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Reported covered position: Legislative Aid, Sen. Alan Simpson, 1986-89
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · fourth_quarter · 4A
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
Source: Senate LDA
- Paid family medical leave; tax credit.Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97) - Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- International tax reform (H.R 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, Congressional intent and Treasury guidance including the Global Intangible Low Tax Income regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds - U.S. income tax treaty with Chile
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Paid family medical leave; tax credit.Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97) - Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- International tax reform (H.R 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, Congressional intent and Treasury guidance including the Global Intangible Low Tax Income regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds - U.S. income tax treaty with Chile
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation)
Insurance Company Tax Modernization and Parity Act of 2017
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
Insurance Company Tax Modernization and Parity Act of 2017
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
Insurance Company Tax Modernization and Parity Act of 2017
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation)
Insurance Company Tax Modernization and Parity Act of 2017
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017). - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
Insurance Company Tax Modernization and Parity Act of 2017
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017). - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
American Business Competitiveness Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only) H 2181 - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - American Business Competitiveness Act (HR 4377) - Tax Reform Blueprint; House Ways and Means draft - International tax reform (bills not yet introduced)
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
Affordable Retirement Advice Protection Act
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
Affordable Retirement Advice Protection Act
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
Affordable Retirement Advice Protection Act
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
American Business Competitiveness Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to Cadillac Tax - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Stretch IRA provision (not yet reintroduced) - Proposed Regulations under IRC - Section 385, governing intercompany transfers - Tax Reform Blueprint - House Ways and Means Committee draft - American Business Competitiveness Act (HR 4377) - all provisions
American Business Competitiveness Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Proposed Regulations under IRC section 385 governing intercompany transfers - Tax Reform Blueprint; House Ways and Means Committee draft - American Business Competitiveness Act (H.R. 4377) - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only) - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
American Business Competitiveness Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to Cadillac Tax - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Stretch IRA provision (not yet reintroduced) - Proposed Regulations under IRC - Section 385, governing intercompany transfers - Tax Reform Blueprint - House Ways and Means Committee draft - American Business Competitiveness Act (HR 4377) - all provisions
American Business Competitiveness Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to Cadillac Tax - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Stretch IRA provision (not yet reintroduced) - Proposed Regulations under IRC - Section 385, governing intercompany transfers - Tax Reform Blueprint - House Ways and Means Committee draft - American Business Competitiveness Act (HR 4377) - all provisions
American Business Competitiveness Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Proposed Regulations under IRC section 385 governing intercompany transfers - Tax Reform Blueprint; House Ways and Means Committee draft - American Business Competitiveness Act (H.R. 4377) - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only) - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
To require the Secretary of Veterans Affairs to use existing authorities to furnish health care at non-Department of Veterans Affairs facilities to veterans who live more than 40 miles driving distance from the closest medical facility of the Department that furnishes the care sought by the veteran.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
To require the Secretary of Veterans Affairs to use existing authorities to furnish health care at non-Department of Veterans Affairs facilities to veterans who live more than 40 miles driving distance from the closest medical facility of the Department that furnishes the care sought by the veteran.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
To require the Secretary of Veterans Affairs to use existing authorities to furnish health care at non-Department of Veterans Affairs facilities to veterans who live more than 40 miles driving distance from the closest medical facility of the Department that furnishes the care sought by the veteran.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
To require the Secretary of Veterans Affairs to use existing authorities to furnish health care at non-Department of Veterans Affairs facilities to veterans who live more than 40 miles driving distance from the closest medical facility of the Department that furnishes the care sought by the veteran.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
To require the Secretary of Veterans Affairs to use existing authorities to furnish health care at non-Department of Veterans Affairs facilities to veterans who live more than 40 miles driving distance from the closest medical facility of the Department that furnishes the care sought by the veteran.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
To require the Secretary of Veterans Affairs to use existing authorities to furnish health care at non-Department of Veterans Affairs facilities to veterans who live more than 40 miles driving distance from the closest medical facility of the Department that furnishes the care sought by the veteran.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
Retail Investor Protection Act of 2016
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
Retail Investor Protection Act of 2016
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
Retail Investor Protection Act of 2016
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Fiduciary Rule; DOL rule to expand definition of who qualifies as a fiduciary, HR 1090.
- Department of Labor rule to expand the definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090); and provisions related to funding of the Department of Labors conflict of interest rule (H.R. 3020 and S. 1695).
- Fiduciary Rule; DOL rule to expand definition of who qualifies as a fiduciary, HR 1090.
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090); provisions addressing the fiduciary rule in the Omnibus (H.R. 2029); and provisions related to funding of the Department of Labor's conflict of interest rule (H.R. 3020 and S. 1695).
- Fiduciary Rule; DOL rule to expand definition of who qualifies as a fiduciary, HR 1090; - Issues pertaining to Pension Risk Transfer.
- Department of Labor rule to expand the definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090); and provisions related to funding of the Department of Labors conflict of interest rule (H.R. 3020 and S. 1695).
Trade Preferences Extension Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
Trade Preferences Extension Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
Trade Preferences Extension Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
Trade Preferences Extension Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
Permanent CFC Look-Through Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation - Trade Facilitation and Trade Enforcement Act of 2015 (H.R. 644), revenue raising provisions with respect to 1099 reporting. - Business tax extenders; H.R. 961, H.R. 1430, andSenate Original Bill to Extend Certain Expired Tax Provisions" in Senate Finance Committee. Specifically extension of or permanent subpart F active finance income exception, and controlled foreign coporation look through - Issues related to Cadillac Tax - H.R. 2029, Consolidated Appropriations Act, 2016. Division Q, Protecting Americans from Tax Hikes Act of 2015
Permanent CFC Look-Through Act of 2015
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Trade Facilitation and Trade Enforcement Act of 2015 - (H.R. 644), revenue raising provisions with respect to 1099 reporting; - Business tax extenders; (H.R. 961, HR 1430, andSenate Original Bill to Extend Certain Expired Tax Provisions in Senate Finance Committee) -- specifically extension of permanent subpart F active finance income exception, and controlled foreign coporation look through; - Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L; - International tax reform (bills not yet introduced).
- Promote options for private sector involvement in infrastructure
- Tax treaties,Sanctions, Foreign Policy, Bilateral commercial relationships, local commercial practices, Insurance regulatory education, EMEA, Asia, LatAm.
- Issues related to Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Issues related to Senate/House comprehensive retirement package -- Retirement Enhancement Savings Act. or Setting Every Community Up for Retirement Enhancement Act. - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite). - Issues related to Stretch IRA provision as possible use new retirement package.
- USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. Enactment of USMCA. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government. - Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · fourth_quarter · Q4
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
- Tax treaties,Sanctions, Foreign Policy, Bilateral commercial relationships, local commercial practices, Insurance regulatory education, EMEA, Asia, LatAm.
- Issues related to Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Issues related to Senate/House comprehensive retirement package -- Retirement Enhancement Savings Act. or Setting Every Community Up for Retirement Enhancement Act. - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite). - Issues related to Stretch IRA provision as possible use new retirement package.
- USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. Enactment of USMCA. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government. - Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions.
- Promote options for private sector involvement in infrastructure
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · third_quarter · Q3
- Paid family medical leave; tax credit.Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97) - Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
- Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions. - USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. Enactment of USMCA - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government
- Promote options for private sector involvement in infrastructure
- Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA.Department of Labor rule expectationsto expand definition of who qualifies as a fiduciary. - Issues related to reintroduction of Lifetime income Disclosure Act -- lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Issues related to Senate/House comprehensive retirement package -- Retirement Enhancement Savings Act or Setting Every Community Up for Retirement Enhancement Act - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - issues related to Stretch IRA provision as possible use new retirement package
- Tax treaties, Sanctions, Foreign Policy, Bilateral commercial relationships, local commercial practices, Insurance regulatory education -- EMEA, Asia, LatAm
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · second_quarter · Q2
- Promote options for private sector involvement in infrastructure
- Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA.Department of Labor rule expectationsto expand definition of who qualifies as a fiduciary - Issues related to Social Security Disability Insurance program - Issues related to retirement market expansion including mandated auto-IRAs, 401k and enrollment - Issues related to reintroduction of Lifetime Income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Issues related to Senate/House comprehensive retirement package- Retirement Enhancement Savings Act. or Setting Every Community Up for Retirement Enhancement Act - Issues related to Stretch IRA provision as possible usenew retirement package
- USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government
- International tax reform (H.R 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, Congressional intent and Treasury guidance including the Global Intangible Low Tax Income regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds - U.S. income tax treaty with Chile
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · first_quarter · Q1
- Promote options for private sector involvement in infrastructure
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds
- Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA.Department of Labor rule expectationsto expand definition of who qualifies as a fiduciary - Issues related to Social Security Disability Insurance program - Issues related to retirement market expansion including mandated auto-IRAs, 401k and enrollment - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Issues related to Senate/House comprehensive retirement package- Retirement Enhancement Savings Act. or Setting Every Community Up for Retirement Enhancement Act - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - Issues related to Stretch IRA provision as possible usenew retirement package
- USMCA,NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, daa localizationand ISDS - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2018 · fourth_quarter · Q4
- Promote options for private sector involvement in infrastructure.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2018 · third_quarter · Q3
- Department of Labor rule to expand definition of who qualifies as a fiduciary; Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA. And issues related to amend DOL fiduciary definition. - Issues related to retirement market expansion including mandated auto-IRAs, 401k and enrollment - Issues related to Social Security Disability Insurance program - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Issues related to Senate/House comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - Issues related to Stretch IRA provision as possible use new retirement package
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2018 · second_quarter · Q2
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government.
- Department of Labor rule to expand definition of who qualifies as a fiduciary; Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA. And issues related to amend DOL fiduciary definition. - Issues related to Social Security Disability Insurance program. - Issues related to retirement market expansion including mandated auto-IRAs, 401k and enrollment. - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Issues related to Senate/House comprehensive retirement package- Retirement Enhancement Savings Act. (inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - Potential movement in the context of tax reform from a pre-tax benefit for 401(k) and IRA contributions to an after tax treatment of contributions, while moving to make distributions in retirement tax free. - Issues related to Stretch IRA provision as possible use new retirement package.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2018 · first_quarter · Q1
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, daa localizationand ISDS. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government.
- Promote options for private sector involvement in infrastructure.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2017 · fourth_quarter · Q4
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017). - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data and ISDS. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of U.S. negotiating objectives with Chinese government.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2017 · first_quarter · 1A
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Tax Reform Blueprint; House Ways and Means Committee draft - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only)
- Department of Labor rule to expand definition of who qualifies as a fiduciary; Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA. And issues related to amend DOL fiduciary definition - Stretch IRA provision (as included as part of 2016 Retirement Enhancement and Savings Act) possible use in tax reform or new retirmeent package - Issues related to insolvency of Social Security Disability Insurance trust fund - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations - Issues related to reintroduction of Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - Potential movement in the context of tax reform from a pre-tax benefit for 401(k) and IRA contributions to an after tax treatment of contributions, while moving to make distributions in retirement tax free - Issues related to DOL regulations around state and city run retirement planning
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2017 · third_quarter · Q3
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Tax Reform Blueprint; House Ways and Means Committee draft
- Department of Labor rule to expand definition of who qualifies as a fiduciary; Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA. And issues related to amend DOL fiduciary definition. - Issues related to insolvency of Social Security Disability Insurance trust fund - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations - Issues related to reintroduction of Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - Potential movement in the context of tax reform from a pre-tax benefit for 401(k) and IRA contributions to an after tax treatment of contributions, while moving to make distributions in retirement tax free - Issues related to DOL regulations around state and city run retirement planning - Stretch IRA provision (as included as part of 2016 Retirement Enhancement and Savings Act) possible use in tax reform or new retirement package
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2017 · second_quarter · Q2
- Department of Labor rule to expand definition of who qualifies as a fiduciary, issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA, and issues related to amend DOL fiduciary definition - Issues related to insolvency of Social Security Disability Insurance trust fund - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations - Issues related to reintroduction of Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - Potential movement in the context of tax reform from a pre-tax benefit for 401(k) and IRA contributions to an after tax treatment of contributions, while moving to make distributions in retirement tax free - Issues related to DOL regulations around state and city run retirement planning - Stretch IRA provision (as included as part of 2016 Retirement Enhancement and Savings Act) possible use in tax reform or new retirmeent package
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2017 · first_quarter · Q1
- Department of Labor rule to expand definition of who qualifies as a fiduciary; Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA. And issues related to amend DOL fiduciary definition - Stretch IRA provision (as included as part of 2016 Retirement Enhancement and Savings Act) possible use in tax reform or new retirmeent package - Issues related to insolvency of Social Security Disability Insurance trust fund - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations - Issues related to reintroduction of Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - Potential movement in the context of tax reform from a pre-tax benefit for 401(k) and IRA contributions to an after tax treatment of contributions, while moving to make distributions in retirement tax free - Issues related to DOL regulations around state and city run retirement planning
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · fourth_quarter · 4A
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · fourth_quarter · Q4
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Proposed Regulations under IRC section 385 governing intercompany transfers - Tax Reform Blueprint; House Ways and Means Committee draft - American Business Competitiveness Act (H.R. 4377) - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only) - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · second_quarter · 2A
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · third_quarter · 3A
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
- Issues related to Cadillac Tax. - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (bills not yet introduced). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act). - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation. - Proposed Regulations under IRC section 385 governing intercompany transfers - Tax Reform Blueprint; House Ways and Means Committee draft. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only). - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · second_quarter · 2A
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · third_quarter · Q3
- Issues related to Cadillac Tax. - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (bills not yet introduced). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act). - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation. - Proposed Regulations under IRC section 385 governing intercompany transfers - Tax Reform Blueprint; House Ways and Means Committee draft. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only). - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · second_quarter · Q2
- Issues related to Cadillac Tax - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Stretch IRA provision (not yet reintroduced) - Proposed Regulations under IRC - Section 385, governing intercompany transfers - Tax Reform Blueprint - House Ways and Means Committee draft - American Business Competitiveness Act (HR 4377) - all provisions
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2016 · first_quarter · Q1
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Issues related to insolvency of Social Security Disability Insurance trust fund - HR 577/S 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect tto employer pension benefit plans - HR 506/S 245 - Automatic IRA Act of 2015 - HR 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2015 · third_quarter · 3A
- Trade Facilitation and Trade Enforcement Act of 2015 - (H.R. 644), revenue raising provisions with respect to 1099 reporting; - Business tax extenders; (H.R. 961, HR 1430, andSenate Original Bill to Extend Certain Expired Tax Provisions in Senate Finance Committee) -- specifically extension of permanent subpart F active finance income exception, and controlled foreign coporation look through; - Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L; - International tax reform (bills not yet introduced).
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2015 · fourth_quarter · Q4
- Rulemaking under the Telephone Consumer Protection Act (TCPA); issues affecting sales and marketing of insurance products. - FY 2016 Financial Services and General Government Approprations bills (H.R. 2995; S. 1910); issues related to federal and international insurance regulation. - Issues related to insolvency of Social Security Disability Insurance trust fund - Issues related to the development of an international capital standard at the Interational Association of Insurance Supervisors (IAIS). Issues related to development of Higher Loss Absorbency Standard at the IAIS. - Federal Reserve rulemaking on capital rules for insurers supervised by the Federal Reserve Board
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090); provisions addressing the fiduciary rule in the Omnibus (H.R. 2029); and provisions related to funding of the Department of Labor's conflict of interest rule (H.R. 3020 and S. 1695).
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2015 · third_quarter · Q3
- Trade Facilitation and Trade Enforcement Act of 2015 - (H.R. 644), revenue raising provisions with respect to 1099 reporting; - Business tax extenders; (H.R. 961, HR 1430, andSenate Original Bill to Extend Certain Expired Tax Provisions in Senate Finance Committee) -- specifically extension of permanent subpart F active finance income exception, and controlled foreign coporation look through; - Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L; - International tax reform (bills not yet introduced).
- DOL Overtime rules; - Rulemaking under the Telephone Consumer Protection Act (TCPA) - issues affecting sales and marketing of insurance products; - Issues related to Cadillac Tax; - FY 2016 Financial Services and General Government Appropriations bills (H.R. 2995, S. 1910) - issues related to federal and international insurance regulation. - Federal Reserve rulemaking on capital rules for insurers supervised by the Federal Reserve Board; - Issues related to the development of an international capital standard at the International Association of Insurance Supervisors (IAIS); - Issues related to development of Higher Loss Absorbency Standard at the IAIS; - Issues related to insolvency of Social Security Disability Insurance trust fund.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2015 · second_quarter · 2A
- Fiduciary Rule; DOL rule to expand definition of who qualifies as a fiduciary, HR 1090.
- Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L; - International tax reform (bills not yet introduced); - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation; - Trade Facilitation and Trade Enforcement Act of 2015 - H.R. 644, revenue raising provisions with respect to 1099 reporting.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2015 · second_quarter · Q2
- Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L; - International tax reform (bills not yet introduced); - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation; - Trade Facilitation and Trade Enforcement Act of 2015 - H.R. 644, revenue raising provisions with respect to 1099 reporting.
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2015 · first_quarter · Q1
- Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L; - International tax reform (bills not yet introduced); - Stretch IRA provision (not yet reintroduced); - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation.
- Fiduciary Rule; DOL rule to expand definition of who qualifies as a fiduciary, HR 1090; - Issues pertaining to Pension Risk Transfer.
- Trade Promotion Authority (TPA) (bill not introduced) - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2014 · fourth_quarter · Q4
H.R. 4414 - Expatriate Health Coverage Clarification Act of 2014 and companion legislation in Senate (no bill number) - all provisions H.R. 83 - Consolidated and Further Continuing Appropriations Act of 2015 - Division M: Expatriate Health Coverage Clarification Act of 2014 - all provisions
International Tax Reform Staff Discussion Drafts (Senate Finance Committee) Federal Tax Reform, Tax Reform Act of 2014 (HR 1)
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP), Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) - services and financial services opportunities
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2014 · third_quarter · Q3
International Tax Reform Staff Discussion Drafts (Senate Finance Committee) Federal Tax Reform, Tax Reform Act of 2014 Financial Products Discussion Draft (Ways and Means Committee) International Corporate Tax Reform Discussion Draft (Ways and Means Committee) (none of the above have bill numbers) Green Book Obama Budget revenue raisers - corporate-owned life insurance and dividends received deduction
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP), Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) - services and financial services opportunities
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2014 · second_quarter · Q2
Green Book Obama Budget revenue raisers - corporate-owned life insurance and dividends received deduction
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP), Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) - services and financial services opportunities
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2014 · first_quarter · Q1
Green Book Obama Budget revenue raisers - corporate-owned life insurance and dividends received deduction
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP), Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) - services and financial services opportunities
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2013 · fourth_quarter · Q4
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP), Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) - services and financial services opportunities .
Federal tax reform - Financial Products Discussion Draft (House Ways and Means Committee) - taxation of derivatives. International Corporate Tax Reform Discussion Draft (Ways and Means Committee) - permanent and modernized active financing exceptionWays and Means Working Group submissions on product and corporate taxation; Senate Finance Committee Options Papers on corporate, product, and retirement reform options - tax treatment of life insurance, annuities, and retirement plans; corporate tax treatment of life insurers. No bill numbers.
Filing targets: Federal Communications Commission (FCC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2013 · third_quarter · Q3
Federal tax reform - Financial Products Discussion Draft (House Ways and Means Committee) - taxation of derivatives. International Corporate Tax Reform Discussion Draft (Ways and Means Committee) - permanent and modernized active financing exception.Ways and Means Working Group submissions on product and corporate taxation; Senate Finance Committee Options Papers on corporate, product, and retirement reform options - tax treatment of life insurance, annuities, and retirement plans; corporate tax treatment of life insurers. No bill numbers.
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP) Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) - services and financial services opportunities .
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2013 · second_quarter · 2A
H.R. 837 - Savings for American Families' Future Act: all provisions.
Green Book Obama Budget revenue raisers - corporate-owned life insurance and dividends received deduction.
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP) Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) International Services Agreement - services and financial services opportunities.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2013 · second_quarter · Q2
Federal tax reform - Financial Products Discussion Draft (House Ways and Means Committee) - taxation of derivatives. International Corporate Tax Reform Discussion Draft (Ways and Means Committee) - permanent and modernized active financing exception.Ways and Means Working Group submissions on product and corporate taxation; Senate Finance Committee Options Papers on corporate, product, and retirement reform options - tax treatment of life insurance, annuities, and retirement plans; corporate tax treatment of life insurers. No bill numbers.
S. 1145, H.R. 2171 - Lifetime Income Disclosure Act: all provisions
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2013 · first_quarter · Q1
Federal tax reform: Ways and Means Working Group Submissions; Senate Finance Committee Options Papers (no bills yet): tax treatment of life insurance, annuities and retirement plans, and corporate tax treatment of life insurers
Trade agenda: Transpacific Partnership, International Services Agreement, and the US-EU Trade Agreement: services and financial services opportunities
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2012 · fourth_quarter · Q4
Trade agenda; Russia Permanent Normal Trade Relations - S. 3285/ H.R. 6156: Support the rule of law and enforcement benefits that flow to World Trade Organization (WTO) countries that do business in Russia. Passage of PNTR will mean U.S. companies can benefit from Russia's WTO accession.
Fedreral tax reform, including H.R. 8, American Taxpayers Relief Act of 2012 - nature and justification for life insurance tax treatment
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2012 · second_quarter · 2A
General federal tax reform and deficit proposals - nature and justification for life insurance tax treatment (no bill number)
Russia Permanent Normal Trade Relations: S. 3285- "A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to products of the Russian Federation" (no House bill number yet)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Treasury, Dept of, White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2012 · third_quarter · Q3
Russia Permanent Normal Trade Relations - S. 3285/ H.R. 6156: Support the rule of law and enforcement benefits that flow to World Trade Organization (WTO) countries that do business in Russia. Passage of PNTR will mean U.S. companies can benefit from Russia's WTO accession.
Federal individual and corporate tax reform - nature and justification for life insurance tax treatment (no bill numbers)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2012 · second_quarter · Q2
Russia Permanent Normal Trade Relations: S. 3285- "A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to products of the Russian Federation" (no House bill number yet)
General federal tax reform and deficit proposals - nature and justification for life insurance tax treatment (no bill number)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Treasury, Dept of, White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2012 · first_quarter · Q1
Trade Agenda; Russia PNTR
General federal tax reform and Supercommittee deficit proposals - nature and justification for life insurance tax treatment (no bill number)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2011 · fourth_quarter · Q4
General federal tax reform and Supercommittee deficit proposals - nature and justification for life insurance tax treatment (no bill number)
Trade Agenda; pending FTAs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2011 · third_quarter · Q3
Trade Agenda; pending FTAs
General federal tax reform and Supercommittee deficit proposals - nature and justification for life insurance tax treatment (no bill number)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2011 · third_quarter · Q3
Green Book Obama budget revenue raisers - corporate-owned life insurance and dividends received deduction
Trade agenda; pending Free Trade Acts
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2011 · second_quarter · 2A
Korea FTA, general trade issues (no bill numbers)
Green Book Obama Budget revenue raisers - corporate-owned life insurance and dividends received deduction
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2011 · second_quarter · Q2
Trade Agenda; pending FTAs
Green Book Obama Budget revenue raisers - corporate-owned life insurance and dividends received deduction
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2011 · first_quarter · Q1
Green Book Obama Budget revenue raisers (COLI and DRD)
Korea FTA, general trade issues (no bill numbers)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2010 · fourth_quarter · Q4
Korea FTA, general trade issues (no bill numbers)
Green Book Obama Budget revenue raisers (corporate-owned life insurance and dividends received deduction)
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2010 · second_quarter · 2A
H.R. 4213 - American Jobs and Closing Tax Loopholes Act of 2010 - Tax extenders
H.R. 4173 - The Wall Street Reform and Consumer Protection Act of 2009; S. 3217- The Restoring American Financial Stability Act of 2010
Korea FTA, general trade issues (no bill numbers)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2010 · third_quarter · Q3
Financial Crisis Responsibility Fee/Bank Tax (no bill number)
American Jobs and Closing Tax Loopholes Act of 2010 (H.R. 4213) - Tax extenders
Korea FTA, general trade issues (no bill number)
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2010 · second_quarter · Q2
H.R. 4213 - American Jobs and Closing Tax Loopholes Act of 2010 - Tax extenders
Korea FTA, general trade issues (no bill numbers)
H.R. 4173 - The Wall Street Reform and Consumer Protection Act of 2009; S. 3217- The Restoring American Financial Stability Act of 2010
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2010 · first_quarter · 1A
Green Book Obama Budget revenue raisers - COLI and DRD
Korea FTA General trade issues (no bill number)
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2010 · first_quarter · Q1
Korea FTA General trade issues (no bill number)
Green Book Obama Budget revenue raisers - COLI and DRD
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2009 · fourth_quarter · Q4
Green Book Obama Budget revenue raisers
Korea FTA; General trade issues (no bill number)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2009 · third_quarter · Q3
Long Term Care Affordability and Security Act of 2009 (S.702, H.R. 2096)
Commercial Mortgage REMIC Tax Law Rule changes - commercial mortgage backed securities issues (S. 376)
Korea FTA; General trade issues (no bill number)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2009 · second_quarter · 2A
Korea FTA General trade issues (no bill number)
Conflicted Investment Advice Prohibition Act of 2009 (H.R. 1988) 401(K) Fair Disclosure for Retirement Security Act of 2009 (H.R. 1984) The Long Term Care and Retirement Security Act of 2009 (H.R. 897)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2009 · second_quarter · Q2
Korea FTA General trade issues (no bill number)
Conflicted Investment Advice Prohibition Act of 2009 (H.R. 1988) 401(K) Fair Disclosure for Retirement Security Act of 2009 (H.R. 1984) The Long Term Care and Retirement Security Act of 2009 (H.R. 897)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2009 · first_quarter · Q1
Korea FTA General Trade Issues (no bill number)
Annuitization proposals; no specific bill numbers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · first_quarter · RA
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · first_quarter · RA
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · fourth_quarter · Q4
Korea FTA; General Trade Issues (no bill number)
Long Term Care: Class Act (S.1758, H.R.3001); General Corporate Product and Tax Issues (no bill number).
Retirement Security for Life Act (S.1010, H.R.2205);Worker, Retiree, and Employer Recovery Act (H.R 7327) - minimum distribution requirements and pension funding provisions; Stranger-Owned Pension Plans (no bill number).
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · second_quarter · 2A
Regulation of Insurance: HR 3200; HR 5611; HR 5840; S 40. National Flood Insurance Program: HR 3121; S 1890; S 2047; S 2284. Natural Catastrophe: HR 3355; HR 3644; S 292; S 2286; S 2310. Credit Scoring: HR 5633; HR 6062.
Long Term Care: Class Act: HR 3001; S 1758. Long Term Care: Cafeteria plan: FSA Legislation: HR 3363; S 555. Pension Protection Act (Technical Correction, 2nd round): HR 6143; S 190. 401(k) plan fee issues: HR 3185. Life non-life consolidated returns: S 1366; HR 1810. Life Insurance, Annuities, Company Tax issues Education.
Retirement Security for Life Act: S 1010; S 1288; HR 2205.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · first_quarter · 1A
Long Term Care: Class Act (no bills yet). Pension Protection Act (Technical Correction, 2nd round). 401(k) plan fee issues (Rep. George Miller bill). Life non-life consolidated returns: S 1366; HR 1810. Life Insurance, Annuities, Company Tax issues Education.
Columbia TFA. Korea FTA. General Trade Issues.
Retirement Security for Life Act: S 1010; S 1288; HR 2205.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · third_quarter · Q3
Long Term Care (Class Act S. 1758, H.R. 3001); Life/Non-Life Consolidated Returns (S. 1366, H.R. 1810); General Product Tax Issues
Korea FTA; General Trade Issues
Retirement Security for Life Act (S. 1010, S. 1288, H.R. 2205) Stranger-Owned Pension Plans (no bill numbers yet)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · second_quarter · Q2
Retirement Security for Life Act: S 1010; S 1288; HR 2205.
Korea FTA. General Trade Issues.
Long Term Care: Class Act: HR 3001; S 1758. Long Term Care: Cafeteria plan: FSA Legislation: HR 3363; S 555. Pension Protection Act (Technical Correction, 2nd round): HR 6143; S 190. 401(k) plan fee issues: HR 3185. Life non-life consolidated returns: S 1366; HR 1810. Life Insurance, Annuities, Company Tax issues Education.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · first_quarter · Q1
Columbia TFA. Korea FTA. General Trade Issues.
Long Term Care: Class Act (no bills yet). Pension Protection Act (Technical Correction, 2nd round). 401(k) plan fee issues (Rep. George Miller bill). Life non-life consolidated returns: S 1366; HR 1810. Life Insurance, Annuities, Company Tax issues Education.
Retirement Security for Life Act: S 1010; S 1288; HR 2205.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2008 · first_quarter · RR
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
- Issues related toSocial Security Disability Insurance program. - Issues related to retirement market expansion including mandated auto-IRAs, 401k and enrollment. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - issues related to Stretch IRA provision as possible usenew retirement package. - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations. - Issues related to Senate/House comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs).
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, daa localizationand ISDS. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
- Promote options for private sector involvement in infrastructure.
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, daa localizationand ISDS - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Promote options for private sector involvement in infrastructure.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation)
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Department of Labor rule to expand definition of who qualifies as a fiduciary; Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA. And issues related to amend DOL fiduciary definition. - Issues related to insolvency of Social Security Disability Insurance trust fund. - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation. - Issues related to reintroduction of Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite). - Potential movement in the context of tax reform from a pre-tax benefit for 401(k) and IRA contributions to an after tax treatment of contributions, while moving to make distributions in retirement tax free. - Issues related to DOL regulations around state and city run retirement planning. - issues related to Stretch IRA provision as possible use in tax reform or new retirement package.
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data and ISDS
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data and ISDS - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of U.S. negotiating objectives with Chinese government
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only) H 2181 - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - American Business Competitiveness Act (HR 4377) - Tax Reform Blueprint; House Ways and Means draft - International tax reform (bills not yet introduced)
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data and ISDS - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of U.S. negotiating objectives with Chinese government
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
- NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data and ISDS
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Tax Reform Blueprint; House Ways and Means Committee draft - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only)
Filing targets: Commerce, Dept of (DOC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Proposed Regulations under IRC section 385 governing intercompany transfers - Tax Reform Blueprint; House Ways and Means Committee draft - American Business Competitiveness Act (H.R. 4377) - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (not yet introduced, in draft form only) - Legislative concept (no discussion draft yet) to address so-called corporate integration by preventing double taxation of dividends. - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Department of Laborrule to expand definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090, S. 2497); provisions establishing a best interest standard for consumers and utilizing a disclosure-based regime (H.R. 4293, S 2502and HR 4294, S. 2505) entitled the Strengthening Access to Valuable Education and Retirement Support (SAVERS Act) and Affordable Retirement Advice Protection Act (ARAP). - Stretch IRA provision (included as part of Retirement Enhancement and Savings Act) - Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package- Retirement Enhancement Savings Act. ((inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs) - Multiemployer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues related to Cadillac Tax - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Stretch IRA provision (not yet reintroduced) - Proposed Regulations under IRC - Section 385, governing intercompany transfers - Tax Reform Blueprint - House Ways and Means Committee draft - American Business Competitiveness Act (HR 4377) - all provisions
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues related to Cadillac Tax - Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Stretch IRA provision (not yet reintroduced) - Proposed Regulations under IRC - Section 385, governing intercompany transfers - Tax Reform Blueprint - House Ways and Means Committee draft - American Business Competitiveness Act (HR 4377) - all provisions
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues related to insolvency of Social Security Disability Insurance Trust Fund. - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans. - H.R. 2317/S. 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations. - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 -- components regarding open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Senate Finance comprehensive retirement package - Retirement Enhancement Savings Act. (Inclusive of SAVE Act, LIDA and provisions related to lifetime income portability and open MEPs). - Multi-employer pension plan solutions discussions including composite plan draft (not yet reintroduced) by Rep John Kline. - H.R. 506/S. 245 - Automatic IRA Act of 2015 -- All provisions.
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues related to insolvency of Social Security Disability Insurance trust fund - H.R. 577/S. 266: Retirement Security Act of 2015 - amends ERISA & the IRC with respect to employer pension benefit plans and directs Treasury to prescribe final regulations to permit employers to participate in open multiple employer pension benefit plans - H.R. 2317/S 1317 - Lifetime income Disclosure Act of 2015 issue- lifetime income illustrations - H.R. 4067- Small Businesses Add Value Act (SAVE) of 2015 - components regarding open multiple employer plans, safe harbor for annuity plan selection, and lifetime income disclosure concepts - H.R. 506/S. 245 - Automatic IRA Act of 2015 - all provisions - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Business Tax Reform; (bills not yet introduced) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - Issues related to Cadillac Tax
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Department of Labor rule to expand the definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090); and provisions related to funding of the Department of Labors conflict of interest rule (H.R. 3020 and S. 1695).
- DOL Overtime rules; - Rulemaking under the Telephone Consumer Protection Act (TCPA) - issues affecting sales and marketing of insurance products; - Issues related to Cadillac Tax; - FY 2016 Financial Services and General Government Appropriations bills (H.R. 2995, S. 1910) - issues related to federal and international insurance regulation. - Federal Reserve rulemaking on capital rules for insurers supervised by the Federal Reserve Board; - Issues related to the development of an international capital standard at the International Association of Insurance Supervisors (IAIS); - Issues related to development of Higher Loss Absorbency Standard at the IAIS; - Issues related to insolvency of Social Security Disability Insurance trust fund.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Trans Pacific Partnership (TPP) free trade agreement (bill not introduced)
- Business Tax Reform; (bills not yet introduced) general corporate reforms, investment reforms, retirement reforms and insurance specific reforms to Subchapter L - International tax reform (bills not yet introduced) - SAFE Act, (yet to be reintroduced) making reforms to government plan use of annuities, as well as other reforms to the private marketplace and regulation - Trade Facilitation and Trade Enforcement Act of 2015 (H.R. 644), revenue raising provisions with respect to 1099 reporting. - Business tax extenders; H.R. 961, H.R. 1430, andSenate Original Bill to Extend Certain Expired Tax Provisions" in Senate Finance Committee. Specifically extension of or permanent subpart F active finance income exception, and controlled foreign coporation look through - Issues related to Cadillac Tax - H.R. 2029, Consolidated Appropriations Act, 2016. Division Q, Protecting Americans from Tax Hikes Act of 2015
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
- Department of Labor rule to expand the definition of who qualifies as a fiduciary; Retail Investor Protection Act (H.R. 1090); and provisions related to funding of the Department of Labors conflict of interest rule (H.R. 3020 and S. 1695).
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Trade Promotion Authority (TPA) H.R. 1295 and S. 1267 - all provisions; - Trans Pacific Partnership (TPP) free trade agreement (bill not introduced).
- Federal Reserve rulemaking on capital rules for insurers supervised by the Federal Reserve Board; - Issues related to the development of an international capital standard at the International Association of Insurance Supervisors; - Issues related to insolvency of Social Security Disability Insurance trust fund; - Rulemaking under the Telephone Consumer Protection Act (TCPA) - issues affecting sales and marketing of insurance products; - Issues related to Cadillac Tax; - EEOC Wellness Regulation; - FY 2016 Financial Services and General Government Appropriations bills (H.R. 2995, no Senate bill number) - issues related to federal and international insurance regulation.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Federal Reserve rulemaking on capital rules for insurers supervised by the Federal Reserve Board; - Issues related to the development of an international capital standard at the International Association of Insurance Supervisors; - Issues related to insolvency of Social Security Disability Insurance trust fund; - Rulemaking under the Telephone Consumer Protection Act (TCPA) - issues affecting sales and marketing of insurance products; - Issues related to Cadillac Tax; - EEOC Wellness Regulation; - FY 2016 Financial Services and General Government Appropriations bills (H.R. 2995, no Senate bill number) - issues related to federal and international insurance regulation.
- Fiduciary Rule; DOL rule to expand definition of who qualifies as a fiduciary, HR 1090.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Implementation of Financial Regulatory Reform - HR 4173/S 3217 derivatives, systemically important, orderly liquidation, prudential requirements, Federal Insurance Office study. Financial Stability Oversight Council Final Rule Interpretive Guidance on the authority to Require Supervision and Regulation of Certain Nonbank Financial Companies (RIN 4030-AA00) H.R. 5180, Financial Stability Oversight Council Improvement Act - all provisions Federal Reserve Board Rulemaking on Enhanced Prudential Standards and Early Remediation Requirements for Covered Companies (RIN 7100-AD-86) Federal Reserve Board Notice of Proposed Rulemaking on Amendments to the Capital Plan and Stress Test Rules (Docket No. 1492; RIN 7100 AE 20) Federal Reserve Rulemaking on Regulatory Capital Rules: Regulatory Capital, Implementation of Basel III, Minimum Regulatory Capital Ratios, Capital Adequacy, Transition Provisions, and Prompt Corrective Action (FRS Docket No. R-1438 & RIN 3064-AD95); Standardized Approach for Risk-weighted Assets; Market Discipline and Disclosure Requirements (FRS Docket No. R-1442 & RIN 3064-AD96); Advanced Approaches Risk-Based Capital Rule; Market Risk Capital Rule (FRS Docket No. R-1442 & RIN 3064-AD97) S. 1369, S. 2102, S.2270, HR 5461 and H.R. 4510 - (Insurance Capital Standards Clarification Act of 2014) - To provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes. H.R. 4881, a bill to place a 6-month moratorium on the authority of the Financial Stability Oversight Council to make financial stability determinations - all provisions H.R. 4387 - the FSOC Transparency and Accountability Act - To amend the Financial Stability Act of 2010 to require the Financial Stability Oversight Council to hold open meetings and comply with the requirements of the Federal Advisory Committee Act, to provide additional improvements to the Council, and for other purposes - all provisions Joint agency proposed rulemaking on Margin Requirements for Uncleared Swaps for Swap Dealers and Major Swap Participants; RIN 3038-AC97
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
H.R. 1982 - The Medicare Secondary Payer and Workers Compensation Settlement Agreements Act - all provisions Public Law 112-242, the SMART (Strengthening Medicare and Repaying Taxpayers) Act of 2012 - ensuring proper implementation Draft bill to establish a National Clearinghouse for Income Protection Information and to educate employers on disability income insurance - all provisions S. 1970 - Retirement Security Act of 2013 - all provisions S. 1270 - Secure Annuities for Employee (SAFE) Retirement Act of 2013 - all provisions S. 1979 - USA Retirement Act - all provisions S. 1145 / H.R. 2171, Lifetime Income Disclosure Act - all provisions H.R. 837, Savings for American Families' Future Act - all provisions Issues pertaining to the District of Columbias treatment of excepted benefits for purposes of exchange funding.
H.R. 4414 - Expatriate Health Coverage Clarification Act of 2014 and companion legislation in Senate (no bill number) - all provisions
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
Trade agenda of trade agreements under negotiation: Transatlantic Trade and Investment Partnership (T-TIP) Transpacific Partnership (TPP), and Trade In Services Agreement (TISA) International Services Agreement - services and financial services opportunities.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc., including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Korea FTA. General Trade Issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Regulation of Insurance: HR 3200; HR 5611; HR 5840; S 40. National Flood Insurance Program: HR 3121; S 1890; S 2047; S 2284. Natural Catastrophe: HR 3355; HR 3644; S 292; S 2286; S 2310. Credit Scoring: HR 5633; HR 6062.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.
Legislation that affects MetLife Group, Inc, including financial services, life and property/casualty insurances, annuity, long-term care business, tax code, trade issues.