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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
College 529 InvEST Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
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
2006 · year_end · YY
Civil Justice Reform - No bill number S.30, Attorney-Client Privilege Protection Act of 2006
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Source: Senate LDA
College 529 InvEST Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Long-Term Care and Retirement Security Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Pension Benefits Protection Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Retirement Savings and Security Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Identity Theft Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
* H.R. 1069, Notification of Risk to Personal Data Act H.R. 3140, Consumer Data Security & Notification Act of 2005 H.R. 3375, Data Security Bill-Fair Credit Reporting Act Amendments of 2005 H.R. 3997, Financial Data Protection Act of 2007 H.R. 4127, Data Accountability and Trust Act S. 751, Notification of Risk to Personal Data S. 768, Comprehensive ID Theft Prevention Act S. 1408, A bill to strengthen data protection and safeguards S. 1789, Personal Data Privacy and Security Act of 2005 S. 3568, Data Security Act of 2006" See Addendum Page H.R. 4618, "Compliance, Examination and Inspections Restructuring Act of 2005" SEC Proposed Late Trading/Hard 4:00 Close Rule SEC Proposed Rule on Mutual Fund Redemption Fees (SEC Rule 22c-2) SEC Interpretive Release on Section 28(E) of the Exchange Act ("Soft Dollars") 1
Improving Long-Term Care Choices Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Generate Retirement Ownership Through Long-Term Holding Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Pension Security and Transparency Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Personal Data Privacy and Security Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
* H.R. 1069, Notification of Risk to Personal Data Act H.R. 3140, Consumer Data Security & Notification Act of 2005 H.R. 3375, Data Security Bill-Fair Credit Reporting Act Amendments of 2005 H.R. 3997, Financial Data Protection Act of 2007 H.R. 4127, Data Accountability and Trust Act S. 751, Notification of Risk to Personal Data S. 768, Comprehensive ID Theft Prevention Act S. 1408, A bill to strengthen data protection and safeguards S. 1789, Personal Data Privacy and Security Act of 2005 S. 3568, Data Security Act of 2006" See Addendum Page H.R. 4618, "Compliance, Examination and Inspections Restructuring Act of 2005" SEC Proposed Late Trading/Hard 4:00 Close Rule SEC Proposed Rule on Mutual Fund Redemption Fees (SEC Rule 22c-2) SEC Interpretive Release on Section 28(E) of the Exchange Act ("Soft Dollars") 1
401(k) Enhancement Act: Encouraging Retirement Savings
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
National Employee Savings and Trust Equity Guarantee Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
National Employee Savings and Trust Equity Guarantee Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
National Employee Savings and Trust Equity Guarantee Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Aging with Respect and Dignity Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Long-Term Care Trust Account Act of 2006
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Simplification Through Additional Reporting Tax Act of 2006
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Savings Competitiveness Act of 2006
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
National Insurance Act of 2006
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 1153, Terrorism Insurance Backstop Extension Act of 2005 H.R. 3639, Life Insurance Fairness for Travelers Act H.R. 4314, Terrorism Risk Insurance Revision Act of 2005 H.R. 6225, National Insurance Act of 2006 S. 467, Terrorism Risk Insurance Extension Act of 2005 S. 2509, National Insurance Act of 2006 State Modernization and Regulatory Transparency Act (SMART Act, Draft Bill) See Addendum Page
Attorney-Client Privilege Protection Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Civil Justice Reform - No bill number S.30, Attorney-Client Privilege Protection Act of 2006
Data Security Act of 2006
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
* H.R. 1069, Notification of Risk to Personal Data Act H.R. 3140, Consumer Data Security & Notification Act of 2005 H.R. 3375, Data Security Bill-Fair Credit Reporting Act Amendments of 2005 H.R. 3997, Financial Data Protection Act of 2007 H.R. 4127, Data Accountability and Trust Act S. 751, Notification of Risk to Personal Data S. 768, Comprehensive ID Theft Prevention Act S. 1408, A bill to strengthen data protection and safeguards S. 1789, Personal Data Privacy and Security Act of 2005 S. 3568, Data Security Act of 2006" See Addendum Page H.R. 4618, "Compliance, Examination and Inspections Restructuring Act of 2005" SEC Proposed Late Trading/Hard 4:00 Close Rule SEC Proposed Rule on Mutual Fund Redemption Fees (SEC Rule 22c-2) SEC Interpretive Release on Section 28(E) of the Exchange Act ("Soft Dollars") 1
Retirement Security for Life Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Retirement Security for Life Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Women's Retirement Security Act of 2006
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Automatic IRA Act of 2006
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Terrorism Risk Insurance Extension Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 1153, Terrorism Insurance Backstop Extension Act of 2005 H.R. 3639, Life Insurance Fairness for Travelers Act H.R. 4314, Terrorism Risk Insurance Revision Act of 2005 H.R. 6225, National Insurance Act of 2006 S. 467, Terrorism Risk Insurance Extension Act of 2005 S. 2509, National Insurance Act of 2006 State Modernization and Regulatory Transparency Act (SMART Act, Draft Bill) See Addendum Page
Lifetime Savings Account Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Retirement Savings Account Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts, and for other purposes.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Notification of Risk to Personal Data Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
* H.R. 1069, Notification of Risk to Personal Data Act H.R. 3140, Consumer Data Security & Notification Act of 2005 H.R. 3375, Data Security Bill-Fair Credit Reporting Act Amendments of 2005 H.R. 3997, Financial Data Protection Act of 2007 H.R. 4127, Data Accountability and Trust Act S. 751, Notification of Risk to Personal Data S. 768, Comprehensive ID Theft Prevention Act S. 1408, A bill to strengthen data protection and safeguards S. 1789, Personal Data Privacy and Security Act of 2005 S. 3568, Data Security Act of 2006" See Addendum Page H.R. 4618, "Compliance, Examination and Inspections Restructuring Act of 2005" SEC Proposed Late Trading/Hard 4:00 Close Rule SEC Proposed Rule on Mutual Fund Redemption Fees (SEC Rule 22c-2) SEC Interpretive Release on Section 28(E) of the Exchange Act ("Soft Dollars") 1
Comprehensive Identity Theft Prevention Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
* H.R. 1069, Notification of Risk to Personal Data Act H.R. 3140, Consumer Data Security & Notification Act of 2005 H.R. 3375, Data Security Bill-Fair Credit Reporting Act Amendments of 2005 H.R. 3997, Financial Data Protection Act of 2007 H.R. 4127, Data Accountability and Trust Act S. 751, Notification of Risk to Personal Data S. 768, Comprehensive ID Theft Prevention Act S. 1408, A bill to strengthen data protection and safeguards S. 1789, Personal Data Privacy and Security Act of 2005 S. 3568, Data Security Act of 2006" See Addendum Page H.R. 4618, "Compliance, Examination and Inspections Restructuring Act of 2005" SEC Proposed Late Trading/Hard 4:00 Close Rule SEC Proposed Rule on Mutual Fund Redemption Fees (SEC Rule 22c-2) SEC Interpretive Release on Section 28(E) of the Exchange Act ("Soft Dollars") 1
Save More for Retirement Act of 2005
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
A bill to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
Commercial Spectrum Enhancement Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
H.R. 1153, Terrorism Insurance Backstop Extension Act of 2005 H.R. 3639, Life Insurance Fairness for Travelers Act H.R. 4314, Terrorism Risk Insurance Revision Act of 2005 H.R. 6225, National Insurance Act of 2006 S. 467, Terrorism Risk Insurance Extension Act of 2005 S. 2509, National Insurance Act of 2006 State Modernization and Regulatory Transparency Act (SMART Act, Draft Bill) See Addendum Page
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
* H.R. 1069, Notification of Risk to Personal Data Act H.R. 3140, Consumer Data Security & Notification Act of 2005 H.R. 3375, Data Security Bill-Fair Credit Reporting Act Amendments of 2005 H.R. 3997, Financial Data Protection Act of 2007 H.R. 4127, Data Accountability and Trust Act S. 751, Notification of Risk to Personal Data S. 768, Comprehensive ID Theft Prevention Act S. 1408, A bill to strengthen data protection and safeguards S. 1789, Personal Data Privacy and Security Act of 2005 S. 3568, Data Security Act of 2006" See Addendum Page H.R. 4618, "Compliance, Examination and Inspections Restructuring Act of 2005" SEC Proposed Late Trading/Hard 4:00 Close Rule SEC Proposed Rule on Mutual Fund Redemption Fees (SEC Rule 22c-2) SEC Interpretive Release on Section 28(E) of the Exchange Act ("Soft Dollars") 1
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2006 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2005 · year_end · YY
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2004 · year_end · YY
Filing targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2003 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2002 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office