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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.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2022 · fourth_quarter · Q4
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Source: Senate LDA
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Securing a Strong Retirement Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Securing a Strong Retirement Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Securing a Strong Retirement Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Securing a Strong Retirement Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Securing a Strong Retirement Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Infrastructure Investment and Jobs Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Infrastructure Investment and Jobs Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Infrastructure Investment and Jobs Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Infrastructure Investment and Jobs Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Tax-Free Pell Grant Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Tax-Free Pell Grant Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Tax-Free Pell Grant Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Tax-Free Pell Grant Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Tax-Free Pell Grant Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Registration for Index-Linked Annuities Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Registration for Index-Linked Annuities Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Inflation Reduction Act of 2022
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Long-Term Care Affordability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Long-Term Care Affordability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Long-Term Care Affordability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Long-Term Care Affordability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Long-Term Care Affordability Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
American Data Privacy and Protection Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
American Data Privacy and Protection Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Improving Access to Retirement Savings Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Improving Access to Retirement Savings Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Improving Access to Retirement Savings Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Improving Access to Retirement Savings Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Improving Access to Retirement Savings Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Retirement Security and Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Retirement Security and Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Retirement Security and Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Retirement Security and Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Retirement Security and Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Enhancing Emergency and Retirement Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Enhancing Emergency and Retirement Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Enhancing Emergency and Retirement Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Enhancing Emergency and Retirement Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Enhancing Emergency and Retirement Savings Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Modernization of Derivatives Tax Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Modernization of Derivatives Tax Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
Modernization of Derivatives Tax Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Modernization of Derivatives Tax Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Modernization of Derivatives Tax Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Registration for Index-Linked Annuities Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Registration for Index-Linked Annuities Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Protecting the Right to Organize Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. Consolidated Appropriations Act of 2023. Issue: retirement savings. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Protecting Communications Networks from Chinese Communist Party Espionage Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Protecting Communications Networks from Chinese Communist Party Espionage Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
Protecting Communications Networks from Chinese Communist Party Espionage Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Protecting Communications Networks from Chinese Communist Party Espionage Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Protecting Communications Networks from Chinese Communist Party Espionage Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Keep Huawei on the Entity List Act
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Securing a Strong Retirement Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Securing a Strong Retirement Act of 2021
Client: LINCOLN NATIONAL CORPORATION · Firm: LINCOLN NATIONAL CORPORATION
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. S. 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. H.R. 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S. 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. No bill number. Discussion draft of Building an Economy for Families Act. Issue: paid family and medical leave.
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2022 · third_quarter · Q3
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2022 · second_quarter · Q2
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2022 · first_quarter · 1A
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2022 · first_quarter · Q1
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2021 · fourth_quarter · Q4
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2021 · third_quarter · Q3
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
HR 5376 Build Back Better Act. Issue: automatic retirement plans. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Discussion draft of Building an Economy for Families Act. Issue: paid family and medical leave.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2021 · second_quarter · Q2
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2021 · first_quarter · Q1
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2020 · fourth_quarter · Q4
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2020 · third_quarter · Q3
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief. PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Discussion draft CRADLE Act. Issue: paid family and medical leave. Proposed FY 2020 budget proposal on paid family and medical leave.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2020 · second_quarter · Q2
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2020 · first_quarter · Q1
HR 748 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief. HR 6201 Families First Coronavirus Response Act. Issue: paid family and medical leave. HR 1865 The Further Consolidated Appropriations Act of 2020. Issue: retirement security, inclusion of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Discussion draft CRADLE Act. Issue: paid family and medical leave. Proposed FY 2020 budget proposal on paid family and medical leave. No bill number. Issue: legislative advocacy regarding general account products. No bill number. Issue: tax free distributions from retirement accounts to pay long term care insurance premiums and charges.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2019 · second_quarter · 2A
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers. S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2019 · fourth_quarter · 4A
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers. S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. No bill number. Issue: technical corrections to the Tax Cuts and Jobs Act. No bill number. Issue: life insurance tax simplification proposals.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2019 · fourth_quarter · Q4
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
HR 1865 The Further Consolidated Appropriations Act of 2020. Issue: retirement security, inclusion of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Discussion draft CRADLE Act. Issue: paid family and medical leave. Proposed FY 2020 budget proposal on paid family and medical leave. No bill number. Issue: legislative advocacy regarding general account products. No bill number. Issue: tax free distributions from retirement accounts to pay long term care insurance premiums and charges.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2019 · third_quarter · Q3
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. Discussion draft CRADLE Act. Issue: paid family and medical leave. No bill number. Issue: legislative advocacy regarding general account products.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2019 · second_quarter · Q2
Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers. S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 1007 Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms. S 972 Retirement Enchancement and Savings Act of 2019 (RESA). Issue: retirement security reforms. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. Discussion draft CRADLE Act. Issue: paid family and medical leave.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2019 · first_quarter · Q1
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 1007 Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms. S 972 Retirement Enchancement and Savings Act of 2019 (RESA). Issue: retirement security reforms. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. Discussion draft CRADLE Act. Issue: paid family and medical leave.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2018 · fourth_quarter · 4A
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 / PL 115-97 Issue: implementation of provisions impacting life insurers.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and the FSB. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security. S 488 JOBS and Investor Confidence Act of 2018. Issue: regulatory reform of financial services industry.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2018 · fourth_quarter · Q4
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and the FSB. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security. S 488 JOBS and Investor Confidence Act of 2018. Issue: regulatory reform of financial services industry.
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 / PL 115-97 Issue: implementation of provisions impacting life insurers.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2018 · third_quarter · 3A
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: implementation of provisions impacting life insurers.
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2018 · third_quarter · Q3
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2018 · first_quarter · 1A
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: taxation of life insurers.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2018 · second_quarter · Q2
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security. S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform. PL 115-61 FSOC Insurance Member Continuity Act.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards. HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2018 · first_quarter · Q1
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2017 · fourth_quarter · Q4
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. S 223 / HR 3758 Senior$afe Act of 2017. Issue: protecting seniors' financial security. S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform. PL 115-61. FSOC Insurance Member Continuity Act. Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. House GOP Blueprint on Tax Reform. Issue: retirement security. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage. Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2017 · third_quarter · Q3
Discussion drafts on tax reform drafted by House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule. Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. PL 115-61. Amends the Financial Stability Act of 2010 to modify the term of the independent member of the Financial Stability Oversight Council. Issue: Dodd-Frank Act Rerform. Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2017 · second_quarter · Q2
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards and global capital standards.
Discussion drafts on tax reform drafted by House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2017 · first_quarter · Q1
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and public pension reform. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. Retirement Enhancement and Savings Act of 2016. Retirement Improvements and Savings Enhancement Act Discussion Draft. House GOP Blueprint on Tax Reform. Issue: retirement security.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. S 223 Senior$afe Act of 2017. Issue: protection seniors' financial security. Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2016 · fourth_quarter · Q4
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2016 · third_quarter · Q3
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. HR 3590 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees. S 2505 / HR 4294 SAVERS Act of 2015. HR 4067 SAVE Act of 2015. No bill number: Retirement Enhancement and Savings Act of 2016. Retirement Improvements and Savings Enhancement Act Discussion Draft. House GOP Blueprint on Tax Reform. Issue: retirement security.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2016 · second_quarter · Q2
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2016 · first_quarter · Q1
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Implementation of PL 113-279, S 2270Insurance Capital Standards Clarification Act of 2014. Issue: capital standards. HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards. S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform. HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures. No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2015 · fourth_quarter · Q4
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Implementation of PL 113-279, S 2270Insurance Capital Standards Clarification Act of 2014. Issue: capital standards. HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards. S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform. HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures. No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance. No bill number. Issue: Federal Housing Finance Agency proposed rule on federal home loan bank membership.
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees. HR 2029 Consolidated Appropriations Act: Department of Labor proposed fiduciary rule. HR 4293 Affordable Retirement Advice Protection Act. HR 4294 SAVERS Act of 2015.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2015 · third_quarter · Q3
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Implementation of PL 113-279, S 2270Insurance Capital Standards Clarification Act of 2014. Issue: capital standards. HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards. S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform. HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures. No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance. No bill number. Issue: Federal Housing Finance Agency proposed rule on federal home loan bank membership.
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2013: withholding from multi-state employees.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2015 · second_quarter · Q2
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: systemic risk designation, SEC standard of care, proprietary trading and the Federal Insurance Office. S 754 Cybersecurity Information Sharing Act of 2015: sharing of cybersecurity threat information between the private sector and the government and among private sector entities. HR 1770 Data Security and Breach Notification Act of 2015: securing personal information, breach notification procedures. S 177 Data Security and Breach Notification Act of 2015: securing personal information, breach notification procedures. S 961 / HR 2205 Data Security Act of 2015: securing personal information, breach notification procedures involving third-party providers. Draft legislation to establish uniform national data security and breach notification standards for electronic data and to preempt state laws in order to provide the Federal Trade Commission with authority to enforce such standards.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2015 · first_quarter · Q1
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: systemic risk designation, SEC standard of care, proprietary trading and the Federal Insurance Office. HR 1090 the Retail Investor Protection Act. Issue: fiduciary duty. S 754 Cyber Information Sharing Act of 2015. Implementation of S 2270/HR 4510 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2014 · fourth_quarter · Q4
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL fiduciary definition reproposal, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions. S 1970, Retirement Security Act of 2014--all provisions.
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act. S 2270/HR 4510 - Insurance Capital Standards Clarification Act of 2014.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2014 · third_quarter · Q3
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions. S 1970, Retirement Security Act of 2014--all provisions.
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act. S 2270/HR 4510 - Insurance Capital Standards Clarification Act of 2014
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2014 · second_quarter · Q2
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act.S 2270 / HR 4510 - Insurance Capital Standards Clarification Act of 2014
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions.S 1970, Retirement Security Act of 2014--all provisions.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2014 · first_quarter · Q1
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions.S 1970, Retirement Security Act of 2014--all provisions.
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions.PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2013 · fourth_quarter · Q4
Tax issues including taxation of life insurance products and companies and general corporate tax issues. Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions. HR 8, American Taxpayer Relief Act of 2012 Ways & Means Tax Reform Discussion Draft: Financial Products Ways & Means Working Group on Pensions & Retirement Security PL 113-67 Section 203 of the Bipartisan Budget Act of 2013: a provision that would restrict access to the Social Security Death Master File except for certified entities.
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities.S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement. S 606, Shrinking Emergency Account Losses Act of 2013 S 1270 Secure Annuities for Employee Act of 2013 S 1145 Lifetime Income Disclosure Act
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2013 · third_quarter · Q3
Tax issues including taxation of life insurance products and companies and general corporate tax issues. Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions. HR 8, American Taxpayer Relief Act of 2012 Ways & Means Tax Reform Discussion Draft: Financial Products Ways & Means Working Group on Pensions & Retirement Security
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.HR 992, the Swaps Regulatory Improvement Act HR 1256, the Swap Jurisdiction Certainty Act S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013 HR 624, Cyber Intelligence Sharing and Protection Act
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2013 · second_quarter · Q2
Tax issues including taxation of life insurance products and companies and general corporate tax issues. Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions. HR 8, American Taxpayer Relief Act of 2012 Ways & Means Tax Reform Discussion Draft: Financial Products Ways & Means Working Group on Pensions & Retirement Security
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.HR 992, the Swaps Regulatory Improvement Act HR 1256, the Swap Jurisdiction Certainty Act S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013 HR 624, Cyber Intelligence Sharing and Protection Act
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2013 · first_quarter · Q1
Tax issues including taxation of life insurance products and companies and general corporate tax issues. Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions. HR 8, American Taxpayer Relief Act of 2012 Ways & Means Tax Reform Discussion Draft: Financial Products Ways & Means Working Group on Pensions & Retirement Security
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities.S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement. S 606, Shrinking Emergency Account Losses Act of 2013
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2012 · fourth_quarter · Q4
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations. S 2342 Creating the National Association of Registered Agents and Brokers--all provisions. HR 1573 To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. S 3414 The Cybersecurity Act of 2012.
Tax issues including taxation of life insurance products and companies and general corporate tax issues. Administration's FY 2013 budget proposal--dividends received deduction, interest expense disallowance for itnerest unrelated corporate-owned life insurance, rules that apply to the sale of life insurance contracts. S 2048 A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes--taxation of life insurance products and reporting requirements of certain life insurance companies. HR 1864 Mobile Workforce State Income Tax Simplification Act of 2011--all provisions. S 365 Budget Control Act of 2011--dividends received deduction and other revenue provisions. S 1549 American Jobs Act of 2011--dividends received deduction and other revenue provisions. Administration Deficit Reduction Proposal, Living Within Our Means and Investing for the Future: The President's Plan for Economic Growth and Deficit Reduction--dividends received deduction and other revenue provisions. Administration Framework for Business Tax Reform--dividends received deduction and other corporate tax provisions. HR 3630 Middle Class Tax Relief and Job Creation Act of 2012--dividends received deduction and other revenue provisions.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2012 · third_quarter · Q3
Tax issues including taxation of life insurance products and companies and general corporate tax issues. Administration's FY 2013 budget proposal--dividends received deduction, interest expense disallowance for itnerest unrelated corporate-owned life insurance, rules that apply to the sale of life insurance contracts. S 2048 A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes--taxation of life insurance products and reporting requirements of certain life insurance companies. HR 1864 Mobile Workforce State Income Tax Simplification Act of 2011--all provisions. S 365 Budget Control Act of 2011--dividends received deduction and other revenue provisions. S 1549 American Jobs Act of 2011--dividends received deduction and other revenue provisions. Administration Deficit Reduction Proposal, Living Within Our Means and Investing for the Future: The President's Plan for Economic Growth and Deficit Reduction--dividends received deduction and other revenue provisions. Administration Framework for Business Tax Reform--dividends received deduction and other corporate tax provisions. HR 3630 Middle Class Tax Relief and Job Creation Act of 2012--dividends received deduction and other revenue provisions.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2012 · second_quarter · Q2
Tax issues including taxation of life insurance products and companies and general corporate tax issues. Administration's FY 2013 budget proposal--dividends received deduction, interest expense disallowance for itnerest unrelated corporate-owned life insurance, rules that apply to the sale of life insurance contracts. S 2048 A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes--taxation of life insurance products and reporting requirements of certain life insurance companies. HR 1864 Mobile Workforce State Income Tax Simplification Act of 2011--all provisions. S 365 Budget Control Act of 2011--dividends received deduction and other revenue provisions. S 1549 American Jobs Act of 2011--dividends received deduction and other revenue provisions. Administration Deficit Reduction Proposal, Living Within Our Means and Investing for the Future: The President's Plan for Economic Growth and Deficit Reduction--dividends received deduction and other revenue provisions. Administration Framework for Business Tax Reform--dividends received deduction and other corporate tax provisions. HR 3630 Middle Class Tax Relief and Job Creation Act of 2012--dividends received deduction and other revenue provisions.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2012 · first_quarter · Q1
HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 1557--Automatic IRA Act; HR 4049--Automatic IRA Act of 2012; HR 4050--Retirement Plan Simplification and Enhancement Act of 2012; Department of Labor proposed rule--Definition of the Term "Fiduciary"
HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; Administration's FY 2013 budget proposal--dividends received deduction and other revenue provisions
HR 1573--Facilitate implementation of VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-29 America Invents Act--patent reform; PL 112-25 Budget Control Act--deficit reduction/debt limit increase; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy. S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy;
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2011 · fourth_quarter · Q4
HR 1259 Death Tax Repeal Permanency Act--repeals estate tax; HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-29 America Invents Act--patent reform; PL 112-25 Budget Control Act--deficit reduction/debt limit increase; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of the title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-25 Budget Control Act--debt limit increase/deficit reduction; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
LINCOLN NATIONAL CORPORATION via LINCOLN NATIONAL CORPORATION
2011 · third_quarter · Q3
HR 1259 Death Tax Repeal Permanency Act--repeals estate tax; HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-29 America Invents Act--patent reform; PL 112-25 Budget Control Act--deficit reduction/debt limit increase; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of the title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-25 Budget Control Act--debt limit increase/deficit reduction; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG). No bill number. Registration for Index-Linked Annuities Act. Issue: index-linked annuities.
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. H.R. 842/S.420 Protecting Workers Freedom to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG). No bill number. Registration for Index-Linked Annuities Act. Issue: index-linked annuities.
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet). S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. Infrastructure package (no bill introduced yet) Suozzi WISH ACT." Issue: long term care.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. S. 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. H.R. 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S. 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. No bill number. Discussion draft of Building an Economy for Families Act. Issue: paid family and medical leave.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HR 8696 Securing a Strong Retirement Act of 2020. Issue: retirement security. PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief. PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification Wyden Tax Wealth Like Wages (mark-to-market) discussion paper Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet). S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds No bill number: tax incentives for private long term care insurance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification Wyden Tax Wealth Like Wages (mark-to-market) discussion paper Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet). S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds No bill number: tax incentives for private long term care insurance
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 8696 Securing a Strong Retirement Act of 2020. Issue: retirement security. PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief. PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Discussion draft CRADLE Act. Issue: paid family and medical leave. Proposed FY 2020 budget proposal on paid family and medical leave.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification Wyden Tax Wealth Like Wages (mark-to-market) discussion paper Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet). S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds No bill number: tax incentives for private long term care insurance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief. PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension ref HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Discussion draft CRADLE Act. Issue: paid family and medical leave. Proposed FY 2020 budget proposal on paid family and medical leave.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification Wyden Tax Wealth Like Wages (mark-to-market) discussion paper Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet). Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers. S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds No bill number: tax incentives for private long term care insurance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HR 748 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification Wyden Tax Wealth Like Wages (mark-to-market) discussion paper Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet). Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers. S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. No bill number. Issue: technical corrections to the Tax Cuts and Jobs Act. No bill number. Issue: life insurance tax simplification proposals.
HR 748 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON). Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 1007 Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms. S 972 Retirement Enchancement and Savings Act of 2019 (RESA). Issue: retirement security reforms. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. Discussion draft CRADLE Act. Issue: paid family and medical leave.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
HR 1865 The Further Consolidated Appropriations Act of 2020. Issue: retirement security, inclusion of the SECURE Act within this government funding bill. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave. S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Discussion draft CRADLE Act. Issue: paid family and medical leave. Proposed FY 2020 budget proposal on paid family and medical leave. No bill number. Issue: legislative advocacy regarding general account products. No bill number. Issue: tax free distributions from retirement accounts to pay long term care insurance premiums and charges.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers. S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave. No bill number. Issue: technical corrections to the Tax Cuts and Jobs Act. No bill number. Issue: life insurance tax simplification proposals.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers. S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Tax reform issues: taxation of life insurance products and companies, general tax issues. PL 115-97 Issues: implementation of provisions impacting life insurers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. HR 6757 The Family Savings Act. Issue: retirement security. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees including automatic enrollment. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments. S 3781 The Retirement and Savings Act. Issue: provisions that simplify and expand retirement coverage. HR 6157 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. Draft legislation on tax treatment and consumer financing for long term care insurance. Issue: expanding long term care insurance coverage. S 337 / HR 947 FAMILY Act. Issue: disability insurance. S 3412 Extension of paid family and medical leave tax credit for employers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. HR 6757 The Family Savings Act. Issue: retirement security. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees including automatic enrollment. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments. S 3781 The Retirement and Savings Act. Issue: provisions that simplify and expand retirement coverage. HR 6157 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. Draft legislation on tax treatment and consumer financing for long term care insurance. Issue: expanding long term care insurance coverage. S 337 / HR 947 FAMILY Act. Issue: disability insurance. S 3412 Extension of paid family and medical leave tax credit for employers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and the FSB. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security. S 488 JOBS and Investor Confidence Act of 2018. Issue: regulatory reform of financial services industry.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. HR 6757 The Family Savings Act. Issue: retirement security. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards. HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security. S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform.
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: implementation of provisions impacting life insurers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. S 223 / HR 3758 Senior$afe Act of 2017. Issue: protecting seniors' financial security. S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform. PL 115-61. FSOC Insurance Member Continuity Act. Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: implementation of provisions impacting life insurers.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage. S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security. HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements. HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k). HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions. HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: taxation of life insurers.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule. HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform. S 223 / HR 3758 Senior$afe Act of 2017. Issue: protecting seniors' financial security. S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform. PL 115-61. FSOC Insurance Member Continuity Act. Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Tax reform issues: taxation of life insurance products and companies, general tax issues. HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees. HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers. HR 1 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: taxation of life insurers.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and pension reform. HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S 1383 Retirement Security Act of 2017. Issue: retirement security. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. House GOP Blueprint on Tax Reform. Issue: retirement security. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage. Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. S 223 Senior$afe Act of 2017. Issue: protection seniors' financial security. Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry. HR 3110 / S1463 Amends the Financial Stability Act of 2010 to modify the term of the independent member of the Financial Stability Oversight Council. Issue: Dodd-Frank Act Rerform. Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and public pension reform. PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation to facilitate disability income insurance options for employees. Retirement Improvements and Savings Enhancement Act Discussion Draft. House GOP Blueprint on Tax Reform. Issue: retirement security. HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule. S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule. HJRes 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans. HJRes 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Discussion drafts on tax reform drafted by House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards and global capital standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. HR 3590 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees. S 2505 / HR 4294 SAVERS Act of 2015. HR 4067 SAVE Act of 2015. No bill number: Retirement Enhancement and Savings Act of 2016. Retirement Improvements and Savings Enhancement Act Discussion Draft. House GOP Blueprint on Tax Reform. Issue: retirement security.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Implementation of PL 113-279, S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards. HR 4538 / S 2216 Senior$afe Act of 2016. Issue: protecting seniors' financial security. HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards. HR 5143 Transparent Insurance Standards Act. Issue: insurance standards. S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform. HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures. HR 5983: Financial CHOICE Act. Issue: implementation and regulatory reform of financial services industry. No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Implementation of PL 113-279, S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards. HR 4538 / S 2216 Senior$afe Act of 2016. Issue: protecting seniors' financial security. HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards. HR 5143 Transparent Insurance Standards Act. Issue: insurance standards. S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform. HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures. HR 5983: Financial CHOICE Act. Issue: implementation and regulatory reform of financial services industry. No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees. S 2505 / HR 4294 SAVERS Act of 2015. HR 4067 SAVE Act of 2015.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Implementation of PL 113-279, S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards. HR 4538 / S 2216 Senior$afe Act of 2016. Issue: protecting seniors' financial security. HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards. HR 5143 Transparent Insurance Standards Act. Issue: insurance standards. S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform. HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures. No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance. Discussion draft: Financial CHOICE Act. Issue: implementation and regulatory reform of financial services industry.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees. HR 2029 Consolidated Appropriations Act: Department of Labor proposed fiduciary rule. S 2502 / HR 4293 Affordable Retirement Advice Protection Act. S 2505 / HR 4294 SAVERS Act of 2015. HR 3922 Retirement Choice Protection Act of 2015. HR 4067 SAVE Act of 2015.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2013: withholding from multi-state employees.
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform. S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security. S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security. The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices. S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration. Draft legislation amending Affordable Care Act provisions on health exchange assessments. Draft legislation to facilitate disability income insurance options for employees.
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards. Implementation of S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards. HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards. S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform. HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures. No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance. No bill number. Issue: Federal Housing Finance Agency proposed rule on federal home loan bank membership.
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues. S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2013: withholding from multi-state employees.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
S 266/HR 557 Retirement Security Act of 2015. Issue: retirement security. Other issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions. PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions. PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Patient Protection and Affordable Care Act of 2010--HHS final rule on 2015 benefit and payment parameters for pediatric dental maximum out-of-pocket costs.
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions.PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office study. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act.
Patient Protection and Affordable Care Act of 2010--HHS final rule on 2015 benefit and payment parameters for pediatric dental maximum out-of-pocket costs.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013 HR 624, Cyber Intelligence Sharing and Protection Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities.S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement. S 606, Shrinking Emergency Account Losses Act of 2013 S 1270 Secure Annuities for Employee Act of 2013 S 1145 Lifetime Income Disclosure Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities.S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement. S 606, Shrinking Emergency Account Losses Act of 2013 S 1270 Secure Annuities for Employee Act of 2013 S 1145 Lifetime Income Disclosure Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.HR 992, the Swaps Regulatory Improvement Act HR 1256, the Swap Jurisdiction Certainty Act S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013 HR 624, Cyber Intelligence Sharing and Protection Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. HR 1534 Small Business Add Value for Employees Act of 2011 (SAVE Act)--voluntary auto-IRAs. S 1557 Automatic IRA Act of 2011--voluntary IRAs and multiple employer plans. HR 3656 The Retirement Savings Security Act--401(k) loans. HR 4050 Retirement Plan Simplification and Enhancement Act--strengthen multiple employer plans, improve the administration of J&S annuity rules and other annuity improvements. H Con Res 101 Resolution on Retirement Savings Incentives--expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement. S 1211 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act--borrowing limits on 401(k) plans. HR 3482 Tax Crimes and Identity Theft Protection Act--DMF data restrictions. HR 3215 / S 1534 Identity Theft and Tax Fraud Prevention Act--DMF data restrictions. HR 677 / S 267 The Lifetime Disclosure Acts--all provisions. S 1813 Moving Ahead for Progress in the 21st Century (MAP-21)--retirement plan distribution and life settlement reporting provisions. HR 1534 The SAVE Act of 2011.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations. S 2342 Creating the National Association of Registered Agents and Brokers--all provisions. HR 1573 To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption. S 3414 The Cybersecurity Act of 2012.
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. HR 1534 Small Business Add Value for Employees Act of 2011 (SAVE Act)--voluntary auto-IRAs. S 1557 Automatic IRA Act of 2011--voluntary IRAs and multiple employer plans. HR 3656 The Retirement Savings Security Act--401(k) loans. HR 4050 Retirement Plan Simplification and Enhancement Act--strengthen multiple employer plans, improve the administration of J&S annuity rules and other annuity improvements. H Con Res 101 Resolution on Retirement Savings Incentives--expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement. S 1211 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act--borrowing limits on 401(k) plans. HR 3482 Tax Crimes and Identity Theft Protection Act--DMF data restrictions. HR 3215 / S 1534 Identity Theft and Tax Fraud Prevention Act--DMF data restrictions. HR 677 / S 267 The Lifetime Disclosure Acts--all provisions. S 1813 Moving Ahead for Progress in the 21st Century (MAP-21)--retirement plan distribution and life settlement reporting provisions. HR 1534 The SAVE Act of 2011.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. HR 1534 Small Business Add Value for Employees Act of 2011 (SAVE Act)--voluntary auto-IRAs. S 1557 Automatic IRA Act of 2011--voluntary IRAs and multiple employer plans. HR 3656 The Retirement Savings Security Act--401(k) loans. HR 4050 Retirement Plan Simplification and Enhancement Act--strengthen multiple employer plans, improve the administration of J&S annuity rules and other annuity improvements. H Con Res 101 Resolution on Retirement Savings Incentives--expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement. S 1211 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act--borrowing limits on 401(k) plans. HR 3482 Tax Crimes and Identity Theft Protection Act--DMF data restrictions. HR 3215 / S 1534 Identity Theft and Tax Fraud Prevention Act--DMF data restrictions. HR 677 / S 267 The Lifetime Disclosure Acts--all provisions. S 1813 Moving Ahead for Progress in the 21st Century (MAP-21)--retirement plan distribution and life settlement reporting provisions.
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations. S 2342 Creating the National Association of Registered Agents and Brokers--all provisions. HR 1573 To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of