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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2026 · third_quarter · Q3
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Review of the Federal Home Loan Banking system H.R. 6644 - 21st Century ROAD to Housing Act
Source: Senate LDA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Federal Insurance Office Elimination Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Federal Insurance Office Elimination Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Federal Insurance Office Elimination Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
21st Century ROAD to Housing Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Review of the Federal Home Loan Banking system H.R. 6644 - 21st Century ROAD to Housing Act
21st Century ROAD to Housing Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Review of the Federal Home Loan Banking system H.R. 6644 - 21st Century ROAD to Housing Act
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds. Corporate State and local tax exclusion
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
Federal Insurance Office Elimination Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
Federal Insurance Office Elimination Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office
Federal Insurance Office Elimination Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds. Corporate State and local tax exclusion
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2025
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds. Corporate State and local tax exclusion
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 5535/S. 3349 (118th Congress) - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company
Insurance Data Protection Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 5535/S. 3349 (118th Congress) - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products. H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
SAFE Banking Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFE Banking Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFE Banking Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFE Banking Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
Secure Family Futures Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds. Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
Secure Family Futures Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds.
American Privacy Rights Act of 2024
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. H.R. 8818 - American Privacy Rights Act of 2024
American Privacy Rights Act of 2024
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. H.R. 8818 - American Privacy Rights Act of 2024
American Privacy Rights Act of 2024
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. H.R. 8818 - American Privacy Rights Act of 2024
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products. H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
DOC Access Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
SAFER Banking Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFER Banking Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFER Banking Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFER Banking Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds. Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2024
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Secure Family Futures Act of 2024
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
SAFE Banking Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFE Banking Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFE Banking Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act
Secure Family Futures Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds. Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
Secure Family Futures Act of 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds. Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
SAFER Banking Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
SAFER Banking Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
Consolidated Appropriations Act, 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care. Issues related to H.R. 2617 - Consolidated Appropriations Act, 2023 - Issues related to disability insurance and retirement.
Consolidated Appropriations Act, 2023
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
General insurance issues, including issues related to insurance benefits. Issues related to H.R. 2617 - Consolidated Appropriations Act, 2023 - Issues related to disability insurance and retirement.
Securing a Strong Retirement Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care.
Securing a Strong Retirement Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care. Issues related to H.R. 2617 - Consolidated Appropriations Act, 2023 - Issues related to disability insurance and retirement.
Securing a Strong Retirement Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Inflation Reduction Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.842/S.420 - Protecting Right to Organize Act of 2021 S.2865: Unemployment Insurance Improvement Act. ISSUES: Implementation of an ABC test to determine worker classification status.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Inflation Reduction Act. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits.
Inflation Reduction Act of 2022
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Inflation Reduction Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. General insurance issues, including issues related to insurance benefits
Protecting the Right to Organize Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.842/S.420 - Protecting Right to Organize Act of 2021 S.2865: Unemployment Insurance Improvement Act. ISSUES: Implementation of an ABC test to determine worker classification status.
Retirement Security and Savings Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care.
Retirement Security and Savings Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care.
Retirement Security and Savings Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care. Issues related to H.R. 2617 - Consolidated Appropriations Act, 2023 - Issues related to disability insurance and retirement.
Unemployment Insurance Improvement Act
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.842/S.420 - Protecting Right to Organize Act of 2021 S.2865: Unemployment Insurance Improvement Act. ISSUES: Implementation of an ABC test to determine worker classification status.
Protecting the Right to Organize Act of 2021
Client: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · Firm: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.842/S.420 - Protecting Right to Organize Act of 2021 S.2865: Unemployment Insurance Improvement Act. ISSUES: Implementation of an ABC test to determine worker classification status.
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. Status of current litigation and background and status of fiduciary related regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2026 · second_quarter · Q2
Review of the Federal Home Loan Banking system H.R. 6644 - 21st Century ROAD to Housing Act
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
General insurance issues, including issues related to insurance benefits Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. Status of current litigation and background and status of fiduciary related regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2026 · first_quarter · Q1
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office. General education on investment and asset liability matching.
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. Status of current litigation and background and status of fiduciary related regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2025 · fourth_quarter · Q4
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Risk weighting of non-public insurers under potential banking regulations H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. Status of current litigation and background and status of fiduciary related regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2025 · third_quarter · Q3
H.R. 1 - H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. Status of current litigation and background and status of fiduciary related regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2025 · second_quarter · Q2
H.R. 1 - General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; state and local taxation generally and as related to insurance products; deductions on business income; advanced premium tax credits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 3437/S. 1544 - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company H.R. 643 - Federal Insurance Office Elimination Act; Issues related to the elimination of the FIO office.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2025 · first_quarter · Q1
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.400, H.R. 996- Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 2547, Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds. Corporate State and local tax exclusion
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 5535/S. 3349 (118th Congress) - Insurance Data Protection Act. The bill would prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2024 · fourth_quarter · Q4
Regulatory activity related to fiduciary standards of care.
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2024 · third_quarter · Q3
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. H.R. 8818 - American Privacy Rights Act of 2024
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2024 · second_quarter · Q2
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. H.R. 8818 - American Privacy Rights Act of 2024
Regulatory activity related to fiduciary standards of care.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2024 · first_quarter · Q1
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Regulatory activity related to fiduciary standards of care.
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products. H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2023 · fourth_quarter · Q4
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
Suggested refinements to FTC proposed rule on noncompete agreements.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2023 · third_quarter · Q3
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
Suggested refinements to FTC proposed rule on noncompete agreements.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2023 · second_quarter · Q2
General insurance issues, including issues related to insurance benefits
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2023 · first_quarter · Q1
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. Suggested refinements to FTC proposed rule on noncompete agreements.
General insurance issues, including issues related to insurance benefits Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2022 · fourth_quarter · Q4
Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits.
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2022 · third_quarter · Q3
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
H.R. 5376 - Inflation Reduction Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. General insurance issues, including issues related to insurance benefits
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2022 · second_quarter · Q2
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2022 · first_quarter · Q1
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.842/S.420 - Protecting Right to Organize Act of 2021 S.2865: Unemployment Insurance Improvement Act. ISSUES: Implementation of an ABC test to determine worker classification status.
H.R. 5376 - Build Back Better Act. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2021 · fourth_quarter · Q4
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.842/S.420 - Protecting Right to Organize Act of 2021 S.2865: Unemployment Insurance Improvement Act. ISSUES: Implementation of an ABC test to determine worker classification status.
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2021 · third_quarter · Q3
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Issues related to COVID-19 stimulus legislation; implementation and oversight of H.R. 1319 (American Rescue Plan Act of 2021)
S.Con.Res.14 - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2021 · second_quarter · Q2
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs. Current law tax exclusion for employer provided benefits. Tax treatment of paid sick and family medical leave benefits in committee proposed discussion draft.
Congressionally proposed discussion draft on paid sick and family medical leave (PFML) employee benefits. ISSUES: interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.804/S.248 - Family and Medical Insurance Leave Act H.R.842/S.420 - Protecting Right to Organize Act of 2021 Congressionally proposed discussion draft on unemployment insurance modernization. ISSUES: implementation of an ABC test to determine worker classification status.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2021 · first_quarter · Q1
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. H.R. 1319 - American Rescue Plan Act of 2021. ISSUE: Paid sick and family medical leave
H.R. 1319 - American Rescue Plan Act of 2021. ISSUE: Paid sick and family medical leave, small business assistance.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2020 · fourth_quarter · Q4
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). ISSUE: Paid sick and family medical leave HR 925 - The Heroes Act. ISSUE: Paid sick and family medical leave HR 2474 - Protecting Right to Organize Act of 2019 S.4738 - Worker Flexibility and Small Business Protection Act of 2020 H.R.1418 - Competitive Health Insurance Reform Act of 2020; ISSUE: supplemental insurance products
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2020 · third_quarter · Q3
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127. S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayments H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act) ISSUE: Changes to IRC 7702 and tax treatment of debt instruments. HR 925 - The Heroes Act. ISSUE: Changes to IRC 7702 and tax treatment of debt instruments.
S. 4773 - Continuing the Paycheck Protection Act. ISSUE: treatment of group insurance premiums S.Amdt.2652 - Issue: Corona-virus relief for small business; liability protections; state and local funding
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2020 · second_quarter · Q2
H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act (CARES Act). ISSUE: Insurance premiums and benefits, small business assistance H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2020 · first_quarter · Q1
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act (CARES Act). ISSUE: Insurance premiums and benefits, small business assistance H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2019 · fourth_quarter · Q4
Securities & Exchange Commission proposed regulation on best interest standard of care, and similar regulations developing within the Department of Labor. H.R.1994 - Setting Every Community Up for Retirement Enhancement Act. ISSUE: Retirement Security, guaranteed lifetime income. H.R. 1007/S.972 - Retirement Enhancement and Savings Act. ISSUE: Retirement Security, guaranteed lifetime income. H.R. 1865 - Further Consolidated Appropriations Act, 2020. ISSUE: Retirement security, guaranteed lifetime income
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act Sinema-Cassidy Family and Medical Leave proposal
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2019 · third_quarter · Q3
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. S. 172/H.R. 1398 - Health Insurance Tax Relief Act. ISSUE: Health insurance tax (HIT). S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127. S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayments S.2352 - Retirement Security Preservation Act of 2019
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2019 · second_quarter · Q2
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. S. 172/H.R. 1398 - Health Insurance Tax Relief Act. ISSUE: Health insurance tax (HIT). S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127. S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayments
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2019 · first_quarter · Q1
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 5/S. S. 788 - Equality Act
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. H.R.2181 (115th Congress)- Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. Current law tax exclusion for employer provided benefits. S. 172/H.R. 1398 - Health Insurance Tax Relief Act. ISSUE: Health insurance tax (HIT). S. 1005 (115th Congress) - Modernization of Derivatives Act. ISSUE: Debt instruments held by insurance companies. S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2018 · fourth_quarter · Q4
H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES:General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. Current law tax exclusion for employer provided benefits. H.R.4894: Harmful Tax Prevention Act. ISSUE: Health insurer tax moratorium, issues specific to dental insurance. S. 1005: Modernization of Derivatives Act. ISSUE: Debt instruments held by insurance companies.
Disability income insurance options for employers and employees.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2018 · third_quarter · Q3
S. 2155: Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards
Development of Securities & Exchange Commission best interest standard of care. S.2526/H.R.5282: The Retirement Enhancement and Savings Act (RESA) ISSUE: Retirement Security, guaranteed lifetime income.
Disability income insurance options for employers and employees.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2018 · second_quarter · Q2
Development of Securities & Exchange Commission best interest standard of care. S.2526/H.R.5282: The Retirement Enhancement and Savings Act (RESA) ISSUE: Retirement Security, guaranteed lifetime income.
Disability income insurance options for employers and employees. ISSUE: Disability income insurance. Social Security Disability Income hearing backlog.
H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES:General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. Current law tax exclusion for employer provided benefits. H.R.4894: Harmful Tax Prevention Act. ISSUE: Health insurer tax moratorium, issues specific to dental insurance. S. 1005: Modernization of Derivatives Act. ISSUE: Debt instruments held by insurance companies.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2018 · first_quarter · Q1
H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES:General tax issues related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, dividend received deductions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. Current law tax exclusion for employer provides benefits. H.R.4894: Harmful Tax Prevention Act. ISSUE: Health insurer tax moratorium, issues specific to dental insurance.
Disability income insurance options for employers and employees. ISSUE: Disability income insurance. Social Security Disability Income hearing backlog.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2017 · fourth_quarter · Q4
Implementation issues related to the Department of Labor's final rule regarding the definition of fiduciary and the Department of Labor's proposed rule to extend the applicability dates of the final rule. Development of Securities & Exchange Commission best interest standard of care.
H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES:General tax issues related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, dividend received deductions, and non-qualified deferred compensation. H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2017 · third_quarter · Q3
Treasury execution of Executive Order 13772. ISSUES: Regulatory reform efforts related to the Dodd-Frank Act, securitization, infrastructure investment incentives, corporate bond market liquidity, cybersecurity and data breach standards.
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. S. 1005 Modernization of Derivatives Tax Act of 2017. ISSUE: tax characterization of bonds
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2017 · second_quarter · Q2
Draft legislation to initiate Congressional Review Act process to repeal the Department of Labor's Claims Procedure for Plans Providing Disability Benefits final rule. ISSUE: Disability insurance. Implementation issues related to the Department of Labor rule affecting disability insurance claims process. ISSUE: Disability Insurance. Disability income insurance options for employers and employees. ISSUE: Disability income insurance. Funding to address the Social Security Disability Insurance (SSDI) hearing backlog. ISSUE: disability insurance Implementation issues related to the Department of Labor's final rule regarding the definition of fiduciary and the Department of Labor's proposed rule to extend the applicability dates of the final rule by 60 days.
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers.
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA via GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2017 · first_quarter · Q1
Tax reform discussion drafts released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions.
Draft legislation to initiate Congressional Review Act process to repeal the Department of Labor's Claims Procedure for Plans Providing Disability Benefits final rule. Issue: Disability insurance. Implementation issues related to the Department of Labor's final rule regarding the definition of fiduciary and the Department of Labor's proposed rule to extend the applicability dates of the final rule by 60 days.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. Status of current litigation and background and status of fiduciary related regulations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights. H.R. 8818 - American Privacy Rights Act of 2024
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
Regulatory activity related to fiduciary standards of care.
Suggested refinements to FTC proposed rule on noncompete agreements.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Suggested refinements to FTC proposed rule on noncompete agreements.
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds.
General insurance issues, including issues related to insurance benefits Review of the Federal Home Loan Banking system H.R. 1385, S.1424 - DOC Access Act - Issues related to dental and vision insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Suggested refinements to FTC proposed rule on noncompete agreements.
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds. Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds. Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
H.R. 2891 - SAFE Banking Act S.2860 - SAFER Banking Act
Regulatory activity related to fiduciary standards of care.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds. Proposed Rule on Short-Term, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Issue: proposed changes to the product design and tax treatment of excepted supplemental benefit products.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Regulatory activity related to fiduciary standards of care.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 2891 - SAFE Banking Act
Suggested refinements to FTC proposed rule on noncompete agreements.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Regulatory activity related to fiduciary standards of care.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Regulatory activity related to fiduciary standards of care.
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General insurance issues, including issues related to insurance benefits. Issues related to H.R. 2617 - Consolidated Appropriations Act, 2023 - Issues related to disability insurance and retirement.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care. Issues related to H.R. 2617 - Consolidated Appropriations Act, 2023 - Issues related to disability insurance and retirement.
General insurance issues, including issues related to insurance benefits Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 5376 - Inflation Reduction Act. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. Internal Revenue Code 45S - Employer Credit for Paid Family and Medical Leave: issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits.
S.1770 - Retirement Security and Savings Act. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. H.R. 2954 - Securing a Strong Retirement Act of 2021. ISSUE: Treatment of student loan payments as elective deferrals for purposes of matching contributions. Regulatory activity related to fiduciary standards of care.
General insurance issues, including issues related to insurance benefits (Subject Matter inclusion)
H.R. 5376 - Inflation Reduction Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
H.R. 5376 - Build Back Better Act. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; treatment of life insurer held bonds; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits.
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
H.R. 5376 - Build Back Better Act - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 5376 - Build Back Better Act. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S.Con.Res.14 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2021. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits.
S.Con.Res.14 - ISSUES: Paid sick and family medical leave (PFML) employee benefits, interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment. H.R.804/S.248 - Family and Medical Insurance Leave Act H.R.842/S.420 - Protecting Right to Organize Act of 2021 S.2865: Unemployment Insurance Improvement Act. ISSUES: Implementation of an ABC test to determine worker classification status.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Congressionally proposed discussion draft on paid sick and family medical leave (PFML) employee benefits. ISSUES: interaction with disability insurance coverage, existing state PFML laws and mandated coverage, benefit coordination and absence management administration, risk pooling, and benefit tax treatment.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1319 - American Rescue Plan Act of 2021. ISSUE: Paid sick and family medical leave, small business assistance.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 804/S. 248 - Family and Medical Insurance Leave Act HR 842/S 420 - Protecting Right to Organize Act of 2021 H.R. 1319 - American Rescue Plan Act of 2021. ISSUE: Paid sick and family medical leave, small business assistance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127. S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayments H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act) ISSUE: Changes to IRC 7702 and tax treatment of debt instruments. HR 925 - The Heroes Act. ISSUE: Changes to IRC 7702 and tax treatment of debt instruments. H.R.133 - Consolidated Appropriations Act, 2021; ISSUE: Changes to IRC 7702 and tax treatment of debt instruments, small business assistance
H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act (CARES Act). ISSUE: Insurance premiums and benefits, small business assistance H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). ISSUE: Paid sick and family medical leave HR 925 - The Heroes Act. ISSUE: Paid sick and family medical leave H.R.1418 - Competitive Health Insurance Reform Act of 2020; ISSUE: supplemental insurance products
S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayment
S. 4773 - Continuing the Paycheck Protection Act. ISSUE: treatment of group insurance premiums S.Amdt.2652 - Issue: Corona-virus relief for small business; liability protections; state and local funding
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayment
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). ISSUE: Paid sick and family medical leave HR 925 - The Heroes Act. ISSUE: Paid sick and family medical leave
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
S.4317 - SAFE TO WORK Act
H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act (CARES Act). ISSUE: Insurance premiums and benefits, small business assistance H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). ISSUE: Paid sick and family medical leave HR 925 - The Heroes Act. ISSUE: Paid sick and family medical leave
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act S.2976/H.R.5294 - Advancing Support for Working Families Act H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127. S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayments H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave HR 6800 - The Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act) ISSUE: Changes to IRC 7702 and tax treatment of debt instruments.
S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayment
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayment
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127. S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayments H.R. 6201 - Family First Coronavirus Response Act. ISSUE: Paid sick and family medical leave
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Disability income insurance options for employers and employees.
H.R.1 (115th Congress)- An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES: General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. Current law tax exclusion for employer provided benefits. S. 172/H.R. 1398 - Health Insurance Tax Relief Act. ISSUE: Health insurance tax (HIT). S. 460 / H.R. 1043 - Employer Participation in Repayment Act. ISSUE: Expansion of employer provided education assistance available under IRC section 127. S. 1431 - Retirement Security and Savings Act. ISSUE: Student debt repayments S.2352 - Retirement Security Preservation Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020. ISSUE: Health Insurance Tax
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
Customer data protection - to provide customers with federal, uniform national standards on consumer data disclosures and other privacy rights.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act H.R. 5/S. S. 788 - Equality Act Sinema-Cassidy Family and Medical Leave proposal
Securities & Exchange Commission proposed regulation on best interest standard of care, and similar regulations developing within the Department of Labor. H.R.1994 - Setting Every Community Up for Retirement Enhancement Act. ISSUE: Retirement Security, guaranteed lifetime income. H.R. 1007/S.972 - Retirement Enhancement and Savings Act. ISSUE: Retirement Security, guaranteed lifetime income.
Disability income insurance options for employers and employees.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Securities & Exchange Commission proposed regulation on best interest standard of care, and similar regulations developing within the Department of Labor. H.R.1994 - Setting Every Community Up for Retirement Enhancement Act. ISSUE: Retirement Security, guaranteed lifetime income. H.R. 1007/S.972 - Retirement Enhancement and Savings Act. ISSUE: Retirement Security, guaranteed lifetime income.
Proposals to create or expand federal paid family and medical leave programs or incentives. H.R. 1185/S. 1185 - Family and Medical Insurance Leave Act H.R. 5/S. S. 788 - Equality Act
Disability income insurance options for employers and employees.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S. 2155 (115th Congress): Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
Development of Securities & Exchange Commission best interest standard of care. H.R.1994 - Setting Every Community Up for Retirement Enhancement Act. ISSUE: Retirement Security, guaranteed lifetime income.
Disability income insurance options for employers and employees.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals to create or expand federal paid family and medical leave programs or incentives.
Development of Securities & Exchange Commission best interest standard of care. S.2526/H.R.5282: The Retirement Enhancement and Savings Act (RESA). ISSUE: Retirement Security, guaranteed lifetime income.
S. 2155: Economic Growth, Regulatory Relief, and Consumer Protection Act (Implementation). ISSUE: Insurance Capital Standards.
Data breach notification standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. ISSUES:General tax issues and technical corrections related to the business of insurance, taxation of life insurer reserves, deferred acquisition costs, and dividend received deductions. H.R.2181: Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers. Current law tax exclusion for employer provided benefits. H.R.4894: Harmful Tax Prevention Act. ISSUE: Health insurer tax moratorium, issues specific to dental insurance. S. 1005: Modernization of Derivatives Act. ISSUE: Debt instruments held by insurance companies.
Data breach notification standards
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Development of Securities & Exchange Commission best interest standard of care. S.2526/H.R.5282: The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security, guaranteed lifetime income.
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Implementation issues related to the Department of Labor rule affecting disability insurance claims handling and the proposed rule to extend the applicability dates of the final rule. ISSUE: Disability Insurance. Disability income insurance options for employers and employees. ISSUE: Disability income insurance. Social Security Disability Income hearing backlog.
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Implementation issues related to the Department of Labor rule affecting disability insurance claims handling and the proposed rule to extend the applicability dates of the final rule. ISSUE: Disability Insurance. Disability income insurance options for employers and employees. ISSUE: Disability income insurance. Social Security Disability Income hearing backlog Implementation issues related to the Department of Labors final rule regarding the definition of fiduciary and the Department of Labors proposed rule to extend the applicability dates of the final rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of