2025 first_quarter Filing

Tax and finance issues affecting the insurance industry, including the provision proposed in SECURE 2.0 that would have provided federal securities law exemptions for certain investments by retirement plans under Section 403(b) of the Internal Revenue Code (the Code) to achieve parity with the exemptions provided for investments by other types of retirement plans. Advocacy for the continued funding of the Federal Insurance Office at the Department of Treasury.

Tax and finance issues affecting the insurance industry.