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.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2017 · third_quarter · Q3
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. HR 10, Financial CHOICE Act. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.
Source: Senate LDA
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Financial CHOICE Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. HR 10, Financial CHOICE Act. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.
Financial CHOICE Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. HR 10, Financial CHOICE Act. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.
To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
To authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to the products of Kazakhstan.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Stress Test Improvement Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Stress Test Improvement Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Stress Test Improvement Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Preventing Crimes Against Veterans Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Preventing Crimes Against Veterans Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Preventing Crimes Against Veterans Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
RISE Act of 2017
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Protecting Communities and Preserving the Second Amendment Act of 2018
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Protecting Communities and Preserving the Second Amendment Act of 2018
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Protecting Communities and Preserving the Second Amendment Act of 2018
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Esther Martinez Native American Languages Preservation Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Esther Martinez Native American Languages Preservation Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Esther Martinez Native American Languages Preservation Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Disapproving the rule submitted by the Department of Labor relating to the definition of the term "Fiduciary".
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Disapproving the rule submitted by the Department of Labor relating to the definition of the term "Fiduciary".
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017 Financial CHOICE Act of 2016 Legislation in relation to Systemically Important Financial Institutions Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Puerto Rico Oversight, Management, and Economic Stability Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
Puerto Rico Oversight, Management, and Economic Stability Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
Puerto Rico Oversight, Management, and Economic Stability Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
Fair Playing Field Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 2252, "The Fair Playing Field Act of 2015". House Republicans Tax Reform Blueprint The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.
Fair Playing Field Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 2252, "The Fair Playing Field Act of 2015". House Republicans Tax Reform Blueprint The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.
Fair Playing Field Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 2252, "The Fair Playing Field Act of 2015". House Republicans Tax Reform Blueprint United Framework For Fixing Our Broken Tax Code The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.
SAVERS Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
SAVERS Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
SAVERS Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Retail Investor Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Retail Investor Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Retail Investor Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Retail Investor Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal. No bill number - the Retirement Enhancement and Savings Act of 2016.
Smarter Approach to Nuclear Expenditures Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 3417, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." S. 3471, the Retirement Enhancement and Savings Act of 2016. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2656, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Stability Oversight Council Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security and Breach Notification Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Standards Transparency and Policyholder Protection Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Data Security Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal. No bill number - the Retirement Enhancement and Savings Act of 2016.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 3417, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." S. 3471, the Retirement Enhancement and Savings Act of 2016. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2656, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 3417, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." S. 3471, the Retirement Enhancement and Savings Act of 2016. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2656, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Financial Services and General Government Appropriations Act, 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Services and General Government Appropriations Act, 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Services and General Government Appropriations Act, 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Puerto Rico Financial Stability and Debt Restructuring Choice Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Puerto Rico Financial Stability and Debt Restructuring Choice Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 3417, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." S. 3471, the Retirement Enhancement and Savings Act of 2016. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2656, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
SAVERS Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal. No bill number - the Retirement Enhancement and Savings Act of 2016.
PROMESA
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
PROMESA
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Automatic IRA Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 3417, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." S. 3471, the Retirement Enhancement and Savings Act of 2016. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2656, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Transparent Insurance Standards Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Transparent Insurance Standards Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Puerto Rico Oversight, Management, and Economic Stability Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
Puerto Rico Oversight, Management, and Economic Stability Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
Financial CHOICE Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial CHOICE Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial CHOICE Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Financial CHOICE Act of 2016
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
Puerto Rico Chapter 9 Uniformity Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
International Insurance Capital Standards Accountability Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal. No bill number - the Retirement Enhancement and Savings Act of 2016.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 3417, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." S. 3471, the Retirement Enhancement and Savings Act of 2016. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2656, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Financial Regulatory Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Financial Regulatory Improvement Act of 2015
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
S. 2252, "The Fair Playing Field Act of 2015". House Republicans Tax Reform Blueprint United Framework For Fixing Our Broken Tax Code The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. S. 1295 - the Retirement Improvements and Savings Enhancements Act of 2017, a proposal.
Monitor implementation of the Federal Reserves insurance capital standards (Sec. 171 of the Dodd-Frank Act); the Financial CHOICE Act; international insurance legislation; legislation in relation to Systemically Important Financial Institutions; negotiations involving insurance covered agreements; issues relating to the application of capital standards on globally active insurance companies; legislation relating to Section 913 in the Dodd-Frank Act.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2017 · second_quarter · Q2
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
S. 2252, "The Fair Playing Field Act of 2015". House Republicans Tax Reform Blueprint The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.
Monitor implementation of the Federal Reserves insurance capital standards (Sec. 171 of the Dodd-Frank Act); the Financial CHOICE Act; international insurance legislation; legislation in relation to Systemically Important Financial Institutions; negotiations involving insurance covered agreements; issues relating to the application of capital standards on globally active insurance companies; legislation relating to Section 913 in the Dodd-Frank Act.
General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. HR 10, Financial CHOICE Act. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2017 · first_quarter · Q1
S. 254 / H.R. 506, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 2505 / H.R.4294 - SAVERS Act of 2015 S. 2502/ H.R. 4293, Affordable Retirement Advice Act H.R. 4067, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2656 / S. 3417 Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
Monitor implementation of the Federal Reserves insurance capital standards (Sec. 171 of the Dodd-Frank Act); the Financial CHOICE Act; international insurance legislation; legislation in relation to Systemically Important Financial Institutions; negotiations involving insurance covered agreements; issues relating to the application of capital standards on globally active insurance companies; legislation relating to Section 913 in the Dodd-Frank Act.
General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017 Financial CHOICE Act of 2016 Legislation in relation to Systemically Important Financial Institutions Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
S. 2252, "The Fair Playing Field Act of 2015". House Republicans Tax Reform Blueprint The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2016 · fourth_quarter · Q4
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. S. 3417, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." S. 3471, the Retirement Enhancement and Savings Act of 2016. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 506, "Automatic IRA Act of 2015" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 2656, "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act." H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal.
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). House Republicans Task Force Blueprint. The US Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2016 · third_quarter · Q3
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). House Republicans Task Force Blueprint. The US Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Regulatory Implementation of the "Patient Protection & Affordable Care Act (PPACA)". No bill number - a proposal to exempt insurance companies that are prohibited from offering products on the DC healthcare exchange from being assessed a DC exchange user fee.
S. 1270, "SAFE Retirement Act of 2013". S. 1317, "Lifetime Income Disclosure Act". S. 1970, "The Retirement Security Act of 2014". S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans. H.R. 1, A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013). H.R. 1534, "Small Business Add Value for Employees Act". H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement. H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013". H.R. 2317, "Lifetime Income Disclosure Act". H.R. 4294 - SAVERS Act of 2015 Dept. of Labor, final rule adding Section 2520.104(b)-1(c), Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Sections 2509, 2510 and 2550 - Definition of term "fiduciary", conflict of interest rule - retirement investment advice,(4/8/2016). Dept. of Labor proposed rule amending Section 2550.404a-4, Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. No bill number - the Retirement Improvements and Savings Enhancements Act of 2016, a proposal. No bill number - the Retirement Enhancement and Savings Act of 2016.
H.R. 5278, Implementation of the Puerto Rico Oversight, Management and Economic Stability Act, P.L. 114-187 (signed into law on June 30, 2016).
S. 754, the Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484,the "Financial Regulatory Improvement Act". S. 1910, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. H.R. 1090, the "Retail Investor Protection Act". H.R. 1770, the Data Security and Breach Notification Act of 2015. H.R. 2205, the "Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, the "Financial Services and General Government Appropriations Act, 2016". As the bill relates to electronic delivery of financial disclosures. HR 5983, the Financial CHOICE Act of 2016. Issues related to SEC mutual fund disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
S. 1086, the "International Insurance Capital Standards Accountability Act of 2015. H.R. 2141, the "International Insurance Standards Transparency and Policyholder Protection Act of 2015. H.R. 5143, the Transparent Insurance Standards Act of 2016. H.R. 5983, the Financial CHOICE Act of 2016. Negotiations involving insurance covered agreements. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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2016 · second_quarter · Q2
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act H.R. 2995, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
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2016 · first_quarter · Q1
Insurance Capital Standards Clarification Act of 2014, public law 12/18/2014; 113-279. S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
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2015 · fourth_quarter · Q4
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R.1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act NIST framework and incentives for the adoption of the NIST framework. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
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2015 · third_quarter · Q3
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R.1550, Financial Stability Oversight Council Improvement Act of 2015. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 1841, a bill to amend Section 13 of the Bank Holding Company Act of 1956, known as the Volcker Rule, to exclude certain debt securities of collateralized loan obligations from the prohibition against acquiring or retaining an ownership interest in a hedge fund or private equity fund. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
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2015 · second_quarter · Q2
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
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2015 · first_quarter · Q1
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R. 1770, Data Security and Breach Notification Act of 2015. NIST framework and incentives for the adoption of the NIST framework. No bill number - a proposal related to amending the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
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2014 · fourth_quarter · Q4
S.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. NIST framework and incentives for the adoption of the NIST framework. H.R. 4167, Restoring Proven Financing for American Employers Act - Amends the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). H.R. 5180, the Financial Stability Oversight Council Improvement Act of 2014 - Amends the Financial Stability Act of 2010 to subject the Financial Stability Oversight Council (Council) to the Administrative Procedure Act. FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclosure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
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2014 · third_quarter · Q3
See AddendumS. 2244, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. S. 2270, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4510, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4871, "TRIA Reform Act of 2014" - Amends the Terrorism Risk Insurance Act of 2002 (TRIA) to extend the Terrorism Insurance Program through December 31, 2019, and to revise provisions governing the Program. H.R. 5016, "Financial Services and General Government Appropriations Act, 2015". "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes. H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. As it relates to insurance capital standards and with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds.
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2014 · second_quarter · Q2
See Addendum.S. 2244, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. S. 2270, "Insurance Capital Standards Clarification Act of 2014". Provisions of H.R. 3370 Homeowner Flood Insurance Affordability Act of 2013, as it relates to National Association of Registered Agents and Brokers Reform. H.R. 4510, "Insurance Capital Standards Clarification Act of 2014". H.R. 4781, "TRIA Reform Act of 2014". H.R. 5016, "Financial Services and General Government Appropriations Act, 2015". "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
See Addendum.S. 1760, "The Fair Playing Field Act of 2013". FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Comitttee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). No Bill Number - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
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2014 · first_quarter · Q1
See Addendum.S. 2244 A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. Provisions of H.R. 3370 Homeowner Flood Insurance Affordability Act of 2013, as it relates to National Association of Registered Agents and Brokers Reform. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. S.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. S.866, Patent Quality Improvement Act of 2013 No Bill Number - A Senate Banking Committee proposal regarding housing finance reform based on S. 1217 - "Housing Finance Reform and Taxpayer Protection Act of 2013". S. 1369, To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. S.1720, Patent Transparency and Improvements Act of 2013 NIST framework and incentives for the adoption of the NIST framework. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2140, "Insurance Capital and Accounting Standards Act of 2013". H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 2767, Protecting American Taxpayers and Homeowners Act of 2013, a bill to reform the housing finance system. H.R. 4167, Restoring Proven Financing for American Employers Act H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13).Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
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2013 · fourth_quarter · Q4
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See Addendum.FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Comitttee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). The Bi-Partisan Budget Act of 2013 (Death Master File Provision)..
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2013 · third_quarter · Q3
See Addendum.FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Comitttee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
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2013 · second_quarter · Q2
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. Privacy and Cybersecurity Issues. NIST framework and incentives for the adoption of the NIST framework. H.R. 1062, "SEC Regulatory Accountability Act of 2013" - a bill to improve consideration by the SEC of the costs and benefits of its regulations and orders. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2308, "SEC Regulatory Accountability Act". H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). FDIC Interim Final Rule on Orderly Liquidation Authority (1/25/11). Financial Stability Oversight Counsel, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Proposed Rule, "Registration of Municipal Advisors", 17 CFR, Parts 240 and 249, 76 FR 824-969 (1/6/11). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (June 2011). SEC Study on Enhancing Investment Adviser Examiniations, prepared by the staff of the Securities and Exchange Commission (SEC) under Section 914 of the Dodd-Frank Act. CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). CFTC Final Interpretive Guidance and Policy Statement Regarding Compliance with certain Swap Regulations (Cross-Border Final Guidance) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11).Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 9541, "Dodd Frank Wall Street Reform & Consumer Protection Act", Notice of proposed rulemaking, Credit Risk Retention SEC, (Release No. 34-64603; File No. S7-14-11). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
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2013 · second_quarter · Q2
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, " Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. H.R. 1062, "SEC Regulatory Accountability Act of 2013" - a bill to improve consideration by the SEC of the costs and benefits of its regulations and orders. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2308, "SEC Regulatory Accountability Act". H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). FDIC Interim Final Rule on Orderly Liquidation Authority (1/25/11). Financial Stability Oversight Counsel, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Proposed Rule, "Registration of Municipal Advisors", 17 CFR, Parts 240 and 249, 76 FR 824-969 (1/6/11). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (June 2011). SEC Study on Enhancing Investment Adviser Examiniations, prepared by the staff of the Securities and Exchange Commission (SEC) under Section 914 of the Dodd-Frank Act. NIST framework and incentives for the adoption of the NIST framework. CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/1/11). CFTC Final Interpretive Guidance and Policy Statement Regarding Compliance with certain Swap Regulations (Cross-Border Final Guidance) (7/12/13). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11).Section 9541, "Dodd Frank Wall Street Reform & Consumer Protection Act", Notice of proposed rulemaking, Credit Risk Retention SEC, (Release No. 34-64603; File No. S7-14-11). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2013 · first_quarter · Q1
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 1062, "SEC Regulatory Accountability Act of 2013" - a bill to improve consideration by the SEC of the costs and benefits of its regulations and orders. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2308, "SEC Regulatory Accountability Act". H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Proposed Rule, "Registration of Municipal Advisors", 17 CFR, Parts 240 and 249, 76 FR 824-969 (1/6/11). SEC and CFTC, proposed rule 17 CFR Part 240, further definition of "Swap Dealer", "Security Based Swap Dealer", "Major Swap Participant", etc., SEC Release No. 24-63452 (12/7/10). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (June 2011). SEC Study on Enhancing Investment Adviser Examiniations, prepared by the staff of the Securities and Exchange Commission (SEC) under Section 914 of the Dodd-Frank Act. FDIC Interim Final Rule on Orderly Liquidation Authority (1/25/11). Financial Stability Oversight Counsel, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 9541, "Dodd Frank Wall Street Reform & Consumer Protection Act", Notice of proposed rulemaking, Credit Risk Retention SEC, (Release No. 34-64603; File No. S7-14-11). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2012 · fourth_quarter · Q4
See Addendum. S. 1647, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. H.R. 8, "The American Taxpayer Relief Act of 2012" - the fiscal cliff bill, averting scheduled income tax rate increases and the spending reductions required by the sequestration process. H.R. 3091, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. No Bill Number - Treasury Department Explanation of the Administration's FY-2012 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury (February 2011), "Green book". FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the top tax rates of 35% and 33%; (2) financial transaction tax (9/19/11). No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2012 · third_quarter · Q3
See Addendum. S. 1647, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. H.R. 3091, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. No Bill Number - Treasury Department Explanation of the Administration's FY-2012 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of exissting life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury (February 2011), "Greenbook". FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Cahpter 4 of Subtitle A of the code. Various proposals regarding deficit reductin with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the top tax rates of 35% and 33%; (2) financial transaction tax (9/19/11). No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2012 · second_quarter · Q2
See Addendum. S. 2105, "The Cybersecurity Act of 2012". H.R. 1610, "Business Risk Mitigation and Price Stabilization Act of 2011", which amends the definition of major swap participant and major security-based swap participant. H.R. 1838, "Swaps Bailout Prevention Act". H.R. 2308, "SEC Regulatory Accountability Act". H.R. 4235, a bill to repeal the indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entities under such Acts. SEC Proposed Rule, "Registration of Municipal Advisors", 17 CFR, Parts 240 and 249, 76 FR 824-969 (1/6/11). SEC and CFTC, proposed rule 17 CFR Part 240, further definition of "Swap Dealer", "Security Based Swap Dealer", "Major Swap Participant", etc., SEC Release No. 34-63452 (12/7/10). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (January 2011). SEC Study on Enhancing Investment Adviser Examinations, prepared by the staff of the Securities and Exchange Commission (SEC) under Section 914 of Dodd-Frank Act. FDIC Interim Final Rule on Orderly Liquidation Authority (1/25/11). Financial Stability Oversight Counsel, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 9541, "Dodd Frank Wall Street Refom & Consumer Protection Act", Notice of proposed rulemaking, Credit Risk Retention SEC, (Release No. 34-64148; File No. S7-14-11) No bill number - A bill to amend the Investment Advisers Act of 1940 to provide for the registration and oversight of national investment adviser associations
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act Draft legislation to implement a federal control board and provide Puerto Rico with restructuring mechanisms by Representatives Bishop and Duffy (draft precursor to H.R. 4900, introduced in early April).
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. S. 1484, Financial Regulatory Improvement Act S. 1910, the Financial Services and General Government Appropriations Act H.R. 1090, Retail Investor Protection Act. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. H.R. 1550, the Financial Stability Oversight Council Improvement Act SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). SECs Liquidity Risk-Management Rule (Rule 22e-4) Sept 22, 2015 and SECs Derivatives Rule (Rule 18f-4) Dec 11, 2015. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
S. 1760, "The Fair Playing Field Act of 2013". H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013). Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2016 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. S. 2381 - Puerto Rico Assistance Act of 2015 H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). H.R. 4199 - Puerto Rico Financial Stability and Debt Restructuring Choice Act
S. 1086, The International Insurance Capital Standards Accountability Act. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
H.R. 9 - The Innovation Act - as the bill relates to demand letter reforms and extension of the covered business method.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S.1774, Puerto Rico Chapter 9 Uniformity Act of 2015. H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality).
S. 1086, The International Insurance Capital Standards Accountability Act. HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S. 754, Cybersecurity Information Sharing Act of 2015. S. 961, A bill to protect information relating to consumers, to require notice of security breaches, and for other purposes. H.R. 1770, Data Security and Breach Notification Act of 2015. H.R. 2205, The Bipartisan Data Security Act. NIST framework and incentives for the adoption of the NIST framework. No bill number - a proposal related to amending the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
H.R. 870 - Amends the federal bankruptcy code to treat Puerto Rico as a state under chapter 9 (Adjustment of the Debts of a Municipality). No bill number - A Senate companion to H.R. 870, to treat Puerto Rico as a state under chapter 9.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
HR 26, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S. 313, Achieving a Better Life Experience Act - creates a new tax favored account for qualified disability expenses. S. 1760, "The Fair Playing Field Act of 2013". H.R. 647, Achieving a Better Life Experience Act - creates a new tax favored account for qualified disability expenses. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). No Bill Number - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
S. 2244, A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002, and for other purposes. The bill would additionally establish the National Association of Registered Agents and Brokers. S. 2270, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4510, "Insurance Capital Standards Clarification Act of 2014" - Amends the Dodd-Frank Wall Street Reform and Consumer Protection Act concerning establishment of minimum leverage and minimum risk-based capital requirements on a consolidated basis for a depository institution holding company or a nonbank financial company supervised by the Board of Governors of the Federal Reserve System (Board). H.R. 4871, "TRIA Reform Act of 2014" - Amends the Terrorism Risk Insurance Act of 2002 (TRIA) to extend the Terrorism Insurance Program through December 31, 2019, and to revise provisions governing the Program. No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information. No Bill number - a proposal to require consultation with Congress with respect to domestic insurance and international agreements on insurance standards or regulations, establishing an advisory committee on international insurance regulation and negotiations, and for other purposes. H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes. As it relates to insurance capital standards and with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See AddendumS.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. No Bill Number - A Senate Banking Committee proposal regarding housing finance reform based on S. 1217 - "Housing Finance Reform and Taxpayer Protection Act of 2013". NIST framework and incentives for the adoption of the NIST framework. H.R. 4167, Restoring Proven Financing for American Employers Act - Amends the Bank Holding Company Act of 1956 with respect to certain prohibitions on proprietary trading by banking entities and certain relationships with hedge funds and private equity funds (Volcker Rule). H.R. 5180, the Financial Stability Oversight Council Improvement Act of 2014 - Amends the Financial Stability Act of 2010 to subject the Financial Stability Oversight Council (Council) to the Administrative Procedure Act. FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclosure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See AddendumS. 1760, "The Fair Playing Field Act of 2013". Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). No Bill Number - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health Resources & Services Administration (HRSA), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. S.1927, Data Security Act of 2014 Various proposals related to cyber and data security and privacy issues. S.866, Patent Quality Improvement Act of 2013 No Bill Number - A Senate Banking Committee proposal regarding housing finance reform based on S. 1217 - "Housing Finance Reform and Taxpayer Protection Act of 2013". S.1720, Patent Transparency and Improvements Act of 2013 NIST framework and incentives for the adoption of the NIST framework. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 4167, Restoring Proven Financing for American Employers Act H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13)."The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health Resources & Services Administration (HRSA), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Comitttee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). No Bill Number - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health Resources & Services Administration (HRSA), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. Various proposals related to cyber and data security and privacy issues. S. 1217, "Housing Finance Reform and Taxpayer Protection Act of 2013", a bill that provides secondary mortgage market reform. S. 1369, To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. NIST framework and incentives for the adoption of the NIST framework. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2140, Insurance Capital and Accounting Standards Act of 2013. H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 2767, Protecting American Taxpayers and Homeowners Act of 2013, a bill to reform the housing finance system. H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013).Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See Addendum.S. 21, "The Cybersecurity and American Cyber Competitiveness Act of 2013". H.R. 624, "Cyber Intelligence and Security Protection Act". H.R. 756, "Cybersecurity Enhancement Act of 2013" - a bill that advances cybersecurity research, development and technical standards. Various proposals related to cyber and data security and privacy issues. S. 1217, "Housing Finance Reform and Taxpayer Protection Act of 2013", a bill that provides secondary mortgage market reform. S. 1369, To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. NIST framework and incentives for the adoption of the NIST framework. H.R. 1062, "SEC Regulatory Accountability Act of 2013" - a bill to improve consideration by the SEC of the costs and benefits of its regulations and orders. H.R. 1256, "Swap Jurisdiction Certainty Act", a bill that directs the SEC and CFTC to issue rules jointly relating to swaps transacted between U.S. persons and non-U.S. persons. H.R. 2140, Insurance Capital and Accounting Standards Act of 2013. H.R. 2308, "SEC Regulatory Accountability Act". H.R. 2374, "The Retail Investor Protection Act", a bill that amends the Securities Exchange Act of 1934 to provide protections for retail customers. H.R. 2767, Protecting American Taxpayers and Homeowners Act of 2013, a bill to reform the housing finance system. H.R. 6204, "SEC proposed rule on Mutual Fund Distribution Fees". FDIC Interim Final Rule of Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Capital Adequacy, Transition Provisions, Prompt Corrective Action, Standardized Approach for Risk-Weighted Assets, Market Discipline and Disclsure Requirements, Advanced Approaches Risk-Based Capital Rule and Market Risk Capital Rule (7/9/13). Financial Stability Oversight Council, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). SEC Release No. 34-69013 - Request for data and other information related to the duties of brokers, dealers and investment advisers. SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (June 2011).CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13). Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 941, Dodd Frank Wall Street Reform & Consumer Protection Act, Notice of proposed rulemaking, Credit Risk Retention SEC, 17 CFR Part 246, 78 FR 57928 (9/20/13). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Comitttee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum.FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Comitttee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
See Addendum.S. 1647, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. H.R. 8, "The American Taxpayer Relief Act of 2012" - the fiscal cliff bill, averting scheduled income tax rate increases and the spending reductions required by the sequestration process. H.R. 3091, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green book". FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). Financial Product Tax Reform discussion draft released by House Ways & Means Committee.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum. S. 2105, "The Cybersecurity Act of 2012". H.R. 1838, "Swaps Bailout Prevention Act". H.R. 2308, "SEC Regulatory Accountability Act". H.R. 2682, "Business Risk Mitigation and Price Stabilization Act of 2012", which amends the definition of major swap participant and major security-based swap participant. H.R. 4235, a bill to repeal the indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entitites under such Acts. H.R. 4624, A bill to amend the Investment Advisers Act of 1940 to provide for the registration and oversight of national investment adviser associations. H.R. 6204, "Investment Adviser Examination Improvement Act of 2012" - SEC proposed rule on Mutual Fund Distribution Fees. SEC Proposed Rule, "Registration of Municipal Advisors", 17 CFR, Parts 240 and 249, 76 FR 824-969 (1/6/11). SEC and CFTC, proposed rule 17 CFR Part 240, further definition of "Swap Dealer", "Security Based Swap Dealer", "Major Swap Participant", etc., SEC Release No. 24-63452 (12/7/10). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (June 2011). SEC Study on Enhancing Investment Adviser Examiniations, prepared by the staff of the Securities and Exchange Commission (SEC) under Section 914 of the Dodd-Frank Act. FDIC Interim Final Rule on Orderly Liquidation Authority (1/25/11). Financial Stability Oversight Counsel, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 9541, "Dodd Frank Wall Street Reform & Consumer Protection Act", Notice of proposed rulemaking, Credit Risk Retention SEC, (Release No. 34-64603; File No. S7-14-11). "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
See Addendum. S. 2105, "The Cybersecurity Act of 2012". H.R. 1610, "Business Risk Mitigation and Price Stabilization Act of 2011", which amends the definition of major swap participant and major security-based swap participant. H.R. 1838, "Swaps Bailout Prevention Act". H.R. 2308, "SEC Regulatory Accountability Act". H.R. 4235, a bill to repeal the indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entitites under such Acts. SEC Proposed Rule, "Registration of Municipal Advisors", 17 CFR, Parts 240 and 249, 76 FR 824-969 (1/6/11). SEC and CFTC, proposed rule 17 CFR Part 240, further definition of "Swap Dealer", "Security Based Swap Dealer", "Major Swap Participant", etc., SEC Release No. 24-63452 (12/7/10). SEC Study on Investment Advisers and Broker-Dealers, as required by Section 913 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (January 2011). SEC Study on Enhancing Investment Adviser Examiniations, prepared by the staff of the Securities and Exchange Commission (SEC) under Section 914 of the Dodd-Frank Act. FDIC Interim Final Rule on Orderly Liquidation Authority (1/25/11). Financial Stability Oversight Counsel, Notice of proposed rulemaking regarding authority to require supervision of certain non-bank financial companies, (1/26/11). Proposed Rules regarding incentive based compensation arrangements by seven federal agencies, including the SEC, to implement Section 956 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (3/3/11). Section 9541, "Dodd Frank Wall Street Reform & Consumer Protection Act", Notice of proposed rulemaking, Credit Risk Retention SEC, (Release No. 34-64148; File No. S7-14-11). No bill number - A bill to amend the Investment Advisers Act of 1940 to provide for the registration and oversight of national investment adviser associations.
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of