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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.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2026 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Source: Senate LDA
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Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. Rulemaking regarding the Department of Labor's fiduciary definition. S. 1770, Retirement Security and Savings Act (117th Congress); H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress); H.R. 2741, Public Service Retirement Fairness Act of 2021 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Public Service Retirement Fairness Act of 2021
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress); H.R. 2741, Public Service Retirement Fairness Act of 2021 (117th Congress).
Retirement Security and Savings Act of 2021
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. Rulemaking regarding the Department of Labor's fiduciary definition. S. 1770, Retirement Security and Savings Act (117th Congress); H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Consolidated Appropriations Act, 2023
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Public Service Retirement Fairness Act of 2021
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Public Service Retirement Fairness Act of 2021
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Securing a Strong Retirement Act of 2021
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Securing a Strong Retirement Act of 2021
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the federal securities law treatment of 403(b) annuities. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act.
Securing a Strong Retirement Act of 2021
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Proposals related to the federal securities law treatment of 403(b) annuities. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act.
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
A bill to provide emergency assistance for independent poultry growers, and for other purposes.
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
A bill to provide emergency assistance for independent poultry growers, and for other purposes.
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
A bill to provide emergency assistance for independent poultry growers, and for other purposes.
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
A bill to provide emergency assistance for independent poultry growers, and for other purposes.
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
A bill to protect the independence of journalists by preventing undue political influence at the United States Agency for Global Media.
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
A bill to protect the independence of journalists by preventing undue political influence at the United States Agency for Global Media.
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
A bill to protect the independence of journalists by preventing undue political influence at the United States Agency for Global Media.
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress).
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
National Guard and Reserves Retirement Pay Parity Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Securing a Strong Retirement Act of 2020
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress).
Retirement Security and Savings Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Increasing Access to a Secure Retirement Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Retirement Security and Savings Act of 2019
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Keeping Our Campaigns Honest Act of 2017
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Keeping Our Campaigns Honest Act of 2017
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 8696, Securing a Strong Retirement Act.
Keeping Our Campaigns Honest Act of 2017
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Keeping Our Campaigns Honest Act of 2017
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Retirement Plan Simplification and Enhancement Act of 2017
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Retirement Plan Simplification and Enhancement Act of 2017
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Retirement Plan Simplification and Enhancement Act of 2017
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2026 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2026 · first_quarter · Q1
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2025 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2025 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2025 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2025 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2024 · fourth_quarter · Q4
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2024 · third_quarter · Q3
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2024 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2024 · first_quarter · Q1
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2023 · fourth_quarter · Q4
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2023 · third_quarter · Q3
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2023 · second_quarter · Q2
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2023 · first_quarter · Q1
Expansion of investment options for 403(b) plans, including: H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress); H.R. 2741, Public Service Retirement Fairness Act of 2021 (117th Congress).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. Rulemaking regarding the Department of Labor's fiduciary definition. S. 1770, Retirement Security and Savings Act (117th Congress); H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2022 · fourth_quarter · 4A
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2022 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Expansion of investment options for 403(b) plans, including: H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022. H.R. 2741, Public Service Retirement Fairness Act of 2021.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2022 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Proposals related to the federal securities law treatment of 403(b) annuities. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2022 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2022 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2021 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2021 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2021 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2021 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 8696, Securing a Strong Retirement Act (116th Congress).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2020 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 8696, Securing a Strong Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2020 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2020 · second_quarter · 2A
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2020 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 4524, Retirement Plan Simplification and Enhancement Act of 2017 (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2020 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act of 2019.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2019 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1439, Increasing Access to a Secure Retirement Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2019 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1439, Increasing Access to a Secure Retirement Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2019 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1439, Increasing Access to a Secure Retirement Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2019 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1439, Increasing Access to a Secure Retirement Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Filing targets: HOUSE OF REPRESENTATIVES
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2018 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 6757, Family Savings Act. S. 3781, Retirement Security and Savings Act.
Filing targets: HOUSE OF REPRESENTATIVES
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2018 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act.
Filing targets: HOUSE OF REPRESENTATIVES
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2018 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2018 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1625, Consolidated Appropriations Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2017 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1, Tax Cuts and Jobs Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LOUISIANA WORKERS' COMPENSATION CORP via DAVIS & HARMAN LLP
2017 · fourth_quarter · Q4
Status of tax-exempt organizations under H.R. 1.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HUELER INVESTMENT SERVICES, INC. via DAVIS & HARMAN LLP
2017 · fourth_quarter · Q4
Issues related to qualifying longevity annuity contracts. H.R. 4524, the Retirement Plan Simplification and Enhancement Act.
Issues related to qualifying longevity annuity contracts. H.R. 4524, the Retirement Plan Simplification and Enhancement Act.
Filing targets: HOUSE OF REPRESENTATIVES
LOUISIANA WORKERS' COMPENSATION CORP via DAVIS & HARMAN LLP
2017 · fourth_quarter · RA
Status of tax exempt organizations under H.R. 1.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2017 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HUELER INVESTMENT SERVICES, INC. via DAVIS & HARMAN LLP
2017 · third_quarter · Q3
Issues related to qualifying longevity annuity contracts.
Issues related to qualifying longevity annuity contracts.
Filing targets: HOUSE OF REPRESENTATIVES
HUELER INVESTMENT SERVICES, INC. via DAVIS & HARMAN LLP
2017 · second_quarter · Q2
Issues related to qualifying longevity annuity contracts.
Issues related to qualifying longevity annuity contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2017 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2017 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
HUELER INVESTMENT SERVICES, INC. via DAVIS & HARMAN LLP
2017 · first_quarter · Q1
Issues related to qualifying longevity annuity contracts.
Issues related to qualifying longevity annuity contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HUELER INVESTMENT SERVICES, INC. via DAVIS & HARMAN LLP
2016 · fourth_quarter · Q4
Issues related to qualifying longevity annuity contracts
Issues related to qualifying longevity annuity contracts
Filing targets: Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2016 · fourth_quarter · Q4
Proposals to amend required minimum distribution rules, including "stretch," increasing benefit payments, and qualified longevity annuity contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2016 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2016 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries.
Filing targets: HOUSE OF REPRESENTATIVES
HUELER INVESTMENT SERVICES, INC. via DAVIS & HARMAN LLP
2016 · second_quarter · RR
Issues related to qualifying longevity annuity contracts.
Issues related to qualifying longevity annuity contracts.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2016 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2015 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries.
Filing targets: SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2015 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2015 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S. 1270, SAFE Act, Preserving Americas Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · third_quarter · 3A
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act (no bill number).
Filing targets: Labor, Dept of (DOL), SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act.
Filing targets: SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2013 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2013 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2013 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2012 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2012 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2012 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2012 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2011 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2011 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization.
Filing targets: SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Tax treatment of annuities, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Tax treatment of annuities, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. Proposals related to partial annuitization of annuity contracts, including the President's FY 2011 Budget Recommendation and H.R. 5297, The Small Business Jobs Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Tax treatment of annuities, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. Proposals related to partial annuitization of annuity contracts, including the President's FY 2011 Budget Recommendation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Tax treatment of annuities, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. Proposals related to partial annuitization of annuity contracts, including the President's FY 2011 Budget Recommendation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2009 · fourth_quarter · Q4
Tax treatment of annuities, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2009 · third_quarter · Q3
Tax treatment of annuities, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2009 · second_quarter · 2A
Tax treatment of annuities, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2009 · first_quarter · Q1
Tax treatment of annuities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2008 · fourth_quarter · Q4
Tax Treatment of annuities, including S. 1010 and H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. H.R. 4150, Lifetime Pension Annuity for You Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2008 · third_quarter · Q3
Tax Treatment of annuities, including S. 1010 and H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. H.R. 4150, Lifetime Pension Annuity for You Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2008 · second_quarter · Q2
S. 1010 and H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. H.R. 4150, Lifetime Pension Annuity for You Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2008 · first_quarter · Q1
S. 1010 and H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. H.R. 4150, Lifetime Pension Annuity for You Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2007 · year_end · YY
S. 1010 and H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. H.R. 4150, Lifetime Pension Annuity for You Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2007 · mid_year · MM
tax treatment of domestic partners' health benefits, including S.1556, Tax Equity for Domestic Partners and Heath Plan Beneficiaries Act. S. 1288, Women's Retirement Security Act, S1010/H.R. 2205, Retirement Security for Life Act. Proposals related to tax treatment of long-term care insurance. Default investment proposals. Proposals related to longevity insurance. Proposals related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006. Proposals related to the exchange of long-term insurance contracts. Proposals related to the
the tax treatment of domestic partners' health benefits, including S. 1556, Tax Equity for Domestic Partners and Health Plan Beneficiaries Act S. 1288, Women's Retirement Security Act, S1010/H.R. 2205, Retirement Security for Life Act. Proposals related to tax treatment of long-term care insurance. Default investment proposals. Proposals related to longevity insurance. Proposals related to hybrid plans, including administrative guidance related to such plans. Proposals making technical corrections to the Pension Protection Act of 2006. Proposals related to the exchanges of long-term care insurance contracts. Proposals related to
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2007 · mid_year · MM
S. 1010 and H.R. 2205, Retirement Security for Life Act S. 1288, Women's Retirement Security Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICA'S HEALTH INSURANCE PLANS via DAVIS & HARMAN LLP
2006 · year_end · YY
savings health savings account proposals, including H.R. 6134, Health Opportunity Patient Empowerment Act and H.R. 6111, Tax Relief and Health Care Act, proposals related to implementation of long-term care partnerships, and proposals making technical corrections to the Pension Protection Act. H.R. 2682/S. 1244, Long-term Care and Retirement Security Act; S. 602/H.R. 1262, Ronald Reagan Alzheimer's Breakthrough Act; S. 1602, Improving Long-term Care Choices Act; H.R. 4, Pension Protection Act. Long-term care insurance proposals, health
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2006 · year_end · YY
Proposals to encourage guaranteed lifetime income payments from annuities. H.R. 816/S. 381, Retirement Security for Life Act; H.R. 2951, Lifetime Pension Annuity for You Act; S. 1359, Retirement Savings and Security Act; H.R. 2830 Pension Protection Act of 2005; Proposals relating to 403 (b) annuity contracts; H.R. 4, Pension Protection Act of 2006; S. 3951, Women's Retirement Security Act. See Addendum
Filing targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2006 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2005 · year_end · YY
Proposals to encourage guaranteed lifetime income payments from annuities. H.R. 816/S. 381, Retirement Security for Life Act; H.R. 2951, Lifetime Pension Annuity for You Act; S. 1359, Retirement Savings and Security Act; H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act. Proposals relating to 403(b) annuity contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2005 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2005 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2004 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2004 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STOCK COMPANY INFORMATION GROUP via DAVIS & HARMAN LLP
2004 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE