DEBORAH WINSTON

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. -Monitoring the drafting of the "Holocaust Insurance Accountability Act of 2009" (not yet introduced). - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - HR 2571, "To streamline the regulation of nonadmitted insurance and reinsurance, and for other purposes", a/k/a, "Non-Admitted and Reinsurance Act", regarding provisions to streamline the regulation of reinsurance.

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. -Monitoring the drafting of the "Holocaust Insurance Accountability Act of 2009" (not yet introduced). - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - HR 2571, "To streamline the regulation of nonadmitted insurance and reinsurance, and for other purposes", a/k/a, "Non-Admitted and Reinsurance Act", regarding provisions to streamline the regulation of reinsurance.

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. -Monitoring the drafting of the "Holocaust Insurance Accountability Act of 2009" (not yet introduced). - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - HR 2571, "To streamline the regulation of nonadmitted insurance and reinsurance, and for other purposes", a/k/a, "Non-Admitted and Reinsurance Act", regarding provisions to streamline the regulation of reinsurance.

- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. -Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced). -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".

- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. -Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced). -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".

- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. -Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced). -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers. - HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions. - "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.

-Financial services regulatory reform legislation (including not yet introduced Administration legislative proposals and legislative discussion drafts of various components of comprehensive regulatory reform), regarding support for inclusion of a federal insurance regulator; and modifications required to make systemic risk and resolution authority proposals workable in the absence of a federal functional insurance regulator. -"Investor Protection Act of 2009", to apply a uniform federal standard to broker-dealers and investment advisors, and provide the SEC with additional authorities to protect investors from violations of the securities laws, regarding uniform fiduciary standards. - HR 3763 (including various discussion drafts), "Over-the Counter Derivatives Markets Act of 2009", regarding provisions related to end-user issues.

-Financial services regulatory reform legislation (including not yet introduced Administration legislative proposals and legislative discussion drafts of various components of comprehensive regulatory reform), regarding support for inclusion of a federal insurance regulator; and modifications required to make systemic risk and resolution authority proposals workable in the absence of a federal functional insurance regulator. -"Investor Protection Act of 2009", to apply a uniform federal standard to broker-dealers and investment advisors, and provide the SEC with additional authorities to protect investors from violations of the securities laws, regarding uniform fiduciary standards. - HR 3763 (including various discussion drafts), "Over-the Counter Derivatives Markets Act of 2009", regarding provisions related to end-user issues.

- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. -Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced). -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".

- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. -Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced). -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".

- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives. - S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives. - Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance. -Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced). -IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Discosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. *Note also includes the House version which has not yet been introduced. -Potential legislation relaing to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans. - HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans. -Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system. -"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260); Social Security Number privacy legislation (HR 948; HR 3046)--support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises; and Emergency Economic Stabilization Act (H.R. 1424) - support passage.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260); Social Security Number privacy legislation (HR 948; HR 3046)--support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises; and Emergency Economic Stabilization Act (H.R. 1424) - support passage.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

S.40/HR 3200 (National Insurance Act) ----support S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form HR 5840 (Insurance Information Act)---support

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260); Social Security Number privacy legislation (HR 948; HR 3046)--support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises; and Emergency Economic Stabilization Act (H.R. 1424) - support passage.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260); Social Security Number privacy legislation (HR 948; HR 3046)--support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises; and Emergency Economic Stabilization Act (H.R. 1424) - support passage.

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support

HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements. HR 2205/S.1010 (Retirement Security for Life Act)---support S. 1288 and HR 4150---support annuitization tax incentives provisions.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260); Social Security Number privacy legislation (HR 948; HR 3046)--support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises; and Emergency Economic Stabilization Act (H.R. 1424) - support passage.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.

Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.