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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.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2018 · fourth_quarter · Q4
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income. Department of Labor's regulation modifying the definition of fiduciary and related issues.
Source: Senate LDA
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income. Department of Labor's regulation modifying the definition of fiduciary and related issues.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income. Department of Labor's regulation modifying the definition of fiduciary and related issues.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.
Family Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income. Department of Labor's regulation modifying the definition of fiduciary and related issues.
Family Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income. Department of Labor's regulation modifying the definition of fiduciary and related issues.
Retirement Enhancement and Savings Act of 2018
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income. Department of Labor's regulation modifying the definition of fiduciary and related issues.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. H.R.1, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies and non-qualified deferred compensation.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. H.R.1, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies and non-qualified deferred compensation.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. H.R.1, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies and non-qualified deferred compensation.
Middle Class Health Benefits Tax Repeal Act of 2017
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Consolidated Appropriations Act, 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Consolidated Appropriations Act, 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
Lifetime Income Disclosure Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
Consolidated Appropriations Act, 2016
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Affordable Retirement Advice Protection Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
SAVERS Act of 2015
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Insurance Capital Standards Clarification Act of 2014
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
Insurance Capital Standards Clarification Act of 2014
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
Insurance Capital Standards Clarification Act of 2014
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
Insurance Capital Standards Clarification Act of 2014
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. Administration proposal to create a Financial Services Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. S 3590, Patient Protection and Affordable Health Care Act, provisions related to Medicare tax on investment income.
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies. HR 5297, Pub. Law 11-240, Small Business Lending Fund Act, provisions related to partial annuitization.
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590 (Pub. Law 111-148), Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. Administration proposal to create a Financial Services Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. S 3590, Patient Protection and Affordable Health Care Act, provisions related to Medicare tax on investment income.
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies. HR 5297, Pub. Law 11-240, Small Business Lending Fund Act, provisions related to partial annuitization.
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590 (Pub. Law 111-148), Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
CREATE Jobs Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. Administration proposal to create a Financial Services Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. S 3590, Patient Protection and Affordable Health Care Act, provisions related to Medicare tax on investment income.
Carbon Capture and Sequestration Deployment Revenue Act of 2010
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. Administration proposal to create a Financial Services Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. S 3590, Patient Protection and Affordable Health Care Act, provisions related to Medicare tax on investment income.
Carbon Capture and Sequestration Deployment Revenue Act of 2010
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies. HR 5297, Pub. Law 11-240, Small Business Lending Fund Act, provisions related to partial annuitization.
Carbon Capture and Sequestration Deployment Revenue Act of 2010
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to U.S. taxes on overseas income; the Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; the estate tax; the tax treatment of tax-qualified savings; and the tax treatment of insurance generally. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
Carbon Capture and Sequestration Deployment Revenue Act of 2010
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590 (Pub. Law 111-148), Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 4173, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Agency, and suitability standards for annuities. S 3217, Restoring American Financial Stability Act, provisions related to Office of National Insurance, a new resolution authority for non-non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Bureau, and suitability standards for annuities.
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 4173, S 3217, Wall Street Reform and Consumer Protection Act, provisions related to derivatives, the standard of care for broker-dealers and investment advisers, and the property rights of secured creditors of companies resolved through the FDIC's orderly liquidation authority
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 4173, S 3217, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose systemic risk, the Consumer Financial Protection Bureau, and suitability standards for annuities.
To suspend temporarily the duty on certain tirebuilding machines used in the manufacture of extra-wide pneumatic truck and automobile tires, and parts and accessories thereof.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies. HR 5297, Pub. Law 11-240, Small Business Lending Fund Act, provisions related to partial annuitization.
Food Safety Enhancement Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.
Certain Estate Tax Relief Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 1, American Recovery and Investment Act, provisions dealing with net operating loss carryback. HR 436, Certain Estate Tax Relief Act, all provisions. Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; deferred compensation, tax treatment of estate assets; tax treatment of insurance generally.
Retirement Security for Life Act of 2009
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.
CREATE Jobs Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/ S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2205/S1010- Retirement Security for Life Act, regarding incentives for annuitization; all provisions H.R. 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions H.R. 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Defined Contribution Plan Fee Transparency Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2205/S1010- Retirement Security for Life Act, regarding incentives for annuitization; all provisions H.R. 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions H.R. 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Defined Contribution Plan Fee Transparency Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Defined Contribution Plan Fee Transparency Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/ S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Homeland Security Open Source Information Enhancement Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2205/S1010- Retirement Security for Life Act, regarding incentives for annuitization; all provisions H.R. 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions H.R. 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Homeland Security Open Source Information Enhancement Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Homeland Security Open Source Information Enhancement Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/ S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Renewable Energy and Job Creation Tax Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S 2886 - Alternative Minimum Tax and Extenders Relief Act; HR 6049 - Renewable Energy and Job Creation Act, HR 7060 - Renewable Energy and Job Creation Tax Act; provisions related to tax treatment of overseas income earned by subsidiaries and renewable energy tax credits Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules related to qualified retirement plans and annuities, tax treatment of insurance generally HR 1424, Emergency Economic Stabilization Act; Sec. 301, related to treatment of gain or loss from sale of preferred stock
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/ S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
HR 2205/S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Retirement Security for Life Act of 2007
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
H.R. 2205/S1010- Retirement Security for Life Act, regarding incentives for annuitization; all provisions H.R. 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions H.R. 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Alternative Minimum Tax and Extenders Tax Relief Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S 2886 - Alternative Minimum Tax and Extenders Tax Relief Act of 2008; HR 6049 - Renewable Energy and Job Creation Act of 2008; provisions related to tax treatment of overseas income earned by subsidiaries. Issues related to partial annuitization and exchange of annuities; tax treatment of estate assets; deferred compensation; tax treatment of insurance generally
Alternative Minimum Tax and Extenders Tax Relief Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S2886 - Alternative Minimum Tax and Extenders Relief Act; H.R. 6049 - Renewable Energy and Job Creation Act; provisions related to tax treatment of overseas income earned by subsidiaries, renewable energy tax credits H.R. 1424 Emergency Economic Stabilization Act; provisions related to gain or loss from sale of preferred stock, provisions related to the tax treatment of executive compensation Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules for qualified retirement plans, tax treatment of life insurance generally.
Alternative Minimum Tax and Extenders Tax Relief Act of 2008
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S 2886 - Alternative Minimum Tax and Extenders Relief Act; HR 6049 - Renewable Energy and Job Creation Act, HR 7060 - Renewable Energy and Job Creation Tax Act; provisions related to tax treatment of overseas income earned by subsidiaries and renewable energy tax credits Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules related to qualified retirement plans and annuities, tax treatment of insurance generally HR 1424, Emergency Economic Stabilization Act; Sec. 301, related to treatment of gain or loss from sale of preferred stock
American Samoa Possession Tax Credit Act of 2003
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S2886 - Alternative Minimum Tax and Extenders Relief Act; H.R. 6049 - Renewable Energy and Job Creation Act; provisions related to tax treatment of overseas income earned by subsidiaries, renewable energy tax credits H.R. 1424 Emergency Economic Stabilization Act; provisions related to gain or loss from sale of preferred stock, provisions related to the tax treatment of executive compensation Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules for qualified retirement plans, tax treatment of life insurance generally.
American Samoa Possession Tax Credit Act of 2003
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
S 2886 - Alternative Minimum Tax and Extenders Relief Act; HR 6049 - Renewable Energy and Job Creation Act, HR 7060 - Renewable Energy and Job Creation Tax Act; provisions related to tax treatment of overseas income earned by subsidiaries and renewable energy tax credits Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules related to qualified retirement plans and annuities, tax treatment of insurance generally HR 1424, Emergency Economic Stabilization Act; Sec. 301, related to treatment of gain or loss from sale of preferred stock
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2018 · third_quarter · Q3
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans. H.R. 6757, The Family Savings Act, provisions related to lifetime income.
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2018 · second_quarter · Q2
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2018 · first_quarter · Q1
H.R. 2055, S. 868, Lifetime Income Disclosure Act, all provisions. S. 2526, H.R. 5282, The Retirement Enhancement and Savings Act, provisions related to annuities and retirement plans.
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. Pub. Law 115-97, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2017 · fourth_quarter · Q4
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions. H.R.1, Tax Cuts and Jobs Act, provisions related to the tax treatment of life insurance companies and non-qualified deferred compensation.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2017 · third_quarter · Q3
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2017 · second_quarter · Q2
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2017 · first_quarter · Q1
Issues related to the tax treatment of life insurance products and qualified savings. Issues related to the tax treatment of life insurance companies, including the tax deductibility of insurance reserves. H.R. 173, S. 58, Middle Class Health Benefits Tax Repeal Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · second_quarter · 2A
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · first_quarter · 1A
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · second_quarter · Q2
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2016 · first_quarter · Q1
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · fourth_quarter · Q4
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · third_quarter · Q3
Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · second_quarter · Q2
Department of Labor's proposed regulation on definition of fiduciary in ERISA. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2015 · first_quarter · Q1
Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · fourth_quarter · Q4
Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards. Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · third_quarter · Q3
Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.
S. 2270, H.R. 4510, Insurance Capital Standards Act, all provisions. H.R. 5461, provisions related to insurance capital standards Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and globally systemically important insurers. Issues related to the negotiation of covered agreements on insurance matters.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · second_quarter · Q2
Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2014 · first_quarter · Q1
Issues related to proposals in the Administration's FY2015 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · third_quarter · 3A
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · fourth_quarter · Q4
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to tax reform legislation in Mexico.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · third_quarter · Q3
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Department of Treasury regulations on qualified longevity insurance products.Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. Issues related to pending tax reform proposals in Mexico
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2013 · second_quarter · Q2
Issues related to the Administration's FY2014 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity insurance productsIssues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · fourth_quarter · Q4
Issues related to the Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · third_quarter · Q3
Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer of value" of insurance products Department of Treasury regulations on qualified longevity annuity contract rules Issues regarding Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · second_quarter · Q2
Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance contracts. Department of Treasury regulations on qualified longevity annuity contract rules.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Postal Service (USPS)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2012 · first_quarter · Q1
Issues related to Administration's FY 2013 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the "transfer for value" of insurance companies.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Postal Service (USPS), U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · fourth_quarter · Q4
Issues related to Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) Issues related to the Joint Select Committee on Deficit Reduction. Issues related to the "transfer for value" of insurance contracts.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · third_quarter · Q3
Issues related to Administration's FY2102 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147).
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · second_quarter · Q2
Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. Issues related to taxation of lifetime income products.
Filing targets: Commerce, Dept of (DOC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2011 · first_quarter · Q1
Issues related to the Administration's FY2012 budget proposals on corporate owned life insurance and the dividends-received deduction; the tax treatment of qualified savings; and the tax treatment of insurance generally. HR 1, Full Year Continuing Appropriations Act, provisions related to the Community Living Assistance Services and Support Act. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. L. 111-147)
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2010 · fourth_quarter · Q4
Issues related to U.S. taxes on overseas income; the Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; the estate tax; the tax treatment of tax-qualified savings; and the tax treatment of insurance generally. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Issues related to implementation of the Foreign Account Tax Compliance Act (part of Pub. Law 111-147) S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2010 · third_quarter · Q3
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590, Pub. Law 111-148, Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies. HR 5297, Pub. Law 11-240, Small Business Lending Fund Act, provisions related to partial annuitization.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2010 · second_quarter · Q2
HR 4173, S 3217, Wall Street Reform and Consumer Protection Act, provisions related to derivatives, the standard of care for broker-dealers and investment advisers, and the property rights of secured creditors of companies resolved through the FDIC's orderly liquidation authority
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to subpart F exemption for active financing. Administration proposal to create a Financial Crisis Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009, all provisions. S 3590 (Pub. Law 111-148), Patient Protection and Affordable Health Care Act, provisions related to taxation of executive compensation for health care companies
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2010 · first_quarter · Q1
HR 4173, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Agency, and suitability standards for annuities. S 3217, Restoring American Financial Stability Act, provisions related to Office of National Insurance, a new resolution authority for non-non-banks, consultation with state regulators on issues related to insurers that pose potential systemic risk, the Consumer Financial Protection Bureau, and suitability standards for annuities.
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. Administration proposal to create a Financial Services Responsibility Fee. HR 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. S 3590, Patient Protection and Affordable Health Care Act, provisions related to Medicare tax on investment income.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2009 · fourth_quarter · Q4
Issues related to deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally. HR 4191, Let Wall Street Pay for the Restoration of Main Street Act, all provisions. HR 4213, The Tax Extenders Act of 2009, provisions related to the Subpart F exemption for active financing. HR 4154, The Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009, all provisions. S 2826, The CREATE Jobs Act of 2009, provisions related to refundable tax credits for wind energy. HR 2749, Retirement Security Needs Lifetime Pay Act, all provisions. S 1297, Retirement Security for Life Act, all provisions.
Filing targets: Commerce, Dept of (DOC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2009 · third_quarter · Q3
Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insruance and the dividends-received deduction; and the tax treatment of insurance generally.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, State, Dept of (DOS), Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2009 · second_quarter · Q2
Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; Administration's budget proposals on corporate owned life insurance and the dividends-received deduction; and the tax treatment of insurance generally.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2009 · first_quarter · Q1
HR 1, American Recovery and Investment Act, provisions dealing with net operating loss carryback. HR 436, Certain Estate Tax Relief Act, all provisions. Issues related to the Subpart F exemption for active financing; deferral of U.S. taxes on overseas income; deferred compensation, tax treatment of estate assets; tax treatment of insurance generally.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2008 · fourth_quarter · Q4
H.R. 2205/S1010- Retirement Security for Life Act, regarding incentives for annuitization; all provisions H.R. 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions H.R. 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
S2886 - Alternative Minimum Tax and Extenders Relief Act; H.R. 6049 - Renewable Energy and Job Creation Act; provisions related to tax treatment of overseas income earned by subsidiaries, renewable energy tax credits H.R. 1424 Emergency Economic Stabilization Act; provisions related to gain or loss from sale of preferred stock, provisions related to the tax treatment of executive compensation Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules for qualified retirement plans, tax treatment of life insurance generally.
Filing targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2008 · third_quarter · Q3
S 2886 - Alternative Minimum Tax and Extenders Relief Act; HR 6049 - Renewable Energy and Job Creation Act, HR 7060 - Renewable Energy and Job Creation Tax Act; provisions related to tax treatment of overseas income earned by subsidiaries and renewable energy tax credits Issues related to partial annuitization and exchange of annuities, tax treatment of estate assets, deferred compensation, required minimum distribution rules related to qualified retirement plans and annuities, tax treatment of insurance generally HR 1424, Emergency Economic Stabilization Act; Sec. 301, related to treatment of gain or loss from sale of preferred stock
HR 2205/ S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
Filing targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, U.S. Trade Representative (USTR), White House Office
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2008 · second_quarter · Q2
HR 2205/S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions
S 2886 - Alternative Minimum Tax and Extenders Tax Relief Act of 2008; HR 6049 - Renewable Energy and Job Creation Act of 2008; provisions related to tax treatment of overseas income earned by subsidiaries. Issues related to partial annuitization and exchange of annuities; tax treatment of estate assets; deferred compensation; tax treatment of insurance generally
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
HR 4173, S 3217, Wall Street Reform and Consumer Protection Act, provisions related to the Federal Insurance Office, a new resolution authority for non-banks, consultation with state regulators on issues related to insurers that pose systemic risk, the Consumer Financial Protection Bureau, and suitability standards for annuities.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)