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.

HOUSE OF REPRESENTATIVESLabor, Dept of (DOL)SENATE

Financial Institutions/Investments/Securities

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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 for broker-dealers.

SENATEHOUSE OF REPRESENTATIVESSecurities & Exchange Commission (SEC)

Taxation/Internal Revenue Code

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Issues affecting the tax treatment of annuity and life insurance products and the taxation of life insurance companies/corporations such as changes to corporate tax rates and corporate state and local income tax deductions (H.R. 1); Ordinary treatment of debt investments for certain insurance companies (the Secure Family Futures Act - H.R. 5707).

HOUSE OF REPRESENTATIVESSENATETreasury, Dept of

Insurance

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S. 1544 and HR 3437: The Insurance Data Protection Act. Legislation limiting the role of the Federal Insurance Office to its original intent of supporting state insurance officials.

HOUSE OF REPRESENTATIVESSENATETreasury, Dept of

Lobbyists (4)

mr DAVID A ZYBLE

RICHARD C. WHITE

PATRICK DEITZ

JOSEPH ANTHONY CARUSO iii