Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

9. Check if this filing amends a previously filed version of this report

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 CPT

16. Specific lobbying issues

H.R. 1879/S. 812, PARTS Act-Promoting Automotive Repairs, Trade, and Sales Act to provide an exception from infringement for certain component parts of motor vehicles
General patent reform

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, U.S. Copyright Office

18. Name of each individual who acted as a lobbyist in this issue area

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 INS

16. Specific lobbying issues

S. 2155, Economic Growth, Regulatory Relief, and Consumer Protection Act--Implementation and regulatory reform of the financial services industry.
H.R. 3861, Federal Insurance Office Reform Act of 2017-- FIO reform.
H.R. 4061, Financial Stability Oversight Council Improvement Act of 2017--Reform of FSOC non-bank SIFI designation process.
S.1360, International Insurance Capital Standards Accountability Act of 2017--International capital standards
H.R.4537, International Insurance Standards Act of 2017--International Capital Standards
H.R. 10, Financial CHOICE Act--Dodd Frank Act reforms
S. 1157, H.B. 2481, PATCH Act of 2017-A bill to establish the Vulnerabilities Equities Review Board
Tort Reform
H.R. 906 - The Furthering Asbestos Claims Transparency Act
H.R. 985; H.Res.180 - The Fairness in Class Action Litigation Act
H.R. 720; H.Res 180; S.237 - The Lawsuit Abuse Reduction Act
H.R. 1215; H.Res.382 - The Protecting Access to Care Act
H.R. 1118 - The Innocent Sellers Fairness Act
Trade
Recently concluded bilateral covered agreement with the EU
Disaster Relief
S. 161, A bill to improve hurricane forecasting and for other purposes.
S. 153, A bill to ensure reliable observation of hurricanes.
H.R.1423 - National Flood Insurance Program Reauthorization and Improvement Act of 2017
S.600 - Fairness in Federal Disaster Declarations Act of 2017
H.R. 1422 - Flood Insurance Market Parity and Modernization Act
H.R.1183 - To amend the Robert T. Stafford Disaster Relief and Emergency Assistance Act to improve mitigation assistance.
H.R.1481 - To amend the Internal Revenue Code of 1986 to include automated fire sprinkler system retrofits as section 179 property and classify certain automated fire sprinkler system retrofits as 15-year property for purposes of depreciation.
H.R. 1558 - Repeatedly Flooded Communities Preparation Act
H.R.1665 - To ensure that Administrator of the Federal Emergency Management Agency considers severe local impact in making a recommendation to the President for a major disaster declaration.
H.R.1679 - To ensure that the Federal Emergency Management Agency's current efforts to modernize its grant management system includes applicant accessibility and transparency, and for other purposes.
H.R. 1789
H.R.1691 - To amend the Internal Revenue Code of 1986 to exclude from gross income amounts received from State-based earthquake loss mitigation programs.
H.R. 2246 - Taxpayer Exposure Mitigation Act of 2017
H.R. 2548 - FEMA Reauthorization Act of 2017
H.R. 2565 - a bill to require the use of replacement cost value in determining the premium rates for flood insurance coverage under the National Flood Insurance Act, and for other purposes.
H.R. 2818 - Disaster Savings Accounts Act of 2017
H.R. 2868 - National Flood Insurance Program Policyholder Protection Act of 2017
H.R. 2874 - 21st Century Flood Reform Act
H.R. 2875 - National Flood Insurance Program Administrative Reform Act of 2017
S. 1368 - Sustainable, Affordable, Fair, and Efficient (SAFE) National Flood Insurance Program Reauthorization Act of 2017
H.R.3672 - Making supplemental appropriations for disaster relief requirements for the fiscal year ending September 30, 2017.
S.1768 - National Earthquake Hazards Reduction Program Reauthorization Act of 2017
H.R.3732 - Emergency Aid to American Survivors of Hurricanes Irma and Jose Overseas Act
S.1798 - Federal Flood Management Act of 2017
S.1823 - Federal Disaster Assistance Nonprofit Fairness Act of 2017
S.1842 - Wildfire Disaster Funding Act
S.1853 - Small Business Disaster Relief Act of 2017
H.R.3823 - Disaster Tax Relief and Airport and Airway Extension Act of 2017
H.R.3824 - Texas Flood Accountability Act of 2017
H.R.3854 - Federal Infrastructure Flood Resiliency Act of 2017
H.R. 601 - Continuing Appropriations Act, 2018 and Supplemental Appropriations for Disaster Relief Requirements Act, 2017
H.R.3936 - National Flood Insurance Program Debt Forgiveness Act of 2017
S.1932 - Wildfire Mitigation Assistance Act
H.R.4056 - Disaster Insurance Risk Equality Act
H.R.4008 - Additional Supplemental Appropriations for Disaster Relief Requirements Act of 2017
S.1991 - Wildland Fires Act of 2017
H.R.4148 - Small Business Disaster Relief Act of 2017
S.2104 - Earthquake Mitigation Incentive and Tax Parity Act of 2017
S.2092 - Flood Insurance Continuing Education and Training Act
H.R.4397 - California Wildfire Disaster Tax Relief Act of 2017
S.1907 - National Disaster Tax Relief Act of 2017
H.R.4460 - Disaster Recovery Reform Act
H.R.4455 - SMART Rebuilding Act
H.R.4667 - Making further supplemental appropriations for the fiscal year ending September 30, 2018, for disaster assistance for Hurricanes Harvey, Irma, and Maria, and calendar year 2017 wildfires, and for other purposes.
H.J.Res.123 - Making further continuing appropriations for fiscal year 2018, and for other purposes.
H.R.1370 - An Act to amend the Homeland Security Act of 2002 to require the Secretary of Homeland Security to issue Department of Homeland Security-wide guidance and develop training programs as part of the Department of Homeland Security Blue Campaign, and for other purposes.
H.R.4739 - Build America Act of 2018
H.R.4995 - Due Diligence for FEMA Disaster Contractors Act of 2018
H.R.4905 - IMAGES Act of 2018 (NFIP)
H.R.5200 - Hardest Hit Housing Act of 2018
S.2447 - Smart Building Acceleration Act
H.R.5069 - Smart Building Acceleration Act of 2018
H.R.4845 - Connecting Communities Post Disasters Act of 2018
H.R.5016 - Revitalize Rural America Act of 2018
Regulation of the insurance industry
H.R.1708 - To prohibit the sale of a firearm to, and the purchase of a firearm by, a person who is not covered by appropriate liability insurance coverage.
Monitor implementation of (Pub. L. 114-1), the Terrorism Risk Insurance Program Reauthorization Act of 2015
Monitor implementation of Pub. L. 114-113, Consolidated Appropriations Act, 2016 (contains the Policyholder Protection Act)
Monitor the Federal Insurance Offices activities at the International Association of Insurance Supervisors
Recently concluded bilateral covered agreement with the EU
H.R. 10 - Financial CHOICE Act of 2017
S. 1360 - International Insurance Capital Standards Accountability Act of 2017
S.1579 - Bureau of Consumer Financial Protection Advisory Board Enhancement Act
H.R. 3110 - Financial Stability Oversight Council Insurance Member Continuity Act
H.R.3312 - Systemic Risk Designation Improvement Act of 2017
H.J.Res.111 - Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by Bureau of Consumer Financial Protection relating to "Arbitration Agreements"
H.R.3363 - CLAIM Act
S.1773/H.R. 3698 - A bill to amend the Federal Crop Insurance Act to limit the overall rate of return for crop insurance providers and remove the requirement of budget neutrality in the Standard Reinsurance Agreement.
H.R.3746 - Business of Insurance Regulatory Reform Act of 2017
S.1835 - Lower Premiums Through Reinsurance Act of 2017
S.1893 - Systemic Risk Designation Improvement Act of 2017
H.R.3762 - International Insurance Standards Act of 2017
H.R.4309 - Regulatory Relief Act of 2017
H.R.4483 - Federal Insurance Office Abolishment Act of 2017
H.R.4537 - International Insurance Standards Act of 2017
H.R.4755 - Federal Reserve Regulatory Oversight Act
S.2299 - Wildfire Regulatory Relief Act of 2018
S.2512 - A bill to amend the Agricultural Act of 2014 to require producers to elect to receive price loss coverage or agriculture risk coverage under that Act or Federal crop insurance under the Federal Crop Insurance Act.
H.R.5203 - To amend the Agricultural Act of 2014 to require producers to elect to receive price loss coverage or agriculture risk coverage under that Act or Federal crop insurance under the Federal Crop Insurance Act. (related bill to above)
H.R.4865 - Crop Insurance Modernization Act of 2018
H.R.4771 - Small Bank Holding Company Relief Act of 2018
H.R.5076 - Small Bank Exam Cycle Improvement Act of 2018 (to amend the Federal Deposit Insurance Act to extend the examination cycle for certain insured depository institutions)
H.R.5266 - Financial Product Safety Commission Act of 2018 (to amend the Consumer Financial Protection Act of 2010 to make the Bureau of Consumer Financial Protection an independent Financial Product Safety Commission, and for other purposes)
H.R.5381 - GRATER Act of 2018 (To reduce and minimize the credit, guarantee, and insurance risk of all Federal Government programs by transferring such risk to the private sector at market terms, and for other purposes)
Automotive
H.R. 1266 - To authorize the Secretary of Transportation to make grants to assist units of local government in developing and implementing plans, known as Vision Zero plans, to H.R.1568 - To enhance interstate commerce by creating a national hiring standard for motor carriers, and for other purposes.
H.R.3388 - SELF DRIVE Act
H.R.3404 - To provide for the establishment in the National Highway Traffic Safety Administration of a Highly Automated Vehicle Advisory Council.
H.R.3411 - To establish in the National Highway Traffic Safety Administration an Automated Driving System Cybersecurity Advisory Council to make recommendations regarding cybersecurity for the testing, deployment, and updating of automated driving systems.
H.R.3412 - LEAD'R Act
H.R.3421 - INFORM Act
H.R.3407 - To amend chapter 301 of subtitle VI of title 49, United States Code, to require a cybersecurity plan for highly automated vehicles, and for other purposes.
H.R.3430 - SHARES Act
S.1666 - HOT CARS Act of 2017
H.R.3449 - Used Car Safety Recall Repair Act
H.Res.493 - Recognizing the dangers of distracted driving.
S.1885 - AV START Act
S.2017/H.R. 4156 - Driver Fatigue Prevention Act
H.R.4542 - Distracted Driving Education Act of 2017
H.R.5131 - Surface Transportation Security Improvement Act of 2018
H.R.5358 - DRIVE-Safe Act
Aviation/Aircraft/Airlines (House, Senate)
S. 631 - A bill to amend the FAA Modernization and Reform Act of 2012 to provide guidance and limitations regarding the integration of unmanned aircraft systems into United States airspace, and for other purposes.
Monitor implementation of (Pub. L. 114-190), FAA Extension, Safety, and Security Act of 2016
H.R. 2997 - 21st Century AIRR Act
H.R. 2930 - Drone Innovation Act of 2017
S.1272 - Drone Federalism Act of 2017
H.R. 3644/S.1755 - Drone Operator Safety Act of 2017
H.R.3823 - Disaster Tax Relief and Airport and Airway Extension Act of 2017
Postal Reform (House, Senate)
H.R. 756 - Postal Service Reform Act of 2017
H.R. 760 - Postal Service Financial Improvement Act of 2017
H.R. 5666, S. 3177 the Primary Regulators of Insurance Vote Act-a bill to allow for a state insurance member to have a vote on FSOC
H.R. 5881, S. _____, PAID ACT-- Provide Accurate Information Directly Act--A bill to improve claim resolution through CMS systems related to Medicare part C, D and Medicaid.
H.R. 4219 Workflex in the 21st Century Act- Federal uniformity on paid leave requirements (HR)
Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards.
Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III
H.R. 372 - Competitive Health Insurance Reform Act of 2017. This bill would restore the application of the Federal antitrust laws to the business of health insurance to protect competition and consumers. Issue: McCarran-Ferguson Act.
H.R. 1270 - Living Donor Protection Act of 2017. The bill would promote and protect from discrimination living organ donors. Issue: underwriting.
Tort Reform
HR 3808, New York Scaffold Law-- This bill precludes absolute liability in any action against a property owner or contractor for projects receiving federal financial assistance for infrastructure and transportation development for any injury associated with an elevation or gravity related risk occurring on those projects
S. 2815 - Litigation Funding Transparency Act of 2018
Trade
Disaster Relief
H.R.4177 - PREPARE Act of 2017 - To enhance the Federal Governments planning and preparation for extreme weather and the Federal Governments dissemination of best practices to respond to extreme weather, thereby increasing resilience, improving regional coordination, and mitigating the financial risk to the Federal Government from such extreme weather, and for other purposes.
S. 2701 - A bill to require the Administrator of the Federal Emergency Management Agency to carry out a pilot program to enhance the mapping of urban flooding and associated property damage and the availability of that mapped data to homeowners, businesses, and localities to help understand and mitigate the risk of such flooding, and for other purposes.
H.R. 5559 - To transfer functions related to the preparation of flood maps from the Administrator of the Federal Emergency Management Agency to the Director of the United States Geological Survey, and for other purposes.
H.R. 5543 - To amend the Internal Revenue Code of 1986 to allow for a credit against tax for certain flood insurance expenses.
S.2767 - A bill to make improvements to certain wildfire and disaster recovery programs of the Federal Government, and for other purposes.
H.R.5618 - To exempt properties located in flood hazard areas that are participating in an approved buy-out program from the mandatory purchase requirement under the National Flood Insurance Program, and for other purposes.
H.R.5973 - Disaster Assistance Risk Transfer Act of 2018 - To amend the Robert T. Stafford Disaster Relief and Emergency Assistance Act to require a report on risk transfer, and for other purposes

Regulation of the insurance industry
Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board.
Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III
H.R.___ - Financial Services and General Government Appropriations Act. Making appropriations for financial services and general government for the fiscal year ending September 30, 2018, and for other purposes. Issue: Global insurance standards; SIFI de-risking.
H.R. 4537 Insurance Capital Standards Accountability Act of 2017. Issue: international insurance standards.
H.R. 4483 - Federal Insurance Office Abolishment Act of 2017. Issue: FIO reform.
H.R. 5323 - Derivatives Fairness Act. Issue: establish an exemption from the credit valuation adjustment calculation for uncleared derivatives transactions with end-users.
H.R. 1625 - Consolidated Appropriations Act of 2018. Issue: postal reform.
H.R.___/S.___ - Financial Services and General Government Appropriations Act. Making appropriations for financial services and general government for the fiscal year ending September 30, 2019, and for other purposes. Issue: Global insurance standards; SIFI de-risking.
H.R.__ - Draft legislation regarding the designations or titles of financial professionals.
Issue: Unclaimed life insurance products. No bill number assigned.
Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned.
Issue: Whole or universal life insurance premiums.
Issue: Swap margin rule. The rule establishes margin requirements for swaps not cleared through a clearinghouse. No bill number assigned.
H.R. 1303/S. 180 - H-1B and L-1 Visa Reform Act of 2017. This bill would amend the Immigration and Nationality Act to reform and reduce fraud and abuse in certain visa programs for aliens working temporarily in the U.S. Issue: immigration reform.
H.R. 1226/S. 447 - Justice for Uncompensated Survivors Today (JUST) Act of 2017. This bill would require reporting on acts of certain foreign countries on Holocaust era assets and related issues. Issue: Holocaust era insurance claims.
H.R. 762/S.258 - Holocaust Insurance Accountability Act of 2017. This bill would provide for the restoration of legal rights for claimants under holocaust-era insurance policies.
S. 2702 - A bill to amend the Consumer Financial Protection Act of 2010 to clarify authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator, and for other purposes
H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017 - To amend the Financial Stability Act of 2010 to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes.
S.3177 - A bill to amend the Financial Stability Act of 2010 to include the State insurance commissioner as a voting member of the Financial Stability Oversight Council, and for other purposes
Automotive
H.R.5502 - Prohibit Auto Insurance Discrimination Act - To prohibit private passenger automobile insurers from using certain income proxies to determine insurance rates and eligibility.
Aviation/Aircraft/Airlines (House, Senate)
Postal Reform (House, Senate)
S.2755 - A bill to amend title 39, United States Code, to provide that the United States Postal Service may provide certain basic financial services, and for other purposes.
H.R.6076 - To restore the financial solvency and improve the governance of the United States Postal Service in order to ensure the efficient and affordable nationwide delivery of mail, and for other purposes
Primary Regulators of Insurance Vote Act of 2018, S. 3177-allow for the state representative to be a voting member of FSOC
S. 488, the JOBS and Investor Confidence Act (JOBS 3.0)-Including Duffy-Heck International Capital Standard bill.
oH.R. 6321, the Investment Adviser Regulatory Flexibility Improvement Act-- require the SEC to revise its definition of a "small business," requiring the SEC to look beyond assets under management and include other factors, such as employment at an advisory firm.

oH.R.6323, the National Senior Investor Initiative Act, would require the SEC to set up an interagency task force to focus on challenges facing senior investors.
HR 1585, the Fair Investment Opportunities for Professional Experts Act. It would Amends the Securities Act of 1933 to modify the definition of accredited investor
H.R. 6021, the Small Business Audit Correction Act of 2018
H.R. 6743, the Consumer Information Notification Requirement Act-a preemptive federal standard for data breach and cyber security applied to financial services companies
H.R. 6021, the Small Business Audit Correction Act. the legislation would ease audit requirements for small broker-dealers
Disaster
H.R.6379 - National Flood Insurance Program Extension Act of 2018 - Passed House
H.R.6402 - National Flood Insurance Program Extension and Enhanced Consumer and Community Protections Act of 2018
H.R.6499 - To amend the Small Business Act to authorize the Administrator of the Small Business Administration to issue loans to homeowners in areas at risk for disasters to carry out pre-disaster mitigation activities, and for other purposes
H.R.6650 - To reauthorize and amend the National Earthquake Hazards Reduction Program, and for other purposes
S.3265 - A bill to require the Secretary of Commerce to undertake certain activities to support waterfront community revitalization and resiliency, and for other purposes (Tammy Baldwin)
H.R.6826 - To amend the Small Business Act to provide for disaster loans to repair, rehabilitate, or replace property damaged or destroyed by hurricane Harvey, Irma, or Maria, and for other purposes
H.R.6799 - To authorize disaster recovery assistance for areas affected by wildfires on Federal Lands, and for other purposes
H.R.6944 - To establish centers of excellence for innovative stormwater control infrastructure, and for other purposes
Auto (House, Senate)
S.3491 - A bill to require the Secretary of Transportation to carry out a pilot program to develop and provide to States and transportation planning organizations accessibility data sets, and for other purposes
S.3215 - A bill to amend title 49, United States Code, to require the development of a bus operations safety risk reduction program, and for other purposes
S.3432 - A bill to direct the Secretary of Transportation to issue rules requiring the inclusion of new safety equipment in school buses, and for other purposes
Aviation/Aircraft/Airlines (House, Senate)
H.R.6438 - To amend the Homeland Security Act of 2002 to establish in the Department of Homeland Security an Unmanned Aircraft Systems Coordinator, and for other purposes
S.3511 - A bill to broaden unmanned aircraft systems safety awareness, and for other purposes
S.3513 - A bill to establish a deadline for the establishment of a process to allow applicants to petition the Administrator of the Federal Aviation Administration to prohibit or restrict the operation of an unmanned aircraft in close proximity to a fixed site facility
Homeland Security (House, Senate)
H.R.6864 - Information Transparency & Personal Data Control Act - To require the Federal Trade Commission to promulgate regulations related to sensitive personal information or behavioral data, and for other purposes
H.R.6913 - To direct the Secretary of Commerce to establish a working group to recommend to Congress a definition of blockchain technology, and for other purposes
S.3437 - A bill to establish a Federal rotational cyber workforce program for the Federal cyber workforce
PAID FAMILY LEAVE
H.R. 4219 Workflex in the 21st C. Act-- This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to establish a voluntary workflex option under which employers who provide flexible workplace arrangement plans that include a combination of paid leave and flexible work options are exempt from certain state and local laws regarding employee benefits.
S.3345 - Economic Security for New Parents Act - Parental leave only. Allows new parents to drawdown on future Social Security benefits. Rubio Introduced bill week of 7/31, Rep. Ann Wagner to intro companion in Sept.
H.R. 1516 Healthy Families Act--Mandate paid sick leave
S. 337/H.R 847 FAMILY (Family and Medical Insurance Leave) Act-- Creates a new trust fund within Social Security Admin. For sick leave.
H.R. 2282/S. 1006, Equality Act--This bill amends the Civil Rights Act of 1964 to include sex, sexual orientation, and gender identity among the prohibited categories of discrimination or segregation in places of public accommodation.
H.R.7037 - State Flood Mitigation Revolving Fund Act of 2018- To amend the National Flood Insurance Act of 1968 to allow the Administrator of the Federal Emergency Management Agency to provide capitalization grants to States to establish revolving funds to provide funding assistance to reduce flood risks, and for other purposes (Charlie Crist, D-FL)
H.R.7166 - Hurricane Michael Tax Relief Act - To provide tax relief for the victims of Hurricane Michael, and for other purposes (Neal Dunn, R-FL)
S.3679 - A bill to ensure that older adults and individuals with disabilities are prepared for disasters, and for other purposes (Bob Casey)
H.R.7200 - To extend indemnity for wildfires and hurricanes, and for other purposes (Austin Scott, R-GA)
S.3648 - Hurricanes Florence and Michael and California Wildfire Tax Relief Act - To provide tax relief for the victims of Hurricane Florence, Hurricane Michael, and certain California wildfires (Richard Burr, NC)
H.R.7024 - Federal Flood Management Act of 2018 - To establish a Federal standard in order to improve the Nations resilience to current and future flood risk (Jamie Raskin, D-MD)
H.R.7315 - To protect American communities from wildfire, and for other purposes (Bruce Westerman, R-AR)
H.R.7242 - Disaster Recovery and Opportunity Act of 2018 - To amend the Internal Revenue Code of 1986 to allow certain areas affected by certain Federally declared disasters to be designated as opportunity zones (Mark Meadows, R-NC)
H.R.7333 - FEMA Modernization Act of 2018- To provide for reform and reorganization of the Federal Emergency Management Agency, and for other purposes (Sheila Jackson Lee, D-TX)
H.R.7322 -
H.R 7133,H.R.7192,H.R.7260, H.R.7357,S.3744,S.ConsumerProtectionAct Wyden,H.R.7343,H.R.7392,S.3655,S.3577,H.R. 7383,H.R. 7394

17. House(s) of Congress and Federal agencies Check if None

U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Homeland Security - Dept of (DHS), Securities & Exchange Commission (SEC), Federal Reserve System, U.S. Postal Service (USPS), U.S. SENATE, Federal Deposit Insurance Commission (FDIC), Federal Emergency Management Agency (FEMA)

18. Name of each individual who acted as a lobbyist in this issue area

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

AMT Sequestration--Impact of mandatory sequestration on the refundability of corporate AMT tax credits.
H.R. 1625, Consolidated Appropriations Act of 2018-- FY 18 Omnibus Spending
Proposals related to both corporate and product taxation (not in legislative form): Specifically, capital loss rule temporary relief; STOLI; benefits of tax treatment for life insurance and retirement products.
Obama Administration proposals on COLI and SADRD (not yet in legislative form).
H.R.1393, S. 540: Mobile Workforce State Income Tax Simplification Act of 2015. ISSUE: Withholding from multi-state employees.
H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life settlement transactions.
H.R.2181 - Insurance Company Tax Modernization and Parity Act of 2017. ISSUE: Taxation of life insurers.
P.L. 115-97, formerly H.R. 1 Tax Cuts and Jobs Act.
Alternative Minimum Tax Sequestration-- Impact of mandatory sequestration on the refundability of corporate AMT tax credits.
Technical corrections and regulations related to life and property/casualty insurance provisions.
Computation of Life Reserve Calculation for life insurance companies
H.R.7058 - Digital Goods and Services Tax Fairness Act of 2018 - To promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services (Lamar Smith, R-TX)
H.R.7176 - Restoring Economic Opportunities for Small Family C-Corporations- To amend the Internal Revenue Code of 1986 to reestablish the 15 percent corporate rate bracket (Steve King, R-IA)

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

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. 5282. S. 2526, Retirement Enhancement and Security Act (RESA)
Allowing for open multiple employer plans: HR. 854, HR. 4637
Increasing retirement plan start-up credit for small business plans: HR. 4637, HR. 3902
Removing 10% auto-escalation limit: HR. 4637
Nondiscrimination testing: HR. 1962
PBGC premiums for CSEC plans: HR. 3596
Form 5500 reforms: HR. 1688
Portability of Lifetime income products: HR. 3910
403(b) retirement account participation clarification: HR. 2341
Annuity provider selection safe harbor: HR. 4604
Treatment of stipend payments: HR. 2916
Lifetime Income Disclosure: HR. 2055, S. 868
Tax treatment of qualified reimbursement payments to volunteer emergency responders: HR. 1550
H.R. 4610, RETIRE Act-- E-Delivery of retirement plan documents
H.R. 4524, the Retirement Simplification and Enhancement Act--401(k) plan improvements and lifetime income provisions.
H.R. 4523, the Automatic Retirement Plan Act--mandatory 401(k)
H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017--various retirement savings improvement provisions.
H.R. 4604, The Increasing Access to a Secure Retirement Act--measures to bolster Americans retirement security and annuity selection safe harbor.
H.R.3857, PASS Act of 2017--Alternative to the DOL fiduciary rule
SEC Best Interest Standard of Care for providing financial advice
Department of Labor Fiduciary Rule for investment advice and related Congressional activity
SEC Best Interest Rule Proposal-- proposed best interest standard for investment advice includes three main components: (1) Regulation Best Interest for Broker-Dealers; (2) Interpretive Guidance Regarding Standards for Conduct for Investment Advisors; and (3) A CSR Relationship Summary, a required disclosure in retail communications, and restrictions on BDs use of certain names and titles (i.e., advisor and adviser).
S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule
H.R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA)
Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.
H.R.4225/S.2241 Legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments
HR _____/ S._____ Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance.
H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage.
H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance.
H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans.
H.R. 5138, HR 6128 Legislation to expand use of HSAs.
S. 3197, the SIMPLE Plan Modernization Act-- to enhance Savings Incentive Match Plan for Employees (SIMPLE) plans
S.3221, Refund to Rainy Day Savings Act-- encourages people to save their tax refunds
S.3218, Strengthening Financial Security Through Short-Term Savings Act-- facilitates emergency savings to prevent retirement account leakage
S.3221, Retirement Flexibility Act-- expands the number of employers using automatic enrollment, automatic escalation, and other best practices
S.3219, Small Business Employees Retirement Enhancement Act -- expends access to workplace retirement savings plans by allowing for open MEPs
S. 3242, the American Savings Act- Bill to create a private sector Thrift Savings Plan (TSP)
H.R. 6757, Family Savings Act-collection of retirement security changes to expand access to retirement plans and savings opportunities
H.R. 6760, Protecting Family and Small Business Tax Cuts Act-- bill to make permanent several tax provisions that were enacted in 2017 and are scheduled to expire at the end of 2025.
H.R. 6756American Innovation Act-improved expensing and capital rules for small businesses
S. 3436, the Womens Pension Protection Act of 2018-- apply a modified version of the spousal consent rules to all defined contribution plans, and would require plans to offer participation to long-term part-time employees.
HR 6990, Portable Retirement and Investment Account (PRIA) Act--Creates a government-run retirement system.
S.2427/H.R. 6540, the Retirement Savings Lost and Found Act. Bill to create an online registry to enable retirement plan participants and beneficiaries to locate the plan administrator.
H.R.6746 - Protecting American Taxpayers and Homeowners Act of 2018
H.R.6785 - To provide tax incentives to promote economic development in Economically Distressed Zones
S.3781--Retirement Security and Savings Act of 2018, a bill to improve retirement security
S. 3636--The Encouraging Americans to Save Act, savers tax credit expansion/match with myRA
HR. 88--Retirement, Savings, and Other Tax Relief Act of 2018 (formerly Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act), make a variety of changes to the tax code. The bill would extend many tax provisions that expired at the end of 2017 and provide tax relief for victims of disasters, modify the requirements for tax-favored savings accounts and employer-provided retirement plans, change the deduction for start-up and organizational expenditures, make technical corrections to Public Law 115-97, and eliminate the increase in unrelated business taxable income related to certain transportation fringe benefits, among other things.
S.3771--The Retirement Parity for Student Loans Act of 2018, permit401(k), 403(b), and SIMPLE retirement plans to make matching contributions to workers as if their student loan payments were salary reduction contributions.
S.3795--Receiving Electronic Statements To Improve Retiree Earnings Act, amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code to authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual.
H.R.6990--Portable Retirement and Investment Account Act, To create portable retirement and investment accounts for all Americans, and for other purposes

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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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 HCR

16. Specific lobbying issues

Appropriations language to improve the MSP debt collection process (not in legislative form), efforts to have Congress, through the appropriations process, prohibit CMS from referring any more MSP debt to Treasury until such time as the Agency has investigated its processes, remedied any fault, and certified to Congress that the Program is in compliance with law and stakeholders due process rights are being processed.
Repeal section 202(B) of the 2014 Budget Act, and amend Sec. 2910(d)(3) of the Medicaid Act (not in bill form). This would rebalance distribution of recoveries between the states and federal government in the Medicaid program.
S.2905 - A bill to amend title XVIII of the Social Security Act to provide for certain integrity transparency measures under Medicare parts C and D (Pat Toomey)
S.3079 - A bill to amend title XVIII of the Social Security Act to provide for the application of Medicare secondary payer rules to certain workers' compensation settlement agreements and qualified Medicare set-aside provisions (Rob Portman)
S.3497 - A bill to amend title XVIII of the Social Security Act to eliminate a provision under the Medicare Advantage program that inadvertently penalizes Medicare Advantage plans for providing high quality care to Medicare beneficiaries

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Treasury - Dept of

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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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 LBR

16. Specific lobbying issues

NONE

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

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 TRA

16. Specific lobbying issues

NONE

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT)

18. Name of each individual who acted as a lobbyist in this issue area

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

H.R.6456 - Small Public Housing Regulatory Relief Expansion Act of 2018
H.R.6746 - To protect American taxpayers and homeowners by creating a sustainable housing finance system for the 21st century, and for other purposes.
S.3503 - A bill to make housing more affordable, and for other purposes
S. 3266 - To require a study of the well-being of the United States automotive industry and to stay the investigation into the national security effects of automotive imports until the study is completed, and for other purposes

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

21. Client new principal place of business (if different than line 20)

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

ISSUE UPDATE

24. General lobbying issue that no longer pertains

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

FOREIGN ENTITIES

27. Add the following foreign entities:

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization