Systemic risk in financial services; SEC regulations regarding the registration of annuity products; Improving Disclosure for Investors Act (H.R.1807/S.3815) and issues related to the electronic delivery of certain SEC required disclosures; and Electronic recordkeeping requirements forbroker-dealers.

HOUSE OF REPRESENTATIVESSecurities & Exchange Commission (SEC)SENATETreasury, Dept of

Taxation/Internal Revenue Code

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Issues affecting the tax treatment of annuity and life insurance products and the taxation of corporations including changes to corporate tax rates(P.L. 117-169); Ordinary treatment of debt investments for certain insurance companies (the Secure Family Futures Act - H.R. 5707).

HOUSE OF REPRESENTATIVESSENATETreasury, Dept of

Retirement

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Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLsRetirement Security Rule and amendments to certain prohibited transaction exemptions.

Labor, Dept of (DOL)Securities & Exchange Commission (SEC)SENATETreasury, Dept ofHOUSE OF REPRESENTATIVES

Lobbyists (4)

mr DAVID A ZYBLE

RICHARD C. WHITE

PATRICK DEITZ

JOSEPH ANTHONY CARUSO iii