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Reported covered position: N/A
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
COLI and DRD: Discussion around the Camp Tax Reform bill and the life insurance industry (DRD, COLI, DAC & RESERVES). Making visits on the Hill re general tax reform and tax treatment of life insurance products and importance for retirement savings. HR 1 Tax Cuts and Jobs Act
Business of Insurance Regulatory Reform Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2018 · first_quarter · Q1
COLI and DRD: Discussion around the Camp Tax Reform bill and the life insurance industry (DRD, COLI, DAC & RESERVES). Making visits on the Hill re general tax reform and tax treatment of life insurance products and importance for retirement savings. HR 1 Tax Cuts and Jobs Act
HR 5282/S 2526 Retirement Enhancement Savings Act Department of Labor Fiduciary Rule, SEC Best Interest Standard H.R. 3857 Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors.
Source: Senate LDA
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
Senior Safe Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
Protecting Advice for Small Savers Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 5282/S 2526 Retirement Enhancement Savings Act Department of Labor Fiduciary Rule, SEC Best Interest Standard H.R. 3857 Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors.
Federal Insurance Office Reform Act of 2018
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
International Insurance Standards Act of 2018
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
State Insurance Regulation Preservation Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
Retirement Enhancement and Savings Act of 2018
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 5282/S 2526 Retirement Enhancement Savings Act Department of Labor Fiduciary Rule, SEC Best Interest Standard H.R. 3857 Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors.
International Insurance Capital Standards Accountability Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
Senior$afe Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
Retirement Enhancement and Savings Act of 2018
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 5282/S 2526 Retirement Enhancement Savings Act Department of Labor Fiduciary Rule, SEC Best Interest Standard H.R. 3857 Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors.
Business of Insurance Regulatory Reform Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
Federal Insurance Office Reform Act of 2018
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
Veterans Crisis Line Study Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
Veterans Crisis Line Study Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Veterans Crisis Line Study Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Veterans Crisis Line Study Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
International Insurance Standards Act of 2018
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
International Insurance Capital Standards Accountability Act of 2017
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
Stop Price Gouging Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Stop Price Gouging Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Stop Price Gouging Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
Stop Price Gouging Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Economic Growth, Regulatory Relief, and Consumer Protection Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance.
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance and other issues around the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance and other issues around the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
To provide that an alien who has traveled to Iraq or Syria during the 5-year period prior to the alien's application for admission is ineligible to be admitted to the United States under the visa waiver program, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 1369
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S1369, HR 4510
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173 "Wall Street Reform & Consumer Protection Act" S 1369, HR 4510 - A bill to provide aditional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the busines of insurance.
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, H.R. 4510, S. 1369
Insurance Capital Standards Clarification Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S1369, HR 4510
Insurance Capital Standards Clarification Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, H.R. 4510, S. 1369
Insurance Capital Standards Clarification Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173 "Wall Street Reform & Consumer Protection Act" S 1369, HR 4510 - A bill to provide aditional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the busines of insurance.
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S1369, HR 4510
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, H.R. 4510, S. 1369
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 1369
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173 "Wall Street Reform & Consumer Protection Act" S 1369, HR 4510 - A bill to provide aditional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the busines of insurance.
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 1369
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173
Brownfield Redevelopment and Economic Development Innovative Financing Act of 2014
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 1369
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 1369
A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 1369
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 3301
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, S. 3301
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Dodd-Frank
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Dodd-Frank
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Financial Regulatory Reform Legislation, Dodd-Frank
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
H.R. 4173, Financial Regulatory Reform Legislation, Dodd-Frank.
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 4173, S3217, Financial Regulatory Reform Legislation
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR4173, S3217, Financial Regulatory Reform Legislation
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 4173, S3217, HR5297, Financial Regulatory Reform Legislation
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 4173, Wall Street Reform & Consumer Protection Act, Financial Regulatory Reform Legislation
To suspend temporarily the duty on certain tirebuilding machines used in the manufacture of extra-wide pneumatic truck and automobile tires, and parts and accessories thereof.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 4173, S3217, HR5297, Financial Regulatory Reform Legislation
Helping Families Save Their Homes Act of 2009
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Troubled Asset Relief Program (TARP), HR1106, Housing and Economic Recovery Act 2122.
Helping Families Save Their Homes Act of 2009
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR1106, HR1880
National Insurance Consumer Protection Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 1880, HR 3126, S 896
National Insurance Consumer Protection Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR1106, HR1880
National Insurance Consumer Protection Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR1880
Mobile Workforce State Income Tax Fairness and Simplification Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Taxation of Life Insurance, Repeal/Reform of Estate Tax, Retirement Security Needs Lifetime Pay Act, Possible legislative changes regarding Non-Qualified Deferred Compensation, HR2110
Retirement Security Needs Lifetime Pay Act of 2009
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 2748, Repeal/Reform of Estate Tax, Possible Legislative Changes Regarding Non-Qualified Deferred Compensation, Taxation of Life Insurance
Consumer Financial Protection Agency Act of 2009
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 1880, HR 3126, S 896
Over-the-Counter Derivatives Markets Act of 2009
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 3795, Financial Regulatory Reform Legislation
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
CSO Transition Issues, Notice 2007-15 (Contract Corrections), Taxation of insurance products, Retirement savings rules, 401(K) fee disclosures, SA Dividend Received Deduction, Tax reform, Treasury Notice 2008-18 Actuarial Guidelines, Estate tax reform, Life and Non-life Consolidated Tax Return Legislation (HR1810, S1366)
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
CSO Transition Issues, Notice 2007-15 (Contract Corrections), Taxation of insurance products, Retirement savings rules, 401(k) fee disclosures, SA Dividend Received Deduction, Tax Reform, Treasury Notice 2008-18 Actuarial Guidelines, Estate Tax Reform, Life and Non-Life Consolidated tax Return Legislation (HR1810, S1366)
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Taxation of Life Insurance, HR2205, S101, HR1810, S1366
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Taxation of Life Insurance, HR2005, S101, HR1810, S1366, HR1424
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Taxation of Life Insurance, ACLI Changes in Tax Methodology, HR2005, S101, HR1810, S1366, HR1424.
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
CSO Transition Issues, Notice 2007-15 (Contract Corrections), Taxation of insurance products, Retirement savings rules, 401(K) fee disclosures, SA Dividend Received Deduction, Tax Reform, Treasury Notice 2008-18 Actuarial Guidelines, Estate Tax reform, Life and Non-life Consolidated Tax Return Legislation (HR1810, S1366)
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Rural Veterans Health Care Improvement Act of 2007
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Taxation of Life Insurance, ACLI Changes in Tax Methodology, HR2005, S101, HR1810, S1366, HR1424.
Rural Veterans Health Care Improvement Act of 2007
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Taxation of Life Insurance, HR2005, S101, HR1810, S1366, HR1424
Worker Empowerment Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Federal Senior Protection Act (SB2794), Principle Based Reserves, Reinsurance Regulatory Reform, Section 312 of the FACT Act, Retirement Security for Life Act (HR2202, S1010), National Insurance Act (HR3200, S40), Non-qualified deferred compensation.
Worker Empowerment Act
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Federal Senior Protection Act (SB2794), Principle Based Reserves, Reinsurance Regulatory Reform, Section 312 of the FACT Act, Retirement Security for Life Act (HR2202, S1010), National Insurance Act (HR3200, S40), Non-qualified deferred compensation.
Retirement Security for Life Act of 2007
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Taxation of Life Insurance, HR2205, S101, HR1810, S1366
Retirement Security for Life Act of 2007
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Retirement Security for Life Act of 2007
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Retirement Security for Life Act of 2007
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
HR3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Retirement Security for Life Act of 2007
Client: PACIFIC LIFE INSURANCE COMPANY · Firm: PACIFIC LIFE INSURANCE COMPANY
Federal Senior Protection Act (SB2794), Principle Based Reserves, Reinsurance Regulatory Reform, Section 312 of the FACT Act, Retirement Security for Life Act (HR2205, S1010), National Insurance Act (HR3200, S40), Non-qualified deferred compensation.
S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/Draft Senate legislation Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. Covered agreements authority, and implementation of the covered agreement. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2017 · fourth_quarter · Q4
COLI and DRD: Discussion around the Camp Tax Reform bill and the life insurance industry (DRD, COLI, DAC & RESERVES). Making visits on the Hill re general tax reform and tax treatment of life insurance products and importance for retirement savings.
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule. HR 4537 International Insurance Standards Act HR 3861 FIO Reform Act HR 3746 Business of Insurance Regulatory Reform S1360 International Insurance Capital S2155 Economic Growth
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2017 · third_quarter · Q3
COLI and DRD: Discussion around the Camp Tax Reform bill and the life insurance industry (DRD, COLI, DAC & RESERVES). Making visits on the Hill re general tax reform and tax treatment of life insurance products and importance for retirement savings.
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2017 · second_quarter · Q2
COLI and DRD: Discussion around the Camp Tax Reform bill and the life insurance industry (DRD, COLI, DAC & RESERVES). Making visits on the Hill re general tax reform and tax treatment of life insurance products and importance for retirement savings.
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2017 · first_quarter · Q1
COLI and DRD: Discussion around the Camp Tax Reform bill and the life insurance industry (DRD, COLI, DAC & RESERVES). Making visits on the Hill re general tax reform and tax treatment of life insurance products and importance for retirement savings.
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform. S. 1369: Discussion around the Covered Agreement, a part of the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2016 · fourth_quarter · Q4
H.R. 4173, "Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance and other issues around the Dodd-Frank Act. Looking for possible legislative options to the DOL fiduciary rule.
COLI & DRD: Administration budget to increase taxes on life insurance products and on the industry (COLI,DRD,DAC, and Reserves); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2016 · third_quarter · Q3
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance.
COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI,DRD,DAC,and Reserves); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2016 · second_quarter · Q2
COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees.
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2016 · first_quarter · Q1
COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees.
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2015 · fourth_quarter · Q4
COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees. Secure Annuities for Employee Retirement Act: The legislation advocates that retirees have access to investment options, such as annuities, that can provide lifetime income. In that respect it reflects the philosophy of the current qualifying longevity annuity contract (QLAC) regulations. The SAFE Act also encourages greater use of automatic enrollment and automatic escalation of contributions in deferral-type plans. It simplifies plan testing, reporting and disclosure. It enhances the 401(k) safe harbor plan, enhances the portability of lifetime income options from employer plans to IRAs, and offers other positive retirement savings enhancements.
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2015 · third_quarter · Q3
COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees. Secure Annuities for Employee Retirement Act: The legislation advocates that retirees have access to investment options, such as annuities, that can provide lifetime income. In that respect it reflects the philosophy of the current qualifying longevity annuity contract (QLAC) regulations. The SAFE Act also encourages greater use of automatic enrollment and automatic escalation of contributions in deferral-type plans. It simplifies plan testing, reporting and disclosure. It enhances the 401(k) safe harbor plan, enhances the portability of lifetime income options from employer plans to IRAs, and offers other positive retirement savings enhancements.
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2015 · second_quarter · Q2
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees. Secure Annuities for Employee Retirement Act: The legislation advocates that retirees have access to investment options, such as annuities, that can provide lifetime income. In that respect it reflects the philosophy of the current qualifying longevity annuity contract (QLAC) regulations. The SAFE Act also encourages greater use of automatic enrollment and automatic escalation of contributions in deferral-type plans. It simplifies plan testing, reporting and disclosure. It enhances the 401(k) safe harbor plan, enhances the portability of lifetime income options from employer plans to IRAs, and offers other positive retirement savings enhancements.
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2015 · first_quarter · Q1
COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees. Secure Annuities for Employee Retirement Act: The legislation advocates that retirees have access to investment options, such as annuities, that can provide lifetime income. In that respect it reflects the philosophy of the current qualifying longevity annuity contract (QLAC) regulations. The SAFE Act also encourages greater use of automatic enrollment and automatic escalation of contributions in deferral-type plans. It simplifies plan testing, reporting and disclosure. It enhances the 401(k) safe harbor plan, enhances the portability of lifetime income options from employer plans to IRAs, and offers other positive retirement savings enhancements.
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2014 · fourth_quarter · Q4
Administration budget proposal to increase taxes on life insurance product and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform bill
H.R. 4173 "Wall Street Reform & Consumer Protection Act" S 1369, HR 4510 - A bill to provide aditional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the busines of insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2014 · third_quarter · Q3
COLI and DRD, Camp Tax Reform Draft bill, General Tax Reform
H.R. 4173, S1369, HR 4510
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2014 · second_quarter · Q2
H.R. 4173, H.R. 4510, S. 1369
COLI and DRD, Dodd Frank, General Tax Reform
OFAC General Licenses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2014 · first_quarter · Q1
OFAC General Licenses, Privacy
COLI and DRD, General Tax Reform
H.R. 4173, S. 1369
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2013 · fourth_quarter · Q4
COLI and DRD, General Tax Reform
OFAC-Death Benefit Claims
H.R. 4173, S. 1369
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2013 · third_quarter · Q3
COLI and DRD, General Tax Reform
DOMA Issues, Long-Term Care, OFAC Personal Remittances
H.R. 4173, S. 1369
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2013 · second_quarter · Q2
H.R. 4173
COLI and DRD, Tax Incentivies for Retirement Savings, General Tax Reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2013 · first_quarter · Q1
COLI and DRD, Tax Incentivies for Retirement Saving, General Tax Reform
H.R. 4173
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2012 · fourth_quarter · Q4
H.R. 4173
COLI and DRD, Tax Incentives for Retirement Saving, General Tax Reform
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2012 · third_quarter · Q3
H.R. 4173, S. 3301
COLI and DRD, Tax Incentives for Retirement Savings, General Tax Reform
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2012 · second_quarter · Q2
ERISA Plan Changes
Life Insurance Production Taxation COLI and DRD, Tax Incentives for Retirement Savings
H.R. 4173, S. 3301
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2012 · first_quarter · Q1
Life Insurance Product Taxation COLI and DRD, Tax Incentives for Retirement Savings, 7702 Regulations
H.R. 4173
ERISA Plan Changes, Reporting Life Insurance Sales, S. 2048
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2011 · fourth_quarter · Q4
H.R. 4173, Dodd-Frank
General Financial Regulatory Reform, Long Term Care Product Guidance, ERISA Plan changes
Life Insurance Product Taxation COLI and DRD, 1035 Regulations
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2011 · third_quarter · Q3
H.R. 4173, Dodd-Frank
Life Insurance Product Taxation COLI and DRD
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2011 · second_quarter · Q2
H.R. 4173, Financial Regulatory Reform Legislation, Dodd-Frank.
Life Insurance Product Taxation, Reproposing Cash Value Regulation.
Federal Issues Facing Life Insurance, Definition of Fiduciary.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2011 · first_quarter · Q1
Guidance on Participant Loans, Standard of Care
H.R. 4173, Financial Regulatory Reform Legislation, Dodd-Frank
Life Insurance Product Taxation
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2010 · fourth_quarter · Q4
Roth in-plan Conversions, Guidance on Participant Loans, Standard of Care
Repeal/Reform of Estate Tax, Product Tax 408(b)(2)
HR 4173, Wall Street Reform & Consumer Protection Act, Financial Regulatory Reform Legislation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2010 · third_quarter · Q3
Fee Disclosure Regulations
HR 4173, S3217, HR5297, Financial Regulatory Reform Legislation
Repeal/Reform of Estate Tax, Tax Reserving, Product Tax 408(b)(2)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2010 · second_quarter · Q2
Tax Reserving
Securitization
HR4173, S3217, Financial Regulatory Reform Legislation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2010 · first_quarter · Q1
Retirement and Financial Security, Principles Based Reserves
HR 4173, S3217, Financial Regulatory Reform Legislation
Repeal/Reform of Estate Tax, Taxation of Life Insurance Products, Taxation of the Life Insurance Industry,
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2009 · fourth_quarter · Q4
HR 2748, Repeal/Reform of Estate Tax, Possible Legislative Changes Regarding Non-Qualified Deferred Compensation, Taxation of Life Insurance
HR 3795, Financial Regulatory Reform Legislation
Regulatory Reform
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2009 · third_quarter · Q3
HR 1880, HR 3126, S 896
Red Flag Rules, ARRA-HITECH Act
Taxation of Life Insurance, Repeal/Reform of Estate Tax, Retirement Security Needs Lifetime Pay Act, Possible legislative changes regarding Non-Qualified Deferred Compensation, HR2110
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2009 · second_quarter · Q2
Taxation of Life Insurance, Repeal/Reform of Estate Tax, Retirement Security for Life Act, Possible Legislative Changes Regarding Non-Qualified Deferred Compensation
Regulatory Reform
HR1880
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2009 · first_quarter · Q1
Taxation of Life Insurance, Repeal/Reform of Estate Tax, Retirement Security for Life Act, Life/Non-Life Consolidated Tax Return Legislation, Possible Legislative Changes Regarding Non-qualified Deferred Compensation.
Regulatory Reform
HR1106, HR1880
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · second_quarter · 2A
HR3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Health Information Technology Bill
Department of Labor's Form 5500 (Pension and Welfare Benefit Plans), Pension Defeasment
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · second_quarter · 2A
Optional Federal Charter for Insurance Regulation, HR5840 (Office of Insurance Information), FINRA Rule 2821 (Annuities Sales), Currency Transaction Reporting Requirements, HR3200 & S40 (National Insurance Act)
HR3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Health Information Technology Bill
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · first_quarter · 1A
CSO Transition Issues, Notice 2007-15 (Contract Corrections), Taxation of insurance products, Retirement savings rules, 401(k) fee disclosures, SA Dividend Received Deduction, Tax Reform, Treasury Notice 2008-18 Actuarial Guidelines, Estate Tax Reform, Life and Non-Life Consolidated tax Return Legislation (HR1810, S1366)
Federal Senior Protection Act (SB2794), Principle Based Reserves, Reinsurance Regulatory Reform, Section 312 of the FACT Act, Retirement Security for Life Act (HR2202, S1010), National Insurance Act (HR3200, S40), Non-qualified deferred compensation.
Filing targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · fourth_quarter · Q4
Troubled Asset Relief Program (TARP)
Taxation of Life Insurance, HR2205, S101, HR1810, S1366
Federal Life Insurance Issues, Federal Annuities Issues, Separate Account Dividend Deduction Received Deduction
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · third_quarter · 3A
Plan Fees, Investment Advice, Annuitization Initiatives
Taxation of Life Insurance, HR2005, S101, HR1810, S1366, HR1424
Federal Life Insurance Issues, Federal Annuities Issues, ACL Separate Account Dividend Deduction Received Deduction, HR3200
Filing targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · second_quarter · Q2
Plan Fees, Investment Advice, Annuitization Initiatives
Taxation of Life Insurance, ACLI Changes in Tax Methodology, HR2005, S101, HR1810, S1366, HR1424.
Federal Life Insurance Issues, Federal Annuities Issues, ACLI Separate Account Dividend Deduction Received Deduction, HR3200, S40
Filing targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · second_quarter · 2A
Health Information Technology Bill
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Department of Labor's Form 5500 (Pension and Welfare Benefit Plans), Pension Defeasment
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · second_quarter · 2A
Department of Labor's Form 5500 (Pension and Welfare Benefit Plans), Pension Defeasment
Optional Federal Charter for Insurance Regulation, HR5840 (Office of Insurance Information), FINRA Rule 2821 (Annuities Sales), Currency Transaction Reporting Requirements, HR3200 & S40 (National Insurance Act)
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · first_quarter · 1A
Federal Senior Protection Act (SB2794), Principle Based Reserves, Reinsurance Regulatory Reform, Section 312 of the FACT Act, Retirement Security for Life Act (HR2202, S1010), National Insurance Act (HR3200, S40), Non-qualified deferred compensation.
CSO Transition Issues, Notice 2007-15 (Contract Corrections), Taxation of insurance products, Retirement savings rules, 401(K) fee disclosures, SA Dividend Received Deduction, Tax Reform, Treasury Notice 2008-18 Actuarial Guidelines, Estate Tax reform, Life and Non-life Consolidated Tax Return Legislation (HR1810, S1366)
Filing targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · second_quarter · Q2
HR 3359 (multi-state taxation), Estate Taxes, HR2205 & S101 (Retirement Security for Life Act), HR1810 & S1366 (Life/Non-Life Consolidated Tax Return Legislation), Legislative changes for non-qualified deferred compensation, Treasury Notice 2008-18 (Tax Reform)
Optional Federal Charter for Insurance Regulation, HR5840 (Office of Insurance Information), FINRA Rule 2821 (Annuities Sales), Currency Transaction Reporting Requirements, HR3200 & S40 (National Insurance Act),
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2008 · first_quarter · Q1
Federal Senior Protection Act (SB2794), Principle Based Reserves, Reinsurance Regulatory Reform, Section 312 of the FACT Act, Retirement Security for Life Act (HR2205, S1010), National Insurance Act (HR3200, S40), Non-qualified deferred compensation.
CSO Transition Issues, Notice 2007-15 (Contract Corrections), Taxation of insurance products, Retirement savings rules, 401(K) fee disclosures, SA Dividend Received Deduction, Tax reform, Treasury Notice 2008-18 Actuarial Guidelines, Estate tax reform, Life and Non-life Consolidated Tax Return Legislation (HR1810, S1366)
Filing targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2007 · year_end · YY
HR 3200 / S 40, "National Insurance Act", regarding providing insurers with the option of being regulated through a federal charter rather than the current state-based system.
HR 2205 / S 1010 "Retirement Security for Life Act of 2007", regarding a 50% income tax exclusion for lifetime annuity payments from non-qualified annuities, with the maximum amount excludable on an annual basis capped at $20,000.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2007 · mid_year · MM
HR 3200 / S 40, "National Insurance Act," regarding providing insurers with the option of being regulated through a federal charter rather than the current state-based system.
HR 2205 / S 1010 "Retirement Security for Life Act of 2007," regarding a 50% income tax exclusion for lifetime annuity payments from non-qualified annuities, with cap. HR 1810 / S 1366 "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies," regarding correcting inequities in consolidated tax return filings. Regarding repeal of the estate tax (no bill). Regarding possible legislative changes for non-qualified deferred compensation (no bill).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2006 · mid_year · MA
H.R. 2251, COLI Best Practices Act (corporate owned life insurance) H.R. 819, S. 381 (Retirement Security for Life Act) S. 467, Terrorism Risk Insurance Act H.R. 2830, S. 1783 Pension Protection Act S. 2509, the National Insurance Act of 2006 See Next Page
H.R. 8, Estate Tax Repeal S. 1359, combines tax exclusion for qualified and non-qualified annuities into one bill H.R. 3912 (Flexible Retirement Security for Life Act) – long-term care insurance when issued in combination with a non-qualifed annuity contract is treated as a separate contract for federal income tax purposes S. 1293, Consolidated Tax Returns See Next Page
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2006 · year_end · YY
HR 6225/S 2509 National Insurance Act of 2006 HR 2251/HR 2830/S 1783 - COLI Best Practices Act HR 8/HR 5638/HR 5790 - Repeal of teh Estate Tax; Permanent Estate Tax Relief Act; Extension of Tax Relief Act HR 819/S 381- Retirement Security for Life Act HR 3019 - Life-Non-Life Consolidated Tax Return Legislation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2006 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2005 · year_end · YA
• H.R. 2251, COLI Best Practices Act (corporate owned life insurance) • H.R. 819, S. 381 (Retirement Security for Life Act) • S. 467, Terrorism Risk Insurance Act • H.R. 2830, S. 1783 Pension Protection Act • S. 5, Class Action Reform See Next Page
H.R. 8, Estate Tax Repeal S. 1359, combines tax exclusion for qualified and non-qualified annuities into one bill H.R. 3912 (Flexible Retirement Security for Life Act) – long-term care insurance when issued in combination with a non-qualifed annuity contract is treated as a separate contract for federal income tax purposes Tax Reform (no specific bill) See Next Page
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2005 · mid_year · MA
H.R. 8, Estate Tax Repeal S. 1359, combines tax exclusion for qualified and non-qualified annuities into one bill H.R. 3912 (Flexible Retirement Security for Life Act) – long-term care insurance when issued in combination with a non-qualifed annuity contract is treated as a separate contract for federal income tax purposes Tax Reform (no specific bill) See Next Page
• H.R. 2251, COLI Best Practices Act (corporate owned life insurance) • H.R. 819, S. 381 (Retirement Security for Life Act) • S. 467, Terrorism Risk Insurance Act • H.R. 2830, S. 1783 Pension Protection Act • S. 5, Class Action Reform See Next Page
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2005 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2005 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2004 · year_end · YA
Corporate Owned Life Insurance
Estate Tax H.R. 4520 (inclusion of Non-Qualified Deferred Compensation reforms as part of the FSC-ETI legislation) H.R. 4849, S. 3029 (Retirement Security for Life Act) --- deals with annuities taxation Savings Initiatives (Lifetime Savings Accounts, Retirement Savings Accounts) --- legislation introduced by Cong. Sam Johnson and Sen Craig Thomas See Next Page
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2004 · mid_year · MA
Estate Tax H.R. 4520 (inclusion of Non-Qualified Deferred Compensation reforms as part of the FSC-ETI legislation) H.R. 4849, S. 3029 (Retirement Security for Life Act) --- deals with annuities taxation Savings Initiatives (Lifetime Savings Accounts, Retirement Savings Accounts) --- legislation introduced by Cong. Sam Johnson and Sen Craig Thomas See Next Page
Corporate Owned Life Insurance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2004 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2004 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PACIFIC LIFE INSURANCE COMPANY via PACIFIC LIFE INSURANCE COMPANY
2003 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 4173, Wall Street Reform & Consumer Protection Act": Implementation of comprehensive financial regulatory reform, which was signed into law in July 2010. S. 1369: Discussion around implementation of the law to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance. Efforts by the DOL to implement a rulemaking that would expand the definition of fiduciary as far as investment advice with regard to ERISA plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Troubled Asset Relief Program (TARP), HR1106, Housing and Economic Recovery Act 2122.
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Optional Federal Charter for Insurance Regulation, HR5840 (Office of Insurance Information), FINRA Rule 2821 (Annuities Sales), Currency Transaction Reporting Requirements, HR3200 & S40 (National Insurance Act)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Department of Labor's Form 5500 (Pension and Welfare Benefit Plans), Pension Defeasment
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
HR3200, S40
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Optional Federal Charter for Insurance Regulation, HR5840 (Office of Insurance Information), FINRA Rule 2821 (Annuities Sales), Currency Transaction Reporting Requirements, HR3200 & S40 (National Insurance Act)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Health Information Technology Bill
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of