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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 101 Constitution Avenue NW |
Address2 | Suite 705 East |
City | Washington |
State | DC |
Zip Code | 20001 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 400853510-12
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6. House ID# 418920000
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TYPE OF REPORT | 8. Year | 2015 |
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 |
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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: Jonathan Renfrew |
Date | 1/20/2016 2:34:09 PM |
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
Tax matters proposed in President's FY2016 Budget Proposal and draft tax legislation related to: modification of dividends received reduction "DRD" for life insurance accounts; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance; expansion of pro rata interest expense disallowance for interest unrelated corporate-owned life insurance.
Tax matters proposed in tax reform legislative discussion draft (no bill number) released and written by staff of the Ways and Means Committee including: tax treatment of life insurance reserves; tax treatment of deferred acquisition costs, modifications of dividends received reduction "DRD" for life insurance accounts, and interest expense disallowance for corporate-owned life insurance.
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
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jonathan |
Renfrew |
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Robert |
Presutti |
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Lisa |
Strikowsky |
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Jay |
Rosenblum |
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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
Implementation of H.R. 4173 (111th Congress) P.L. 111-203,Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues specific to insurance capital standards.
Implementation of S. 2270 (113th Congress) P.L. 113-279, Insurance Capital Standards Clarification Act of 2014, legislation that would give the Federal Reserve authority to issue capital standards for insurance companies that are subject to Federal Reserve supervision.
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes.
H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, 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
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jonathan |
Renfrew |
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Robert |
Presutti |
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Lisa |
Strikowsky |
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Jay |
Rosenblum |
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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. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule.
H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
H.R. 1090, the Retail Investor Protection Act, related to the issuance of regulations under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary.
H.R. 4293, the Affordable Retirement Advice Protection Act, to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests, and for other purposes.
H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support (SAVERS) of 2015, to amend the Internal Revenue Code of 1986 to ensure that retirement investors receive advice in their best interests, 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
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jonathan |
Renfrew |
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Robert |
Presutti |
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Lisa |
Strikowsky |
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Jay |
Rosenblum |
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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 HCR
16. Specific lobbying issues
H.R. 3590 (111th Congress) - Patient Protection and Affordability Act (Implementation)
H.R. 4872 (111th Congress) - Health Care Education Reconciliation Act (Implementation)
Issues related to dental insurance
S. 1099/H.R. 1624 - Protecting Affordable Coverage for Employees (PACE) Act. Issues related to the definition of small group markets.
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
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jonathan |
Renfrew |
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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 BUD
16. Specific lobbying issues
H.R. 3020/S.1695, The Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act of 2016. Issue: Department of Labor proposed fiduciary rule.
H.R. 2029, The Consolidated Appropriations Act. Issue: Department of Labor proposed fiduciary rule.
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
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jonathan |
Renfrew |
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Robert |
Presutti |
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Lisa |
Strikowsky |
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Jay |
Rosenblum |
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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 |