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How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Improving Disclosure for Investors Act of 2025
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
Improving Disclosure for Investors Act of 2025
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2026 · third_quarter · Q3
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Source: Senate LDA
Improving Disclosure for Investors Act of 2025
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
For the People Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
For the People Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
For the People Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Protect Our Military Families’ 2nd Amendment Rights Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Protect Our Military Families’ 2nd Amendment Rights Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Protect Our Military Families’ 2nd Amendment Rights Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Comprehensive Debt Collection Improvement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Comprehensive Debt Collection Improvement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Comprehensive Debt Collection Improvement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Energy Product Reliability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Energy Product Reliability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Energy Product Reliability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
A bill to establish a Global Climate Change Resilience Strategy, to authorize the admission of climate-displaced persons, and for other purposes.
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
A bill to establish a Global Climate Change Resilience Strategy, to authorize the admission of climate-displaced persons, and for other purposes.
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
A bill to establish a Global Climate Change Resilience Strategy, to authorize the admission of climate-displaced persons, and for other purposes.
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
International Human Rights Defense Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
International Human Rights Defense Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
International Human Rights Defense Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Improving Disclosure for Investors Act of 2025
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system.
Improving Disclosure for Investors Act of 2025
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
Improving Disclosure for Investors Act of 2025
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system. No bill number. Issue: artificial intelligence.
Improving Disclosure for Investors Act of 2025
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system.
For the People Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
For the People Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
For the People Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. HR 996 / S 440 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Protect Our Military Families’ 2nd Amendment Rights Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
Protect Our Military Families’ 2nd Amendment Rights Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
Protect Our Military Families’ 2nd Amendment Rights Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
COVID–19 Supply Chain Resiliency Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1024/S 424 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. HR 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. lifetime income products in qualified retirement plans.
Comprehensive Debt Collection Improvement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Comprehensive Debt Collection Improvement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. S 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Comprehensive Debt Collection Improvement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. HR 996 / S 440 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Comprehensive Debt Collection Improvement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
COVID–19 Safe Birthing Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
COVID–19 Safe Birthing Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Increasing Access to Biosimilars Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
Increasing Access to Biosimilars Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Congress Commission Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. HR 996 / S 440 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
A bill to establish a Global Climate Change Resilience Strategy, to authorize the admission of climate-displaced persons, and for other purposes.
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. S 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
A bill to establish a Global Climate Change Resilience Strategy, to authorize the admission of climate-displaced persons, and for other purposes.
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
A bill to establish a Global Climate Change Resilience Strategy, to authorize the admission of climate-displaced persons, and for other purposes.
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. HR 996 / S 440 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
A bill to establish a Global Climate Change Resilience Strategy, to authorize the admission of climate-displaced persons, and for other purposes.
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Protecting American Solar Jobs and Lowering Costs Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. S 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
International Human Rights Defense Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
International Human Rights Defense Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
International Human Rights Defense Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
International Human Rights Defense Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1024/S 424 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. HR 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. lifetime income products in qualified retirement plans.
Continued Funding for Senior Services During COVID–19 Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 1 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. HR 996 / S 440 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 / S. ___. Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." H.R. 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Retirement Simplification and Clarity Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 / S. ___. Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." H.R. 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 / S. ___. Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." H.R. 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 4740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. Draft Senate bill. Protecting Proper Life Insurance from Abuse Act. Issue: private placement life insurance.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Secure Family Futures Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Secure Family Futures Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Secure Family Futures Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Secure Family Futures Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 4740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. Draft Senate bill. Protecting Proper Life Insurance from Abuse Act. Issue: private placement life insurance.
Secure Family Futures Act of 2023
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
Automatic IRA Act of 2024
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Automatic IRA Act of 2024
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Automatic IRA Act of 2024
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 / S. ___. Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." H.R. 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Automatic IRA Act of 2024
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 4740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. Draft Senate bill. Protecting Proper Life Insurance from Abuse Act. Issue: private placement life insurance.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Helping Young Americans Save for Retirement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Helping Young Americans Save for Retirement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Helping Young Americans Save for Retirement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 / S. ___. Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." H.R. 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 4740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. Draft Senate bill. Protecting Proper Life Insurance from Abuse Act. Issue: private placement life insurance.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Secure Family Futures Act of 2024
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 4740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. Draft Senate bill. Protecting Proper Life Insurance from Abuse Act. Issue: private placement life insurance.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Credit Card Penalty Fees (Regulation Z)".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 / S. ___. Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." H.R. 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Credit Card Penalty Fees (Regulation Z)".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Credit Card Penalty Fees (Regulation Z)".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Credit Card Penalty Fees (Regulation Z)".
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Albert Pike Statue Removal Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal. No bill number. Issue: FHLBank system.
Albert Pike Statue Removal Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
Albert Pike Statue Removal Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2026 · second_quarter · Q2
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2026 · first_quarter · Q1
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 6084 ERISA Litigation Reform Act. Issue: ERISA litigation. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2025 · fourth_quarter · Q4
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issue: Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issue: Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts. No bill number. Issue: EO 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy.
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: life insurance tax stabilization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2025 · third_quarter · Q3
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. S 2750 SANDBOX Act. Issue: artificial intelligence. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system.
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. HR 2598 Transparency for Secret Litigation Agreements Act. Issue: ERISA plan sponsors and fiduciaries. HR 2869 EBSA Investigations Transparency Act. Issue: EBSA audits. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2025 · second_quarter · Q2
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system. No bill number. Issue: artificial intelligence.
HR 1 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. HR 996 / S 440 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2025 · first_quarter · Q1
HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system.
HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. S 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2024 · fourth_quarter · Q4
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal. No bill number. Issue: FHLBank system.
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 / S. ___. Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." H.R. 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2024 · third_quarter · 3A
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal. No bill number. Issue: FHLBank system.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2024 · third_quarter · Q3
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal. No bill number. Issue: FHLBank system.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2024 · second_quarter · Q2
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2024 · first_quarter · Q1
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2023 · fourth_quarter · Q4
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2023 · third_quarter · Q3
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: ordinary treatment of bonds. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agency (HHS, Treasury and Labor) proposed rule on excepted benefits.
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198).
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2023 · second_quarter · Q2
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: ordinary treatment of bonds. No bill number. Issue: life insurance tax stabilization.
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198).
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2023 · first_quarter · Q1
PL 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. Issue: ordinary treatment of bonds. Issue: life insurance tax stabilization.
HR 1165 Data Privacy Act of 2023. Issue: data privacy. Implementation of Registration for Indexed-Linked Annuities Act.
Issue: regulatory reform, insurance capital standards. Issue: Environmental, Social, and Corporate Governance (ESG).
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2022 · fourth_quarter · Q4
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2022 · third_quarter · Q3
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1013/S 424 Fairness for Charities and Educational Institutions Act of 2025. Issue: expansion of investment options for 403(b) plans. No bill number. Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Lifetime income products in qualified retirement plans. No bill number. General Accounts Product Corrections Act. Issue: Fiduciary responsibilities for insurance company general accounts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1024/S 424 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. HR 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. lifetime income products in qualified retirement plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 4740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. Draft Senate bill. Protecting Proper Life Insurance from Abuse Act. Issue: private placement life insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act. Issue: expansion of investment options for 403(b) plans. H.R. 7293 Automatic IRA Act of 2024. Issue: automatic enrollment retirement plans. S. 3305 Helping Young Americans Save for Retirement Act. Issue: participation age for pension plans. H.J.Res. 142 / S.J.Res. 70 Fiduciary Rule Congressional Review Act. Issue: Department of Labor's "Retirement Security Rule: Definition of an Investment Advice Fiduciary." No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. Issues related to lifetime income products in qualified retirement plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy. H.R. 2891 / S. 1323. SAFE Banking Act of 2023. H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures. Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198). No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: lifetime income opportunities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0. H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: lifetime income opportunities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 117-328 Consolidated Appropriations Act of 2023. Issue: retirement savings. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE