2025 second_quarter Filing

Issues related to data privacy.

Issues related to the tax treatment of life insurance products and company taxation in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21).

Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.