt related to interenational insurance and investment operations; All provisions No Bill #, Issues relating to India financial services market access and equity ownership issues; All provisions No Bill #, Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues; All provisions No Bill #, Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets; All provisions No Bill #, Issues related to the International Services Agreement; All provisions No Bill #, Issues relating to Trade Promotion Authority (Fast Track); All provisions

S. 676, Identity Theft and Tax Fraud Prevention Act of 2013; All provisions S. 563, Jumpstart GSE Reform Act; Multifamily Provisions S. 534, National Association of Registered Agents and Brokers Reform Act of 2013; All ProvisionsS. 2244, A bill to extend the termination of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002; All provisions S. 2102, A bill to clarify leverage and risk-based requirements under the Dodd Frank Wall Street Reform and Consumer Protection Act; All provisions S. 1376, The FHA Solvency Act of 2013; All provisions S. 1369, To provide additional flexibilty to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance and for other purposes; All provisions H.R. 2767, Protecting American Taxpayers and Homeowners (PATH) Act; All provisions H.R. 2720, Alexis Agin Identity Theft Protection Act of 2013; All provisions H.R. 2140, The Insurance Capital and Accounting Standards Act of 2013; All provisions H.R. 1217, Housing Finance Refrom and Taxpayer Protection Act of 2013; All provisions H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013; All provisions H.J. Res. 59, Continuing Appropriations Resolution of 2014 (Restrict Access to the Social Security Death Master File); All provisions No Bill #, Issues relating to GSE/Housing Finance Reform - focus on multi-family housing policy No Bill #, Issues relating to Dodd-Frank implementation and FIO, OFR, Volcker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight; All provisions No Bill #, Bipartisan Budget Act of 2013; All provisions No Bill #, Universal Child Savings Accounts; All provisions No Bill #, Johnson Crapo GSE reform bill; All provisions

S. 1720, Patent Transparency and Improvement Act of 2013; All provisions S. 1013, Patent Abuse Reduction Act of 2013; All provisions H.R. 3309, Innovation Act ; All provisions

S. 1486, Postal Reform Act of 2013; All provisions H.R. 2748, Postal Reform Act of 2013; All provisions

H.R. 2870, Real Estate Investment and Jobs Act of 2013; All provisions H.R. 1129, Mobile Workforce State Income Tax Simplication Act of 2013; All provisions S. 1645, Mobile Workforce State Income Tax Simplication Act of 2013; All provisionsNo Bill #, Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues; All provisions No Bill #, Camp Comprehensive Tax Reform bill; All provisions No Bill #, Issues relating to expanding IRC Section 420 Transfer Authority; All provisions No Bill #, Issues relating to providing tax incentives for the purchase of annuities; All provisions No Bill #, Discussion Draft of Tax Reform Act of 2014; All provisions

H.R. 2035, Automatic IRA - all provisions NO BILL, Multiple small employer plans - issues relating to MEPs/MSEPs NO BILL, Lifetime Income Disclosure Act & Regulatory Issues - all provisionsNO BILL - Proposed DOL Fiduciary Regulations - all provisions NO BILL, GMWB Interpretive Issues in terms of possible guidance NO BILL, electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans NO BILL - Department of Labor Guidance on Self-Directed Brokerage/FAB 2012-02 Q&A 30 - issues relating to the use of self-directed brokerage by employee benefit plans NO BILL, issues relating to DOL Safe Harbor for Selection of Annuity Providers NO BILL, issues relating to target funds disclosures NO BILL, USA Retirement Plans - all provisions NO BILL, issues relating to guide/index for ERISA 408b-2 fee disclosures

H.R. 1129/S. 1645, Mobile Workforce State Income Tax Simplification Act of 2013 - all provisions H.R. 2870, Real Estate Investment and Jobs Act of 2013 - all provisions NO BILL, Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax IssuesNO BILL, Issues relating to expanding IRC Section 420 Transfer Authority NO BILL, Issues relating to providing tax incentives for the purchase of annuities

NO BILL, Multiple small employer plans - issues relating to MEPs/MSEPs NO BILL, Lifetime Income Disclosure Act & Regulatory Issues - all provisions NO BILL, Automatic IRA - all provisions NO BILL - Proposed DOL Fiduciary Regulations - all provisionsNO BILL, GMWB Interpretive Issues in terms of possible guidance NO BILL, electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans NO BILL - Department of Labor Guidance on Self-Directed Brokerage/FAB 2012-02 Q&A 30 - issues relating to the use of self-directed brokerage by employee benefit plans NO BILL, issues relating to DOL Safe Harbor for Selection of Annuity Providers NO BILL, issues relating to target funds disclosures NO BILL, USA Retirement Plans - all provisions

H.R. 677 - To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act S. 534, National Association of Registered Agents and Brokers Reform Act of 2013 - all provisions S. 563, Jumpstart GSE Reform Act - multi-family provisionsH.R. 933, Department of Defense, Military Construction and Veterans Affairs and Full-Year Continuing Appropriations Act of 2013 - FHA multi-family commitment authority H.R. 1217, Housing Finance Reform and Taxpayer Protection Act of 2013 - all provisions. H.R. 2140, Insurance Capital and Accounting Standards Act of 2013 - all provisions. H.R. 2767, Protecting American Taxpayers and Homeowners (PATH) Act - all provisions. S. 1369, To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capitol standards that are properly tailored to the unique characteristics of the business of insurance and for other purposes. S. 1376, The FHA Solvency Act of 2013, all provisions. H.R. 2720, Alexis Agin Identity Theft Protection Act of 2013, all provisions. NO BILL - issues relating to GSE/Housing Finance Reform; focus on multi-family housing policy NO BILL - issues relating to Dodd-Frank implementation and FIO, OFR, Volker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight NO BILL, Dodd-Frank issues at CFTC and SEC surrounding swap-related regulations including inter-affiliate swaps work

H.R. 1129, Mobile Workforce State Income Tax Simplification Act of 2013 - all provisions H.R. 8, American Taxpayer Relief Act of 2012 - all provisions NO BILL, a bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions and for other purposesNO BILL, Comprehensive Tax Reform - Life Insurance Company Tax for Domestic and International Operations, Life Insurance Product Tax, Qualified Plan Tax Issues

NO BILL, Multiple small employer plans - issues relating to MEPs/MSEPs NO BILL, Lifetime Income Disclosure Act & Regulatory Issues - all provisions NO BILL, Automatic IRA - all provisions NO BILL - Proposed DOL Fiduciary Regulations - all provisionsNO BILL, GMWB Interpretive Issues in terms of possible guidance NO BILL, electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans NO BILL - Department of Labor Guidance on Self-Directed Brokerage/FAB 2012-02 Q&A 30 - issues relating to the use of self-directed brokerage by employee benefit plans NO BILL, issues relating to DOL Safe Harbor for Selection of Annuity Providers NO BILL, issues relating to target funds disclosures NO BILL, USA Retirement Plans - all provisions

H.R. 677 - To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act S. 534, National Association of Registered Agents and Brokers Reform Act of 2013 - all provisions S. 563, Jumpstart GSE Reform Act - multi-family provisionsH.R. 933, Department of Defense, Military Construction and Veterans Affairs and Full-Year Continuing Appropriations Act of 2013 - FHA multi-family commitment authority NO BILL - issues relating to GSE/Housing Finance Reform; focus on multi-family housing policy NO BILL - issues relating to Dodd-Frank implementation and FIO, OFR, Volker Rule, FSOC, FSB and their associated work on topics like capital standards, non-bank SIFI designation, insurance regulation, and oversight NO BILL, Dodd-Frank issues at CFTC and SEC surrounding swap-related regulations including inter-affiliate swaps work

NO BILL, Trans Pacific Partnership - Japan entry into TPP and negotiations NO BILL, Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) NO BILL, Issues relating to Japan insurance regulatory reform NO BILL, Issues relating to Transparency and market access issues generally related to international insurance & investment optionsNO BILL, Issues relating to US-China Strategic and Economic Dialogue NO BILL, Issues relating to India financial services market access and equity ownership issues NO BILL, Issues relating to Asia-Pacific Cooperation, a multi-lateral economic and trade forum, privacy issues NO BILL, Issues relating to International Trade issues impacting US Insurance companies operating in foreign markets NO BILL, Issues related to the International Services Agreement

H.R. 2832 To extend the Generalized System of Preferences Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) Issues relating to Japan insurance regulatory reform Issues relating to transparency and market access issues generally related to international insurance and investment operations Issues relating to US-China Strategic and Economic Dialogue Issues relating to India financial services market access and equity ownership issues Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets Trans Pacific Partnership

S. 3414 Cybersecurity Act of 2012

H.R. 1534 Small Businesses Add Value for Employees (SAVE) Act H.R. 677 Lifetime Income Disclosure Act H.R. 4049 / S. 1557 Automatic IRA of 2012 H.R. 4050 Retirement Plan Simplification and Enhancement Act of 2012 Proposed DOL Fiduciary Regulations Issues relating to electronic disclosure Issues relating to Dodd-Frank, CFTC and SEC swap-related regulatory isues GMWB Interpretive Issues Issues Relating to Multiple Employer Plans MEPs/MSEPS Department of Labor Guidance on Self-Directed Brokerage / FAB 2012-02 Q&A 30 408b-2 Service Provider Fee Disclosure Regulatory Issues

H.R. 940 & S. 1835 - United States Covered Bond Act of 2011 H.R. 1062 - The Burdensome Data Collection Relief Act H.R. 1573 - To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption No Bill - Issues relating to GSE & Housing Finance Reform H.R. 2308 - SEC Regulatory Accountability Act H.R. 2779 - To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act. H.R. 3475 - Keep IDs Safe Act No Bill - Implementation of Title I, Subtitle CAdditional Board of Governors Authority for Certain Nonbank Financial Companies and Bank Holding Companies of the Dodd-Frank Act No Bill - Implementation of Title I, Subtitle AFinancial Stability Oversight Council of the Dodd-Frank Act No Bill - Implementation of Section 619 of the Dodd-Frank Act - Prohibitions on proprietary trading and certain relationships with hedge funds and private equity funds

H. R. 2832 - A bill to extend the General System of Preferences No Bill - Issues relating to privatization of Japan Postal Life Insurance Company No Bill - Issues relating to Japan insurance regulatory reform No Bill - Issues relations to transparency and market access issues generally related to interenational insurance and investment operations No Bill - Issues relating to US-China Strategic and Economic Dialogue No Bill - Issues relating to India financial services market access and equity ownership issues No Bill - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues No Bill - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets No Bill - Trans Pacific Partnership

S. 3414 - Cybersecurity Act of 2012

S. 951 - Hiring Heroes Act

H. R. 2832 - A bill to extend the General System of Preferences No Bill - Trans Pacific Partnership No Bill - Korea Free Trade Agreement Implementation H.RES 425 -Providing for consideration of the Senate amendment to the bill (H.R. 2832) to extend the Generalized System of Preferences, and for other purposes; providing for consideration of the bill (H.R. 3078) to implement the United States-Colombia Trade Promotion Agreement; providing for consideration of the bill (H.R. 3079) to implement the United States-Panama Trade Promotion Agreement; and providing for consideration of the bill (H.R. 3080) to implement the United States-Korea Free Trade Agreement. No Bill - Issues relating to China financial services market access, equity ownership and retirement income issues No Bill - Issues relating to privatization of Japan Postal Life Insurance Company (JPI) No Bill - Issues relating to Japan insurance regulatory reform No Bill - Issues relations to transparency and market access issues generally related to interenational insurance and investment operations No Bill - Issues relating to India financial services market access and equity ownership issues No Bill - Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues No Bill - Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets. No Bill - Issues relating to US-China Strategic and Economic Dialogue and JCCT

H.R. 1221 - Equity in Government Compensation Act of 2011 H.R. 1222 - GSE Subsidy Elimination Act of 2011 H.R. 1223 - GSE Credit Risk Equitable Treatment Act of 2011 H.R. 31 - Fannie Mae and Freddie Mac Accountability and Transparency for Taxpayers Act H.R. 1224 - Portfolio Risk Reduction Act of 2011 H.R. 1225 - GSE Debt Issuance Approval Act of 2011 H.R. 1226 - GSE Mission Improvement Act of 2011 H.R. 1227 - GSE Risk and Activities Limitation Act of 2011 H.R. 830 - FHA Refinance Program Termination Act H.R. 836 - Emergency Mortgage Relief Program Termination Act H.R. 839 - The HAMP Termination Act of 2011 H.R. 861 - NSP Termination Act H.R. 940 - United States Covered Bond Act of 2011 H.R. 1062 - The Burdensome Data Collection Relief Act H.R. 1573 - To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1528 - Consumer Privacy Protection Act of 2011 S. 693 - GSE Bailout Elimination and Taxpayer Protection Act No Bill - Adjustment to the U.S. Government debt limit No Bill - Issues relating to GSE/Housing Finance Reform H.R. 2308 - SEC Regulatory Accountability Act H.R. 463 - Fannie Mae and Freddie Mac Transparency Act of 2011 H. R. 2439 - Eliminate the GSE Charter During Receivership S. 1835 - U.S Covered Bond Act H.R. 3644 - Private Mortgage Market Investment Act S. 1834 - Residential Mortgage Market Privatization and Standardization Act of 2011 No Bill - Implementation of Section 619 of the Dodd-Frank Act - Prohibitions on proprietary trading and certain relationships with hedge funds and private equity funds. No Bill - Implementation of Title VII; Subtitle A; Part II of the Dodd-Frank Act - Regulation of Swap Markets No Bill - Issues Relating to the Office of National Insurance H.R. 2779 - To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 2048 - A Bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes H.R. 3475 - Keep IDs Safe Act

H.R. 1534 - Small Businesses Add Value for Employees (SAVE) Act H.R. 677 -Lifetime Income Disclosure Act & Regulatory Issues S. 1557 / H.R. 4049 - Automatic IRA of 2012 Proposed DOL Fiduciary Regulations No Bill - Issues relating to electronic disclosure S. 267 - Lifetime Income Disclosure Act No Bill - GMWB Interpretive Issues No Bill- Defined Contribution Plan Modernization No Bill - 408b-2 Regulatory Issues No Bill- Issues Related to Lifetime Income No Bill - Issues Related to Multiple Employer and Multiple Small Employer Plans H.R. 4050 - Retirement Plan Simplification and Enhancement Act of 2012 No Bill - Issues relating to Dodd-Frank, CFTC and SEC swap-related regulatory issues No Bill - Electronic Disclosure - ERISA/Internal Revenue Code No Bill - Guidance on Self-Directed Brokerage/FAB Q&A 30 H.R. 4049 - Automatic IRA Act of 2012

H.R. 1534 - Small Businesses Add Value for Employees (SAVE) Act H.R. 677 -Lifetime Income Disclosure Act & Regulatory Issues S. 1557 / H.R. 4049 - Automatic IRA of 2012 Proposed DOL Fiduciary Regulations No Bill - Issues relating to electronic disclosure S. 267 - Lifetime Income Disclosure Act No Bill - GMWB Interpretive Issues No Bill- Defined Contribution Plan Modernization No Bill - 408b-2 Regulatory Issues No Bill- Issues Related to Lifetime Income No Bill - Issues Related to Multiple Employer and Multiple Small Employer Plans H.R. 4050 - Retirement Plan Simplification and Enhancement Act of 2012

H. R. 12 / S.1549 - The American Jobs Act No Bill -Comprehensive Tax Reform FY 2012 Budget for the United States H.R. 1864 - The Mobile Workforce State Income Tax Simplifications Act of 2011 H.R. 3630 - Temporary Payroll Tax Cut Continuation Act of 2011 S. 1813 - Highway, Job Creation, and Economic Growth Act of 2012 No Bill - Issues Relating to Tax Extensions H.R. 749 - To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income

H.R. 31 - Fannie Mae and Freddie Mac Accountability and Transparency for Taxpayers Act H.R. 1221 - Equity in Government Compensation Act of 2011 H.R. 1222 - GSE Subsidy Elimination Act of 2011 H.R. 1223 - GSE Credit Risk Equitable Treatment Act of 2011 H.R. 1224 - Portfolio Risk Reduction Act of 2011 H.R. 1225 - GSE Debt Issuance Approval Act of 2011 H.R. 1226 - GSE Mission Improvement Act of 2011 H.R. 1227 - GSE Risk and Activities Limitation Act of 2011 H.R. 830 - FHA Refinance Program Termination Act H.R. 836 - Emergency Mortgage Relief Program Termination Act H.R. 839 - The HAMP Termination Act of 2011 H.R. 861 - NSP Termination Act H.R. 940 - United States Covered Bond Act of 2011 H.R. 1062 - The Burdensome Data Collection Relief Act H.R. 1573 - To facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1528 - Consumer Privacy Protection Act of 2011 S. 693 - GSE Bailout Elimination and Taxpayer Protection Act No Bill - Adjustment to the U.S. Government debt limit No Bill - Issues relating to GSE/Housing Finance Reform H.R. 2308 - SEC Regulatory Accountability Act H.R. 463 - Fannie Mae and Freddie Mac Transparency Act of 2011 H. R. 2439 - Eliminate the GSE Charter During Receivership S. 1835 - U.S Covered Bond Act H.R. 3644 - Private Mortgage Market Investment Act S. 1834 - Residential Mortgage Market Privatization and Standardization Act of 2011 No Bill - Implementation of Section 619 of the Dodd-Frank Act - Prohibitions on proprietary trading and certain relationships with hedge funds and private equity funds. No Bill - Implementation of Title VII; Subtitle A; Part II of the Dodd-Frank Act - Regulation of Swap Markets No Bill - Issues Relating to the Office of National Insurance H.R. 2779 - To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act. S. 2048 - A Bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes H.R. 3475 - Keep IDs Safe Act

N/A - Issues relating to Small Businesses Add Value for Employees (SAVE) Act H.R. 677 -Lifetime Income Disclosure Act & Regulatory Issues S. 1557 - Automatic IRA N/A - Proposed DOL Fiduciary Regulations N/A - Issues relating to electronic disclosure S. 267 - Lifetime Income Disclosure Act N/A - Issues relating to Dodd-Frank, CFTC and SEC swap-related regulatory issues N/A - GMWB Interpretive Issues N/ADefined Contribution Plan Modernization N/A408b-2 Regulatory Issues

S. 951- Hiring Heroes Act

H. R. 2832 - A bill to extend the General System of Preferences N/A - Korea Free Trade Agreement N/A - Panama Free Trade Agreement N/A -Colombia Free Trade Agreement Implementing Legislation N/AIssues relating to China financial services market access, equity ownership and retirement income issues N/AIssues relating to privatization of Japan Postal Life Insurance Company (KAMPO) N/AIssues relating to Japan insurance regulatory reform N/AIssues relations to Transparency and market access issues generallt related to interenational insurance and investment operations N/AIssues relating to US-China Strategic and Economic Dialogue N/AIssues relating to India financial services market access and equity ownership issues N/AIssues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues N/AIssues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets. N/ATrans Pacific Partnership

H.R. 1249 / S. 23 - America Invents Act; all provisions Issues relating to Patent Reform

H. R. 12 / S1549 - The American Jobs Act N/A - President Obama's FY2012 Budget N/A -Comprehensive Tax Reform FY 2012 Budget for the United States N/A - Issues relating to Automatic IRA H.R. 1864 - The Mobile Workforce State Income Tax Simplifications Act of 2011 H.R. 3630 - Temporary Payroll Tax Cut Continuation Act of 2011

Issues relating to Korea Free Trade Agreement Implementing Legislation Issues relating to Colombia Free Trade Agreement Implementing Legislation Issues relating to Panama Free Trade Agreement Implementing Legislation H.R. 2832 - A bill to extend the General System of Preferences, all provisions Issues relating to China financial services market access, equity ownership and retirement income issues Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) Issues relating to Japan insurance regulatory reform Issues relating to Transparency and market access issues generally related to international insurance and investment operations Issues relating to US-China Strategic and Economic Dialogue Issues relating to India financial services market access and equity ownership issues Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets

H.R. 1249 / S. 23 - America Invents Act, all provisions Issues relating to Patent Reform

H.R. 677 | S. 267 - Lifetime Income Disclosure Act, all provisions S. 1557 - Automatic IRA Act of 2011, all provisions Issues relating to Small Businesses Add Value for Employees (SAVE) Act Issues relating to electonic disclosure Issues relating to Proposed DOL Fiduciary Regulations Issues relating to Guaranteed Lifetime Income Issues relating to Dodd-Frank, CFTC and SEC swap-related regulatory issues Issues relating to GMWB Interpretive issues Issues relating to 408b-2 Regulatory Issues

H.R. 1249 / S. 23 - America Invents Act, all provisions Issues relating to Patent Reform

H.R. 677 - Lifetime Income Disclosure Act, all provisions Issues relating to Automatic IRA Issues relating to Small Businesses Add Value for Employees (SAVE) Act Issues relating to electonic disclosure S. 267 - Lifetime Income Disclosure Act, all provisions Issues relating to Proposed DOL Fiduciary Regulations Issues relating to Guaranteed Lifetime Income Issues relating to Dodd-Frank, CFTC and SEC swap-related regulatory issues.

Issues relating to Korea Free Trade Agreement Implementing Legislation Issues relating to Colombia Free Trade Agreement Implementing Legislation Issues relating to Panama Free Trade Agreement Implementing Legislation Issues relating to China financial services market access, equity ownership and retirement income issues Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) Issues relating to Japan insurance regulatory reform Issues relating to Transparency and market access issues generally related to international insurance and investment operations Issues relating to US-China Strategic and Economic Dialogue Issues relating to India financial services market access and equity ownership issues Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets

H.R. 749 - Active Financing Exemption, all provisions Issues relating to President Obama's FY2012 Budget Issues relating to Comprehensive Tax Reform Issues relating to FY 2012 Budget for the United States Issues relating to Automatic IRA H.R. 1864 - The Mobile Workforce State Income Tax Simplifications Act of 2011, all provisions

H.R. 1249 / S. 23 - America Invents Act, all provisions Issues relating to Patent Reform

H.R. 677 - Lifetime Income Disclosure Act, all provisions Issues relating to Automatic IRA Issues relating to Small Businesses Add Value for Employees (SAVE) Act S. 267 - Lifetime Income Disclosure Act, all provisions Issues relating to Proposed DOL Fiduciary Regulations Issues relating to Guaranteed Lifetime Income

Issues relating to Korea Free Trade Agreement Implementing Legislation Issues relating to Colombia Free Trade Agreement Implementing Legislation Issues relating to Panama Free Trade Agreement Implementing Legislation Issues relating to China financial services market access, equity ownership and retirement income issues Issues relating to privatization of Japan Postal Life Insurance Company (KAMPO) Issues relating to Japan insurance regulatory reform Issues relating to Transparency and market access issues generally related to international insurance and investment operations Issues relating to US-China Strategic and Economic Dialogue Issues relating to India financial services market access and equity ownership issues Issues relating to Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues Issues relating to International Trade issues impacting the U.S. Insurance Companies operating in foreign markets

[No Bill Number], Stranger-Originated Life Insurance [No Bill Number], Issues related to life settlements in foreign markets

H.R. 3200, S. 1679, America's Affordable Health Choices Act of 2009, all provisions H.R. 4872, Health Care and Education Reconciliation Act of 2010, all provisions S. 697, H.R. 3001Community Living Assistance Services And Supports (CLASS) Act, all provisions H.R. 3950, Patient Protection and Affordable Care Act, all provisions

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009,all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4213, Unemployment Compensation Extension Act of 2010, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Issues realted to taxation of FDI in Mexico

S. 515, Patent Reform Act of 2009, all provisions.

H.R. 2221, Data Accountability and Trust Act, all provisions. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions. H.R. 2554, National Association of Registered Agents and Brokers Reform Act, all provisions. H.R. 3996, The Financial Stability Improvement Act of 2009, all provisions. S. 2832, Lifetime Income Disclosure Act, all provisions S. 3217 An original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions H.R. 3126, Consumer Financial Protection Agency Act of 2009, all provisions H.R. 3817, Investor Protection Act of 2009, all provisions H.R. 3890, Accountability and Transparency in Credit Rating Agencies Act of 2009, all provisions H.R. 3795, Over The Counter Derivatives Market Act, all provisions H.R. 3763, A Bill to Amend the Fair Credit Reporting Act to Provide for an Exclusion from Red Flag Guidelines for Certain Businesses, all provisions H.R. 4173, Financial Regulatory Reform, all provisions/ The Wall Street Reform and Consumer Protection Act of 2009, all provisions H.R. 4868, Housing Preservation and Tenant Protection Act of 2010, all provisions H.R. 5072, The FHA Reform Act of 2010, all provisions H.R. 2861, Shareholder Empowerment Act of 2009, all provisions H.R. 1479, H.R. 2896 Community Reinvestment Modernization Act of 2009, all provisions H.R. 6334, American Community Investment Reform Act of 2010, all provisions [No Bill Number], Securitization Reform, all provisions [No Bill Number], Restoring American Financial Stability Act of 2009 [No Bill Number], Financial Crisis Responsibility Fee [No Bill Number], Residential Mortgage Backed Securities [No Bill Number], Commercial Mortgage Backed Securities [No Bill Number], Government Sponsored Enterprise Reform

H.R. 5993, SAVINGS Act of 2010, all provisions

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions H.R. 4213 American Workers, State and Business Relief Act, all provisions S. 3760 / H.R. 6099, Automatic IRA Act of 2010, all provisions [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Fee Disclosure, Incentives for Annuities [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Small Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Lifetime Income [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project [No Bill Number], Regulation of Asset-Backed Securities [No Bill Number], SEC Target Date Fund Disclosure Regulation [No Bill Number], SEC 12b-2 Proposed Rules

H.R. 2448, Prevent Unfair Manipulation of Prices Act, all provisions H.R. 2454, The American Clean Energy and Security Act of 2009, all provisions

H.R. 5993, SAVINGS Act of 2010, all provisions

H.R. 3200, S. 1679, America's Affordable Health Choices Act of 2009, all provisions H.R. 4872, Health Care and Education Reconciliation Act of 2010, all provisions S. 697, H.R. 3001Community Living Assistance Services And Supports (CLASS) Act, all provisions H.R. 3950, Patient Protection and Affordable Care Act, all provisions

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009 aka Unemployment Compensation Extension Act of 2010, all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill H.R. 4853, Airport and Airway Extension Act of 2010, Part III, all provisions [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Issues realted to taxation of FDI in Mexico

H.R. 2448, Prevent Unfair Manipulation of Prices Act, all provisions H.R. 2454, The American Clean Energy and Security Act of 2009, all provisions

H.Con.Res 85, Setting forth the Congressional Budget for the United States Government for fiscal year 2010, all provisions.

[No Bill Number], Korea Free Trade Agreement Implementing Legislation [No Bill Number], Panama-US Free Trade Agreement Implementing Legislation [No Bill Number], China financial services market access, equity ownership and retirement income issues [No Bill Number], Issues related to privatization of Japan Postal Life Insurance Company (KAMPO [No Bill Number], Japan insurance regulatory reform [No Bill Number], Transparency and market access issues generally related to international insurance and investment operations [No Bill Number], US-China Strategic and Economic Dialogue [No Bill Number], India financial services market access and equity ownership issues [No Bill Number], Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues [No Bill Number], International Trade issues impacting the U.S. Insurance Companies opperating in foreign markets

S. 515, Patent Reform Act of 2009, all provisions.

[No Bill Number], Stranger-Originated Life Insurance

H.R. 2221, Data Accountability and Trust Act, all provisions. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions. H.R. 2554, National Association of Registered Agents and Brokers Reform Act, all provisions. H.R. 3996, The Financial Stability Improvement Act of 2009, all provisions. S. 2832, Lifetime Income Disclosure Act, all provisions S. 3217 An original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions H.R. 3126, Consumer Financial Protection Agency Act of 2009, all provisions H.R. 3817, Investor Protection Act of 2009, all provisions H.R. 3890, Accountability and Transparency in Credit Rating Agencies Act of 2009, all provisions H.R. 3795, Over The Counter Derivatives Market Act, all provisions H.R. 3763, A Bill to Amend the Fair Credit Reporting Act to Provide for an Exclusion from Red Flag Guidelines for Certain Businesses, all provisions H.R. 4173, Financial Regulatory Reform, all provisions/ The Wall Street Reform and Consumer Protection Act of 2009, all provisions H.R. 4868, Housing Preservation and Tenant Protection Act of 2010, all provisions H.R. 5072, The FHA Reform Act of 2010, all provisions H.R. 2861, Shareholder Empowerment Act of 2009, all provisions H.R. 1479, H.R. 2896 Community Reinvestment Modernization Act of 2009, all provisions H.R. 6334, American Community Investment Reform Act of 2010, all provisions H.R. 5943, Community Recovery Enhancement Act, all provisions H.R. 5823, U.S. Covered Bond Act of 2010 [No Bill Number], Securitization Reform, all provisions [No Bill Number], Restoring American Financial Stability Act of 2009 [No Bill Number], Financial Crisis Responsibility Fee [No Bill Number], Residential Mortgage Backed Securities [No Bill Number], Commercial Mortgage Backed Securities [No Bill Number], Housing Reform

H.R. 5993, SAVINGS Act of 2010, all provisions

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009 aka Unemployment Compensation Extension Act of 2010, all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill H.R. 4853, Airport and Airway Extension Act of 2010, Part III, all provisions [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Issues realted to taxation of FDI in Mexico

S. 515, Patent Reform Act of 2009, all provisions.

H.R. 2221, Data Accountability and Trust Act, all provisions. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions. H.R. 2554, National Association of Registered Agents and Brokers Reform Act, all provisions. H.R. 3996, The Financial Stability Improvement Act of 2009, all provisions. S. 2832, Lifetime Income Disclosure Act, all provisions S. 3217 An original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions H.R. 3126, Consumer Financial Protection Agency Act of 2009, all provisions H.R. 3817, Investor Protection Act of 2009, all provisions H.R. 3890, Accountability and Transparency in Credit Rating Agencies Act of 2009, all provisions H.R. 3795, Over The Counter Derivatives Market Act, all provisions H.R. 3763, A Bill to Amend the Fair Credit Reporting Act to Provide for an Exclusion from Red Flag Guidelines for Certain Businesses, all provisions H.R. 4173, Financial Regulatory Reform, all provisions/ The Wall Street Reform and Consumer Protection Act of 2009, all provisions H.R. 4868, Housing Preservation and Tenant Protection Act of 2010, all provisions H.R. 5072, The FHA Reform Act of 2010, all provisions H.R. 2861, Shareholder Empowerment Act of 2009, all provisions H.R. 1479, H.R. 2896 Community Reinvestment Modernization Act of 2009, all provisions H.R. 6334, American Community Investment Reform Act of 2010, all provisions H.R. 5943, Community Recovery Enhancement Act, all provisions H.R. 5823, U.S. Covered Bond Act of 2010 [No Bill Number], Securitization Reform, all provisions [No Bill Number], Restoring American Financial Stability Act of 2009 [No Bill Number], Financial Crisis Responsibility Fee [No Bill Number], Residential Mortgage Backed Securities [No Bill Number], Commercial Mortgage Backed Securities [No Bill Number], Housing Reform

H.R. 2448, Prevent Unfair Manipulation of Prices Act, all provisions H.R. 2454, The American Clean Energy and Security Act of 2009, all provisions

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions S. 3760 / H.R. 6099, Automatic IRA Act of 2010, all provisions [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Fee Disclosure, Incentives for Annuities [No Bill Number], Request for Information on lifetime income options [No Bill Number], Department of Labor Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Small Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Lifetime Income [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project [No Bill Number], Regulation of Asset-Backed Securities [No Bill Number], SEC Target Date Fund Disclosure Regulation [No Bill Number], SEC 12b-2 Proposed Rules on Mutual Fund Distribution Fees, Confirmations [No Bill Number], Housing Finance Reform Discussion

H.R. 3200, S. 1679, America's Affordable Health Choices Act of 2009, all provisions H.R. 4872, Health Care and Education Reconciliation Act of 2010, all provisions S. 697, H.R. 3001Community Living Assistance Services And Supports (CLASS) Act, all provisions H.R. 3950, Patient Protection and Affordable Care Act, all provisions

H.R. 2448, Prevent Unfair Manipulation of Prices Act, all provisions H.R. 2454, The American Clean Energy and Security Act of 2009, all provisions

[No Bill Number], Korea Free Trade Agreement Implementing Legislation [No Bill Number], Panama-US Free Trade Agreement Implementing Legislation [No Bill Number], China financial services market access, equity ownership and retirement income issues [No Bill Number], Issues related to privatization of Japan Postal Life Insurance Company (KAMPO) [No Bill Number], Japan insurance regulatory reform [No Bill Number], Transparency and market access issues generally related to international insurance and investment operations [No Bill Number], US-China Strategic and Economic Dialogue [No Bill Number], India financial services market access and equity ownership issues [No Bill Number], Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues [No Bill Number], U.S.-Korea Free Trade Agreement [No Bill Number], International Trade issues impacting the U.S. Insurance Companies opperating in foreign markets

S. 3718 / H.R. 5993, SAVINGS Act of 2010, all provisions

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions H.R. 4213 American Workers, State and Business Relief Act, all provisions S. 3760 / H.R. 6099, Automatic IRA Act of 2010, all provisions [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Fee Disclosure, Incentives for Annuities [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Small Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Lifetime Income [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project [No Bill Number], Regulation of Asset-Backed Securities [No Bill Number], SEC Target Date Fund Disclosure Regulation [No Bill Number], SEC 12b-2 Proposed Rules

S. 515, Patent Reform Act of 2009, all provisions.

H.Con.Res 85, Setting forth the Congressional Budget for the United States Government for fiscal year 2010, all provisions.

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009,all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4213, Unemployment Compensation Extension Act of 2010, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Issues realted to taxation of FDI in Mexico

[No Bill Number], Stranger-Originated Life Insurance

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions H.R. 1984, The 401(k) Fair Disclosure and Pension Security Act of 2009 H.R. 4213 American Workers, State and Business Relief Act [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Disclosure [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Income [No Bill Number], Section 408(b)(2) Disclosure DOL Regulation [No Bill Number], Investment Advice DOL Regulation [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project

H.Con.Res 85, Setting forth the Congressional Budget for the United States Government for fiscal year 2010, all provisions.

[No Bill Number], Korea Free Trade Agreement Implementing Legislation No Bill Number], Panama-US Free Trade Agreement Implementing Legislation [No Bill Number], International Trade issues impacting the U.S. Insurance Companies opperating in foreign markets [No Bill Number], U.S.-Korea Free Trade Agreement [No Bill Number], China financial services market access, equity ownership and retirement income issues [No Bill Number], Issues related to privatization of Japan Postal Life Insurance Company (KAMPO) [No Bill Number], Japan insurance regulatory reform [No Bill Number], Transparency and market access issues generally related to international insurance and investment operations [No Bill Number], US-China Strategic and Economic Dialogue [No Bill Number], India financial services market access and equity ownership issues [No Bill Number], Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues

H.R. 2448, Prevent Unfair Manipulation of Prices Act, all provisions H.R. 2454, The American Clean Energy and Security Act of 2009, all provisions

H.R. 2221, Data Accountability and Trust Act, all provisions. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions. H.R. 2554, National Association of Registered Agents and Brokers Reform Act, all provisions. H.R. 3996, The Financial Stability Improvement Act of 2009, all provisions. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions H.R. 3126, Consumer Financial Protection Agency Act of 2009, all provisions H.R. 3817, Investor Protection Act of 2009, all provisions H.R. 3890, Accountability and Transparency in Credit Rating Agencies Act of 2009, all provisions H.R. 3795, Over The Counter Derivatives Market Act, all provisions H.R. 3763, A Bill to Amend the Fair Credit Reporting Act to Provide for an Exclusion from Red Flag Guidelines for Certain Businesses, all provisions H.R. 4173, Financial Regulatory Reform, all provisions/ The Wall Street Reform and Consumer Protection Act of 2009, all provisions [No Bill Number], Securitization Reform, all provisions [No Bill Number], Restoring American Financial Stability Act of 2009 TG-506, Financial Crisis Responsibility Fee S. 3217 An original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. [No Bill Number], Residential Mortgage Backed Securities [No Bill Number], Commercial Mortgage Backed Securities H.R. 4868, Housing Preservation and Tenant Protection Act of 2010 H.R. 5072, The FHA Reform Act of 2010 H.R. 2861, Shareholder Empowerment Act of 2009 S. 2832, Lifetime Income Disclosure Act H.R. 1479, H.R. 2896 Community Reinvestment Modernization Act of 2009 [No Bill Number], Government Sponsored Enterprise Reform

H.R. 3200, S. 1679, America's Affordable Health Choices Act of 2009, all provisions H.R. 4872, Health Care and Education Reconciliation Act of 2010, all provisions S. 697, H.R. 3001Community Living Assistance Services And Supports (CLASS) Act, all provisions H.R. 3950, Patient Protection and Affordable Care Act, all provisions

[No Bill Number], Korea Free Trade Agreement Implementing Legislation No Bill Number], Panama-US Free Trade Agreement Implementing Legislation [No Bill Number], International Trade issues impacting the U.S. Insurance Companies opperating in foreign markets [No Bill Number], U.S.-Korea Free Trade Agreement [No Bill Number], China financial services market access, equity ownership and retirement income issues [No Bill Number], Issues related to privatization of Japan Postal Life Insurance Company (KAMPO) [No Bill Number], Japan insurance regulatory reform [No Bill Number], Transparency and market access issues generally related to international insurance and investment operations [No Bill Number], US-China Strategic and Economic Dialogue [No Bill Number], India financial services market access and equity ownership issues [No Bill Number], Asia-Pacific Economic Cooperation, a multi-lateral economic and trade forum, privacy issues

H.R. 2448, Prevent Unfair Manipulation of Prices Act, all provisions H.R. 2454, The American Clean Energy and Security Act of 2009, all provisions

H.R. 3200, S. 1679, America's Affordable Health Choices Act of 2009, all provisions H.R. 4872, Health Care and Education Reconciliation Act of 2010, all provisions S. 697, H.R. 3001Community Living Assistance Services And Supports (CLASS) Act, all provisions H.R. 3950, Patient Protection and Affordable Care Act, all provisions

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions H.R. 1984, The 401(k) Fair Disclosure and Pension Security Act of 2009 H.R. 4213 American Workers, State and Business Relief Act [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Disclosure [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations [No Bill Number], Auto Annuitization [No Bill Number], Multiple Employer Plan Proposal [No Bill Number], Pension Funding Relief [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Department of Labor and Department of Treasury Request for Information on Guaranteed Income [No Bill Number], Section 408(b)(2) Disclosure DOL Regulation [No Bill Number], Investment Advice DOL Regulation [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans [No Bill Number], Department of Labor Redefinition of Fiduciary Regulatory Project

[No Bill Number], Stranger-Originated Life Insurance

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009,all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4213, American Workers State and Business Relief Act of 2010, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions [No Bill Number], Tax Extenders/UI-Cobra Funding H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill

[No Bill Number], US-Korea Free Trade Agreement [No Bill Number], Panama-US Free Trade Agreement Implementing Legislation [No Bill Number], Asia-Pacific Economic Cooperation, A Multilateral Economic and Trade Forum, Privacy Issues [No Bill Number], China Financial Services: Market Access, Equity Ownership, and Retirement Income Issues [No Bill Number], India Financial Services: Market Access and Equity Ownership Issues [No Bill Number], Issues Related to Privatization of Japan Postal Life Insurance Company (KAMPO) [No Bill Number], Japan Insurance Regulatory Reform [No Bill Number], US-China Bilateral Investment Treaty [No Bill Number], Transparency and Market Access Issues Generally Related to International Insurance and Investment Operations

H.R. 4872, Health Care and Education Reconciliation Act of 2010, all provisions S. 697, H.R. 3001Community Living Assistance Services And Supports (CLASS) Act, all provisions H.R. 3950, Patient Protection and Affordable Care Act, all provisions

H.R. 1961, Savings for American Families' Futures Act of 2009, all provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, all provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, all provisions H.R. 2989, H.R. 1984 The 401(k) Fair Disclosure and Pension Security Act of 2009, all provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, all provisions H.R. 4742, Small Businesses Add Values for Employees Act of 2009 (The SAVE Act ), all provisions H.R. 4193, Guaranteed 3% COLA for Seniors Act of 2009, all provisions S. 401, Defined Contribution Fee Disclosure Act of 2009, all provisions S. 2832, Lifetime Income Disclosure Act, all provisions [No Bill Number], Administration's Automatic IRA Proposal [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income [No Bill Number], QDIA Guidance and Clarifications [No Bill Number], Section 408(b)(2) Service Provider Disclosure [No Bill Number], Request for Information on lifetime income options [No Bill Number], Investment Advice Regulations

H.R. 2221, Data Accountability and Trust Act, all provisions. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions. H.R. 2554, National Association of Registered Agents and Brokers Reform Act, all provisions. H.R. 3996, The Financial Stability Improvement Act of 2009, all provisions. H.R. 1106, Helping Families Save Their Homes Act of 2009, all provisions H.R. 3126, Consumer Financial Protection Agency Act of 2009, all provisions H.R. 3817, Investor Protection Act of 2009, all provisions H.R. 3890, Accountability and Transparency in Credit Rating Agencies Act of 2009, all provisions H.R. 3795, Over The Counter Derivatives Market Act, all provisions H.R. 3763, A Bill to Amend the Fair Credit Reporting Act to Provide for an Exclusion from Red Flag Guidelines for Certain Businesses, all provisions H.R. 4173, The Wall Street Reform and Consumer Protection Act of 2009, all provisions [No Bill Number], Securitization Reform, all provisions [No Bill Number], Restoring American Financial Stability Act of 2009 [No Bill Number], Financial Crisis Responsibility Fee S. 3217 An original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes.

H.R. 2448, Prevent Unfair Manipulation of Prices Act, all provisions H.R. 2454, The American Clean Energy and Security Act of 2009, all provisions

H.Con.Res 85, Setting forth the Congressional Budget for the United States Government for fiscal year 2010, all provisions.

S. 515, Patent Reform Act of 2009, all provisions.

H.R. 1961, Savings for American Families Futures Act of 2009, All Provisions S. 401, Defined Contributions Fee Disclosure Act of 2009, All Provisions [No Bill Number], Pension Protection Act of 2006 Technical Corrections, All Provisions [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income, All Provisions [No Bill Number], Auto Individual Retirement Accounts, All Provisions [No Bill Number], Investment Advice, All Provisions

HR 1664, Pay for Performance Act of 2009, All Provisions HR 1106, Helping Families Save Their Home Act, All Provisions TG-7, Treasury's Proposed Resolution Authority, All Provisions [No Bill Number], Reverse Mortgage Reform, All Provisions [No Bill Number], Financial Services Regulatory Reform

H. Con. Res. 85, Setting Forth the Congressional Budget for the United States Government Fiscal Year 2010, All Provisions H.R. 1105, Omnibus Appropriations Act, All Provisions S. Con. Res. 13, Setting Forth the Congressional Budget for the United States Government Fiscal Year 2010, All Provisions

H.R. 1880, National Insurance Consumer Protection Act, All Provisions H.R. 2609, Insurance Information Act of 2009, All Provisions [No Bill Number], Federal Insurance Office Act [No Bill Number], Stranger-Originated Life Insurance

[No Bill Number], US-Korea Free Trade Agreement [No Bill Number], Panama-US Free Trade Agreement Implementing Legislation [No Bill Number], Asia-Pacific Economic Cooperation, A Multilateral Economic and Trade Forum, Privacy Issues [No Bill Number], China Financial Services: Market Access, Equity Ownership, and Retirement Income Issues [No Bill Number], India Financial Services: Market Access and Equity Ownership Issues [No Bill Number], Issues Related to Privatization of Japan Postal Life Insurance Company (KAMPO) [No Bill Number], Japan Insurance Regulatory Reform [No Bill Number], US-China Bilateral Investment Treaty [No Bill Number], Transparency and Market Access Issues Generally Related to International Insurance and Investment Operations [No Bill Number], Chinese Currency Practices

H.R. 3200, America's Affordable Health Choices Act of 2009, All Provisions H.R. 3001, Community Living Assistance Services and Supports (CLASS) Act, All Provisions S. 697, Community Living Assistance Services and Supports (CLASS) Act, All Provisions S. 1679, Affordable Health Care Choices Act, All Provisions H.R. 3590, The Patient Protection and Affordable Care Act, All Provisions [No Bill Number], Genetic Information Non-Discrimination Act

H. Con. Res. 85, Setting Forth the Congressional Budget for the United States Government for Fiscal Year 2010, All Provisions

H.R. 2454, American Clean Energy and Security Act of 2009, All Provisions H.R. 2448, Prevent Unfair Manipulation of Prices Act, All Provisions

H.R. 1445, Credit Rating Agency Transparency and Disclosure Act, All Provisions H.R. 2221, Data Accountability and Trust Act, All Provisions H.R. 977, Derivatives Markets Transparency and Accountability Act of 2009, All Provisions H.R. 1705, Financial Product Safety Commission Act, All Provisions H.R. 1106, Helping Families Save Their Homes Act of 2009, All Provisions H.R. 2554, National Association of Registered Agents and Brokers Reform Act, All Provisions H.R. 3126, Consumer Financial Protection Agency Act of 2009, All Provisions H.R. 3817, Investor Protection Act of 2009, All Provisions H.R. 3996, The Financial Stability Improvement Act of 2009, All Provisions H.R. 3890, Accountability and Transparency in Credit Rating Agencies Act of 2009, All Provisions H.R. 3795, Over The Counter Derivatives Market Act, All Provisions H.R. 3763, A Bill to Amend the Fair Credit Reporting Act to Provide for an Exclusion from Red Flag Guidelines for Certain Businesses, All Provisions H.R. 4173, The Wall Street Reform and Consumer Protection Act of 2009, All Provisions TG-18, Financial Stability Plan, All Provisions TG-163, Say on Pay Proposal, All Provisions [No Bill Number], Regulation of Derivatives [No Bill Number], Securitization Reform [No Bill Number], Residential Mortgage Backed Securities [No Bill Number], Commercial Mortgage Backed Securities [No Bill Number], Restoring American Financial Stability Act of 2009, All Provisions

H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, All Provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, All Provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, All Provisions H.R. 1, American Recovery and Reinvestment Act H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, All Provisions H.R. 4213, Tax Extenders Act of 2009, All Provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, All Provisions H.R. 4109, Low Income Housing Tax Credit of 2009, All Provisions

H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, All Provisions H.R. 1575, End Government Reimbursement of Excess Excutive Disbursements (END GREED) Act, All Provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, All Provisions H.R. 1, American Recovery and Reinvestment Act H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, All Provisions

H.R. 1880, National Insurance Consumer Protection Act, All Provisions H.R. 2609, Insurance Information Act of 2009, All Provisions [No Bill Number], Federal Insurance Office Act [No Bill Number], Stranger-Originated Life Insurance

[No Bill Number], US-Korea Free Trade Agreement [No Bill Number], Panama-US Free Trade Agreement Implementing Legislation [No Bill Number], Asia-Pacific Economic Cooperation, Privacy Issues [No Bill Number], China Financial Services: Market Access, Equity Ownership, and Retirement Income Issues [No Bill Number], India Financial Services: Market Access and Equity Ownership Issues [No Bill Number], Issues Related to Privatization of Japan Postal Life Insurance Company (KAMPO) [No Bill Number], Japan Insurance Regulatory Reform [No Bill Number], US-China Bilateral Investment Treaty [No Bill Number], Transparency and Market Access Issues Generally Related to International Insurance and Investment Operations [No Bill Number], Chinese Currency Practices

H. Con. Res. 85, Setting Forth the Congressional Budget for the United States Government for Fiscal Year 2010, All Provisions

H.R. 3200, America's Affordable Health Choices Act of 2009, All Provisions H.R. 3001, Community Living Assistance Services and Supports (CLASS) Act, All Provisions S. 697, Community Living Assistance Services and Supports (CLASS) Act, All Provisions S. 1679, Affordable Health Care Choices Act, All Provisions

H.R. 2454, American Clean Energy and Security Act of 2009, All Provisions H.R. 2448, Prevent Unfair Manipulation of Prices Act, All Provisions

S. 697, Community Living Assistance Services and Supports (CLASS) Act, All Provisions [No Bill Number], Affordable Health Care Choices Act, All Provisions [No Bill Number], Health Care Reform

H. Con. Res. 85, Fiscal Year 2010 Budget, All Provisions

H.R. 2454, American Clean Energy and Security Act of 2009, All Provisions

H.R. 1705, Financial Product Safety Commission Act, All Provisions [No Bill Number], Data Security and Privacy Issues

H.R. 1961, Savings for American Families Futures Act of 2009, All Provisions H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, All Provisions H.R. 2779, Defined Contribution Plan Fee Transparency Act of 2009, All Provisions H.R. 2989, The 401(k) Fair Disclosure and Pension Security Act of 2009, All Provisions H.R. 1984, The 401(k) Fair Disclosure for Retirement Security Act of 2009, All Provisions H.R. 2748, The Retirement Security Needs Lifetime Pay Act, All Provisions [No Bill Number], Auto Annuitization [No Bill Number], Automatic IRA Proposal [No Bill Number], Small Businesses Add Value for Employees (SAVE) Act, All Provisions

[No Bill Number], US-Korea Free Trade Agreement, All Provisions [No Bill Number], US-Panama Free Trade Agreement, All Provisions

H.R. 1880, National Insurance Consumer Protection Act, All Provisions

HR 1664, Pay for Performance Act of 2009, All Provisions HR 1106, Helping Families Save Their Home Act, All Provisions TG-7, Treasury's Proposed Resolution Authority, All Provisions [No Bill Number], Reverse Mortgage Reform, All Provisions [No Bill Number], Financial Services Regulatory Reform

H.R. 1509, A bill to amend the Internal Revenue Code of 1986 to permanently extend the Sub-part F exemption for active financing income, All provisions H.R. 4195, Tax Technical Corrections Act of 2007, All provisions H.R. 5720, Housing Assistance Tax Act, All provisions H.R. 5719, The Taxpayer Assistance and Simplification Act of 2008, All provisions H.R. 6049, The Renewable Energy and Job Creation Act, Extender provisions H.R. 6110, Roadmap for Americas Future Act of 2008, Corporate and international provisions S. 940, To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing purposes, All provisions H.R. 3963, Childrens Health Insurance Program Reauthorization, All provisions H.R. 3996, Temporary Tax Relief Act of 2007, All provisions S. 2666, Affordable Housing Investment Act of 2008, All provisions H.R. 5140 [No Senate Number Available], Economic Stimulus Act of 2008, All provisions S. 3125, Energy Independence and Tax Relief Act, All provisions H.R. 1424, Emergency Economic Stabilization Act of 2008 - Tax Extenders and Alternative Minimum Tax Relief Act of 2008, All Provisions H.R. 3359, Mobile Workforce State Income Tax Fairness and Simplification Act of 2007, All provisions H.R. 6275, Alternative Minimum Tax Relief Act of 2008, All provisions H.R. 3221, Foreclosure Prevention Act of 2008, All provisions S. 3335, Jobs, Energy, Families, and Disaster Relief Act of 2008 , All provisions H.R. 7060, Renewable Energy and Job Creation Act of 2008, All provisions

S. 1775, No Child Left Behind Act of 2007, All provisions

S. 2338, FHA Modernization Act of 2007, All provisions H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions S. 947, 21st Century Housing Act, All provisions H.R. 3221, Foreclosure Prevention Act of 2008, All provisions

H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 3361, Pension Protection Technical Corrections Act of 2008 S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection [No Bill Number], QDIA Guidance and Clarifications, All provisions [No Bill Number], Defined Benefit Risk Factor [No Bill Number], Section 408(b)(2) Disclosure, DOL Regulation [No Bill Number], Disclosure to Participants, DOL Regulation [No Bill Number], Investment Advice, DOL Regulation [No Bill Number], Defined Benefit Risk Factor, Treasury [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans, All provisions

H.R 948, The Social Security Number Protection Act of 2007, All provisions H.R. 3046, Social Security Number Privacy and Identity Theft Prevention Act of 2007, All provisions H.R. 2419, Farm Bill Extension Act of 2007, All provisions H.R. 964, Securely Protect Yourself Against Cyber Trespass Act, All provisions H.Res. 552, Resolution Calling on the Peoples Republic of China to Remove Barriers to US Financial Services Firms Doing Business in China, All provisions H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions H.R. 3321, American Housing Rescue and Foreclosure Act of 2008, All provisions H.R. 1424, Emergency Economic Stabilization Act of 2008, All provisions H.R. 3997, Emergency Economic Stabilization Act of 2008, All provisions S. 806, Consumer ID Protection and Security Act, All provisions [No Bill Number], Federal Regulatory Reform for the Financial Services Industry, All Provisions

H.R. 3046, Social Security Number Privacy and Identity Theft Protection Act of 2007, All provisions H.R. 5840, Insurance Information Act, All provisions H.R. 1065, Non-Admitted and Reinsurance Reform Act of 2007, All provisions H.R. 3200, National Insurance Act of 2007, All provisions H.R. 493, Genetic Information Nondiscrimination Act of 2007, All provisions H.R. 5611, National Association of Registered Agents and Brokers Reform Act of 2008, All provisions S. 40, National Insurance Act of 2007, All provisions S. 349, Small Business and Work Opportunity Act of 2007, All provisions S. 929, Nonadmitted and Reinsurance Reform Act of 2007, All provisions S. 1753, Healthy Workforce Act of 2007, All provisions S. 1865, Life Insurance Fairness for Travelers Act of 2007, All provisions S. 1893, Childrens Health Insurance Program Reauthorization Act of 2007, All provisions S. 2285, Terrorism Risk Insurance Program Reauthorization Act of 2007, All provisions [No Bill Number], System Risk Reduction Act of 2008, All provisions

H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 7242, Pension Protection Act IRC Amendments of 2008, All provisions S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection [No Bill Number], QDIA Guidance and Clarifications, All provisions [No Bill Number], Defined Benefit Risk Factor [No Bill Number], PPA Technical Corrections [No Bill Number], Section 408(b)(2) Disclosure, DOL Regulation [No Bill Number], Disclosure to Participants, DOL Regulation [No Bill Number], Investment Advice, DOL Regulation [No Bill Number], Defined Benefit Risk Factor, Treasury

H.R. 1509, A bill to amend the Internal Revenue Code of 1986 to permanently extend the Sub-part F exemption for active financing income, All provisions H.R. 4195, Tax Technical Corrections Act of 2007, All provisions H.R. 5720, Housing Assistance Tax Act, All provisions H.R. 5719, The Taxpayer Assistance and Simplification Act of 2008, All provisions H.R. 6049, The Renewable Energy and Job Creation Act, Extender provisions H.R. 6110, Roadmap for Americas Future Act of 2008, Corporate and international provisions S. 940, To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing purposes, All provisions H.R. 3963, Childrens Health Insurance Program Reauthorization, All provisions H.R. 3996, Temporary Tax Relief Act of 2007, All provisions S. 2666, Affordable Housing Investment Act of 2008, All provisions H.R. 5140 [No Senate Number Available], Economic Stimulus Act of 2008, All provisions S. 3125, Energy Independence and Tax Relief Act, All provisions H.R. 1424, Emergency Economic Stabilization Act of 2008, Tax Extender Provisions H.R. 3359, Mobile Workforce State Income Tax Fairness and Simplification Act of 2007, All provisions H.R. 6275, Alternative Minimum Tax Relief Act of 2008, All provisions H.R. 3221, Foreclosure Prevention Act of 2008, All provisions S. 3335, Jobs, Energy, Families, and Disaster Relief Act of 2008 , All provisions

S. 2338, FHA Modernization Act of 2007, All provisions H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions S. 947, 21st Century Housing Act, All provisions H.R. 3221, Foreclosure Prevention Act of 2008, All provisions

S. 2338, FHA Modernization Act of 2007, All provisions H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions S. 947, 21st Century Housing Act, All provisions H.R. 3221, Foreclosure Prevention Act of 2008, All provisions

H.R. 3046, Social Security Number Privacy and Identity Theft Protection Act of 2007, All provisions H.R. 5840, Insurance Information Act, All provisions H.R. 1065, Non-Admitted and Reinsurance Reform Act of 2007, All provisions H.R. 3200, National Insurance Act of 2007, All provisions H.R. 493, Genetic Information Nondiscrimination Act of 2007, All provisions H.R. 5611, National Association of Registered Agents and Brokers Reform Act of 2008, All provisions S. 40, National Insurance Act of 2007, All provisions S. 349, Small Business and Work Opportunity Act of 2007, All provisions S. 929, Nonadmitted and Reinsurance Reform Act of 2007, All provisions S. 1753, Healthy Workforce Act of 2007, All provisions S. 1865, Life Insurance Fairness for Travelers Act of 2007, All provisions S. 1893, Childrens Health Insurance Program Reauthorization Act of 2007, All provisions S. 2285, Terrorism Risk Insurance Program Reauthorization Act of 2007, All provisions [No Bill Number], Systematic Risk Reduction Act of 2008 - Financial Services Roundtable issued a blue ribbon report and recommendations were used to create draft legislation [No Bill Number], Creation of an Office of National Insurance Policy and Risk Oversight H.R. 3800, Promoting Health Information Technology Act, All provisions S.1758, CLASS Act, All provisions

S. 1775, No Child Left Behind Act of 2007, All provisions

H.R. 1509, A bill to amend the Internal Revenue Code of 1986 to permanently extend the Sub-part F exemption for active financing income, All provisions H.R. 4195, Tax Technical Corrections Act of 2007, All provisions H.R. 5720, Housing Assistance Tax Act, All provisions H.R. 5719, The Taxpayer Assistance and Simplification Act of 2008, All provisions H.R. 6049, The Renewable Energy and Job Creation Act, Extender provisions H.R. 6110, Roadmap for Americas Future Act of 2008, Corporate and international provisions S. 940, To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing purposes, All provisions H.R. 3963, Childrens Health Insurance Program Reauthorization, All provisions H.R. 3996, Temporary Tax Relief Act of 2007, All provisions S. 2666, Affordable Housing Investment Act of 2008, All provisions H.R. 5140 [No Senate Number Available], Economic Stimulus Act of 2008, All provisions S. 3125, Energy Independence and Tax Relief Act, All provisions H.R. 3290, Trade and Globalization Assistance Act of 2007, All provisions H.R. 3970, Tax Reduction and Reform Act of 2007, All provisions H.R. 3359, Mobile Workforce State Income Tax Fairness and Simplification Act of 2007, All provisions H.R. 6275, Alternative Minimum Tax Relief Act of 2008, All provisions

H.R 948, The Social Security Number Protection Act of 2007, All provisions H.R. 3046, Social Security Number Privacy and Identity Theft Prevention Act of 2007, All provisions H.R. 2419, Farm Bill Extension Act of 2007, All provisions H.R. 964, Securely Protect Yourself Against Cyber Trespass Act, All provisions H.Res. 552, Resolution Calling on the Peoples Republic of China to Remove Barriers to US Financial Services Firms Doing Business in China, All provisions H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions H.R. 3321, American Housing Rescue and Foreclosure Act of 2008, All provisions S. 806, Consumer ID Protection and Security Act, All provisions

H.R. 3290, Trade and Globalization Assistance Act of 2007, All provisions [No Bill Number], Korea Free Trade Agreement Implementing Legislation , All provisions China financial services market access and equity ownership issues U.S.-China Bilateral Investment Treaty Issues related to privatization of Japan Postal Life Insurance Company Japan Insurance Regulatory Reform Issues generally related to international insurance and investment operations of the business India financial services market access and equity ownership issues [No Bill Number], Asia-Pacific Economic Cooperation, a multilateral economic and trade forum, privacy issues.

H.R. 3046, Social Security Number Privacy and Identity Theft Protection Act of 2007, All provisions H.R. 5840, Insurance Information Act, All provisions H.R. 1065, Non-Admitted and Reinsurance Reform Act of 2007, All provisions H.R. 3200, National Insurance Act of 2007, All provisions H.R. 493, Genetic Information Nondiscrimination Act of 2007, All provisions H.R. 5611, National Association of Registered Agents and Brokers Reform Act of 2008, All provisions S. 40, National Insurance Act of 2007, All provisions S. 349, Small Business and Work Opportunity Act of 2007, All provisions S. 929, Nonadmitted and Reinsurance Reform Act of 2007, All provisions S. 1753, Healthy Workforce Act of 2007, All provisions S. 1865, Life Insurance Fairness for Travelers Act of 2007, All provisions S. 1893, Childrens Health Insurance Program Reauthorization Act of 2007, All provisions S. 2285, Terrorism Risk Insurance Program Reauthorization Act of 2007, All provisions [No Bill Number], Systematic Risk Reduction Act of 2008 - Financial Services Roundtable issued a blue ribbon report and recommendations were used to create draft legislation [No Bill Number], Creation of an Office of National Insurance Policy and Risk Oversight H.R. 3800, Promoting Health Information Technology Act, All provisions S.1758, CLASS Act, All provisions

H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 4150, Lifetime Pension Annuity for You Act of 2007, All provisions H.R. 3361, Pension Protection Technical Correction Act of 2007, Provisions related to guaranteed lifetime income S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection, ERISA protection for 401(k) plans with annuity options [No Bill Number], Issues relating to frozen pension plans [No Bill Number], QDIA Guidance and Clarifications, All provisions. Comments to Department of Labor's proposed rule changes

H.R. 1509, A bill to amend the Internal Revenue Code of 1986 to permanently extend the Sub-part F exemption for active financing income, All provisions H.R. 4195, Tax Technical Corrections Act of 2007, All provisions H.R. 5720, Housing Assistance Tax Act, All provisions H.R. 5719, The Taxpayer Assistance and Simplification Act of 2008, All provisions H.R. 6049, The Renewable Energy and Job Creation Act, Extender provisions H.R. 6110, Roadmap for Americas Future Act of 2008, Corporate and international provisions S. 940, To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing purposes, All provisions H.R. 3963, Childrens Health Insurance Program Reauthorization, All provisions H.R. 3996, Temporary Tax Relief Act of 2007, All provisions S. 2666, Affordable Housing Investment Act of 2008, All provisions H.R. 5140 [No Senate Number Available], Economic Stimulus Act of 2008, All provisions S. 3125, Energy Independence and Tax Relief Act, All provisions H.R. 3290, Trade and Globalization Assistance Act of 2007, All provisions H.R. 3970, Tax Reduction and Reform Act of 2007, All provisions H.R. 3359, Mobile Workforce State Income Tax Fairness and Simplification Act of 2007, All provisions H.R. 6275, Alternative Minimum Tax Relief Act of 2008, All provisions

S. 2338, FHA Modernization Act of 2007, All provisions H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions S. 947, 21st Century Housing Act, All provisions

S. 1010, Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions H.R 948, The Social Security Number Protection Act of 2007, All provisions H.R. 3046, The Social Security Number and Privacy and Identity Theft Prevention Act of 2007, All provisions H.R. 2205, Retirement Security for Life Act of 2007, All provisions H.R. 4150, Lifetime Pension Annuity for You Act of 2007, All provisions H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 3361, Pension Protection Technical Correction Act of 2007, Provisions related to guaranteed lifetime income S. 1974, Pension Protection Technical Correction Act of 2007, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions

S. 940, To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing purposes, All provisions H.R. 3996, Temporary Tax Relief Act of 2007, All provisions H.R. 3970, Tax Reduction and Reform Act of 2007, All provisions H.R. 1509, To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income, All provisions H.R. 5720, Housing Assistance Tax Act, All provisions H.R. 5719, The Taxpayer Assistance and Simplification Act of 2008, All provisions S. 2666, Affordable Housing Investment Act of 2008, All provisions H.R. 5140 [No Senate Number Available], Economic Stimulus Act of 2008, All provisions H.R. 3221, Foreclosure Prevention Act of 2008, All provisions H.R. 3290, Trade and Globalization Assistance Act of 2007, All provisions H.R. 3963, Childrens Health Insurance Program Reauthorization, All provisions H.R. 3160, Limitation on Treaty Benefits, All provisions H.R. 1810, Consolidation of Life Insurance Companies with other Companies Permitted, All provisions H.R. 3363, Long Term Care Affordability and Security Act of 2007, All provisions H.R. 3997, Amendment in Nature of a Substitute (Heroes Earning Assistance Act of 2007), All provisions H.R. 4195, Tax Technical Corrections Act of 2007, All provisions H.R. 3359, Mobile Workforce State Income Tax Fairness and Simplification Act of 2007, All provisions

H.R. 2419, Farm Bill Extension Act of 2007, All provisions

S. 1010, Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions

S. 2338, FHA Modernization Act of 2007, All provisions H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions S. 947, A bill to modernize the Federal Housing Administration to meet the housing needs of the American people, All provisions

S. 940, To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing purposes, All provisions H.R. 3996, Temporary Tax Relief Act of 2007, All provisions H.R. 3970, Tax Reduction and Reform Act of 2007, All provisions

S. 1775, No Child Left Behind Act of 2007, All provisions

[No Bill Number], Korea Free Trade Agreement Implementing Legislation, All provisions H.R. 3688, A bill to implement the USPeru Trade Promotion Agreement, All provisions H.R. 3160, Limitation on Treaty Benefits, All provisions

S. 2, Honest Leadership and Open Government Act, All provisions

[No Bill Number], Korea Free Trade Agreement Implementing Legislation, All provisions

H.R. 3361, Pension Protection Technical Correction Act of 2007, Provisions related to guaranteed lifetime income H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions S. 1010, Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007, All provisions H.R. 3046, Social Security Number Privacy and Identity Theft Prevention Act of 2007, All provisions H.R. 948, The Social Security Number Protection Act of 2007, All provisions

H.R. 2419, Farm Bill Extension Act of 2007, All provisions H.R. 964, SPY ACT, All provisions H.Res. 552, Resolution Calling on the People’s Republic of China to Remove Barriers to US Financial Services Firms Doing Business in China, All provisions

H.R. 1960, Pension Preservation and Savings Enhancement Act of 2005, All provisions H.R. 1961, Pension Preservation and Savings Expansion Act of 2005, All provisions H.R. 1417, To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income (Introduced in House), All provisions H.R. 1161, To amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and for other purposes (Introduced in House), All provisions H.R. 1162, Retirement Savings Account Act of 2005, All provisions H.R. 3109, Consolidation Returns, All provisions H.R. 2251, COLI Best Practices Act, All provisions H.R. 2682, Long-Term Care and Retirement Security Act of 2005, All provisions H.R. 1998, To amend the Internal Revenue Code of 1986 to provide for the disposition of unused funds in health flexible spending arrangements, All provisions H.R. 5262, Tax Free Health Savings Act of 2006, All provisions H.R. 4297, Tax Increase Prevention and Reconciliation Act of 2005, All provisions H.R. 5586, HSA Premium Affordability Act of 2006, All provisions H.R. 5638, Permanent Estate Tax Relief Act of 2006, All provisions H.R. 8, Death Tax Repeal Permanency Act, All provisions H.R. 5176, Fair Flat Tax Act, All provisions H.R. 5743, HSA Improvement and Expansion Act, All provisions H.R. 3019, To Amend the IRC of 1986 to Permit the Consolidation of Life Companies with Other Companies, All provisions HR 5970, The Estate Tax and Extension of Tax Relief Act of 2006, All provisions H.R. 819, Retirement Security for Life Act of 2005 (Introduced in House), All provisions S. 420, Death Tax Repeal Permanency Act of 2005 (Introduced in Senate), All provisions H.R. 2682, Long Term Care and Retirement Security Act of 2005, All provisions

H.R. 3376, Tax Technical Corrections Act of 2005, Repatriation provisions

S. 1357, Retirement Savings and Security Act of 2005, Retiree health provisions S. 2424, National Employee Savings and Trust Equity Guarantee Act (NESTEG), All provisions S. 381, Retirement Security for Life Act of 2005, All provisions H.R. 819, Retirement Security for Life Act, All provisions H.R. 2830, Pension Protection Act of 2005 (Introduced in House), All provisions H.R. 5314, 401 Kids Family Savings Act, All provisions