Loading…
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.
Affordable Retirement Advice for Savers Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
Protecting Advice for Small Savers Act of 2017
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2018 · second_quarter · Q2
U.S. Securities and Exchange Commission (SEC) proposed rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35); U.S. SEC proposed rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27); U.S. SEC proposed interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36)
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79)
Source: Senate LDA
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.J.Res. 67: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees; H.J.Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.J. Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees; H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act.
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.J.Res. 67: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees; H.J.Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
H.R. 1: Tax Cuts and Jobs Act: all provisions relating to taxation of life insurers; preserving retirement savings tax incentives in the current tax code; the "first-in, first-out" provision regarding investors with taxable accounts.
Insurance Company Tax Modernization and Parity Act of 2017
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code; H.R.2181 - Insurance Company Tax Modernization and Parity Act of 2017, which pertains to the taxation of life insurers.
Affordable Retirement Advice for Savers Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
Affordable Retirement Advice for Savers Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
Affordable Retirement Advice for Savers Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.J. Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees; H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act.
Protecting Advice for Small Savers Act of 2017
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
Protecting Advice for Small Savers Act of 2017
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
Disapproving the rule submitted by the Department of Labor relating to the definition of the term "Fiduciary".
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act; S.J. Resolution 33, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to the definition of the term fiduciary and the conflict of interest rule with respect to retirement investment advice; H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary.
Retail Investor Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act; S.J. Resolution 33, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to the definition of the term fiduciary and the conflict of interest rule with respect to retirement investment advice; H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary.
Retail Investor Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
Retail Investor Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
Retail Investor Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
Affordable Retirement Advice Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act; S.J. Resolution 33, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to the definition of the term fiduciary and the conflict of interest rule with respect to retirement investment advice; H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary.
Affordable Retirement Advice Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
Affordable Retirement Advice Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
Affordable Retirement Advice Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
SAVERS Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
SAVERS Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
SAVERS Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act; S.J. Resolution 33, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to the definition of the term fiduciary and the conflict of interest rule with respect to retirement investment advice; H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary.
SAVERS Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
Senior Safe Act of 2016
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015.
Senior Safe Act of 2016
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015.
Senior Safe Act of 2016
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016.
Protecting Workplace Advancement and Opportunity Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule on Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales and Computer Employees under the Fair Labor Standards Act (RIN 1235-AA11); H.R. 4773/S. 2707, The Protecting Workplace Advancement and Opportunity Act
Protecting Workplace Advancement and Opportunity Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule on Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales and Computer Employees under the Fair Labor Standards Act (RIN 1235-AA11); H.R. 4773/S. 2707, The Protecting Workplace Advancement and Opportunity Act
Senior$afe Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015.
Senior$afe Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015.
Fair Playing Field Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Fair Playing Field Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Fair Playing Field Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Fair Playing Field Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Protecting Workplace Advancement and Opportunity Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule on Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales and Computer Employees under the Fair Labor Standards Act (RIN 1235-AA11); H.R. 4773/S. 2707, The Protecting Workplace Advancement and Opportunity Act
Protecting Workplace Advancement and Opportunity Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor final rule on Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales and Computer Employees under the Fair Labor Standards Act (RIN 1235-AA11); H.R. 4773/S. 2707, The Protecting Workplace Advancement and Opportunity Act
Retail Investor Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); P.L. 114-113, Consolidated Appropriations Act, 2016, provisions related to DOL Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
Affordable Retirement Advice Protection Act
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); P.L. 114-113, Consolidated Appropriations Act, 2016, provisions related to DOL Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
SAVERS Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); P.L. 114-113, Consolidated Appropriations Act, 2016, provisions related to DOL Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
Fair Playing Field Act of 2015
Client: PRIMERICA LIFE INSURANCE COMPANY · Firm: PRIMERICA LIFE INSURANCE COMPANY
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2018 · first_quarter · Q1
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2017 · fourth_quarter · Q4
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
H.R. 1: Tax Cuts and Jobs Act: all provisions relating to taxation of life insurers; preserving retirement savings tax incentives in the current tax code; the "first-in, first-out" provision regarding investors with taxable accounts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2017 · third_quarter · Q3
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code; tax reform framework released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee as the drafts relate to the taxation of the business use of life insurance and taxation of life insurers and products.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2017 · second_quarter · Q2
Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code; H.R.2181 - Insurance Company Tax Modernization and Parity Act of 2017, which pertains to the taxation of life insurers.
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.J. Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees; H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act.
Filing targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2017 · first_quarter · Q1
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.J.Res. 67: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees; H.J.Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2016 · fourth_quarter · Q4
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015.
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2016 · third_quarter · Q3
Department of Labor final rule on Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales and Computer Employees under the Fair Labor Standards Act (RIN 1235-AA11); H.R. 4773/S. 2707, The Protecting Workplace Advancement and Opportunity Act
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015.
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2016 · second_quarter · Q2
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Department of Labor final rule on Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales and Computer Employees under the Fair Labor Standards Act (RIN 1235-AA11); H.R. 4773/S. 2707, The Protecting Workplace Advancement and Opportunity Act
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2016 · first_quarter · Q1
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
PRIMERICA LIFE INSURANCE COMPANY via PRIMERICA LIFE INSURANCE COMPANY
2015 · fourth_quarter · Q4
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers
Department of Labor proposed rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); P.L. 114-113, Consolidated Appropriations Act, 2016, provisions related to DOL Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act
Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Filing targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Filing targets: HOUSE OF REPRESENTATIVES
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act; S.J. Resolution 33, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to the definition of the term fiduciary and the conflict of interest rule with respect to retirement investment advice; H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term Fiduciary.
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
P.L. 114-1, the Terrorism Risk Insurance Program Reauthorization Act of 2015, the provisions relating to the National Association of Registered Agents and Brokers Reform Act.
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE