Issues lobbied + lobbyists
INS — Insurance
Financial Services Regulatory reform: Lobby for favorable implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 regarding insurers, including the possible designation of insurers and asset management companies as systemically important by the Financial Stability Oversight Council. Clarify Law Around Insurance of Marijuana Act. To create a safe harbor for insurers engaging in the business of insurance in connection with a cannabis-related business. Issue: underwriting, anti-money laundering. Reauthorization of the Federal Aviation Administration regarding travel insurance
Lobbyists: mr PETER A LEFKIN
Government entities lobbied: HOUSE OF REPRESENTATIVES; Risk Management Agency; SENATE; Treasury, Dept of
TAX — Taxation/Internal Revenue Code
H.R.7024 the Tax Relief for American Families and Workers Act of 2024. Monitor efforts to overhaul tax code: Lobby in support of existing law regarding retirement savings products, including inside build up of life insurance and annuity products, and tax deferral of 401(k) contributions. Ordinary tax treatment of bonds. Corporate State and Local Tax Deduction - impact on insurers Section 899 - Taxation of Foreign Owned US Corporations
Lobbyists: mr PETER A LEFKIN
Government entities lobbied: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of
RET — Retirement
Department of Labor Retirement Security Rule. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act
Lobbyists: mr PETER A LEFKIN
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
S.3815 - Improving Disclosure for Investors Act of 2024 H.R.3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 1165, the Data Privacy Act of 2023 The swing pricing/hard close proposal issued by the Securities & Exchange Commission (no bills introduced.) Environmental, Social, and Corporate Governance (ESG). No bill number assigned.
Lobbyists: mr PETER A LEFKIN
Government entities lobbied: Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE