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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 751 BROAD STREET |
Address2 | |
City | NEWARK |
State | NJ |
Zip Code | 07102 |
Country | USA |
3. Principal place of business (if different than line 2)
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State | |
Zip Code | |
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5. Senate ID# 32338-12
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6. House ID# 317040000
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TYPE OF REPORT | 8. Year | 2008 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date | |
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Brian W. Clymer, Vice President |
Date | 09/15/2008 |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code INS
16. Specific lobbying issues
H.R. 3046, Social Security Number Privacy and Identity Theft Protection Act of 2007, All provisions
H.R. 5840, Insurance Information Act, All provisions
H.R. 1065, Non-Admitted and Reinsurance Reform Act of 2007, All provisions
H.R. 3200, National Insurance Act of 2007, All provisions
H.R. 493, Genetic Information Nondiscrimination Act of 2007, All provisions
H.R. 5611, National Association of Registered Agents and Brokers Reform Act of 2008, All provisions
S. 40, National Insurance Act of 2007, All provisions
S. 349, Small Business and Work Opportunity Act of 2007, All provisions
S. 929, Nonadmitted and Reinsurance Reform Act of 2007, All provisions
S. 1753, Healthy Workforce Act of 2007, All provisions
S. 1865, Life Insurance Fairness for Travelers Act of 2007, All provisions
S. 1893, Childrens Health Insurance Program Reauthorization Act of 2007, All provisions
S. 2285, Terrorism Risk Insurance Program Reauthorization Act of 2007, All provisions
[No Bill Number], Systematic Risk Reduction Act of 2008 - Financial Services Roundtable issued a blue ribbon report and recommendations were used to create draft legislation
[No Bill Number], Creation of an Office of National Insurance Policy and Risk Oversight
H.R. 3800, Promoting Health Information Technology Act, All provisions
S.1758, CLASS Act, All provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE,
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rex |
Wackerle |
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Alan |
Brubaker |
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Lynn |
Jacobs |
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Christopher |
Payne |
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Bryan |
Pickel |
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Brian W. |
Clymer |
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Maureen |
Adolf |
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John |
Feeney |
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Lee |
Wood |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FIN
16. Specific lobbying issues
H.R 948, The Social Security Number Protection Act of 2007, All provisions
H.R. 3046, Social Security Number Privacy and Identity Theft Prevention Act of 2007, All provisions
H.R. 2419, Farm Bill Extension Act of 2007, All provisions
H.R. 964, Securely Protect Yourself Against Cyber Trespass Act, All provisions
H.Res. 552, Resolution Calling on the Peoples Republic of China to Remove Barriers to US Financial Services Firms Doing Business in China, All provisions
H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions
H.R. 3321, American Housing Rescue and Foreclosure Act of 2008, All provisions
S. 806, Consumer ID Protection and Security Act, All provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rex |
Wackerle |
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Alan |
Brubaker |
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Lynn |
Jacobs |
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Christopher |
Payne |
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Brian W. |
Clymer |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code RET
16. Specific lobbying issues
H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions
H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions
H.R. 2167, Automatic IRA Act of 2007 , All provisions
H.R. 2205, Retirement Security for Life Act, All provisions
H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions
H.R. 3088, Long Term Care Act of 2007, All provisions
H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions
H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions
H.R.6382, Pension Technical Corrections, All provisions
H.R. 4150, Lifetime Pension Annuity for You Act of 2007, All provisions
H.R. 3361, Pension Protection Technical Correction Act of 2007, Provisions related to guaranteed lifetime income
S. 1010 , Retirement Security for Life Act of 2007, All provisions
S. 1141, Automatic IRA Act of 2007, All provisions
S. 1725, Restoring Pension Promises to Workers Act, All provisions
S. 1974, Pension Protection Technical Correction Act of 2007, All provisions
S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions
[No Bill Number], Annuity Default Distribution Fiduciary Protection, ERISA protection for 401(k) plans with annuity options
[No Bill Number], Issues relating to frozen pension plans
[No Bill Number], QDIA Guidance and Clarifications, All provisions. Comments to Department of Labor's proposed rule changes
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Labor - Dept of (DOL)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rex |
Wackerle |
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Alan |
Brubaker |
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Lynn |
Jacobs |
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Christopher |
Payne |
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Bryan |
Pickel |
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Brian W. |
Clymer |
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Lee |
Wood |
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Riva |
Kinstlick |
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Sanford |
Koeppel |
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Richard |
Saxe |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
H.R. 1509, A bill to amend the Internal Revenue Code of 1986 to permanently extend the Sub-part F exemption for active financing income, All provisions
H.R. 4195, Tax Technical Corrections Act of 2007, All provisions
H.R. 5720, Housing Assistance Tax Act, All provisions
H.R. 5719, The Taxpayer Assistance and Simplification Act of 2008, All provisions
H.R. 6049, The Renewable Energy and Job Creation Act, Extender provisions
H.R. 6110, Roadmap for Americas Future Act of 2008, Corporate and international provisions
S. 940, To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing purposes, All provisions
H.R. 3963, Childrens Health Insurance Program Reauthorization, All provisions
H.R. 3996, Temporary Tax Relief Act of 2007, All provisions
S. 2666, Affordable Housing Investment Act of 2008, All provisions
H.R. 5140 [No Senate Number Available], Economic Stimulus Act of 2008, All provisions
S. 3125, Energy Independence and Tax Relief Act, All provisions
H.R. 3290, Trade and Globalization Assistance Act of 2007, All provisions
H.R. 3970, Tax Reduction and Reform Act of 2007, All provisions
H.R. 3359, Mobile Workforce State Income Tax Fairness and Simplification Act of 2007, All provisions
H.R. 6275, Alternative Minimum Tax Relief Act of 2008, All provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rex |
Wackerle |
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Alan |
Brubaker |
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Lynn |
Jacobs |
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Christopher |
Payne |
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Bryan |
Pickel |
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Brian W. |
Clymer |
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Richard |
Saxe |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRD
16. Specific lobbying issues
H.R. 3290, Trade and Globalization Assistance Act of 2007, All provisions
[No Bill Number], Korea Free Trade Agreement Implementing Legislation , All provisions
China financial services market access and equity ownership issues
U.S.-China Bilateral Investment Treaty
Issues related to privatization of Japan Postal Life Insurance Company
Japan Insurance Regulatory Reform
Issues generally related to international insurance and investment operations of the business
India financial services market access and equity ownership issues
[No Bill Number], Asia-Pacific Economic Cooperation, a multilateral economic and trade forum, privacy issues.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. Trade Representative (USTR), Treasury - Dept of, Commerce - Dept of (DOC), Natl Security Council (NSC), State - Dept of (DOS)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rex |
Wackerle |
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Alan |
Brubaker |
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Lynn |
Jacobs |
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Christopher |
Payne |
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Bryan |
Pickel |
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Brian W. |
Clymer |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code HOU
16. Specific lobbying issues
S. 2338, FHA Modernization Act of 2007, All provisions
H.R. 1427, Federal Housing Finance Reform Act of 2007, All provisions
S. 947, 21st Century Housing Act, All provisions
H.R. 3221, Foreclosure Prevention Act of 2008, All provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rex |
Wackerle |
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Alan |
Brubaker |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code EDU
16. Specific lobbying issues
S. 1775, No Child Left Behind Act of 2007, All provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rex |
Wackerle |
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Alan |
Brubaker |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FOR
16. Specific lobbying issues
[No Bill Number], Asia-Pacific Economic Cooperation, a multilateral economic and trade forum, privacy issues.
17. House(s) of Congress and Federal agencies Check if None
Commerce - Dept of (DOC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Lee |
Wood |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |